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CIK: 0001698218
Total reported value
$6.7B
$6.7B
920 檔
13.4%
In Q1 2025, Ritholtz Wealth Management's U.S. equity holdings reached a combined market value of $6.7B, distributed across 920 disclosed stock positions.
In Q1 2025, Ritholtz Wealth Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 920 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.74% | +0.57% | +27.51% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.96% | -0.65% | -0.41% | |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 5.49% | -0.48% | +13.06% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.46% | +0.05% | +1.41% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 3.10% | -0.27% | +22.83% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.00% | -0.41% | +18.50% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.96% | -0.25% | +9.33% | |
| 8 | VFMO | Vanguard US Momentum Factor | ETF-Other | 2.17% | +0.33% | +8.73% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.06% | +0.01% | +16.26% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.82% | -0.13% | -34.04% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.16% | +1.76% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.71% | +0.06% | +4.77% | |
| 13 | DISV | Dimensional International Sm | ETF-Other | 1.43% | -0.13% | +15.89% | |
| 14 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.43% | +0.01% | +32.15% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.28% | -0.08% | +29.59% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | -0.08% | +4.98% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.87% | -0.06% | +4.51% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | +0.67% | -85.85% | |
| 19 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.81% | +0.05% | -0.91% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.81% | +0.03% | +0.53% | |
| 21 | SUB | Ishares Short-term National | ETF-Other | 0.79% | -0.08% | +10.56% | |
| 22 | ORI | Old Republic Intl CORP | Stock-Financials | 0.69% | -0.05% | -0.53% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.02% | +4.83% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.01% | +5.07% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | +1.47% | -79.70% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.06% | -1.54% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.01% | +2.31% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.05% | +2.16% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.07% | +3.13% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.12% | -1.04% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.05% | -0.58% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.06% | +0.58% | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.41% | -0.03% | +13.52% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.03% | -0.61% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.01% | -1.31% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.04% | +29.17% | |
| 37 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.34% | -0.09% | +16.11% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.33% | +0.09% | -4.55% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.32% | -0.04% | +7.68% | |
| 40 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.30% | -0.03% | -1.26% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.30% | -0.03% | +0.68% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | — | -0.38% | |
| 43 | MO | Altria Group Inc | Stock-Consumer Staples | 0.30% | — | +5.16% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.09% | +17.88% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.29% | -0.01% | +14.11% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.29% | +0.07% | +10.65% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.29% | -0.01% | +22.50% | |
| 48 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.28% | — | +2.71% | |
| 49 | FICO | Fair Isaac CORP | Stock-Tech | 0.27% | +0.01% | -6.42% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.27% | -0.04% | -47.00% |
According to official SEC Form 13F filings, Ritholtz Wealth Management reported a total U.S. public equity portfolio value of $6.7B across 920 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IVV, STIP) accounted for 13.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $292.6M
During Q1 2025, Ritholtz Wealth Management's top holdings by market value included VTI (8.7%)、IVV (6.0%)、STIP (5.5%). The largest single position, VTI, represented 8.7% of total portfolio value.
In Q1 2025, Ritholtz Wealth Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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