13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001698218
Total reported value
$6.7B
$6.7B
985 檔
19.6%
During the Q2 2025 filing period, Ritholtz Wealth Management (CIK: 0001698218) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.7B across 985 reported positions.
In Q2 2025, Ritholtz Wealth Management displayed an active expansion posture, initiating 1 new positions and adding to 45 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 985 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.79% | +0.57% | +23.06% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.32% | -0.65% | +50.29% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.66% | +0.67% | +542.29% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.60% | -0.48% | +13.91% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.65% | -0.41% | +64.27% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 2.69% | -0.27% | +17.22% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.54% | +1.47% | +390.31% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.42% | +0.05% | +2.70% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.35% | -0.25% | +6.87% | |
| 10 | VFMO | Vanguard US Momentum Factor | ETF-Other | 2.28% | +0.33% | +24.56% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.27% | -0.13% | +52.96% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.11% | +0.06% | +14.59% | |
| 13 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.09% | +0.01% | +30.95% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | -0.16% | +9.01% | |
| 15 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.48% | +0.01% | +22.52% | |
| 16 | DISV | Dimensional International Sm | ETF-Other | 1.48% | -0.13% | +23.35% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.12% | +0.03% | +68.39% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | -0.08% | +8.94% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.90% | -0.08% | -5.53% | |
| 20 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.83% | +0.05% | +23.74% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.70% | -0.06% | +9.05% | |
| 22 | SUB | Ishares Short-term National | ETF-Other | 0.60% | -0.08% | +2.11% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.07% | +8.65% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.01% | +10.46% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.06% | +6.73% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.03% | +4.71% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.01% | +6.51% | |
| 28 | ORI | Old Republic Intl CORP | Stock-Financials | 0.49% | -0.05% | -1.32% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.02% | +4.25% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.12% | +8.78% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.05% | +6.47% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.06% | +6.12% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.05% | +5.05% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.03% | +3.89% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | — | +29.87% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.34% | -0.02% | +242.93% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.34% | +0.09% | +1.51% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.33% | -0.01% | +31.72% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.31% | -0.04% | +41.81% | |
| 40 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.31% | -0.03% | +2.38% | |
| 41 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.28% | -0.09% | +12.42% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | -0.01% | +3.30% | |
| 43 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.27% | -0.03% | +10.25% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.26% | -0.07% | +19.09% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | -0.04% | -2.63% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | -0.04% | +2.02% | |
| 47 | EME | Emcor Group Inc | Stock-Industrials | 0.24% | — | -5.87% | |
| 48 | MO | Altria Group Inc | Stock-Consumer Staples | 0.23% | — | +8.64% | |
| 49 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.22% | — | +4.46% | |
| 50 | MCK | Mckesson CORP | Stock-Healthcare | 0.22% | -0.05% | +2.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +3.8% | +542.29% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.9% | +390.31% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +1.4% | +50.29% | Add |
| 4 | FBND | Fidelity Total Bond ETF | +0.7% | +64.27% | Add |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +52.96% | Add |
| 6 | NVDA | Nvidia CORP | +0.4% | +14.59% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.3% | +68.39% | Add |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.2% | +242.93% | Add |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +1254.09% | Add |
| 10 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +1344.18% | Add |
| 11 | VFMO | Vanguard US Momentum Factor | +0.1% | +24.56% | Add |
| 12 | MSFT | Microsoft CORP | +0.1% | +9.01% | Add |
| 13 | AVGO | Broadcom Inc | +0.1% | +4.71% | Add |
| 14 | IWD | Ishares Russell 1000 Value E | +0.1% | +195.16% | Add |
| 15 | CIVB | Civista Bancshares Inc | +0.1% | +377.84% | Add |
| 16 | SCHB | Schwab US Broad Market ETF | +0.1% | +189.24% | Add |
| 17 | ORCL | Oracle CORP | +0.1% | +3.89% | Add |
| 18 | NFLX | Netflix Inc | +0.1% | +19.09% | Add |
| 19 | IVE | Ishares S&p 500 Value ETF | +0.1% | +464.02% | Add |
| 20 | GWW | Ww Grainger Inc | +0.1% | +486.96% | Add |
| 21 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +196.72% | Add |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | NEW | New buy |
| 23 | TPR | Tapestry Inc | +0.1% | +187.91% | Add |
| 24 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +23.06% | Add |
| 25 | IMTM | Ishares Msci Intl Momentum F | +0.1% | +22.52% | Add |
| 26 | DISV | Dimensional International Sm | +0.1% | +23.35% | Add |
| 27 | TSLA | Tesla Inc | +0.1% | +29.87% | Add |
| 28 | 2655957D | Premier Inc-class A | +0.1% | +255.76% | Add |
| 29 | PLTR | Palantir Technologies Inc-a | +0.1% | +55.95% | Add |
| 30 | VEA | Vanguard Ftse Developed ETF | 0% | +41.81% | Add |
| 31 | PM | Philip Morris International | 0% | +31.72% | Add |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +68.42% | Add |
| 33 | DFSV | Dimensional US Small Cap Val | 0% | +30.95% | Add |
| 34 | DFEV | Dimensional Emrg Mrkt Val | 0% | +23.74% | Add |
| 35 | META | Meta Platforms Inc-class A | 0% | +8.65% | Add |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.51% | Add |
| 37 | EME | Emcor Group Inc | — | -5.87% | Trim |
| 38 | JPM | Jpmorgan Chase & Co | 0% | +10.46% | Add |
| 39 | GOOGL | Alphabet Inc-cl A | -0.1% | +6.73% | Add |
| 40 | WMT | Walmart Inc | -0.1% | +8.78% | Add |
| 41 | GOOG | Alphabet Inc-cl C | -0.1% | +6.12% | Add |
| 42 | AMZN | Amazon.com Inc | -0.1% | +8.94% | Add |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | -0.1% | EXIT | Sold out |
| 44 | SPMB | Ss Spdr P Mort Back Bond ETF | -0.1% | EXIT | Sold out |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | +9.05% | Add |
| 46 | UNH | Unitedhealth Group Inc | -0.2% | -23.88% | Trim |
| 47 | BND | Vanguard Total Bond Market | -0.4% | +17.22% | Add |
| 48 | AGG | Ishares Core U.s. Aggregate | -0.6% | +6.87% | Add |
| 49 | STIP | Ishares 0-5 Year Tips Bond E | -0.9% | +13.91% | Add |
| 50 | AAPL | Apple Inc | -1% | +2.70% | Add |
According to official SEC Form 13F filings, Ritholtz Wealth Management reported a total U.S. public equity portfolio value of $6.7B across 985 disclosed positions in Q2 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, QQQ) accounted for 19.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
BIL
市值: $2.9M
Top Position Liquidated / Trimmed
SPMB
前期市值: $3.2M
During Q2 2025, Ritholtz Wealth Management's top holdings by market value included VTI (8.8%)、IVV (7.3%)、QQQ (4.7%). The largest single position, VTI, represented 8.8% of total portfolio value.
In Q2 2025, Ritholtz Wealth Management made 50 total portfolio adjustments, initiating 1 new buys, adding to 45 positions, trimming 2 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.