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CIK: 0001698218
Total reported value
$6.7B
$6.7B
1040 檔
21.6%
At the close of Q3 2025, Ritholtz Wealth Management disclosed equity holdings valued at approximately $6.7B, spread across 1040 reported holdings.
In Q3 2025, Ritholtz Wealth Management displayed an active expansion posture, initiating 0 new positions and adding to 47 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1040 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.77% | +0.57% | +4.91% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.09% | -0.65% | +2.05% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.54% | +0.67% | +1.68% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.31% | -0.48% | +6.01% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.40% | -0.41% | +4.62% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.77% | +0.05% | +4.67% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 2.50% | -0.27% | +4.51% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.46% | +1.47% | +8.66% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | +0.06% | +7.34% | |
| 10 | VFMO | Vanguard US Momentum Factor | ETF-Other | 2.34% | +0.33% | +5.13% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.25% | -0.25% | +7.45% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.14% | -0.13% | +2.46% | |
| 13 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.14% | +0.01% | +7.44% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | -0.16% | +5.99% | |
| 15 | DISV | Dimensional International Sm | ETF-Other | 1.46% | -0.13% | +3.73% | |
| 16 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.43% | +0.01% | +4.63% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.11% | +0.03% | +2.95% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | -0.08% | +7.33% | |
| 19 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.81% | +0.05% | +4.49% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.78% | -0.08% | -2.39% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.06% | +10.02% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.71% | -0.06% | +12.94% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.06% | +7.29% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.03% | +7.68% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.01% | +7.30% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.07% | +8.38% | |
| 27 | SUB | Ishares Short-term National | ETF-Other | 0.54% | -0.08% | +1.88% | |
| 28 | ORI | Old Republic Intl CORP | Stock-Financials | 0.48% | -0.05% | +0.54% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | — | +6.81% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.12% | +3.93% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | +0.01% | +3.09% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.02% | +0.24% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.03% | +2.93% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.05% | -0.56% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.37% | +0.09% | +1.25% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.05% | +3.96% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | -0.02% | +2.18% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.04% | +15.85% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.29% | -0.03% | +4.16% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | -0.04% | -3.81% | |
| 41 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.28% | -0.09% | +10.67% | |
| 42 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.25% | -0.03% | +0.84% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.24% | +0.02% | +33.62% | |
| 44 | MO | Altria Group Inc | Stock-Consumer Staples | 0.24% | — | +3.38% | |
| 45 | EME | Emcor Group Inc | Stock-Industrials | 0.24% | — | -7.52% | |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.24% | -0.02% | +33.87% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.23% | -0.04% | +6.48% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | -0.02% | +15.64% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.22% | -0.01% | -12.33% | |
| 50 | CLS | Celestica Inc | Stock-Tech | 0.22% | +0.01% | -15.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +3.7% | +1.68% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.8% | +8.66% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +1.1% | +2.05% | Add |
| 4 | NVDA | Nvidia CORP | +0.7% | +7.34% | Add |
| 5 | FBND | Fidelity Total Bond ETF | +0.4% | +4.62% | Add |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +2.46% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.3% | +2.95% | Add |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.2% | +2.18% | Add |
| 9 | AVGO | Broadcom Inc | +0.2% | +7.68% | Add |
| 10 | VFMO | Vanguard US Momentum Factor | +0.2% | +5.13% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | +6.81% | Add |
| 12 | TPR | Tapestry Inc | +0.1% | +63.27% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +10.02% | Add |
| 14 | ORCL | Oracle CORP | +0.1% | +2.93% | Add |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +0.88% | Add |
| 16 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | -0.23% | Add |
| 17 | IWD | Ishares Russell 1000 Value E | +0.1% | +2.12% | Add |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +62.17% | Add |
| 19 | IDXX | Idexx Laboratories Inc | +0.1% | +852.30% | Add |
| 20 | C | Citigroup Inc | +0.1% | +33.62% | Add |
| 21 | FAST | Fastenal Co | +0.1% | +212.62% | Add |
| 22 | 2655957D | Premier Inc-class A | +0.1% | +29.21% | Add |
| 23 | DFSV | Dimensional US Small Cap Val | +0.1% | +7.44% | Add |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +7.29% | Add |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +33.87% | Add |
| 26 | PLTR | Palantir Technologies Inc-a | +0.1% | +7.77% | Add |
| 27 | PRI | Primerica Inc | +0.1% | +255.51% | Add |
| 28 | MSFT | Microsoft CORP | +0.1% | +5.99% | Add |
| 29 | BKNG | Booking Holdings Inc | +0.1% | +56.68% | Add |
| 30 | VOD | Vodafone Group Plc-sp Adr | +0.1% | +17.34% | Add |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.25% | Add |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | +37.99% | Add |
| 33 | VTI | Vanguard Total Stock Mkt ETF | 0% | +4.91% | Add |
| 34 | DISV | Dimensional International Sm | 0% | +3.73% | Add |
| 35 | CLS | Celestica Inc | 0% | -15.17% | Trim |
| 36 | NFLX | Netflix Inc | 0% | +6.67% | Add |
| 37 | VEA | Vanguard Ftse Developed ETF | 0% | -3.81% | Add |
| 38 | IDCC | Interdigital Inc | 0% | -3.00% | Trim |
| 39 | IMTM | Ishares Msci Intl Momentum F | — | +4.63% | Add |
| 40 | DFEV | Dimensional Emrg Mrkt Val | — | +4.49% | Add |
| 41 | EME | Emcor Group Inc | — | -7.52% | Trim |
| 42 | JPM | Jpmorgan Chase & Co | 0% | +7.30% | Add |
| 43 | META | Meta Platforms Inc-class A | 0% | +8.38% | Add |
| 44 | WMT | Walmart Inc | -0.1% | +3.93% | Add |
| 45 | AMZN | Amazon.com Inc | -0.1% | +7.33% | Add |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | +12.94% | Add |
| 47 | BND | Vanguard Total Bond Market | -0.6% | +4.51% | Add |
| 48 | AAPL | Apple Inc | -0.7% | +4.67% | Add |
| 49 | AGG | Ishares Core U.s. Aggregate | -0.7% | +7.45% | Add |
| 50 | STIP | Ishares 0-5 Year Tips Bond E | -1.2% | +6.01% | Add |
According to official SEC Form 13F filings, Ritholtz Wealth Management reported a total U.S. public equity portfolio value of $6.7B across 1040 disclosed positions in Q3 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 21.6% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
EME
前期市值: $8.0M
During Q3 2025, Ritholtz Wealth Management's top holdings by market value included VTI (8.8%)、IVV (7.1%)、QQQ (4.5%). The largest single position, VTI, represented 8.8% of total portfolio value.
In Q3 2025, Ritholtz Wealth Management made 50 total portfolio adjustments, initiating 0 new buys, adding to 47 positions, trimming 3 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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