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CIK: 0001698218
Total reported value
$6.7B
$6.7B
1118 檔
22.3%
In Q4 2025, Ritholtz Wealth Management's U.S. equity holdings reached a combined market value of $6.7B, distributed across 1118 disclosed stock positions.
In Q4 2025, Ritholtz Wealth Management displayed an active expansion posture, initiating 6 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1118 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% | +4.32% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.69% | -0.65% | -1.81% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.35% | +0.67% | -0.43% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.22% | -0.48% | +5.10% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.24% | -0.41% | +2.05% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.90% | +0.05% | +4.20% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 2.58% | -0.27% | +9.99% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.36% | +1.47% | -6.27% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.29% | +0.06% | +3.37% | |
| 10 | VFMO | Vanguard US Momentum Factor | ETF-Other | 2.27% | +0.33% | +3.60% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.18% | -0.25% | +3.85% | |
| 12 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.17% | +0.01% | +4.89% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.09% | -0.13% | +1.72% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.59% | -0.16% | +1.00% | |
| 15 | DISV | Dimensional International Sm | ETF-Other | 1.50% | -0.13% | +2.35% | |
| 16 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.39% | +0.01% | +3.64% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.08% | +0.03% | +1.14% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -0.08% | +2.80% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.06% | +2.53% | |
| 20 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.83% | +0.05% | +2.86% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.06% | +10.35% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.75% | -0.08% | +3.11% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.69% | -0.06% | +4.52% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.03% | +3.46% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.01% | +3.86% | |
| 26 | SUB | Ishares Short-term National | ETF-Other | 0.51% | -0.08% | +0.90% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.12% | +5.57% | |
| 28 | ORI | Old Republic Intl CORP | Stock-Financials | 0.49% | -0.05% | +0.72% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | — | +10.16% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.02% | +8.63% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.07% | -3.96% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | +0.01% | +1.00% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.05% | -3.62% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.38% | +0.09% | +1.55% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.04% | +9.54% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.05% | -0.84% | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.32% | -0.06% | +1169.36% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.31% | -0.02% | -2.26% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.31% | -0.03% | +12.82% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.30% | -0.09% | +6.17% | |
| 41 | C | Citigroup Inc | Stock-Financials | 0.28% | +0.02% | +9.75% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.27% | -0.04% | -0.50% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.27% | -0.03% | -2.14% | |
| 44 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.25% | -0.03% | -1.65% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.23% | +0.04% | +9.90% | |
| 46 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.23% | +0.02% | +14.54% | |
| 47 | CLS | Celestica Inc | Stock-Tech | 0.23% | +0.01% | -7.67% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | -0.04% | +1.40% | |
| 49 | BBVA | Banco Bilbao Vizcaya-sp Adr | Stock-Financials | 0.21% | — | -0.42% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | -0.01% | +12.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | +1169.36% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.2% | +10.35% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.53% | Add |
| 4 | AAPL | Apple Inc | +0.1% | +4.20% | Add |
| 5 | LLY | Eli Lilly & Co | +0.1% | -3.62% | Trim |
| 6 | BND | Vanguard Total Bond Market | +0.1% | +9.99% | Add |
| 7 | WDC | Western Digital CORP | +0.1% | +369.12% | Add |
| 8 | GM | General Motors Co | +0.1% | +46.10% | Add |
| 9 | BIIB | Biogen Inc | +0.1% | +142.94% | Add |
| 10 | RIGL | Rigel Pharmaceuticals Inc | +0.1% | +961.27% | Add |
| 11 | AUPH | Aurinia Pharmaceuticals Inc | +0.1% | +206.24% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | +9.54% | Add |
| 13 | EXPE | Expedia Group Inc | +0.1% | +29.94% | Add |
| 14 | MU | Micron Technology Inc | +0.1% | +9.12% | Add |
| 15 | STX | Seagate Technology Holdings plc | +0.1% | +64.48% | Add |
| 16 | DISV | Dimensional International Sm | 0% | +2.35% | Add |
| 17 | C | Citigroup Inc | 0% | +9.75% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | 0% | +30.33% | Add |
| 19 | HSBC | Hsbc Holdings Plc-spons Adr | 0% | +14.54% | Add |
| 20 | DFSV | Dimensional US Small Cap Val | 0% | +4.89% | Add |
| 21 | WMT | Walmart Inc | 0% | +5.57% | Add |
| 22 | TSLA | Tesla Inc | 0% | +10.16% | Add |
| 23 | DFEV | Dimensional Emrg Mrkt Val | 0% | +2.86% | Add |
| 24 | AMZN | Amazon.com Inc | 0% | +2.80% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | — | +4.32% | Add |
| 26 | IMTM | Ishares Msci Intl Momentum F | 0% | +3.64% | Add |
| 27 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +1.72% | Add |
| 28 | AMT | American Tower CORP | -0.1% | -69.55% | Trim |
| 29 | T | At&t Inc | -0.1% | -23.35% | Trim |
| 30 | VFMO | Vanguard US Momentum Factor | -0.1% | +3.60% | Add |
| 31 | NVDA | Nvidia CORP | -0.1% | +3.37% | Add |
| 32 | AGG | Ishares Core U.s. Aggregate | -0.1% | +3.85% | Add |
| 33 | NFLX | Netflix Inc | -0.1% | +812.30% | Add |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | -0.1% | +5.10% | Add |
| 35 | META | Meta Platforms Inc-class A | -0.1% | -3.96% | Trim |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -6.27% | Trim |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -64.08% | Trim |
| 38 | ORCL | Oracle CORP | -0.2% | -2.14% | Trim |
| 39 | FBND | Fidelity Total Bond ETF | -0.2% | +2.05% | Add |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -0.43% | Trim |
| 41 | MSFT | Microsoft CORP | -0.2% | +1.00% | Add |
| 42 | 2655957D | Premier Inc-class A | — | EXIT | Sold out |
| 43 | CIM | Chimera Investment CORP | — | NEW | New buy |
| 44 | ICLO | Invesco Aaa Clo F/r Note ETF | — | NEW | New buy |
| 45 | BKLN | Invesco Senior Loan ETF | — | NEW | New buy |
| 46 | TTE | TotalEnergies SE | — | NEW | New buy |
| 47 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 48 | CWK | Cushman & Wakefield Limited | — | NEW | New buy |
| 49 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 50 | UL | Unilever PLC | — | EXIT | Sold out |
According to official SEC Form 13F filings, Ritholtz Wealth Management reported a total U.S. public equity portfolio value of $6.7B across 1118 disclosed positions in Q4 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 22.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
CIM
市值: $5.0M
Top Position Liquidated / Trimmed
2655957D
前期市值: $6.1M
During Q4 2025, Ritholtz Wealth Management's top holdings by market value included VTI (8.8%)、IVV (6.7%)、QQQ (4.3%). The largest single position, VTI, represented 8.8% of total portfolio value.
In Q4 2025, Ritholtz Wealth Management made 50 total portfolio adjustments, initiating 6 new buys, adding to 33 positions, trimming 8 holdings, and fully liquidating 3 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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