Comprehensive Portfolio Management
Latest statistics and disclosures from Ritholtz Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IVV, STIP, QQQ, AAPL, and represent 25.12% of Ritholtz Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$99M), Ea Series Trust (+$48M), VTI (+$43M), QQQ (+$25M), KLAC (+$14M), STIP (+$12M), VUG (+$11M), DFSV (+$8.2M), BKNG (+$8.2M), MU (+$8.0M).
- Started 177 new stock positions in JEF, CBSH, VXF, ARM, SPCX, VFH, COLB, CHY, CHE, MGM.
- Reduced shares in these 10 stocks: USMV (-$77M), BIL (-$70M), IVV (-$38M), VOO (-$8.4M), Honeywell International (-$5.7M), AMZN, MDT, UAL, IJR, VEEV.
- Sold out of its positions in ALG, NLY, ATAT, ADSK, BSET, BBWI, BBY, BWEN, CSG Systems International, FYLD.
- Ritholtz Wealth Management was a net buyer of stock by $315M.
- Ritholtz Wealth Management has $6.7B in assets under management (AUM), dropping by 16.31%.
- Central Index Key (CIK): 0001698218
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Portfolio Holdings for Ritholtz Wealth Management
Ritholtz Wealth Management holds 1290 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Ritholtz Wealth Management has 1290 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Ritholtz Wealth Management June 30, 2026 positions
- Download the Ritholtz Wealth Management June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 9.3 | $625M | +7% | 1.7M | 370.04 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 5.3 | $356M | -9% | 475k | 748.89 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 3.8 | $258M | +4% | 2.5M | 102.16 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.7 | $249M | +11% | 339k | 736.40 |
|
| Apple (AAPL) | 2.9 | $196M | +4% | 677k | 289.36 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.8 | $185M | 4.1M | 45.49 |
|
|
| Vanguard Wellington Us Momentum (VFMO) | 2.7 | $184M | +4% | 738k | 249.51 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.4 | $163M | +4% | 2.2M | 73.41 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFSV) | 2.4 | $158M | +5% | 4.1M | 38.79 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $142M | +4% | 711k | 200.09 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.0 | $133M | +2% | 1.4M | 96.58 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.0 | $132M | +301% | 177k | 746.77 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.9 | $127M | +3% | 1.3M | 98.98 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 1.5 | $97M | +5% | 1.8M | 53.33 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 1.4 | $96M | +4% | 2.4M | 40.13 |
|
| Ishares Core Msci Emkt (IEMG) | 1.1 | $75M | 908k | 82.84 |
|
|
| Microsoft Corporation (MSFT) | 1.0 | $69M | 186k | 373.02 |
|
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.9 | $62M | +2% | 1.5M | 42.67 |
|
| Amazon (AMZN) | 0.9 | $60M | -6% | 252k | 238.34 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $59M | 166k | 357.37 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $55M | +2% | 156k | 353.33 |
|
| Ea Series Trust Goaltender Etf | 0.7 | $48M | NEW | 1.9M | 25.44 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $45M | +4% | 859k | 52.41 |
|
| Micron Technology (MU) | 0.7 | $44M | +22% | 38k | 1154.30 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $41M | +5% | 376k | 109.07 |
|
| Broadcom (AVGO) | 0.6 | $39M | 102k | 377.75 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $35M | 73k | 477.57 |
|
|
| Western Digital (WDC) | 0.5 | $35M | +15% | 55k | 638.72 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $33M | +2% | 100k | 327.33 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $29M | 267k | 106.47 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $28M | 246k | 113.26 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $27M | 22k | 1199.42 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $27M | +2% | 28k | 965.00 |
|
| Tesla Motors (TSLA) | 0.4 | $26M | +4% | 63k | 420.60 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $26M | +4% | 52k | 500.39 |
|
| Johnson & Johnson (JNJ) | 0.4 | $26M | 101k | 253.97 |
|
|
| Visa Com Cl A (V) | 0.4 | $25M | +5% | 72k | 343.09 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $24M | +10% | 26k | 935.48 |
|
| Old Republic International Corporation (ORI) | 0.4 | $24M | 574k | 40.92 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $23M | 41k | 563.30 |
|
|
| Advanced Micro Devices (AMD) | 0.3 | $21M | +5% | 36k | 580.91 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $20M | -6% | 277k | 71.25 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $20M | +5% | 45k | 433.33 |
|
| Caterpillar (CAT) | 0.3 | $19M | +7% | 18k | 1064.92 |
|
| Citigroup Com New (C) | 0.3 | $19M | 132k | 139.96 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.3 | $18M | +8% | 189k | 95.09 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $18M | -31% | 26k | 686.81 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $18M | -9% | 120k | 148.31 |
|
| Gilead Sciences (GILD) | 0.3 | $17M | -2% | 135k | 126.34 |
|
| Cisco Systems (CSCO) | 0.3 | $17M | +23% | 144k | 117.46 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $17M | +16% | 8.4k | 1989.50 |
|
| Novartis Sponsored Adr (NVS) | 0.2 | $17M | 106k | 156.72 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $16M | 167k | 94.57 |
|
|
| Altria (MO) | 0.2 | $16M | +6% | 217k | 71.95 |
|
| Bank of America Corporation (BAC) | 0.2 | $15M | +20% | 269k | 56.98 |
|
| Kla Corp Com New (KLAC) | 0.2 | $15M | +1013% | 49k | 301.71 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $14M | 105k | 136.72 |
|
|
| Travelers Companies (TRV) | 0.2 | $14M | +2% | 41k | 330.12 |
|
| Celestica (CLS) | 0.2 | $13M | -4% | 37k | 364.80 |
|
| Emcor (EME) | 0.2 | $13M | +2% | 16k | 829.87 |
|
| Pulte (PHM) | 0.2 | $13M | 96k | 137.21 |
|
|
| Philip Morris International (PM) | 0.2 | $13M | 73k | 180.91 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $13M | +519% | 150k | 86.14 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $13M | -5% | 25k | 513.59 |
|
| Procter & Gamble Company (PG) | 0.2 | $13M | +8% | 86k | 146.64 |
|
| Abbvie (ABBV) | 0.2 | $13M | +3% | 50k | 251.64 |
|
| Goldman Sachs (GS) | 0.2 | $12M | +8% | 12k | 1011.38 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $12M | 366k | 33.29 |
|
|
| Sandisk Corp (SNDK) | 0.2 | $12M | +47% | 5.3k | 2273.77 |
|
| Tapestry (TPR) | 0.2 | $12M | +4% | 81k | 146.38 |
|
| Mueller Industries (MLI) | 0.2 | $11M | +6% | 93k | 122.93 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $11M | 453k | 25.06 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $11M | +9% | 30k | 373.73 |
|
| Comfort Systems USA (FIX) | 0.2 | $11M | +9% | 5.5k | 1981.99 |
|
| McKesson Corporation (MCK) | 0.2 | $11M | 14k | 755.58 |
|
|
| Applied Materials (AMAT) | 0.2 | $10M | 14k | 722.99 |
|
|
| Hartford Financial Services (HIG) | 0.2 | $10M | 77k | 132.52 |
|
|
| eBay (EBAY) | 0.2 | $10M | +14% | 90k | 111.75 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $10M | 86k | 117.45 |
|
|
| Ge Vernova (GEV) | 0.1 | $10M | +7% | 8.5k | 1174.80 |
|
| Us Bancorp Com New (USB) | 0.1 | $10M | 166k | 60.40 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $9.9M | -3% | 67k | 146.55 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $9.8M | 742k | 13.22 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $9.8M | +54% | 170k | 57.62 |
|
| Popular Com New (BPOP) | 0.1 | $9.7M | +5% | 59k | 164.18 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $9.5M | -7% | 39k | 242.43 |
|
| Coca-Cola Company (KO) | 0.1 | $9.5M | +4% | 117k | 81.27 |
|
| Home Depot (HD) | 0.1 | $9.5M | -2% | 27k | 352.68 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $9.4M | +6% | 158k | 59.69 |
|
| UnitedHealth (UNH) | 0.1 | $9.3M | +60% | 22k | 415.63 |
|
| Verizon Communications (VZ) | 0.1 | $9.3M | 220k | 42.34 |
|
|
| Jabil Circuit (JBL) | 0.1 | $9.2M | +6% | 24k | 385.48 |
|
| Union Pacific Corporation (UNP) | 0.1 | $9.1M | +5% | 33k | 272.00 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $9.1M | 48k | 189.73 |
|
|
| Dell Technologies CL C (DELL) | 0.1 | $9.0M | +11% | 21k | 431.46 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $8.8M | 143k | 61.76 |
|
|
| Ciena Corp Com New (CIEN) | 0.1 | $8.8M | +69% | 18k | 490.56 |
|
| Intel Corporation (INTC) | 0.1 | $8.7M | +30% | 62k | 139.63 |
|
| Morgan Stanley Com New (MS) | 0.1 | $8.6M | +2% | 41k | 209.04 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $8.5M | +5% | 201k | 42.41 |
|
| Booking Holdings (BKNG) | 0.1 | $8.5M | +2416% | 48k | 178.24 |
|
| Expedia Group Com New (EXPE) | 0.1 | $8.4M | +23% | 33k | 255.88 |
|
| PNC Financial Services (PNC) | 0.1 | $8.3M | +3% | 34k | 246.22 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $8.2M | 11.00 | 748850.00 |
|
|
| Toll Brothers (TOL) | 0.1 | $8.2M | +54% | 50k | 164.75 |
|
| Rbc Cad (RY) | 0.1 | $8.0M | +2% | 39k | 206.97 |
|
| Manulife Finl Corp (MFC) | 0.1 | $7.8M | 194k | 40.51 |
|
|
| Ubs Group SHS (UBS) | 0.1 | $7.8M | 158k | 49.56 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $7.8M | +10% | 147k | 52.76 |
|
| Natwest Group Spons Adr (NWG) | 0.1 | $7.7M | +3% | 436k | 17.63 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $7.6M | +35% | 264k | 28.96 |
|
| Fastenal Company (FAST) | 0.1 | $7.5M | 157k | 48.03 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $7.5M | +5% | 91k | 82.64 |
|
| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.1 | $7.4M | +2% | 68k | 109.11 |
|
| Cardinal Health (CAH) | 0.1 | $7.4M | +10% | 31k | 237.56 |
|
| Biogen Idec (BIIB) | 0.1 | $7.4M | 34k | 216.06 |
|
|
| Prologis (PLD) | 0.1 | $7.3M | 54k | 135.47 |
|
|
| InterDigital (IDCC) | 0.1 | $7.2M | -8% | 25k | 283.13 |
|
| Barclays Adr (BCS) | 0.1 | $7.2M | +6% | 267k | 26.86 |
|
| Netflix (NFLX) | 0.1 | $7.1M | -5% | 100k | 71.40 |
|
| Synchrony Financial (SYF) | 0.1 | $7.0M | +6% | 93k | 76.05 |
|
| General Motors Company (GM) | 0.1 | $7.0M | +4% | 91k | 77.08 |
|
| Garrett Motion (GTX) | 0.1 | $6.8M | -11% | 189k | 36.23 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $6.8M | -2% | 42k | 164.27 |
|
| Solaris Energy Infras Com Cl A (SEI) | 0.1 | $6.7M | -5% | 83k | 80.46 |
|
| Astrazeneca Ord (AZN) | 0.1 | $6.5M | -17% | 34k | 189.62 |
|
| Vale S A Sponsored Ads (VALE) | 0.1 | $6.5M | 433k | 15.04 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $6.5M | +15% | 19k | 343.90 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $6.4M | +4% | 1.1M | 5.83 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $6.4M | 29k | 217.93 |
|
|
| Chevron Corporation (CVX) | 0.1 | $6.3M | +2% | 38k | 165.76 |
|
| Amgen (AMGN) | 0.1 | $6.3M | +12% | 17k | 362.13 |
|
| Federated Hermes CL B (FHI) | 0.1 | $6.2M | +8% | 113k | 55.22 |
|
| Shell Spon Ads (SHEL) | 0.1 | $6.2M | 80k | 77.54 |
|
|
| Aurinia Pharmaceuticals (AUPH) | 0.1 | $6.2M | +15% | 363k | 16.97 |
|
| Apa Corporation (APA) | 0.1 | $6.1M | +30% | 188k | 32.57 |
|
| General Dynamics Corporation (GD) | 0.1 | $6.1M | 17k | 354.24 |
|
|
| Banco Santander Sa Adr (SAN) | 0.1 | $6.1M | +4% | 442k | 13.80 |
|
| Merck & Co (MRK) | 0.1 | $6.1M | +5% | 47k | 128.50 |
|
| Imperial Oil Com New (IMO) | 0.1 | $6.1M | 54k | 112.02 |
|
|
| Puma Biotechnology (PBYI) | 0.1 | $6.1M | -3% | 750k | 8.11 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $6.1M | -14% | 20k | 303.12 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $6.0M | -92% | 66k | 91.64 |
|
| Kinross Gold Corp (KGC) | 0.1 | $6.0M | +5% | 255k | 23.62 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $6.0M | +14% | 5.0k | 1194.78 |
|
| Corteva (CTVA) | 0.1 | $6.0M | +16% | 71k | 84.69 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $6.0M | +52% | 34k | 176.32 |
|
| Palo Alto Networks (PANW) | 0.1 | $6.0M | 18k | 341.03 |
|
|
| International Business Machines (IBM) | 0.1 | $5.9M | 21k | 281.21 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $5.9M | 72k | 82.27 |
|
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $5.8M | +4% | 294k | 19.89 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $5.8M | -11% | 185k | 31.38 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $5.8M | +3% | 55k | 104.96 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $5.8M | +55% | 27k | 216.60 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $5.7M | -9% | 183k | 31.40 |
|
| Myers Industries (MYE) | 0.1 | $5.7M | +28% | 162k | 35.31 |
|
| Enerflex (EFXT) | 0.1 | $5.7M | -8% | 233k | 24.51 |
|
| Host Hotels & Resorts (HST) | 0.1 | $5.7M | +20% | 240k | 23.71 |
|
| Mercury General Corporation (MCY) | 0.1 | $5.7M | +31% | 53k | 106.62 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $5.6M | +6% | 62k | 91.68 |
|
| BorgWarner (BWA) | 0.1 | $5.6M | +15% | 85k | 66.40 |
|
| Deutsche Bk Namen Akt (DB) | 0.1 | $5.6M | 164k | 33.76 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $5.5M | 66k | 83.75 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $5.5M | +7% | 22k | 255.67 |
|
| Chimera Invt Corp Com Shs (CIM) | 0.1 | $5.5M | 412k | 13.34 |
|
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $5.5M | +10% | 491k | 11.15 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $5.5M | +6% | 87k | 63.25 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $5.4M | +16% | 58k | 93.40 |
|
| McDonald's Corporation (MCD) | 0.1 | $5.3M | 20k | 270.31 |
|
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $5.3M | +23% | 28k | 190.92 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $5.3M | +4% | 34k | 156.95 |
|
| Cummins (CMI) | 0.1 | $5.3M | +7% | 7.4k | 713.21 |
|
| Applied Industrial Technologies (AIT) | 0.1 | $5.3M | 16k | 338.15 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $5.2M | +65% | 20k | 260.43 |
|
| Alliance Data Systems Corporation (BFH) | 0.1 | $5.2M | +37% | 48k | 108.35 |
|
| Hca Holdings (HCA) | 0.1 | $5.2M | -5% | 13k | 389.90 |
|
| American Express Company (AXP) | 0.1 | $5.0M | +5% | 15k | 338.25 |
|
| AZZ Incorporated (AZZ) | 0.1 | $5.0M | +37% | 32k | 155.05 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $5.0M | +106% | 15k | 334.82 |
|
| Indivior Pharmaceuticals (INDV) | 0.1 | $5.0M | +5% | 121k | 41.03 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $5.0M | -6% | 57k | 87.88 |
|
| Lowe's Companies (LOW) | 0.1 | $5.0M | -22% | 23k | 220.49 |
|
| L3harris Technologies (LHX) | 0.1 | $4.9M | +71% | 17k | 290.60 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $4.9M | +13% | 98k | 50.23 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $4.9M | +2% | 42k | 116.67 |
|
| Orix Corp Sponsored Adr (IX) | 0.1 | $4.9M | +23% | 129k | 38.04 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $4.9M | +9% | 6.4k | 763.16 |
|
| MGIC Investment (MTG) | 0.1 | $4.8M | 171k | 28.20 |
|
|
| First Financial Corporation (THFF) | 0.1 | $4.8M | +13% | 62k | 77.44 |
|
| Cintas Corporation (CTAS) | 0.1 | $4.8M | -2% | 28k | 170.08 |
|
| Markel Corporation (MKL) | 0.1 | $4.8M | +417% | 2.5k | 1953.01 |
|
| Mednax (MD) | 0.1 | $4.8M | +31% | 189k | 25.33 |
|
| Waste Management (WM) | 0.1 | $4.8M | -6% | 21k | 222.88 |
|
| Walt Disney Company (DIS) | 0.1 | $4.8M | +4% | 50k | 96.25 |
|
| Devon Energy Corporation (DVN) | 0.1 | $4.8M | +9% | 115k | 41.32 |
|
| CSX Corporation (CSX) | 0.1 | $4.8M | +3% | 100k | 47.53 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.7M | 30k | 158.03 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $4.7M | -4% | 233k | 20.37 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $4.7M | +8% | 56k | 83.31 |
|
| Suncor Energy (SU) | 0.1 | $4.7M | 87k | 53.68 |
|
|
| Pfizer (PFE) | 0.1 | $4.7M | -7% | 194k | 24.08 |
|
| Figure Technology Solutio Com Cl A (FIGR) | 0.1 | $4.6M | NEW | 151k | 30.71 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $4.6M | 9.0k | 515.22 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $4.6M | 32k | 144.61 |
|
|
| Sanmina (SANM) | 0.1 | $4.6M | -2% | 18k | 253.08 |
|
| At&t (T) | 0.1 | $4.5M | -4% | 220k | 20.70 |
|
| Moody's Corporation (MCO) | 0.1 | $4.5M | +6% | 10k | 452.93 |
|
| Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) | 0.1 | $4.5M | -5% | 177k | 25.58 |
|
| Credicorp (BAP) | 0.1 | $4.5M | +6% | 12k | 389.59 |
|
| Quanta Services (PWR) | 0.1 | $4.5M | 6.2k | 720.10 |
|
|
| D.R. Horton (DHI) | 0.1 | $4.5M | -15% | 28k | 162.88 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $4.4M | -7% | 46k | 95.98 |
|
| Qualcomm (QCOM) | 0.1 | $4.4M | +6% | 24k | 184.79 |
|
| TJX Companies (TJX) | 0.1 | $4.4M | 29k | 151.50 |
|
|
| Sap Se Spon Adr (SAP) | 0.1 | $4.4M | +15% | 28k | 154.11 |
|
| Northern Trust Corporation (NTRS) | 0.1 | $4.3M | -17% | 25k | 173.84 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $4.3M | -3% | 8.5k | 509.44 |
|
| NewMarket Corporation (NEU) | 0.1 | $4.3M | +25% | 5.5k | 791.28 |
|
| Magna Intl Inc cl a (MGA) | 0.1 | $4.3M | -2% | 66k | 65.66 |
|
| Healthcare Services (HCSG) | 0.1 | $4.3M | +13% | 176k | 24.56 |
|
| Abbott Laboratories (ABT) | 0.1 | $4.3M | -9% | 47k | 90.74 |
|
| Global Net Lease Com New (GNL) | 0.1 | $4.2M | -5% | 475k | 8.94 |
|
| Capital One Financial (COF) | 0.1 | $4.2M | +2% | 21k | 200.62 |
|
| Pepsi (PEP) | 0.1 | $4.2M | -3% | 31k | 135.40 |
|
| CRH Ord (CRH) | 0.1 | $4.2M | -6% | 39k | 107.00 |
|
| Nextera Energy (NEE) | 0.1 | $4.2M | -4% | 48k | 87.77 |
|
| Deere & Company (DE) | 0.1 | $4.2M | +7% | 6.6k | 634.29 |
|
| BP Sponsored Adr (BP) | 0.1 | $4.1M | +2% | 112k | 36.95 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $4.1M | +4% | 14k | 298.08 |
|
| Allstate Corporation (ALL) | 0.1 | $4.1M | +13% | 17k | 237.93 |
|
| Ishares Tr Core 80 20 Etf (AOA) | 0.1 | $4.1M | -2% | 42k | 97.60 |
|
| Howmet Aerospace (HWM) | 0.1 | $4.1M | +131% | 15k | 268.86 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $4.0M | +2% | 128k | 31.67 |
|
| Blackrock (BLK) | 0.1 | $4.0M | 4.1k | 961.50 |
|
|
| Flex Ord (FLEX) | 0.1 | $4.0M | +5% | 24k | 162.07 |
|
| MasTec (MTZ) | 0.1 | $3.9M | -9% | 9.5k | 416.06 |
|
| O'reilly Automotive (ORLY) | 0.1 | $3.9M | -9% | 43k | 92.09 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $3.9M | +4% | 194k | 20.06 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $3.9M | +59% | 17k | 226.97 |
|
| Civista Bancshares Com No Par (CIVB) | 0.1 | $3.9M | 137k | 28.22 |
|
|
| Primerica (PRI) | 0.1 | $3.8M | -2% | 14k | 284.20 |
|
| Enbridge (ENB) | 0.1 | $3.8M | 71k | 54.21 |
|
|
| GSK Sponsored Adr (GSK) | 0.1 | $3.8M | +9% | 73k | 52.42 |
|
| AutoZone (AZO) | 0.1 | $3.8M | 1.2k | 3195.00 |
|
|
| Etfis Ser Tr I Virtus Newfleet (NFLT) | 0.1 | $3.8M | -3% | 166k | 22.95 |
|
| EnerSys (ENS) | 0.1 | $3.8M | +69% | 16k | 233.82 |
|
| Seneca Foods Corp Cl A (SENEA) | 0.1 | $3.8M | +14% | 22k | 173.94 |
|
| Linde SHS (LIN) | 0.1 | $3.8M | +6% | 7.3k | 518.91 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $3.8M | -5% | 17k | 227.06 |
|
| Eaton Corp SHS (ETN) | 0.1 | $3.8M | +4% | 8.8k | 426.14 |
|
Past Filings by Ritholtz Wealth Management
SEC 13F filings are viewable for Ritholtz Wealth Management going back to 2016
- Ritholtz Wealth Management 2026 Q2 restated filed Aug. 11, 2026
- Ritholtz Wealth Management 2026 Q2 filed Aug. 10, 2026
- Ritholtz Wealth Management 2026 Q1 filed April 20, 2026
- Ritholtz Wealth Management 2025 Q4 filed Jan. 23, 2026
- Ritholtz Wealth Management 2025 Q3 filed Oct. 28, 2025
- Ritholtz Wealth Management 2025 Q2 filed July 28, 2025
- Ritholtz Wealth Management 2025 Q1 filed April 17, 2025
- Ritholtz Wealth Management 2024 Q4 filed Jan. 15, 2025
- Ritholtz Wealth Management 2024 Q3 filed Oct. 10, 2024
- Ritholtz Wealth Management 2024 Q2 filed Aug. 1, 2024
- Ritholtz Wealth Management 2024 Q1 filed April 24, 2024
- Ritholtz Wealth Management 2023 Q4 filed Jan. 18, 2024
- Ritholtz Wealth Management 2023 Q3 filed Oct. 13, 2023
- Ritholtz Wealth Management 2023 Q2 filed July 17, 2023
- Ritholtz Wealth Management 2023 Q1 filed April 20, 2023
- Ritholtz Wealth Management 2022 Q4 filed Jan. 19, 2023