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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, FBND, QQQ, and represent 25.27% of Ritholtz Wealth Management's stock portfolio.
Added to shares of these 10 stocks: USMV (+$74M), BIL (+$73M), VTI (+$45M), AAPL (+$17M), BND (+$16M), STIP (+$16M), VOO (+$12M), VFMO (+$11M), DFSV (+$8.4M), AZN (+$8.2M).
Started 170 new stock positions in DAR, TROW, BTU, ARW, TTC, FTS, TCMD, DFJ, SPHY, PANL.
Reduced shares in these 10 stocks: SPY (-$95M), QQQ (-$48M), AstraZeneca (-$8.1M), IVV (-$5.6M), Indivior, Rev, ADP, DORM, AJG, CBRE.
Sold out of its positions in ADT, WMS, AFRM, ALEX, AAT, AOMR, APO, ARM, AstraZeneca, TEAM.
Ritholtz Wealth Management was a net buyer of stock by $373M.
Ritholtz Wealth Management has $5.8B in assets under management (AUM), dropping by 5.21%.
Central Index Key (CIK): 0001698218

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Portfolio Holdings for Ritholtz Wealth Management

Ritholtz Wealth Management holds 1190 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Ritholtz Wealth Management has 1190 total positions. Only the first 250 positions are shown.

Sign up to view all of the Ritholtz Wealth Management March 31, 2026 positions
Download the Ritholtz Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	8.8	$505M	+9%	1.6M	320.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.0	$344M		526k	653.21	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.3	$249M	+6%	2.4M	103.43	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.2	$183M	+3%	4.0M	45.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.0	$176M	-21%	304k	577.18	View chart
Apple (AAPL)	2.9	$165M	+11%	651k	253.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.7	$156M	+11%	2.1M	73.64	View chart
Vanguard Wellington Us Momentum (VFMO)	2.4	$139M	+8%	707k	197.10	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	2.3	$135M	+6%	3.9M	35.04	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.1	$123M	+3%	1.2M	99.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.1	$122M	+4%	1.3M	90.53	View chart
NVIDIA Corporation (NVDA)	2.1	$119M		681k	174.40	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.6	$90M	+5%	2.3M	39.44	View chart
Ishares Tr Msci Intl Moment (IMTM)	1.4	$83M	+8%	1.7M	48.02	View chart
Spdr Series Trust State Street Spd (BIL)	1.3	$76M	+2553%	831k	91.64	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.3	$74M	NEW	801k	92.74	View chart
Microsoft Corporation (MSFT)	1.2	$68M	+2%	185k	370.17	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$63M	+2%	903k	69.75	View chart
Amazon (AMZN)	1.0	$56M	+7%	269k	208.27	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.9	$51M	+6%	1.4M	35.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$48M	+5%	166k	287.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$44M	+8%	152k	286.86	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.7	$43M	+5%	821k	52.56	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.7	$39M	+3%	356k	108.99	View chart
Broadcom (AVGO)	0.6	$32M	+7%	103k	309.51	View chart
Wal-Mart Stores (WMT)	0.5	$31M	+2%	248k	124.28	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$29M	+3%	271k	106.50	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$29M	-76%	44k	650.34	View chart
JPMorgan Chase & Co. (JPM)	0.5	$29M		97k	294.16	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$25M	+4%	73k	337.95	View chart
Johnson & Johnson (JNJ)	0.4	$24M	+7%	100k	244.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$24M		50k	479.20	View chart
Meta Platforms Cl A (META)	0.4	$24M	+12%	41k	572.13	View chart
Costco Wholesale Corporation (COST)	0.4	$23M	+10%	24k	996.43	View chart
Old Republic International Corporation (ORI)	0.4	$23M		580k	39.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$23M	+117%	38k	597.55	View chart
Tesla Motors (TSLA)	0.4	$22M		60k	371.75	View chart
Visa Com Cl A (V)	0.4	$21M		68k	302.24	View chart
Eli Lilly & Co. (LLY)	0.4	$20M		22k	919.77	View chart
Gilead Sciences (GILD)	0.3	$19M	+2%	139k	139.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$19M	+23%	295k	64.08	View chart
Exxon Mobil Corporation (XOM)	0.3	$18M	+7%	104k	169.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$17M	-6%	133k	124.31	View chart
Novartis Sponsored Adr (NVS)	0.3	$16M	+4%	104k	152.75	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$16M	-5%	165k	95.44	View chart
Citigroup Com New (C)	0.3	$15M		131k	113.41	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.3	$14M	+8%	175k	82.49	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$14M	+3%	359k	38.42	View chart
Altria (MO)	0.2	$13M	+8%	204k	65.99	View chart
Mastercard Incorporated Cl A (MA)	0.2	$13M	+22%	26k	499.66	View chart
Western Digital (WDC)	0.2	$13M	+58%	47k	270.49	View chart
McKesson Corporation (MCK)	0.2	$12M		14k	865.36	View chart
Philip Morris International (PM)	0.2	$12M	+3%	72k	165.34	View chart
Travelers Companies (TRV)	0.2	$12M		40k	291.68	View chart
Caterpillar (CAT)	0.2	$12M	+5%	16k	708.47	View chart
Emcor (EME)	0.2	$12M	-9%	16k	738.32	View chart
Procter & Gamble Company (PG)	0.2	$12M	-2%	79k	144.44	View chart
Vodafone Group Sponsored Adr (VOD)	0.2	$11M	+6%	745k	15.02	View chart
Verizon Communications (VZ)	0.2	$11M	+20%	223k	50.20	View chart
Pulte (PHM)	0.2	$11M	+3%	94k	117.61	View chart
Tapestry (TPR)	0.2	$11M	+6%	77k	141.11	View chart
Bank of America Corporation (BAC)	0.2	$11M	-3%	223k	48.75	View chart
Celestica (CLS)	0.2	$11M	-10%	38k	281.68	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$11M	+27%	27k	391.76	View chart
Micron Technology (MU)	0.2	$11M	+36%	32k	337.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$11M	+4%	24k	436.78	View chart
Hartford Financial Services (HIG)	0.2	$11M	+5%	77k	135.23	View chart
Abbvie (ABBV)	0.2	$10M		48k	217.49	View chart
Netflix (NFLX)	0.2	$10M	+24%	107k	96.15	View chart
Oracle Corporation (ORCL)	0.2	$10M	-7%	70k	147.11	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$10M	+6%	85k	118.60	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.2	$9.9M	-9%	455k	21.66	View chart
Mueller Industries (MLI)	0.2	$9.7M	+6%	88k	110.80	View chart
Goldman Sachs (GS)	0.2	$9.5M	+5%	11k	845.95	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$9.5M	+14%	7.2k	1320.85	View chart
Raytheon Technologies Corp (RTX)	0.2	$9.1M		47k	192.90	View chart
Lam Research Corp Com New (LRCX)	0.2	$9.1M	+34%	43k	213.66	View chart
Home Depot (HD)	0.2	$9.1M		28k	328.88	View chart
Cisco Systems (CSCO)	0.2	$9.1M	+3%	117k	77.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$9.1M	-3%	42k	213.67	View chart
Us Bancorp Com New (USB)	0.1	$8.5M	+5%	164k	52.01	View chart
Equinor Asa Sponsored Adr (EQNR)	0.1	$8.5M		202k	42.20	View chart
Coca-Cola Company (KO)	0.1	$8.5M	+8%	112k	76.05	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$8.5M		145k	58.47	View chart
InterDigital (IDCC)	0.1	$8.4M	-3%	28k	302.00	View chart
Astrazeneca Ord (AZN)	0.1	$8.2M	NEW	42k	197.22	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$8.1M	+8%	191k	42.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$8.0M	+33%	148k	54.05	View chart
Booking Holdings (BKNG)	0.1	$8.0M	+3%	1.9k	4209.42	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$7.9M		11.00	718140.00	View chart
Ge Aerospace Com New (GE)	0.1	$7.7M	+7%	27k	283.77	View chart
Union Pacific Corporation (UNP)	0.1	$7.7M	+5%	32k	242.62	View chart
Chevron Corporation (CVX)	0.1	$7.7M	+8%	37k	206.90	View chart
Popular Com New (BPOP)	0.1	$7.6M	+22%	56k	134.17	View chart
Shell Spon Ads (SHEL)	0.1	$7.4M	+3%	80k	93.00	View chart
Kinross Gold Corp (KGC)	0.1	$7.4M	+7%	241k	30.52	View chart
Fastenal Company (FAST)	0.1	$7.3M	+5%	157k	46.40	View chart
eBay (EBAY)	0.1	$7.2M	+9%	79k	91.02	View chart
Imperial Oil Com New (IMO)	0.1	$7.2M	-8%	55k	130.82	View chart
Prologis (PLD)	0.1	$7.1M		54k	132.18	View chart
Comfort Systems USA (FIX)	0.1	$7.0M	+7%	5.1k	1379.07	View chart
Ge Vernova (GEV)	0.1	$6.9M	+18%	7.9k	872.93	View chart
Advanced Micro Devices (AMD)	0.1	$6.9M	+13%	34k	203.43	View chart
Wells Fargo & Company (WFC)	0.1	$6.8M		86k	79.61	View chart
Lowe's Companies (LOW)	0.1	$6.8M	+17%	29k	236.28	View chart
Vale S A Sponsored Ads (VALE)	0.1	$6.8M	+5%	428k	15.91	View chart
PNC Financial Services (PNC)	0.1	$6.8M	+2%	33k	208.09	View chart
Manulife Finl Corp (MFC)	0.1	$6.7M	+5%	194k	34.44	View chart
Bristol Myers Squibb (BMY)	0.1	$6.7M	+75%	110k	60.65	View chart
At&t (T)	0.1	$6.6M	+5%	229k	28.99	View chart
Morgan Stanley Com New (MS)	0.1	$6.6M	+4%	40k	164.57	View chart
Hca Holdings (HCA)	0.1	$6.6M	+16%	14k	473.23	View chart
Kla Corp Com New (KLAC)	0.1	$6.5M	+13%	4.4k	1472.57	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$6.5M	-7%	133k	48.93	View chart
General Motors Company (GM)	0.1	$6.5M		87k	74.50	View chart
Biogen Idec (BIIB)	0.1	$6.4M	+23%	35k	183.33	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$6.3M		67k	94.58	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$6.3M		50k	125.46	View chart
Natwest Group Spons Adr (NWG)	0.1	$6.3M	+8%	421k	14.90	View chart
Expedia Group Com New (EXPE)	0.1	$6.2M	-4%	27k	230.89	View chart
Apa Corporation (APA)	0.1	$6.1M	+79%	145k	42.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$6.1M	+27%	23k	261.92	View chart
Rbc Cad (RY)	0.1	$6.1M	+2%	38k	161.78	View chart
McDonald's Corporation (MCD)	0.1	$6.1M	+9%	20k	310.79	View chart
Ubs Group SHS (UBS)	0.1	$6.1M		155k	39.07	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$6.0M	+2%	42k	142.43	View chart
Agnico (AEM)	0.1	$6.0M	+47%	30k	202.98	View chart
Palantir Technologies Cl A (PLTR)	0.1	$6.0M	+9%	41k	146.28	View chart
Cardinal Health (CAH)	0.1	$6.0M		28k	211.31	View chart
Jabil Circuit (JBL)	0.1	$6.0M	+2%	22k	265.63	View chart
General Dynamics Corporation (GD)	0.1	$5.9M		17k	343.22	View chart
Synchrony Financial (SYF)	0.1	$5.9M	-7%	87k	68.02	View chart
Federated Hermes CL B (FHI)	0.1	$5.9M	+21%	104k	56.71	View chart
Pfizer (PFE)	0.1	$5.9M	+17%	209k	28.08	View chart
Suncor Energy (SU)	0.1	$5.8M	+6%	88k	66.11	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$5.8M	+10%	29k	196.20	View chart
Medtronic SHS (MDT)	0.1	$5.7M	-10%	66k	86.65	View chart
Honeywell International (HON)	0.1	$5.7M	+9%	25k	226.03	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$5.6M	-5%	71k	78.41	View chart
Ing Groep Sponsored Adr (ING)	0.1	$5.4M		209k	26.05	View chart
Amgen (AMGN)	0.1	$5.4M	+6%	16k	351.86	View chart
Merck & Co (MRK)	0.1	$5.4M	+20%	45k	120.29	View chart
Newmont Mining Corporation (NEM)	0.1	$5.4M	+21%	50k	108.25	View chart
Lockheed Martin Corporation (LMT)	0.1	$5.3M	+3%	8.8k	604.41	View chart
Nexstar Media Group Common Stock (NXST)	0.1	$5.3M	+40%	30k	180.83	View chart
Abbott Laboratories (ABT)	0.1	$5.3M	-7%	52k	102.67	View chart
Devon Energy Corporation (DVN)	0.1	$5.3M	+57%	105k	50.32	View chart
Enerflex (EFXT)	0.1	$5.3M	+4%	253k	20.92	View chart
Barclays Adr (BCS)	0.1	$5.3M		250k	21.16	View chart
Kb Finl Group Sponsored Adr (KB)	0.1	$5.3M	+5%	53k	99.73	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$5.3M	+5%	1.0M	5.03	View chart
Waste Management (WM)	0.1	$5.2M	+10%	23k	229.79	View chart
Chimera Invt Corp Com Shs (CIM)	0.1	$5.2M	+2%	412k	12.55	View chart
BP Sponsored Adr (BP)	0.1	$5.1M	+19%	109k	47.00	View chart
Corteva (CTVA)	0.1	$5.1M	+7%	61k	83.71	View chart
International Business Machines (IBM)	0.1	$5.1M		21k	242.39	View chart
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC)	0.1	$5.0M	+17%	445k	11.27	View chart
Pepsi (PEP)	0.1	$5.0M		32k	155.29	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$5.0M	+28%	245k	20.41	View chart
Shinhan Financial Group Co L Spn Adr Restrd (SHG)	0.1	$5.0M	+5%	81k	61.32	View chart
Puma Biotechnology (PBYI)	0.1	$4.9M	+11%	774k	6.39	View chart
Solaris Energy Infras Com Cl A (SEI)	0.1	$4.9M	-14%	87k	56.51	View chart
Colgate-Palmolive Company (CL)	0.1	$4.9M	+4%	58k	85.23	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$4.9M	-3%	66k	75.10	View chart
Cintas Corporation (CTAS)	0.1	$4.9M		29k	169.14	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$4.9M	+4%	195k	25.10	View chart
Marathon Petroleum Corp (MPC)	0.1	$4.9M	+22%	20k	244.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$4.9M		16k	298.84	View chart
Deutsche Bk Namen Akt (DB)	0.1	$4.9M	-5%	164k	29.78	View chart
IDEXX Laboratories (IDXX)	0.1	$4.9M	-5%	8.6k	561.89	View chart
Applied Materials (AMAT)	0.1	$4.9M	+11%	14k	341.79	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$4.8M	+181%	17k	287.18	View chart
Banco Santander Sa Adr (SAN)	0.1	$4.8M	+4%	424k	11.28	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.1	$4.8M	+7%	281k	16.97	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.1	$4.8M	+19%	187k	25.51	View chart
Global Net Lease Com New (GNL)	0.1	$4.7M	+33%	504k	9.36	View chart
Fair Isaac Corporation (FICO)	0.1	$4.7M	-5%	4.4k	1067.54	View chart
Aurinia Pharmaceuticals (AUPH)	0.1	$4.7M	+21%	314k	14.82	View chart
TJX Companies (TJX)	0.1	$4.7M	+4%	29k	159.70	View chart
Nextera Energy (NEE)	0.1	$4.6M	+16%	50k	92.88	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$4.6M	+24%	60k	76.54	View chart
Walt Disney Company (DIS)	0.1	$4.6M	+62%	48k	96.38	View chart
Parker-Hannifin Corporation (PH)	0.1	$4.6M	+53%	5.1k	895.18	View chart
ConocoPhillips (COP)	0.1	$4.5M	+4%	34k	132.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$4.5M		30k	148.10	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$4.5M	+6%	32k	138.32	View chart
D.R. Horton (DHI)	0.1	$4.5M	+21%	33k	137.22	View chart
MGIC Investment (MTG)	0.1	$4.4M	-3%	168k	26.25	View chart
CRH Ord (CRH)	0.1	$4.4M		42k	105.12	View chart
Toll Brothers (TOL)	0.1	$4.4M	+128%	32k	136.47	View chart
Totalenergies Se Act (TTE)	0.1	$4.4M	-14%	48k	90.98	View chart
O'reilly Automotive (ORLY)	0.1	$4.3M	+2%	47k	92.31	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$4.3M	+11%	23k	191.74	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$4.3M	+14%	86k	49.95	View chart
American Express Company (AXP)	0.1	$4.3M		14k	302.48	View chart
Northern Trust Corporation (NTRS)	0.1	$4.2M	-9%	30k	139.57	View chart
Petroleo Brasileiro S A Sponsored Adr (PBR)	0.1	$4.2M	+10%	203k	20.75	View chart
Sap Se Spon Adr (SAP)	0.1	$4.2M	-11%	25k	171.21	View chart
Thermo Fisher Scientific (TMO)	0.1	$4.2M	-8%	8.4k	491.51	View chart
Relx Sponsored Adr (RELX)	0.1	$4.1M	-17%	125k	33.15	View chart
Ciena Corp Com New (CIEN)	0.1	$4.1M	+107%	11k	388.23	View chart
Applied Industrial Technologies (AIT)	0.1	$4.1M		15k	265.32	View chart
Moody's Corporation (MCO)	0.1	$4.1M		9.3k	436.26	View chart
Travel Leisure Ord (TNL)	0.1	$4.1M	+9%	59k	69.19	View chart
SLB Com Stk (SLB)	0.1	$4.0M		78k	51.39	View chart
Gra (GGG)	0.1	$4.0M		48k	84.65	View chart
BorgWarner (BWA)	0.1	$4.0M	+46%	74k	54.26	View chart
Blackrock (BLK)	0.1	$4.0M		4.1k	961.65	View chart
CSX Corporation (CSX)	0.1	$4.0M	+4%	97k	41.05	View chart
AutoZone (AZO)	0.1	$4.0M	-2%	1.2k	3376.77	View chart
Toyota Motor Corp Ads (TM)	0.1	$3.9M	+5%	19k	206.09	View chart
Alcoa (AA)	0.1	$3.9M	+201%	59k	66.33	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.1	$3.9M	NEW	172k	22.75	View chart
Garrett Motion (GTX)	0.1	$3.9M	+5%	213k	18.17	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$3.9M		33k	118.62	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$3.8M	-28%	185k	20.70	View chart
Host Hotels & Resorts (HST)	0.1	$3.8M	+181%	200k	19.16	View chart
Enbridge (ENB)	0.1	$3.8M	+2%	71k	54.14	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$3.8M	-2%	43k	88.49	View chart
Magna Intl Inc cl a (MGA)	0.1	$3.8M	+22%	68k	55.81	View chart
AmerisourceBergen (COR)	0.1	$3.8M	-2%	12k	314.14	View chart
UnitedHealth (UNH)	0.1	$3.8M	-28%	14k	270.60	View chart
Halliburton Company (HAL)	0.1	$3.8M	+8%	97k	38.99	View chart
Bhp Billiton Sponsored Ads (BHP)	0.1	$3.8M	+26%	52k	72.74	View chart
Bank of New York Mellon Corporation (BK)	0.1	$3.7M	-4%	32k	118.63	View chart
Capital One Financial (COF)	0.1	$3.7M	+9%	21k	182.43	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.1	$3.7M	-8%	20k	189.05	View chart
Tim S A Sponsored Adr (TIMB)	0.1	$3.7M	-5%	141k	26.49	View chart
Cummins (CMI)	0.1	$3.7M	+19%	6.9k	538.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$3.7M	-2%	18k	211.15	View chart
GSK Sponsored Adr (GSK)	0.1	$3.7M	+14%	67k	55.19	View chart
Credicorp (BAP)	0.1	$3.7M	+5%	11k	339.17	View chart
Laureate Ed Common Stock (LAUR)	0.1	$3.6M		104k	34.84	View chart
S&p Global (SPGI)	0.1	$3.6M	-12%	8.5k	425.35	View chart
Applovin Corp Com Cl A (APP)	0.1	$3.6M	-7%	9.0k	397.99	View chart
Mercury General Corporation (MCY)	0.1	$3.6M	+58%	41k	88.15	View chart
Gold Fields Sponsored Adr (GFI)	0.1	$3.6M	+28%	78k	45.40	View chart
Indivior Pharmaceuticals (INDV)	0.1	$3.5M	NEW	115k	30.48	View chart
NVR (NVR)	0.1	$3.5M		530.00	6589.83	View chart
Jones Lang LaSalle Incorporated (JLL)	0.1	$3.5M	+275%	11k	304.32	View chart
First Financial Corporation (THFF)	0.1	$3.5M	+27%	55k	63.20	View chart
Leidos Holdings (LDOS)	0.1	$3.5M	-5%	22k	155.52	View chart
Primerica (PRI)	0.1	$3.5M	-16%	14k	250.48	View chart
Deere & Company (DE)	0.1	$3.5M	+11%	6.1k	563.29	View chart
L3harris Technologies (LHX)	0.1	$3.4M	+26%	9.9k	345.15	View chart
Linde SHS (LIN)	0.1	$3.4M	+26%	6.9k	495.73	View chart
Quanta Services (PWR)	0.1	$3.4M	+22%	6.2k	548.98	View chart
MasTec (MTZ)	0.1	$3.4M	-8%	10k	321.74	View chart
Crown Holdings (CCK)	0.1	$3.4M	+25%	33k	100.25	View chart
Old Dominion Freight Line (ODFL)	0.1	$3.4M		17k	195.41	View chart

Past Filings by Ritholtz Wealth Management

SEC 13F filings are viewable for Ritholtz Wealth Management going back to 2016

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
Ritholtz Wealth Management 2022 Q3 filed Oct. 19, 2022
Ritholtz Wealth Management 2022 Q2 filed July 15, 2022

View all past filings

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