Ritholtz Wealth Management
$6.7B 13F equity value
1,369 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Ritholtz Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 1,689,593 | $625M | 9.3% |
| IVV | ISHARES TR | 475,333 | $356M | 5.3% |
| STIP | ISHARES TR | 2,522,612 | $258M | 3.8% |
| QQQ | INVESCO QQQ TR | 338,708 | $249M | 3.7% |
| AAPL | APPLE INC | 674,862 | $195M | 2.9% |
| FBND | FIDELITY MERRIMACK STR TR | 4,066,886 | $185M | 2.8% |
| VFMO | VANGUARD WELLINGTON FD | 737,643 | $184M | 2.7% |
| BND | VANGUARD BD INDEX FDS | 2,225,187 | $163M | 2.4% |
| DFSV | DIMENSIONAL ETF TRUST | 4,069,099 | $158M | 2.4% |
| NVDA | NVIDIA CORPORATION | 711,310 | $142M | 2.1% |
Track Ritholtz Wealth Management's 13F portfolio: $6.7B in reported holdings, 1,369 positions. Top holdings and quarterly changes on SentiSense.
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