Ritholtz Wealth Management
$5.8B Assets Reported
1,286 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 1,574,393 | $505M | 8.8% |
| IVV | ISHARES TR | 526,398 | $344M | 6.0% |
| STIP | ISHARES TR | 2,409,803 | $249M | 4.3% |
| FBND | FIDELITY MERRIMACK STR TR | 4,005,798 | $183M | 3.2% |
| QQQ | INVESCO QQQ TR | 304,400 | $176M | 3.0% |
| AAPL | APPLE INC | 650,779 | $165M | 2.9% |
| BND | VANGUARD BD INDEX FDS | 2,122,005 | $156M | 2.7% |
| VFMO | VANGUARD WELLINGTON FD | 707,199 | $139M | 2.4% |
| DFSV | DIMENSIONAL ETF TRUST | 3,857,508 | $135M | 2.3% |
| AGG | ISHARES TR | 1,243,118 | $123M | 2.1% |
Track Ritholtz Wealth Management's 13F portfolio: $5.8B in reported holdings, 1,286 positions. Top holdings, AUM, and quarterly changes on SentiSense.