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RITHOLTZ WEALTH MANAGEMENT

RITHOLTZ WEALTH MANAGEMENT is a Trust / Endowment institutional filer with the SEC under CIK 1698218, reporting 1,290 portfolio positions, with 27 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: NY
  • Filing type: 13F-HR/A
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-11

Top 10 portfolio positions

The largest reported holdings in RITHOLTZ WEALTH MANAGEMENT's most recent 13F filing, ranked by reported market value.

  1. VANGUARD INDEX FDS (VTI)
  2. ISHARES TR (IVV)
  3. ISHARES TR (STIP)
  4. INVESCO QQQ TR (QQQ)
  5. APPLE INC (AAPL)
  6. FIDELITY MERRIMACK STR TR (FBND)
  7. VANGUARD WELLINGTON FD (VFMO)
  8. VANGUARD BD INDEX FDS (BND)
  9. DIMENSIONAL ETF TRUST (DFSV)
  10. NVIDIA CORPORATION (NVDA)
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