Institutions / Ritholtz Wealth Management
Ritholtz Wealth Management
CIK 1698218 · Institution · as of Dec 31, 2025
Portfolio value
$5.48B
Positions
1,118
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,118 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $480.68M | 8.8% |
| iShares Tr | $366.44M | 6.7% |
| Invesco Qqq Tr | $238.09M | 4.3% |
| iShares MSCI UAE ETF | $230.98M | 4.2% |
| Fidelity Merrimack Str Tr | $177.50M | 3.2% |
| Apple Inc. | $158.66M | 2.9% |
| Vanguard Bd Index Fds | $141.12M | 2.6% |
| SPDR S&P 500 ETF Tr | $129.56M | 2.4% |
| NVIDIA Corp | $124.84M | 2.3% |
| Vanguard Wellington Fd | $124.51M | 2.3% |
| iShares Tr | $119.51M | 2.2% |
| Dimensional ETF Trust | $119.01M | 2.2% |
| iShares Tr | $114.61M | 2.1% |
| Microsoft Corp | $87.33M | 1.6% |
| Dimensional ETF Trust | $81.98M | 1.5% |
| iShares Tr | $76.42M | 1.4% |
| iShares Inc | $59.03M | 1.1% |
| Amazon.com Inc | $57.79M | 1.1% |
| Alphabet Inc. | $48.92M | 0.9% |
| Dimensional ETF Trust | $45.25M | 0.8% |
| Alphabet Inc. | $43.86M | 0.8% |
| iShares Tr | $41.23M | 0.8% |
| iShares MSCI UAE ETF | $37.80M | 0.7% |
| Broadcom Inc. | $33.07M | 0.6% |
| JPMORGAN CHASE & CO | $31.31M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.