Ritholtz Wealth Management Top Holdings and 13F Report (2026)

About Ritholtz Wealth Management

Investment Activity

Ritholtz Wealth Management has $5.76 billion in total holdings as of March 31, 2026.
Ritholtz Wealth Management owns shares of 1,190 different stocks, but just 177 companies or ETFs make up 80% of its holdings.
Approximately 11.26% of the portfolio was purchased this quarter.
About 4.79% of the portfolio was sold this quarter.
This quarter, Ritholtz Wealth Management has purchased 1,118 new stocks and bought additional shares in 598 stocks.
Ritholtz Wealth Management sold shares of 398 stocks and completely divested from 98 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $505,081,137
iShares Core S&P 500 ETF: $343,848,733
iShares 0-5 Year TIPS Bond ETF: $249,245,961
Fidelity Total Bond ETF: $182,744,507
Invesco QQQ: $175,693,530

Largest New Holdings this Quarter

46429B697 - iShares MSCI USA Min Vol Factor ETF: $74,238,404 Holding
G0593M107 - AstraZeneca: $8,215,452 Holding
26923G707 - Virtus Newfleet Multi-Sector Bond ETF: $3,914,342 Holding
45579U109 - INDIVIOR PHARMACEUTICALS INC: $3,498,433 Holding
132061201 - Cambria Shareholder Yield ETF: $3,255,416 Holding

Largest Purchases this Quarter

iShares MSCI USA Min Vol Factor ETF: 800,500 shares (about $74.24M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 799,191 shares (about $73.24M)
Vanguard Total Stock Market ETF: 140,683 shares (about $45.13M)
Apple: 67,172 shares (about $17.05M)
Vanguard Total Bond Market ETF: 216,798 shares (about $15.97M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 145,982 shares (about $94.94M)
Invesco QQQ: 83,175 shares (about $48.01M)
iShares Core S&P 500 ETF: 8,604 shares (about $5.62M)
Automatic Data Processing: 12,358 shares (about $2.51M)
Dorman Products: 19,642 shares (about $2.05M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$505,081,137	$45,132,524 ▲	9.8%	1,574,393	8.8%	ETF
IVV iShares Core S&P 500 ETF	$343,848,733	$5,620,224 ▼	-1.6%	526,398	6.0%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$249,245,961	$15,922,844 ▲	6.8%	2,409,803	4.3%	ETF
FBND Fidelity Total Bond ETF	$182,744,507	$6,865,582 ▲	3.9%	4,005,798	3.2%	ETF
QQQ Invesco QQQ	$175,693,530	$48,006,930 ▼	-21.5%	304,400	3.0%	Finance
AAPL Apple	$165,161,214	$17,047,583 ▲	11.5%	650,779	2.9%	Computer and Technology
BND Vanguard Total Bond Market ETF	$156,264,464	$15,965,006 ▲	11.4%	2,122,005	2.7%	ETF
VFMO Vanguard U.S. Momentum Factor ETF	$139,388,862	$11,075,241 ▲	8.6%	707,199	2.4%	ETF
DFSV Dimensional US Small Cap Value ETF	$135,167,078	$8,377,959 ▲	6.6%	3,857,508	2.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$123,404,342	$4,627,472 ▲	3.9%	1,243,118	2.1%	Finance
IEFA iShares Core MSCI EAFE ETF	$121,536,206	$5,554,832 ▲	4.8%	1,342,496	2.1%	ETF
NVDA NVIDIA	$118,890,246	$1,423,788 ▲	1.2%	680,965	2.1%	Computer and Technology
DISV Dimensional International Small Cap Value ETF	$89,983,289	$4,898,644 ▲	5.8%	2,281,524	1.6%	ETF
IMTM iShares MSCI Intl Momentum Factor ETF	$82,725,430	$6,225,504 ▲	8.1%	1,722,729	1.4%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$76,105,515	$73,237,826 ▲	2,553.9%	830,484	1.3%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$74,238,404	$74,238,404 ▲	New Holding	800,500	1.3%	ETF
MSFT Microsoft	$68,363,338	$1,518,807 ▲	2.3%	184,681	1.2%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$63,012,034	$1,759,375 ▲	2.9%	903,398	1.1%	ETF
AMZN Amazon.com	$56,041,881	$3,898,187 ▲	7.5%	269,083	1.0%	Retail/Wholesale
DFEV Dimensional Emerging Markets Value ETF	$50,966,158	$2,980,690 ▲	6.2%	1,424,431	0.9%	ETF
GOOGL Alphabet	$47,614,414	$2,671,717 ▲	5.9%	165,581	0.8%	Computer and Technology
GOOG Alphabet	$43,536,487	$3,437,446 ▲	8.6%	151,769	0.8%	Computer and Technology
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$43,154,407	$2,174,250 ▲	5.3%	821,050	0.7%	Manufacturing
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$38,841,938	$1,450,438 ▲	3.9%	356,381	0.7%	Finance
AVGO Broadcom	$31,770,500	$2,199,991 ▲	7.4%	102,648	0.6%	Computer and Technology
WALMART INC	$30,873,080	$880,646 ▲	2.9%	248,416	0.5%	COM
SUB iShares Short-Term National Muni Bond ETF	$28,888,817	$1,046,471 ▲	3.8%	271,256	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$28,626,876	$94,938,630 ▼	-76.8%	44,018	0.5%	Finance
JPM JPMorgan Chase & Co.	$28,535,772	$45,595 ▼	-0.2%	97,008	0.5%	Finance
TSM Taiwan Semiconductor Manufacturing	$24,536,782	$1,082,450 ▲	4.6%	72,605	0.4%	Computer and Technology
JNJ Johnson & Johnson	$24,332,884	$1,739,442 ▲	7.7%	99,545	0.4%	Medical
BRK.B Berkshire Hathaway	$23,726,977	$380,003 ▲	1.6%	49,514	0.4%	Finance
META Meta Platforms	$23,472,193	$2,531,102 ▲	12.1%	41,026	0.4%	Computer and Technology
COST Costco Wholesale	$23,403,246	$2,247,955 ▲	10.6%	23,487	0.4%	Retail/Wholesale
ORI Old Republic International	$23,151,998	$211,111 ▼	-0.9%	580,251	0.4%	Finance
VOO Vanguard S&P 500 ETF	$22,926,944	$12,395,656 ▲	117.7%	38,368	0.4%	ETF
TSLA Tesla	$22,324,897	$348,699 ▲	1.6%	60,054	0.4%	Auto/Tires/Trucks
V Visa	$20,512,351	$32,944 ▼	-0.2%	67,868	0.4%	Business Services
LLY Eli Lilly and Company	$20,371,975	$31,272 ▼	-0.2%	22,149	0.4%	Medical
GILD Gilead Sciences	$19,406,263	$547,026 ▲	2.9%	139,243	0.3%	Medical
VEA Vanguard FTSE Developed Markets ETF	$18,915,660	$3,602,772 ▲	23.5%	295,188	0.3%	ETF
XOM ExxonMobil	$17,562,724	$1,229,698 ▲	7.5%	103,517	0.3%	Energy
IJR iShares Core S&P Small-Cap ETF	$16,526,006	$1,070,060 ▼	-6.1%	132,942	0.3%	ETF
NVS Novartis	$15,908,244	$658,656 ▲	4.3%	104,146	0.3%	Medical
IEF iShares 7-10 Year Treasury Bond ETF	$15,737,533	$874,132 ▼	-5.3%	164,895	0.3%	ETF
C Citigroup	$14,806,957	$240,203 ▼	-1.6%	130,561	0.3%	Financial Services
HSBC HSBC	$14,417,033	$1,155,933 ▲	8.7%	174,773	0.3%	Finance
ISHARES BITCOIN TRUST ETF	$13,804,398	$445,672 ▲	3.3%	359,302	0.2%	SHS BEN INT
MO Altria Group	$13,429,530	$1,108,036 ▲	9.0%	203,509	0.2%	Consumer Staples
MA Mastercard	$13,072,729	$2,402,388 ▲	22.5%	26,163	0.2%	Business Services
WDC Western Digital	$12,817,789	$4,725,760 ▲	58.4%	47,387	0.2%	Computer and Technology
MCK McKesson	$11,945,418	$12,115 ▼	-0.1%	13,804	0.2%	Medical
PM Philip Morris International	$11,893,546	$398,138 ▲	3.5%	71,934	0.2%	Consumer Staples
TRV Travelers Companies	$11,629,637	$57,170 ▲	0.5%	39,871	0.2%	Finance
CAT Caterpillar	$11,538,925	$553,319 ▲	5.0%	16,287	0.2%	Industrials
EME EMCOR Group	$11,482,379	$1,153,997 ▼	-9.1%	15,552	0.2%	Construction
PG Procter & Gamble	$11,462,999	$293,501 ▼	-2.5%	79,362	0.2%	Consumer Staples
VOD Vodafone Group	$11,196,323	$722,101 ▲	6.9%	745,428	0.2%	Computer and Technology
VZ Verizon Communications	$11,188,618	$1,934,205 ▲	20.9%	222,881	0.2%	Computer and Technology
PHM PulteGroup	$11,081,484	$323,311 ▲	3.0%	94,222	0.2%	Construction
TPR Tapestry	$10,881,897	$691,160 ▲	6.8%	77,116	0.2%	Retail/Wholesale
BAC Bank of America	$10,870,700	$391,413 ▼	-3.5%	222,989	0.2%	Finance
CELESTICA INC	$10,734,261	$1,232,632 ▼	-10.3%	38,108	0.2%	COM
STX Seagate Technology	$10,654,803	$2,302,005 ▲	27.6%	27,197	0.2%	Computer and Technology
MU Micron Technology	$10,631,127	$2,856,431 ▲	36.7%	31,468	0.2%	Computer and Technology
VUG Vanguard Growth ETF	$10,542,183	$465,173 ▲	4.6%	24,136	0.2%	ETF
HIG The Hartford Insurance Group	$10,454,020	$581,493 ▲	5.9%	77,305	0.2%	Finance
ABBV AbbVie	$10,425,332	$105,917 ▲	1.0%	47,935	0.2%	Medical
NFLX Netflix	$10,235,288	$2,044,154 ▲	25.0%	106,451	0.2%	Consumer Discretionary
ORCL Oracle	$10,221,730	$843,965 ▼	-7.6%	69,484	0.2%	Computer and Technology
IEI iShares 3-7 Year Treasury Bond ETF	$10,073,535	$570,348 ▲	6.0%	84,937	0.2%	ETF
BBVA Banco Bilbao Viscaya Argentaria	$9,859,775	$999,175 ▼	-9.2%	455,207	0.2%	Finance
MLI Mueller Industries	$9,713,277	$597,655 ▲	6.6%	87,665	0.2%	Industrials
GS The Goldman Sachs Group	$9,522,896	$455,123 ▲	5.0%	11,257	0.2%	Finance
ASML ASML	$9,470,529	$1,175,561 ▲	14.2%	7,170	0.2%	Computer and Technology
RTX RTX	$9,132,565	$64,814 ▲	0.7%	47,344	0.2%	Aerospace
LAM RESEARCH CORP	$9,103,245	$2,337,239 ▲	34.5%	42,606	0.2%	COM NEW
HD Home Depot	$9,088,065	$153,260 ▲	1.7%	27,633	0.2%	Retail/Wholesale
CSCO Cisco Systems	$9,057,560	$296,860 ▲	3.4%	116,736	0.2%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$9,057,121	$307,474 ▼	-3.3%	42,388	0.2%	ETF
USB U.S. Bancorp	$8,527,560	$440,473 ▲	5.4%	163,960	0.1%	Finance
EQNR Equinor ASA	$8,519,810	$5,655 ▼	-0.1%	201,891	0.1%	Energy
KO CocaCola	$8,488,884	$694,339 ▲	8.9%	111,622	0.1%	Consumer Staples
BTI British American Tobacco	$8,473,516	$106,006 ▼	-1.2%	144,921	0.1%	Consumer Staples
IDCC InterDigital	$8,395,356	$309,250 ▼	-3.6%	27,799	0.1%	Computer and Technology
AZNCF AstraZeneca	$8,215,452	$8,215,452 ▲	New Holding	41,656	0.1%	Medical
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$8,095,026	$606,005 ▲	8.1%	191,327	0.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$8,014,783	$1,998,277 ▲	33.2%	148,285	0.1%	ETF
BKNG Booking	$7,968,440	$260,984 ▲	3.4%	1,893	0.1%	Retail/Wholesale
BRK.A Berkshire Hathaway	$7,899,540		0.0%	11	0.1%	Finance
GE GE Aerospace	$7,702,661	$528,380 ▲	7.4%	27,144	0.1%	Aerospace
UNP Union Pacific	$7,679,288	$418,270 ▲	5.8%	31,652	0.1%	Transportation
CVX Chevron	$7,674,154	$609,116 ▲	8.6%	37,091	0.1%	Energy
BPOP Popular	$7,565,846	$1,410,395 ▲	22.9%	56,390	0.1%	Finance
SHEL Shell	$7,427,727	$268,491 ▲	3.8%	79,868	0.1%	Energy
KGC Kinross Gold	$7,364,633	$516,612 ▲	7.5%	241,305	0.1%	Basic Materials
FAST Fastenal	$7,298,190	$358,764 ▲	5.2%	157,289	0.1%	Retail/Wholesale
EBAY eBay	$7,216,798	$643,148 ▲	9.8%	79,288	0.1%	Retail/Wholesale
IMO Imperial Oil	$7,168,746	$669,270 ▼	-8.5%	54,799	0.1%	Energy
PLD Prologis	$7,101,674	$138,393 ▼	-1.9%	53,727	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Ritholtz Wealth Management Top Holdings and 13F Report (2026)

About Ritholtz Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Ritholtz Wealth Management Top Holdings and 13F Report (2026)

About Ritholtz Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRitholtz Wealth Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools