StockDriftsStockDriftsTop 50 Ritholtz Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 9.33% | 1.69M | $625.2M | +7.32%(+115.20K) | $231.56(+64.98%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.31% | 475.3K | $356.0M | -9.70%(-51.06K) | $471.59(+64.84%) | 2026-06-30 | |
| STIP | ISHARES TR | 3.84% | 2.52M | $257.7M | +4.68%(+112.81K) | $101.42(-0.71%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.72% | 338.7K | $249.4M | +11.27%(+34.31K) | $498.60(+44.57%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.91% | 674.9K | $195.3M | +3.70%(+24.08K) | $165.25(+85.58%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.76% | 4.07M | $185.0M | +1.52%(+61.09K) | $45.17(-0.54%) | 2026-06-30 | |
| VFMO | VANGUARD WELLINGTON FD | 2.75% | 737.6K | $184.0M | +4.30%(+30.44K) | $147.00(+58.95%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 2.44% | 2.23M | $163.4M | +4.86%(+103.18K) | $73.35(-1.45%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.35% | 4.07M | $157.8M | +5.49%(+211.59K) | $27.52(+46.92%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.12% | 711.3K | $142.3M | +4.53%(+30.84K) | $76.40(+188.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.28% | +49.25% | +6.72% | +38.41% |
| Top 20 Holdings Unweighted | +14.76% | +51.12% | +6.05% | +34.12% |
Ritholtz Wealth Management reports $6.70B in US-listed equity holdings across 1,290 positions in its most recent 13F filing. Its largest disclosed positions are VTI (9.3%), IVV (5.3%) and STIP (3.8%). The top 20 holdings account for 51.12% of reported assets. Its disclosed equity book has returned +49.25% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ritholtz Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1698218). View Ritholtz Wealth Management’s 13F filings on SEC