RITHOLTZ WEALTH MANAGEMENT — 13F Holdings & Portfolio

CIK 1698218 · latest 13F-HR filed 2026-04-20

RITHOLTZ WEALTH MANAGEMENT manages $5.76B in 13F-reported U.S. long-equity assets across 1,191 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VTI (8.76%), IVV (5.96%), STIP (4.32%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 170 new positions, exited 98, added to 488, and trimmed 323.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$5.76B

Long-equity book

Holdings

1,191

Distinct positions

Period

2026-03-31

Filed 2026-04-20

Q/Q Activity

+170 / −98 / ↑488 / ↓323

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$73.2M +2561.5%
  • VANGUARD INDEX FDS$24.4M +5.1%
  • ISHARES TR$18.3M +7.9%
  • DIMENSIONAL ETF TRUST$16.2M +13.6%
  • VANGUARD BD INDEX FDS$15.1M +10.7%
Show all 488

Top Trims

  • STATE STR SPDR S&P 500 ETF T-$100.9M -77.9%
  • INVESCO QQQ TR-$62.4M -26.2%
  • ISHARES TR-$22.6M -6.2%
  • MICROSOFT CORP-$19.0M -21.7%
  • ORACLE CORP-$4.4M -30.3%
Show all 323

New Positions

  • ISHARES TR$74.2M
  • ASTRAZENECA PLC$8.2M
  • ETFIS SER TR I$3.9M
  • INDIVIOR PHARMACEUTICALS INC$3.5M
  • CAMBRIA ETF TR$3.3M
Show all 170

Exited Positions

  • ASTRAZENECA PLC$8.1M
  • INDIVIOR PLC$4.2M
  • REV GROUP INC$2.6M
  • LINCOLN NATL CORP IND$983.7K
  • NEW GOLD INC CDA$898.4K
Show all 98
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $505.1M 8.76% 1,574,393 SH
2 ISHARES TR IVV 464287200 $343.8M 5.96% 526,398 SH
3 ISHARES TR STIP 46429B747 $249.2M 4.32% 2,409,803 SH
4 FIDELITY MERRIMACK STR TR FBND 316188309 $182.7M 3.17% 4,005,798 SH
5 INVESCO QQQ TR QQQ 46090E103 $175.7M 3.05% 304,400 SH
6 APPLE INC AAPL 037833100 $165.2M 2.87% 650,779 SH
7 VANGUARD BD INDEX FDS BND 921937835 $156.3M 2.71% 2,122,005 SH
8 VANGUARD WELLINGTON FD VFMO 921935508 $139.4M 2.42% 707,199 SH
9 DIMENSIONAL ETF TRUST DFSV 25434V815 $135.2M 2.34% 3,857,508 SH
10 ISHARES TR AGG 464287226 $123.4M 2.14% 1,243,118 SH
11 ISHARES TR IEFA 46432F842 $121.5M 2.11% 1,342,496 SH
12 NVIDIA CORPORATION NVDA 67066G104 $118.7M 2.06% 680,465 SH
13 DIMENSIONAL ETF TRUST DISV 25434V781 $90.0M 1.56% 2,281,524 SH
14 ISHARES TR IMTM 46434V449 $82.7M 1.44% 1,722,729 SH
15 SPDR SERIES TRUST BIL 78468R663 $76.1M 1.32% 830,484 SH
16 ISHARES TR USMV 46429B697 $74.2M 1.29% 800,500 SH
17 MICROSOFT CORP MSFT 594918104 $68.4M 1.19% 184,681 SH
18 ISHARES INC IEMG 46434G103 $63.0M 1.09% 903,398 SH
19 AMAZON COM INC AMZN 023135106 $56.0M 0.97% 269,083 SH
20 DIMENSIONAL ETF TRUST DFEV 25434V740 $51.0M 0.88% 1,424,431 SH
21 ALPHABET INC GOOGL 02079K305 $47.6M 0.83% 165,581 SH
22 ALPHABET INC GOOG 02079K107 $43.5M 0.76% 151,769 SH
23 ISHARES TR IGSB 464288646 $43.2M 0.75% 821,050 SH
24 ISHARES TR LQD 464287242 $38.8M 0.67% 356,381 SH
25 BROADCOM INC AVGO 11135F101 $31.8M 0.55% 102,648 SH
26 WALMART INC WMT 931142103 $30.9M 0.54% 248,416 SH
27 ISHARES TR SUB 464288158 $28.9M 0.50% 271,256 SH
28 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $28.6M 0.50% 44,018 SH
29 JPMORGAN CHASE & CO JPM 46625H100 $28.5M 0.50% 97,008 SH
30 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $24.5M 0.43% 72,605 SH
31 JOHNSON & JOHNSON JNJ 478160104 $24.3M 0.42% 99,545 SH
32 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $23.7M 0.41% 49,514 SH
33 META PLATFORMS INC META 30303M102 $23.5M 0.41% 41,026 SH
34 COSTCO WHOLESALE CORPORATION COST 22160K105 $23.4M 0.41% 23,487 SH
35 OLD REP INTL CORP ORI 680223104 $23.2M 0.40% 580,251 SH
36 VANGUARD INDEX FDS VOO 922908363 $22.9M 0.40% 38,368 SH
37 TESLA INC TSLA 88160R101 $22.3M 0.39% 60,054 SH
38 VISA INC V 92826C839 $20.5M 0.36% 67,868 SH
39 ELI LILLY & CO LLY 532457108 $20.4M 0.35% 22,149 SH
40 GILEAD SCIENCES INC GILD 375558103 $19.4M 0.34% 139,243 SH
41 VANGUARD TAX-MANAGED FDS VEA 921943858 $18.9M 0.33% 295,188 SH
42 EXXON MOBIL CORP XOM 30231G102 $17.6M 0.30% 103,517 SH
43 ISHARES TR IJR 464287804 $16.5M 0.29% 132,942 SH
44 NOVARTIS AG NVS 66987V109 $15.9M 0.28% 104,146 SH
45 ISHARES TR IEF 464287440 $15.7M 0.27% 164,895 SH
46 CITIGROUP INC C 172967424 $14.8M 0.26% 130,561 SH
47 HSBC HLDGS PLC HSBC 404280406 $14.4M 0.25% 174,773 SH
48 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $13.8M 0.24% 359,302 SH
49 ALTRIA GROUP INC MO 02209S103 $13.4M 0.23% 203,509 SH
50 MASTERCARD INCORPORATED MA 57636Q104 $13.1M 0.23% 26,163 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-20 $5.76B 1,191 0001698218-26-000003
2025-12-31 2026-01-23 $5.48B 1,119 0001698218-26-000001