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Ritholtz Wealth Management
CIK:0001698218
Investment Adviser
$7B AUM
986 holdings
New York, NY, United States
Ritholtz Wealth Management is an investment management firm that provides comprehensive portfolio management services.
Investment Strategy
Comprehensive and diversified investment strategies
Latest 13F Filing Activity
Ritholtz Wealth Management filed their most recent 13F report on Jun 30, 2025 disclosing 976 equity positions and 1 options positions with a total 13F market value of $5B. The fund increased holdings in Invesco QQQ TR, Ishares TR, Vanguard Index FDS among other positions. Ritholtz Wealth Management reduced exposure to Apple Inc., Unitedhealth Group Inc., SPDR Ser TR among others.
Top Holdings
Equity Positions (976)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 8.79% | $398.2M | 1,310,049 | $212.55 | $303.93 | +$105.6M |
I IVV | ISHARES TR | 7.32% | $331.5M | 533,959 | $488.18 | $620.90 | +$131.9M |
Q QQQ | INVESCO QQQ TR | 4.66% | $211.2M | 382,836 | $519.22 | $551.64 | +$183.2M |
S STIP | ISHARES TR | 4.60% | $208.4M | 2,024,720 | $100.65 | $102.91 | +$24.5M |
F FBND | FIDELITY MERRIMACK STR TR | 3.65% | $165.2M | 3,610,928 | $44.79 | $45.75 | +$64.9M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | — | Call | $310.9K | 34 | $157.99 | $127.87 | 0 | +$65.3K |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+3.7%
SERVICES-PREPACKAGED SOFTWARE
+3.5%
ELECTRONIC COMPUTERS
+2.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.6%
PHARMACEUTICAL PREPARATIONS
+2.0%
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
A Alex Messer | Trader | New York, NY , United States | |
A Alex Palumbo | Partner | New York, NY , United States | |
 | Senior Trader | New York, NY , United States | |
 | Chief Trading Officer | Portsmouth, RI , United States | |
 | Research Associate | New York, NY , United States | |
 | Managing Partner | New York, NY , United States |
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