Ritholtz Wealth Management

Investment Portfolio & 13F Holdings Analysis

About
CIK: 0001698218
Type: FundHoldings: 920Value: $3.3BLatest: 2025Q1

RITHOLTZ WEALTH MANAGEMENT is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 920 holdings worth $3.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-17
Total Holdings
920
Total Value
3290494340
Accession Number
0001085146-25-002136
Form Type
13F-HR
Manager Name
Ritholtz-Wealth-Management
Data Enrichment
90% identified
829 identified91 unidentified

Holdings

920 positions • $3.3B total value
Manager:
Search and click to pin securities to the top
Page 1 of 46
922908769
Shares:1.1M
Value:$292.6M
% of Portfolio:8.9% ($292.6M/$3.3B)
464287200
Shares:355.3K
Value:$199.6M
% of Portfolio:6.1% ($199.6M/$3.3B)
46429B747
Shares:1.8M
Value:$183.9M
% of Portfolio:5.6% ($183.9M/$3.3B)
Apple Inc.
Shares:521.1K
Value:$115.7M
% of Portfolio:3.5% ($115.7M/$3.3B)
921937835
Shares:1.4M
Value:$103.8M
% of Portfolio:3.2% ($103.8M/$3.3B)
316188309
Shares:2.2M
Value:$100.3M
% of Portfolio:3.0% ($100.3M/$3.3B)
464287226
Shares:1.0M
Value:$99.3M
% of Portfolio:3.0% ($99.3M/$3.3B)
921935508
Shares:479.9K
Value:$72.8M
% of Portfolio:2.2% ($72.8M/$3.3B)
25434V815
Shares:2.5M
Value:$69.0M
% of Portfolio:2.1% ($69.0M/$3.3B)
46432F842
Shares:803.6K
Value:$60.8M
% of Portfolio:1.8% ($60.8M/$3.3B)
MICROSOFT CORP
Shares:154.7K
Value:$58.1M
% of Portfolio:1.8% ($58.1M/$3.3B)
25434V781
Shares:1.6M
Value:$48.0M
% of Portfolio:1.5% ($48.0M/$3.3B)
46434V449
Shares:1.2M
Value:$47.9M
% of Portfolio:1.5% ($47.9M/$3.3B)
464288646
Shares:820.0K
Value:$42.9M
% of Portfolio:1.3% ($42.9M/$3.3B)
AMAZON COM INC
Shares:208.3K
Value:$39.6M
% of Portfolio:1.2% ($39.6M/$3.3B)
464287242
Shares:266.5K
Value:$29.0M
% of Portfolio:0.9% ($29.0M/$3.3B)
INVESCO QQQ TRUST, SERIES 1
Shares:59.6K
Value:$27.9M
% of Portfolio:0.8% ($27.9M/$3.3B)
25434V740
Shares:1.0M
Value:$27.3M
% of Portfolio:0.8% ($27.3M/$3.3B)
46434G103
Shares:500.9K
Value:$27.0M
% of Portfolio:0.8% ($27.0M/$3.3B)
464288158
Shares:249.1K
Value:$26.3M
% of Portfolio:0.8% ($26.3M/$3.3B)