RITHOLTZ WEALTH MANAGEMENT
โขCIK: 1698218โขFiling: Q4 2025
RITHOLTZ WEALTH MANAGEMENT, led by billionaire investor and author Ben Ritholtz, manages $5.4 billion with a focus on diversified, low-fee index funds, as evidenced by top holdings like VTI and IVV. Recently, the fund has made notable moves by adding high-growth positions such as IBIT and BIIB, while exiting BKFDF and TTEN, reflecting a strategy that balances broad market exposure with selective high-conviction bets.
Total AUM
$5.4B
+ $357.3K in options
QoQ Performance
+4.1%
Positions
991
+ 1 option
Top 10 Concentration
48.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
IVV
VTI9.0%
IVV6.8%
NDQ4.4%
STIP4.3%
FBND3.3%
AAPL3.0%
BND2.6%
SPY2.4%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other66.5%
ETF11.4%
Technology10.0%
Consumer3.6%
Financial3.3%
Healthcare2.5%
Industrial0.9%
Consumer Staples0.8%
๐ช Exited Positionssold since Q3 2025
+838 more exited positions
Changes from Q3 2025
NEW3 new positions
โ138 increased
โ57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022