Latest imported 13F data

RITHOLTZ WEALTH MANAGEMENT

โ€ขCIK: 1698218โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

VTI
VANGUARD INDEX FDS
+4.3%
9.0% of portfolio
IBIT
ISHARES BITCOIN TRUST ETF
+1169.4%
0.3% of portfolio
BND
VANGUARD BD INDEX FDS
+10.0%
2.6% of portfolio
STIP
ISHARES TR
+5.1%
4.3% of portfolio
NFLX
NETFLIX INC
+812.3%
0.1% of portfolio

๐Ÿ“‰ Biggest Sells

IVV
ISHARES TR
-1.8%
6.8% of portfolio
IEI
ISHARES TR
-21.2%
0.2% of portfolio
EQNR
EQUINOR ASA
-31.8%
0.1% of portfolio
BAC
VERIZON COMMUNICATIONS INC
-19.2%
0.1% of portfolio
T
AT&T INC
-23.3%
0.1% of portfolio

Sector Breakdown

Other66.5%
ETF11.4%
Technology10.0%
Consumer3.6%
Financial3.3%
Healthcare2.5%
Industrial0.9%
Consumer Staples0.8%

๐Ÿšช Exited Positionssold since Q3 2025

NVDA
NVIDIA CORPORATION
SOLD
$120.8M
SHY
ISHARES TR
SOLD
$8.3M
PPT
PREMIER INC
SOLD
$6.1M
SPOT
SPOTIFY TECHNOLOGY S A
SOLD
$4.9M
UBER
UBER TECHNOLOGIES INC
SOLD
$4.9M
+838 more exited positions

Changes from Q3 2025

NEW3 new positions
โ†‘138 increased
โ†“57 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022