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
Other66.8%
ETF11.4%
Technology10.0%
Consumer3.6%
Financial3.4%
Healthcare2.5%
Industrial0.9%
Consumer Staples0.5%
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 2023