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Latest RITHOLTZ WEALTH MANAGEMENT Stock Portfolio

$5.76Billion | No. of Holdings #1189

RITHOLTZ WEALTH MANAGEMENT Performance

2026 Q1-1.19%
YTD-1.19%
2025+14.99%

About RITHOLTZ WEALTH MANAGEMENT and 13F Hedge Fund Stock Holdings

RITHOLTZ WEALTH MANAGEMENT is a hedge fund based in New York, NY. On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, RITHOLTZ WEALTH MANAGEMENT reported an equity portfolio of $5.8 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of RITHOLTZ WEALTH MANAGEMENT are VB, IJR, AMPS. The fund has invested 8.8% of it's portfolio in VANGUARD INDEX FDS and 6% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off ASTRAZENECA PLC (AZN), INDIVIOR PLC and REV GROUP INC (REVG) stocks. They significantly reduced their stock positions in WM TECHNOLOGY INC (MAPS), GALLAGHER ARTHUR J & CO (AJG) and ACI WORLDWIDE INC (ACIW). RITHOLTZ WEALTH MANAGEMENT opened new stock positions in ISHARES TR (AMPS), ASTRAZENECA PLC and ETFIS SER TR I (AMZA). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), GIGACLOUD TECHNOLOGY INC (GCT) and VIATRIS INC (VTRS).
RITHOLTZ WEALTH MANAGEMENT Equity Portfolio Value
Last Reported on: 20 Apr, 2026
$5.76Billion
  as of Apr 20, 2026

RITHOLTZ WEALTH MANAGEMENT Annual Return Estimates Vs S&P 500

Our best estimate is that RITHOLTZ WEALTH MANAGEMENT made a return of -1.19% in the last quarter. In trailing 12 months, it's portfolio return was 15.53%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr74,238,400
astrazeneca plc8,215,450
etfis ser tr i3,914,340
indivior pharmaceuticals inc3,498,430
cambria etf tr3,255,420
doubleline etf trust2,115,880
tidal trust i1,798,750
enersys1,663,770
New stocks bought by RITHOLTZ WEALTH MANAGEMENT

Additions

Ticker% Inc.
spdr series trust2,553
gigacloud technology inc969
viatris inc904
ford mtr co860
american centy etf tr504
rush enterprises inc375
netscout sys inc319
coeur mng inc284
Additions to existing portfolio by RITHOLTZ WEALTH MANAGEMENT

Reductions

Ticker% Reduced
state str spdr s&p 500 etf t-76.83
automatic data processing in-54.06
cbre group inc-50.88
rb global inc-37.66
spotify technology s a-36.68
turning pt brands inc-32.37
strattec sec corp-31.08
alkermes plc-28.49
RITHOLTZ WEALTH MANAGEMENT reduced stake in above stock

Sold off

None of the stocks were completely sold off by RITHOLTZ WEALTH MANAGEMENT

Sector Distribution

RITHOLTZ WEALTH MANAGEMENT has about 56.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Utilities
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Communication Services
  • Consumer Defensive
  • Energy
Sector%
Others56.6
Technology10.2
Utilities5.9
Financial Services5.6
Industrials4.5
Consumer Cyclical4.4
Healthcare3.9
Communication Services3.1
Consumer Defensive2.5
Energy1.7

Market Cap. Distribution

RITHOLTZ WEALTH MANAGEMENT has about 32.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED56.6
MEGA-CAP17.7
LARGE-CAP15.1
MID-CAP8.4
SMALL-CAP1.6

Stocks belong to which Index?

About 38.6% of the stocks held by RITHOLTZ WEALTH MANAGEMENT either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others61.4
S&P 50029.2
RUSSELL 20009.4
Top 5 Winners (%)%
LYB
lyondellbasell industries nv
86.0 %
sandisk corp
79.4 %
EQNR
equinor asa
78.6 %
LITE
lumentum hldgs inc
78.3 %
STTK
shattuck labs inc
76.2 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
8.0 M
XOM
exxon mobil corp
4.9 M
VFLQ
vanguard wellington fd
4.0 M
WDC
western digital corp
3.8 M
EQNR
equinor asa
3.8 M
Top 5 Losers (%)%
BEAT
heartbeam inc
-49.2 %
APP
applovin corp
-39.4 %
BBW
build-a-bear workshop inc
-38.6 %
SOFI
sofi technologies inc
-36.9 %
HOOD
robinhood mkts inc
-36.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-21.7 M
MSFT
microsoft corp
-20.7 M
IJR
ishares tr
-16.8 M
QQQ
invesco qqq tr
-12.8 M
AAPL
apple inc
-11.2 M

RITHOLTZ WEALTH MANAGEMENT Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of RITHOLTZ WEALTH MANAGEMENT

RITHOLTZ WEALTH MANAGEMENT has 1189 stocks in it's portfolio. About 37.7% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for RITHOLTZ WEALTH MANAGEMENT last quarter.

$5.42BTotal Value
500Positions
20 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of RITHOLTZ WEALTH MANAGEMENT, last reported on 20 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RITHOLTZ WEALTH MANAGEMENT's holding in Ishares Tr over time
0.75%821,050
$43.15M
0.75%
increased 5.31 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RITHOLTZ WEALTH MANAGEMENT's holding in Ishares Tr over time
0.5%271,256
$28.89M
0.5%
increased 3.76 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RITHOLTZ WEALTH MANAGEMENT's holding in Ishares Tr over time
0.17%84,937
$10.07M
0.17%
increased 6 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RITHOLTZ WEALTH MANAGEMENT's holding in Ishares Tr over time
0.1%71,059
$5.57M
0.1%
decreased 5.94 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RITHOLTZ WEALTH MANAGEMENT's holding in Ishares Tr over time
0.06%28,680
$3.17M
0.06%
increased 2.16 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RITHOLTZ WEALTH MANAGEMENT's holding in Ishares Tr over time
0.03%24,990
$1.86M
0.03%
decreased 3.47 percentreduced
ACSI
Tidal Trust I

Tidal Trust I

ACSI
RITHOLTZ WEALTH MANAGEMENT's holding in Tidal Trust I over time
0.03%75,356
$1.80M
0.03%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
RITHOLTZ WEALTH MANAGEMENT's holding in Ishares Tr over time
1.44%1,722,730
$82.73M
1.44%
increased 8.14 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
RITHOLTZ WEALTH MANAGEMENT's holding in Ishares Tr over time
0.14%191,327
$8.10M
0.14%
increased 8.09 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
RITHOLTZ WEALTH MANAGEMENT's holding in Ishares Tr over time
0.02%19,566
$1.33M
0.02%
decreased 5.16 percentreduced
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
RITHOLTZ WEALTH MANAGEMENT's holding in Agnico Eagle Mines Ltd over time
0.1%29,684
$6.03M
0.1%
increased 47.64 percentadded