§ 13F · FUND PROFILE
RITHOLTZ WEALTH MANAGEMENT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4529.2T (13F)Positions · 986Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$77.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 1.43M | $480.7T | 8.8% | +4% |
| 2 | IVV | ISHARES TR | 535K | $366.4T | 6.7% | −2% |
| 3 | QQQ | INVESCO QQQ TR | 388K | $238.1T | 4.3% | ±0% |
| 4 | STIP | ISHARES TR | 2.26M | $231.0T | 4.2% | +5% |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 3.86M | $177.5T | 3.2% | +2% |
| 6 | AAPL | APPLE INC | 584K | $158.7T | 2.9% | +4% |
| 7 | BND | VANGUARD BD INDEX FDS | 1.91M | $141.1T | 2.6% | +10% |
| 8 | SPY | SPDR S&P 500 ETF TR | 190K | $129.6T | 2.4% | — |
| 9 | NVDA | NVIDIA CORPORATION | 669K | $124.8T | 2.3% | +3% |
| 10 | VFMO | VANGUARD WELLINGTON FD | 651K | $124.5T | 2.3% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RITHOLTZ SIGNAL
AC read
RITHOLTZ WEALTH MANAGEMENT is a Other fund managing $4529231.5 trillion in assets. The fund runs a broad portfolio of 986 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed