DOSSIER · 13F-HR · Q2 2026
RITHOLTZ WEALTH MANAGEMENT
$6.7B in tracked AUM across 1,313 positions as of Q2 2026.
RW
CIK 0001698218 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of Ritholtz Wealth Management SEC 13F Filing
1. Portfolio Overview
The filing for Ritholtz Wealth Management (CIK: 0001698218) reveals a dramatic expansion in portfolio size and a significant structural shift in investment execution. As of the report date December 31, 2025, the total portfolio value surged to $5.48 billion, a massive increase of +180.6% from the $1.95 billion reported in the previous quarter (September 30, 2025).
This growth is likely attri...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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