RITHOLTZ WEALTH MANAGEMENT

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...