Ritholtz Wealth Management

Business address
24 West 40 Th Street, 15 Th Floor, New York, NY, 10018
Top securities (13F)
VTI, IVV, QQQ, STIP, FBND, AAPL, BND, SPY, NVDA, VFMO, AGG, IEFA, DFSV, MSFT, DISV, IMTM, IEMG, AMZN, DFEV, and IGSB
State of incorporation
NY
Fiscal year end
December 31
Former names
Comprehensive Portfolio Management, LLC (to 17 Jan 2020)
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Ritholtz Wealth Management has filed 37 SEC EDGAR filings since 17 Feb 2017

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 28 Oct 2025 30 Sep 2025 028-17973
N-PX Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-17973
13F-HR Open Document Open Filing 28 Jul 2025 30 Jun 2025 028-17973
13F-HR Open Document Open Filing 17 Apr 2025 31 Mar 2025 028-17973
13F-HR Open Document Open Filing 15 Jan 2025 31 Dec 2024 028-17973
13F-HR Open Document Open Filing 10 Oct 2024 30 Sep 2024 028-17973
N-PX Open Document Open Filing 01 Aug 2024 30 Jun 2024 028-17973
13F-HR Open Document Open Filing 01 Aug 2024 30 Jun 2024 028-17973
13F-HR Open Document Open Filing 24 Apr 2024 31 Mar 2024 028-17973
13F-HR Open Document Open Filing 18 Jan 2024 31 Dec 2023 028-17973
13F-HR Open Document Open Filing 13 Oct 2023 30 Sep 2023 028-17973
13F-HR Open Document Open Filing 17 Jul 2023 30 Jun 2023 028-17973
13F-HR Open Document Open Filing 20 Apr 2023 31 Mar 2023 028-17973
13F-HR Open Document Open Filing 19 Jan 2023 31 Dec 2022 028-17973
13F-HR Open Document Open Filing 19 Oct 2022 30 Sep 2022 028-17973
13F-HR Open Document Open Filing 15 Jul 2022 30 Jun 2022 028-17973
13F-HR Open Document Open Filing 14 Apr 2022 31 Mar 2022 028-17973
13F-HR Open Document Open Filing 18 Jan 2022 31 Dec 2021 028-17973
13F-HR Open Document Open Filing 14 Oct 2021 30 Sep 2021 028-17973
13F-HR Open Document Open Filing 20 Jul 2021 30 Jun 2021 028-17973
13F-HR Open Document Open Filing 12 May 2021 31 Mar 2021 028-17973
13F-HR Open Document Open Filing 19 Jan 2021 31 Dec 2020 028-17973
13F-HR Open Document Open Filing 23 Oct 2020 30 Sep 2020 028-17973
13F-HR Open Document Open Filing 15 Jul 2020 30 Jun 2020 028-17973
13F-HR Open Document Open Filing 09 Apr 2020 31 Mar 2020 028-17973
13F-HR Open Document Open Filing 17 Jan 2020 31 Dec 2019 028-17973
13F-HR Open Document Open Filing 17 Oct 2019 30 Sep 2019 028-17973
13F-HR Open Document Open Filing 15 Jul 2019 30 Jun 2019 028-17973
13F-HR Open Document Open Filing 12 Apr 2019 31 Mar 2019 028-17973
13F-HR Open Document Open Filing 18 Jan 2019 31 Dec 2018 028-17973
13F-HR Open Document Open Filing 12 Oct 2018 30 Sep 2018 028-17973
13F-HR Open Document Open Filing 12 Jul 2018 30 Jun 2018 028-17973
13F-HR Open Document Open Filing 17 Apr 2018 31 Mar 2018 028-17973
13F-HR Open Document Open Filing 23 Jan 2018 31 Dec 2017 028-17973
13F-HR Open Document Open Filing 17 Oct 2017 30 Sep 2017 028-17973
13F-HR Open Document Open Filing 04 Aug 2017 30 Jun 2017 028-17973
13F-HR Open Document Open Filing 17 Feb 2017 31 Dec 2016 028-17973