13F Filings History of RITHOLTZ WEALTH MANAGEMENT

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$5,478,200,616
Signature - Title
Patricia Hatzfeld - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by RITHOLTZ WEALTH MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RITHOLTZ WEALTH MANAGEMENT reported 1118 stock holdings with total value $5,478,200,616 as of Q4 2025. Top holdings included VTI, IVV, QQQ, STIP, and FBND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,118 $5,478,200,616 +$381,914,223 -$136,698,049 +$245,216,174 VTI, IVV, QQQ, STIP, FBND 13F-HR 22 Jan 2026, 17:56
Q3 2025 1,040 $5,142,823,783 +$373,291,741 -$83,728,122 +$289,563,619 VTI, IVV, QQQ, STIP, FBND 13F-HR 28 Oct 2025, 12:43
Q2 2025 985 $4,528,920,536 +$1,038,055,770 -$113,671,495 +$924,384,275 VTI, IVV, QQQ, STIP, FBND 13F-HR 28 Jul 2025, 12:56
Q1 2025 920 $3,347,228,631 +$392,506,747 -$378,723,404 +$13,783,343 VTI, IVV, STIP, AAPL, BND 13F-HR 16 Apr 2025, 21:53
Q4 2024 852 $3,404,094,788 +$190,134,289 -$89,179,022 +$100,955,267 VTI, QQQ, IVV, STIP, AAPL 13F-HR 14 Jan 2025, 20:02
Q3 2024 867 $3,317,544,701 +$226,237,945 -$82,483,927 +$143,754,018 VTI, QQQ, IVV, STIP, AAPL 13F-HR 10 Oct 2024, 10:22
Q2 2024 821 $3,029,885,994 +$192,899,233 -$81,496,219 +$111,403,014 VTI, QQQ, IVV, STIP, AAPL 13F-HR 31 Jul 2024, 19:40
Q1 2024 787 $2,899,267,307 +$332,100,364 -$193,353,242 +$138,747,122 VTI, QQQ, IVV, STIP, SPY 13F-HR 24 Apr 2024, 09:32
Q4 2023 753 $2,577,869,068 +$205,691,323 -$59,908,044 +$145,783,279 VTI, IVV, QQQ, STIP, AAPL 13F-HR 18 Jan 2024, 09:43
Q3 2023 702 $2,227,118,451 +$278,093,082 -$217,714,685 +$60,378,397 VTI, IVV, QQQ, STIP, AAPL 13F-HR 13 Oct 2023, 10:28
Q2 2023 665 $2,222,885,089 +$177,161,850 -$80,676,208 +$96,485,642 VTI, QQQ, IVV, STIP, SPY 13F-HR 14 Jul 2023, 17:39
Q1 2023 638 $2,006,314,113 +$533,327,348 -$391,547,811 +$141,779,537 VTI, QQQ, IVV, STIP, SHV 13F-HR 19 Apr 2023, 19:59
Q4 2022 573 $1,791,275,500 +$455,079,704 -$648,718,157 -$193,638,453 BIL, VTI, SHY, STIP, VUSB 13F-HR 18 Jan 2023, 17:34
Q3 2022 711 $1,883,218,000 +$434,419,881 -$51,626,739 +$382,793,142 SHY, VTI, BSV, AAPL, STIP 13F-HR 18 Oct 2022, 18:47
Q2 2022 538 $1,587,248,000 +$663,215,660 -$350,464,456 +$312,751,204 SHY, VTI, BSV, STIP, IEFA 13F-HR 15 Jul 2022, 10:05
Q1 2022 543 $1,479,459,000 +$146,126,659 -$186,749,041 -$40,622,382 VTI, IVV, BSV, SPY, AGG 13F-HR 14 Apr 2022, 16:26
Q4 2021 531 $1,604,594,000 +$116,861,328 -$43,375,231 +$73,486,097 QQQ, IVV, VTI, SPY, BSV 13F-HR 14 Jan 2022, 19:52
Q3 2021 511 $1,442,266,000 +$151,116,782 -$83,895,774 +$67,221,008 VTI, QQQ, IVV, BSV, SPY 13F-HR 14 Oct 2021, 17:19
Q2 2021 501 $1,386,884,000 +$134,672,398 -$18,959,078 +$115,713,320 VTI, IVV, QQQ, IEFA, SPY 13F-HR 19 Jul 2021, 19:30
Q1 2021 441 $1,199,914,000 +$168,052,231 -$47,919,869 +$120,132,362 VTI, IVV, QQQ, IEFA, BSV 13F-HR 12 May 2021, 09:50
Q4 2020 378 $1,043,695,000 +$82,172,398 -$16,281,867 +$65,890,531 VTI, IVV, QQQ, IEFA, BSV 13F-HR 19 Jan 2021, 09:32
Q3 2020 309 $889,624,000 +$96,725,920 -$19,923,118 +$76,802,802 VTI, IVV, QQQ, BSV, TIP 13F-HR 23 Oct 2020, 16:59
Q2 2020 278 $776,025,000 +$309,670,527 -$224,345,883 +$85,324,644 VTI, IVV, QQQ, BSV, TIP 13F-HR 15 Jul 2020, 10:01
Q1 2020 177 $623,913,000 +$179,268,740 -$134,672,056 +$44,596,684 IEI, VTI, BSV, TIP, VGK 13F-HR 09 Apr 2020, 17:19
Q4 2019 151 $685,271,000 +$36,119,958 -$6,194,069 +$29,925,889 IVV, VTI, BSV, QQQ, TIP 13F-HR 16 Jan 2020, 18:32
Q3 2019 136 $615,630,000 +$47,242,240 -$17,308,419 +$29,933,821 IVV, VTI, BSV, TIP, QQQ 13F-HR 17 Oct 2019, 14:31
Q2 2019 133 $585,343,000 +$50,737,816 -$24,042,033 +$26,695,783 IVV, VTI, BSV, TIP, QQQ 13F-HR 15 Jul 2019, 13:49
Q1 2019 130 $545,925,000 +$326,770,803 -$250,795,112 +$75,975,691 IVV, VTI, BSV, QQQ, TIP 13F-HR 12 Apr 2019, 16:46
Q4 2018 119 $441,273,000 +$261,043,538 -$170,417,091 +$90,626,447 IEI, TIP, VEA, VGK, SPAB 13F-HR 18 Jan 2019, 06:20
Q3 2018 115 $394,883,000 +$20,431,345 -$6,531,679 +$13,899,666 SPY, QQQ, TIP, VGK, VEA 13F-HR 12 Oct 2018, 09:28
Q2 2018 115 $368,018,000 +$57,633,532 -$39,939,378 +$17,694,154 SPY, TIP, QQQ, VGK, VEA 13F-HR 12 Jul 2018, 17:19
Q1 2018 114 $349,957,000 +$85,107,769 -$66,876,286 +$18,231,483 SPY, TIP, VGK, QQQ, VEA 13F-HR 17 Apr 2018, 16:10
Q4 2017 112 $337,463,000 +$63,103,464 -$2,808,549 +$60,294,915 SPY, VGK, QQQ, VEA, TIP 13F-HR 23 Jan 2018, 14:43
Q3 2017 78 $267,319,000 +$24,600,279 -$3,163,467 +$21,436,812 SPY, VGK, QQQ, VEA, TIP 13F-HR 17 Oct 2017, 15:38
Q2 2017 69 $238,244,000 +$50,374,493 -$22,008,704 +$28,365,789 SPY, VGK, QQQ, VEA, TIP 13F-HR 04 Aug 2017, 13:02
Q4 2016 70 $195,381,000 $0 $0 $0 SPY, VGK, QQQ, VEA, TIP 13F-HR 17 Feb 2017, 08:15