Info
13F History

RITHOLTZ WEALTH MANAGEMENT

13F Filings History

Latest 13F report: Q1 2025 - Apr 17, 2025
Value $: $3.35B
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 920 stock holdings with total value $3.35B as of Q1 2025. Top holdings included VTI, IVV, STIP, AAPL, and BND.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	920	$3.35B	+$393M	-$379M	+$13.8M	VTI, IVV, STIP, AAPL, BND	13F-HR	4/16/2025, 09:53 PM
Q4 2024	852	$3.4B	+$190M	-$89.2M	+$101M	VTI, QQQ, IVV, STIP, AAPL	13F-HR	1/14/2025, 08:02 PM
Q3 2024	867	$3.32B	+$226M	-$82.5M	+$144M	VTI, QQQ, IVV, STIP, AAPL	13F-HR	10/10/2024, 10:22 AM
Q2 2024	821	$3.03B	+$193M	-$81.5M	+$111M	VTI, QQQ, IVV, STIP, AAPL	13F-HR	7/31/2024, 07:40 PM
Q1 2024	787	$2.9B	+$332M	-$193M	+$139M	VTI, QQQ, IVV, STIP, SPY	13F-HR	4/24/2024, 09:32 AM
Q4 2023	753	$2.58B	+$206M	-$59.9M	+$146M	VTI, IVV, QQQ, STIP, AAPL	13F-HR	1/18/2024, 09:43 AM
Q3 2023	702	$2.23B	+$278M	-$218M	+$60.4M	VTI, IVV, QQQ, STIP, AAPL	13F-HR	10/13/2023, 10:28 AM
Q2 2023	665	$2.22B	+$177M	-$80.7M	+$96.5M	VTI, QQQ, IVV, STIP, SPY	13F-HR	7/14/2023, 05:39 PM
Q1 2023	638	$2.01B	+$533M	-$392M	+$142M	VTI, QQQ, IVV, STIP, SHV	13F-HR	4/19/2023, 07:59 PM
Q4 2022	573	$1.79B	+$455M	-$649M	-$194M	BIL, VTI, SHY, STIP, VUSB	13F-HR	1/18/2023, 05:34 PM
Q3 2022	711	$1.88B	+$434M	-$51.6M	+$383M	SHY, VTI, BSV, AAPL, STIP	13F-HR	10/18/2022, 06:47 PM
Q2 2022	538	$1.59B	+$663M	-$350M	+$313M	SHY, VTI, BSV, STIP, IEFA	13F-HR	7/15/2022, 10:05 AM
Q1 2022	543	$1.48B	+$146M	-$187M	-$40.6M	VTI, IVV, BSV, SPY, AGG	13F-HR	4/14/2022, 04:26 PM
Q4 2021	531	$1.6B	+$117M	-$43.4M	+$73.5M	QQQ, IVV, VTI, SPY, BSV	13F-HR	1/14/2022, 07:52 PM
Q3 2021	511	$1.44B	+$151M	-$83.9M	+$67.2M	VTI, QQQ, IVV, BSV, SPY	13F-HR	10/14/2021, 05:19 PM
Q2 2021	501	$1.39B	+$135M	-$19M	+$116M	VTI, IVV, QQQ, IEFA, SPY	13F-HR	7/19/2021, 07:30 PM
Q1 2021	441	$1.2B	+$168M	-$47.9M	+$120M	VTI, IVV, QQQ, IEFA, BSV	13F-HR	5/12/2021, 09:50 AM
Q4 2020	378	$1.04B	+$82.2M	-$16.3M	+$65.9M	VTI, IVV, QQQ, IEFA, BSV	13F-HR	1/19/2021, 09:32 AM
Q3 2020	309	$890M	+$96.7M	-$19.9M	+$76.8M	VTI, IVV, QQQ, BSV, TIP	13F-HR	10/23/2020, 04:59 PM
Q2 2020	278	$776M	+$310M	-$224M	+$85.3M	VTI, IVV, QQQ, BSV, TIP	13F-HR	7/15/2020, 10:01 AM
Q1 2020	177	$624M	+$179M	-$135M	+$44.6M	IEI, VTI, BSV, TIP, VGK	13F-HR	4/9/2020, 05:19 PM
Q4 2019	151	$685M	+$36.1M	-$6.19M	+$29.9M	IVV, VTI, BSV, QQQ, TIP	13F-HR	1/16/2020, 06:32 PM
Q3 2019	136	$616M	+$47.2M	-$17.3M	+$29.9M	IVV, VTI, BSV, TIP, QQQ	13F-HR	10/17/2019, 02:31 PM
Q2 2019	133	$585M	+$50.7M	-$24M	+$26.7M	IVV, VTI, BSV, TIP, QQQ	13F-HR	7/15/2019, 01:49 PM
Q1 2019	130	$546M	+$327M	-$251M	+$76M	IVV, VTI, BSV, QQQ, TIP	13F-HR	4/12/2019, 04:46 PM
Q4 2018	119	$441M	+$261M	-$170M	+$90.6M	IEI, TIP, VEA, VGK, SPAB	13F-HR	1/18/2019, 06:20 AM
Q3 2018	115	$395M	+$20.4M	-$6.53M	+$13.9M	SPY, QQQ, TIP, VGK, VEA	13F-HR	10/12/2018, 09:28 AM
Q2 2018	115	$368M	+$57.6M	-$39.9M	+$17.7M	SPY, TIP, QQQ, VGK, VEA	13F-HR	7/12/2018, 05:19 PM
Q1 2018	114	$350M	+$85.1M	-$66.9M	+$18.2M	SPY, TIP, VGK, QQQ, VEA	13F-HR	4/17/2018, 04:10 PM
Q4 2017	112	$337M	+$63.1M	-$2.81M	+$60.3M	SPY, VGK, QQQ, VEA, TIP	13F-HR	1/23/2018, 02:43 PM
Q3 2017	78	$267M	+$24.6M	-$3.16M	+$21.4M	SPY, VGK, QQQ, VEA, TIP	13F-HR	10/17/2017, 03:38 PM
Q2 2017	69	$238M	+$50.4M	-$22M	+$28.4M	SPY, VGK, QQQ, VEA, TIP	13F-HR	8/4/2017, 01:02 PM
Q4 2016	70	$195M	$0	$0		SPY, VGK, QQQ, VEA, TIP	13F-HR	2/17/2017, 08:15 AM

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