Notify me when Ritholtz Wealth Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,040 | $5.14B | +$373M | -$83.7M | +$290M | VTI, IVV, QQQ, STIP, FBND | 13F-HR | 10/28/2025, 12:43 PM |
| Q2 2025 | 985 | $4.53B | +$1.04B | -$114M | +$924M | VTI, IVV, QQQ, STIP, FBND | 13F-HR | 7/28/2025, 12:56 PM |
| 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 |