RITHOLTZ WEALTH MANAGEMENT - Portfolio overview

RITHOLTZ WEALTH MANAGEMENT has 1306 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. VTI - VANGUARD INDEX FDS, 8.67%
  2. IVV - ISHARES TR, 5.90%
  3. STIP - ISHARES TR, 4.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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