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RITHOLTZ WEALTH MANAGEMENT

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1698218

$6.70B

disclosed book value

1,290

positions

9.3%

largest position share

Positions, as of 2026-06-30

top 100 of 1,290 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VTIVANGUARD INDEX FDS1.7M$625.2M9.3%
2IVVISHARES TR475,333$356.0M5.3%
3STIPISHARES TR2.5M$257.7M3.8%
4QQQINVESCO QQQ TR338,708$249.4M3.7%
5AAPLAPPLE INC674,862$195.3M2.9%
6FBNDFIDELITY MERRIMACK STR TR4.1M$185.0M2.8%
7VFMOVANGUARD WELLINGTON FD737,643$184.0M2.7%
8BNDVANGUARD BD INDEX FDS2.2M$163.4M2.4%
9DFSVDIMENSIONAL ETF TRUST4.1M$157.8M2.4%
10NVDANVIDIA CORPORATION711,310$142.3M2.1%
11IEFAISHARES TR1.4M$132.5M2%
12SPYSTATE STR SPDR S&P 500 ETF T176,908$132.1M2%
13AGGISHARES TR1.3M$127.0M1.9%
14IMTMISHARES TR1.8M$97.3M1.5%
15DISVDIMENSIONAL ETF TRUST2.4M$95.7M1.4%
16IEMGISHARES INC907,508$75.2M1.1%
17MSFTMICROSOFT CORP185,928$69.4M1%
18DFEVDIMENSIONAL ETF TRUST1.5M$62.3M0.9%
19AMZNAMAZON COM INC251,646$60.0M0.9%
20GOOGLALPHABET INC166,229$59.4M0.9%
21GOOGALPHABET INC155,536$55.0M0.8%
22EA SERIES TRUST1.9M$48.4M0.7%
23IGSBISHARES TR858,952$45.0M0.7%
24MUMICRON TECHNOLOGY INC38,411$44.3M0.7%
25LQDISHARES TR375,824$41.0M0.6%
26AVGOBROADCOM INC102,394$38.7M0.6%
27TSMTAIWAN SEMICONDUCTOR MANUFAC73,313$35.0M0.5%
28WDCWESTERN DIGITAL CORP54,808$35.0M0.5%
29JPMJPMORGAN CHASE & CO99,633$32.6M0.5%
30SUBISHARES TR267,213$28.5M0.4%
31WMTWALMART INC246,087$27.9M0.4%
32LLYELI LILLY & CO22,420$26.9M0.4%
33SEAGATE TECHNOLOGY HLDNGS PL27,787$26.8M0.4%
34TSLATESLA INC62,533$26.3M0.4%
35BRK/BBERKSHIRE HATHAWAY INC DEL51,691$25.9M0.4%
36JNJJOHNSON & JOHNSON101,232$25.7M0.4%
37VVISA INC71,598$24.6M0.4%
38COSTCOSTCO WHOLESALE CORPORATION26,053$24.4M0.4%
39ORIOLD REP INTL CORP574,168$23.5M0.4%
40METAMETA PLATFORMS INC41,011$23.1M0.3%
41AMDADVANCED MICRO DEVICES INC35,850$20.8M0.3%
42VEAVANGUARD TAX-MANAGED FDS276,732$19.7M0.3%
43LRCXLAM RESEARCH CORP44,910$19.5M0.3%
44CATCATERPILLAR INC17,455$18.6M0.3%
45CCITIGROUP INC132,051$18.5M0.3%
46HSBCHSBC HLDGS PLC188,863$18.0M0.3%
47VOOVANGUARD INDEX FDS26,100$17.9M0.3%
48IJRISHARES TR120,055$17.8M0.3%
49GILDGILEAD SCIENCES INC135,292$17.1M0.3%
50CSCOCISCO SYS INC143,951$16.9M0.3%
51ASML HLDG NV8,358$16.6M0.2%
52NVSNOVARTIS AG105,819$16.6M0.2%
53IEFISHARES TR167,289$15.8M0.2%
54MOALTRIA GROUP INC217,102$15.6M0.2%
55BACBANK OF AMER CORP268,949$15.3M0.2%
56KLACKLA CORP49,335$14.9M0.2%
57EXMOCEXXON MOBIL CORP105,158$14.4M0.2%
58TRVTRAVELERS COMPANIES INC40,794$13.5M0.2%
59CLSCELESTICA INC36,568$13.3M0.2%
60EMEEMCOR GROUP INC15,962$13.2M0.2%
61PHMPULTE GROUP INC95,698$13.1M0.2%
62PMPHILIP MORRIS INTL INC72,487$13.1M0.2%
63VUGVANGUARD INDEX FDS149,593$12.9M0.2%
64MAMASTERCARD INCORPORATED24,733$12.7M0.2%
65PGPROCTER & GAMBLE CO86,183$12.6M0.2%
66ABBVABBVIE INC49,487$12.5M0.2%
67GSGOLDMAN SACHS GROUP INC12,246$12.4M0.2%
68IBITISHARES BITCOIN TRUST ETF365,810$12.2M0.2%
69SNDKSANDISK CORP5,341$12.1M0.2%
70TPRTAPESTRY INC80,500$11.8M0.2%
71MLIMUELLER INDS INC93,070$11.4M0.2%
72BBVABANCO BILBAO VIZCAYA ARGENTA453,258$11.4M0.2%
73GEGE AEROSPACE29,667$11.1M0.2%
74FIXCOMFORT SYS USA INC5,432$10.8M0.2%
75MCKMCKESSON CORP14,031$10.6M0.2%
76AMATAPPLIED MATLS INC14,184$10.3M0.2%
77HIGHARTFORD INSURANCE GROUP INC77,155$10.2M0.2%
78EBAYEBAY INC.90,406$10.1M0.2%
79IEIISHARES TR85,601$10.1M0.1%
80GEVGE VERNOVA INC8,522$10.0M0.1%
81USBUS BANCORP165,556$10.0M0.1%
82ORCLORACLE CORP67,260$9.9M0.1%
83VODVODAFONE GROUP PLC742,058$9.8M0.1%
84BMYBRISTOL-MYERS SQUIBB CO169,475$9.8M0.1%
85BPOPPOPULAR INC59,321$9.7M0.1%
86IWDISHARES TR39,311$9.5M0.1%
87KOCOCA COLA CO117,049$9.5M0.1%
88HDHOME DEPOT INC26,807$9.5M0.1%
89VWOVANGUARD INTL EQUITY INDEX F158,248$9.4M0.1%
90UNHUNITEDHEALTH GROUP INC22,405$9.3M0.1%
91VZVERIZON COMMUNICATIONS INC219,536$9.3M0.1%
92JBLJABIL INC23,808$9.2M0.1%
93UNPUNION PAC CORP33,317$9.1M0.1%
94RTXRTX CORPORATION47,752$9.1M0.1%
95DELLDELL TECHNOLOGIES INC20,941$9.0M0.1%
96BTIBRITISH AMERN TOB PLC142,646$8.8M0.1%
97CIENCIENA CORP17,942$8.8M0.1%
98INTCINTEL CORP62,252$8.7M0.1%
99MSMORGAN STANLEY41,371$8.6M0.1%
100SHYGISHARES TR201,089$8.5M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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