RITHOLTZ WEALTH MANAGEMENT
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,478,558
- Description
- New York New York based planning integrated investment advisor with a manager led governance framework and a valuation conscious and methodical investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for private client and family mandates. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through portfolio resilience planning and portfolio discipline.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/23/2026 | 1,119 | 5,478,558 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q3 2025 | 10/28/2025 | 1,042 | 5,143,237 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q2 2025 | 7/28/2025 | 986 | 4,529,231 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q1 2025 | 4/17/2025 | 921 | 3,347,474 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q4 2024 | 1/15/2025 | 853 | 3,404,851 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q3 2024 | 10/10/2024 | 868 | 3,318,144 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q2 2024 | 8/1/2024 | 823 | 3,030,799 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q1 2024 | 4/24/2024 | 787 | 2,899,267 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q4 2023 | 1/18/2024 | 753 | 2,577,869 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q3 2023 | 10/13/2023 | 702 | 2,227,118 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q2 2023 | 7/17/2023 | 665 | 2,222,885 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q1 2023 | 4/20/2023 | 639 | 2,006,319 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q4 2022 | 1/19/2023 | 574 | 1,791,284 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q3 2022 | 10/19/2022 | 711 | 1,883,218 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q2 2022 | 7/15/2022 | 540 | 1,587,360 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q1 2022 | 4/14/2022 | 545 | 1,479,656 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q4 2021 | 1/18/2022 | 556 | 1,608,558 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q3 2021 | 10/14/2021 | 512 | 1,442,277 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q2 2021 | 7/20/2021 | 545 | 1,388,343 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q1 2021 | 5/12/2021 | 480 | 1,201,066 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q4 2020 | 1/19/2021 | 410 | 1,044,796 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q3 2020 | 10/23/2020 | 330 | 890,377 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q2 2020 | 7/15/2020 | 296 | 776,604 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q1 2020 | 4/9/2020 | 177 | 623,913 | 13F-HR | RITHOLTZ WEALTH MANAGEMENT |
| Q4 2019 | 1/17/2020 | 158 | 685,472 | 13F-HR | Comprehensive Portfolio Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
357
(0.0% of total reported value)
· QoQ Δ:
-57
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.494 M | 82.1% | 305.7 K | 0 | 305.7 K |
| ETFs | 975 K | 17.8% | 24.98 K | 0 | 24.98 K |
| Debt | 1.074 K | 0.0% | 0 | 469 | -469 |
| Other | 4.392 K | 0.1% | 1.128 K | 0 | 1.128 K |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
5,478,558
Holdings
1119
QoQ value change ($000)
335,321
(6.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.