SEC Form 13F

RITHOLTZ WEALTH MANAGEMENT 13F Holdings

Inspect RITHOLTZ WEALTH MANAGEMENT's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-12T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-12
Reported value
$6,704,685,218
Positions
1,313

Read this manager's filing book

Step 1 of 3

Disclosed positions

RITHOLTZ WEALTH MANAGEMENT: source evidence dated 2026-08-12T03:59:59.999Z.

Issuer
VANGUARD INDEX FDS
Ticker
VTI
Class
TOTAL STK MKT
Reported value
$625,217,092
Reported amount
1,689,593
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR/A: 0001698218-26-000006
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions

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VANGUARD INDEX FDSVTITOTAL STK MKT$625,217,0921,689,593SHNone
ISHARES TRIVVCORE S&P500 ETF$355,972,101475,333SHNone
ISHARES TRSTIP0-5 YR TIPS ETF$257,710,0782,522,612SHNone
INVESCO QQQ TRQQQUNIT SER 1$249,424,718338,708SHNone
APPLE INCAAPLCOM$195,278,090674,862SHNone
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$185,002,6534,066,886SHNone
VANGUARD WELLINGTON FDVFMOUS MOMENTUM$184,049,296737,643SHNone
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$163,350,9902,225,187SHNone
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP ETF$157,840,3394,069,099SHNone
NVIDIA CORPORATIONNVDACOM$142,326,116711,310SHNone
ISHARES TRIEFACORE MSCI EAFE$132,512,1831,372,046SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$132,109,853176,908SHNone
ISHARES TRAGGCORE US AGGBD ET$127,014,4271,283,233SHNone
ISHARES TRIMTMMSCI INTL MOMENT$97,341,9061,825,275SHNone
DIMENSIONAL ETF TRUSTDISVINTL SMALL CAP V$95,711,6382,385,040SHNone
ISHARES INCIEMGCORE MSCI EMKT$75,177,972907,508SHNone
MICROSOFT CORPMSFTCOM$69,355,011185,928SHNone
DIMENSIONAL ETF TRUSTDFEVEMERGING MKTS VA$62,308,3491,460,337SHNone
AMAZON COM INCAMZNCOM$59,977,359251,646SHNone
ALPHABET INCGOOGLCAP STK CL A$59,405,185166,229SHNone
ALPHABET INCGOOGCAP STK CL C$54,955,484155,536SHNone
EA SERIES TRUSTGTNDGOALTENDER ETF$48,435,4361,904,208SHNone
ISHARES TRIGSBISHS 1-5YR INVS$45,017,673858,952SHNone
MICRON TECHNOLOGY INCMUCOM$44,337,66638,411SHNone
ISHARES TRLQDIBOXX INV CP ETF$40,991,121375,824SHNone
BROADCOM INCAVGOCOM$38,679,406102,394SHNone
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$35,012,26173,313SHNone
WESTERN DIGITAL CORPWDCCOM$35,007,21354,808SHNone
JPMORGAN CHASE & COJPMCOM$32,612,94799,633SHNone
ISHARES TRSUBSHRT NAT MUN ETF$28,450,149267,213SHNone
WALMART INCWMTCOM$27,871,813246,087SHNone
ELI LILLY & COLLYCOM$26,890,89422,420SHNone
SEAGATE TECHNOLOGY HLDNGS PLSTXORD SHS$26,814,51427,787SHNone
TESLA INCTSLACOM$26,301,48362,533SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$25,865,66351,691SHNone
JOHNSON & JOHNSONJNJCOM$25,709,804101,232SHNone
VISA INCVCOM CL A$24,564,51471,598SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$24,372,07426,053SHNone
OLD REP INTL CORPORICOM$23,494,939574,168SHNone
META PLATFORMS INCMETACL A$23,101,30941,011SHNone
ADVANCED MICRO DEVICES INCAMDCOM$20,825,72935,850SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$19,717,169276,732SHNone
LAM RESEARCH CORPLRCXCOM NEW$19,460,79344,910SHNone
CATERPILLAR INCCATCOM$18,588,20217,455SHNone
CITIGROUP INCCCOM NEW$18,481,832132,051SHNone
HSBC HLDGS PLCHSBCSPON ADR NEW$17,958,936188,863SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$17,925,85726,100SHNone
ISHARES TRIJRCORE S&P SCP ETF$17,805,417120,055SHNone
GILEAD SCIENCES INCGILDCOM$17,092,747135,292SHNone
CISCO SYS INCCSCOCOM$16,908,537143,951SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 4 positions lack a resolved ticker and 23 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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