1y return+18.9%S&P 500 +20.9%
3y return+54.1%S&P 500 +68.5%
5y return+47.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2017: $199 against $309 in the S&P 500.2
Ritholtz Wealth ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $625.2M | 9.3% | +7.3% |
| IVVIshares Tr | $356.0M | 5.3% | −9.7% |
| STIPIshares Tr | $257.7M | 3.8% | +4.7% |
| QQQInvesco Qqq Tr | $249.4M | 3.7% | +11.3% |
| AAPLApple Inc | $195.3M | 2.9% | +3.7% |
| FBNDFidelity Merrimack Str Tr | $185.0M | 2.8% | +1.5% |
| VFMOVanguard Wellington Fd | $184.0M | 2.7% | +4.3% |
| BNDVanguard Bd Index Fds | $163.4M | 2.4% | +4.9% |
| Dimensional Etf TrustCUSIP 25434V815 | $157.8M | 2.4% | +5.5% |
| NVDANvidia Corporation | $142.3M | 2.1% | +4.5% |
| IEFAIshares Tr | $132.5M | 2.0% | +2.2% |
| SPYState Str Spdr S&p 500 Etf T | $132.1M | 2.0% | +301.9% |
| AGGIshares Tr | $127.0M | 1.9% | +3.2% |
| IMTMIshares Tr | $97.3M | 1.5% | +6.0% |
| DISVDimensional Etf Trust | $95.7M | 1.4% | +4.5% |
| IEMGIshares Inc | $75.2M | 1.1% | |
| MSFTMicrosoft Corp | $69.4M | 1.0% | |
| DFEVDimensional Etf Trust | $62.3M | 0.9% | +2.5% |
| AMZNAmazon Com Inc | $60.0M | 0.9% | −6.5% |
| GOOGLAlphabet Inc | $59.4M | 0.9% | |
| GOOGAlphabet Inc | $55.0M | 0.8% | +2.5% |
| GTNDEa Series Trust | $48.4M | 0.7% | New |
| IGSBIshares Tr | $45.0M | 0.7% | +4.6% |
| MUMicron Technology Inc | $44.3M | 0.7% | +22.1% |
| LQDIshares Tr | $41.0M | 0.6% | +5.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $142.3M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | June 30, 2022 | +1250.7% | $26.8M |
| AVGOBroadcom Inc | September 30, 2020 | +936.9% | $38.7M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $35.0M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $26.9M |
| WDCWestern Digital Corp | September 30, 2025 | +432.0% | $35.0M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $59.4M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $55.0M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $32.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $195.3M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $5.7M
- VEEVVeeva Sys Inc was $1.7M
- Csg Sys Intl IncCUSIP 126349109 was $1.3M
- INTFIshares Tr was $1.1M
- TYLTyler Technologies Inc was $867K
- Newegg Commerce IncCUSIP G6483G209 was $703K
- RMDResmed Inc was $629K
- MTDMettler Toledo International was $619K
- ALGAlamo Group Inc was $483K
- HURNHuron Consulting Group Inc was $475K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −2.1% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −2.5% | −3.6% |
| June 30, 2023 | +6.0% | +8.3% |
| March 31, 2023 | +4.0% | +7.0% |
| December 31, 2022 | +5.8% | +7.1% |
| September 30, 2022 | −4.5% | −5.3% |
| June 30, 2022 | −13.6% | −16.5% |
| March 31, 2022 | −5.4% | −4.9% |
| December 31, 2021 | +6.2% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ritholtz Wealth Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1698218&type=13F-HR&dateb=&owner=include&count=40CIK 1698218
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1698218/000169821826000006/Filed August 11, 2026 · accession 0001698218-26-000006