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Manager record

Ritholtz Wealth Management

New York, NY · CIK 1698218 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$6.70BReported 13F valueQ2 2026 · as filed
1,313Holdings listed
+16.3%vs prior quartervalue change includes market moves
5Quarters on record
Aug 11Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $4.5B$4.5BQ2 2025986 holdingsQ3 2025: $5.1B$5.1BQ3 20251,042 holdingsQ4 2025: $5.5B$5.5BQ4 20251,119 holdingsQ1 2026: $5.8B$5.8BQ1 20261,191 holdingsQ2 2026: $6.7B$6.7BQ2 20261,313 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 11 2026 13F-HR/A · period Q2 2026

$6.70B · 1,313 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 10 2026 13F-HR · period Q2 2026

$6.70B · 1,313 holdings listed · View original SEC filing ↗
Apr 20 2026 13F-HR · period Q1 2026

$5.76B · 1,191 holdings listed · View original SEC filing ↗
Jan 23 2026 13F-HR · period Q4 2025

$5.48B · 1,119 holdings listed · View original SEC filing ↗
Oct 28 2025 13F-HR · period Q3 2025

$5.14B · 1,042 holdings listed · View original SEC filing ↗
Jul 28 2025 13F-HR · period Q2 2025

$4.53B · 986 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 11, 2026 · Change methodology