account_balance
Investment manager · 13F filer · SEC CIK 1698218
Ritholtz Wealth Management
Reported value$6.95Bas of Sep 30, 2026
Positions1,378 188 new, 100 sold out
Top 10 weight36.9%VTI alone is 9%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
9.3%Added +2%
IVViShares Tr
5.0%Trimmed −4%
STIPiShares Tr
3.8%Added +5%
AAPLApple Inc
3.4%Added +4%
QQQMInvesco Exch Traded Fd Tr II
3.1%Added +18374%
BNDVanguard Bd Index FDS
2.6%Added +16%
FBNDFidelity Merrimack STR Tr
2.6%Added +2%
NVDANvidia Corporation
2.5%Added +5%
VFMOVanguard Wellington Fd
2.4%
DFSVDfa Invt Dimensions Group In
2.2%
IEFAiShares Tr
1.9%
AGGiShares Tr
1.8%
VTIVanguard Index FDS
9.3%Added +2%
IVV5.0%
STIPiShares Tr
3.8%Added +5%
AAPLApple Inc
3.4%Added +4%
QQQMInvesco Exch Traded Fd Tr II
3.1%Added +18374%
BND2.6%
FBND2.6%
NVDA2.5%VFMO2.4%
DFSV2.2%
IEFA1.9%
AGG1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 9.3% Added +2%
IVV iShares Tr 5.0% Trimmed −4%
STIP iShares Tr 3.8% Added +5%
AAPL Apple Inc 3.4% Added +4%QQQM Invesco Exch Traded Fd Tr II 3.1% Added +18374%
BND Vanguard Bd Index FDS 2.6% Added +16%
FBND Fidelity Merrimack STR Tr 2.6% Added +2%
NVDA Nvidia Corporation 2.5% Added +5%VFMO Vanguard Wellington Fd 2.4% Held
DFSV Dfa Invt Dimensions Group In 2.2% Held
IEFA iShares Tr 1.9% Held
AGG iShares Tr 1.8% Held
What changed