Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RITHOLTZ WEALTH MANAGEMENT (CIK 1698218) reported $5.76B across 1,183 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($505.1M, 8.76%), IVV ($343.8M, 5.96%), STIP ($249.2M, 4.32%), FBND ($182.7M, 3.17%), QQQ ($175.7M, 3.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $505.1M | 8.76% | 1.6M | Added |
| 2 | IVV | ISHARES TR | $343.8M | 5.96% | 526,398 | Trimmed |
| 3 | STIP | ISHARES TR | $249.2M | 4.32% | 2.4M | Added |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $182.7M | 3.17% | 4.0M | Added |
| 5 | QQQ | INVESCO QQQ TR | $175.7M | 3.05% | 304,400 | Trimmed |
| 6 | AAPL | APPLE INC | $165.2M | 2.87% | 650,779 | Added |
| 7 | BND | VANGUARD BD INDEX FDS | $156.3M | 2.71% | 2.1M | Added |
| 8 | VFMO | VANGUARD WELLINGTON FD | $139.4M | 2.42% | 707,199 | Added |
| 9 | DFSV | DIMENSIONAL ETF TRUST | $135.2M | 2.34% | 3.9M | Added |
| 10 | AGG | ISHARES TR | $123.4M | 2.14% | 1.2M | Added |
| 11 | IEFA | ISHARES TR | $121.5M | 2.11% | 1.3M | Added |
| 12 | NVDA | NVIDIA CORPORATION | $118.9M | 2.06% | 680,965 | Added |
| 13 | DISV | DIMENSIONAL ETF TRUST | $90.0M | 1.56% | 2.3M | Added |
| 14 | IMTM | ISHARES TR | $82.7M | 1.44% | 1.7M | Added |
| 15 | BIL | SPDR SERIES TRUST | $76.1M | 1.32% | 830,484 | Added |
| 16 | USMV | ISHARES TR | $74.2M | 1.29% | 800,500 | New |
| 17 | MSFT | MICROSOFT CORP | $68.4M | 1.19% | 184,681 | Added |
| 18 | IEMG | ISHARES INC | $63.0M | 1.09% | 903,398 | Added |
| 19 | AMZN | AMAZON COM INC | $56.0M | 0.97% | 269,083 | Added |
| 20 | DFEV | DIMENSIONAL ETF TRUST | $51.0M | 0.88% | 1.4M | Added |
| 21 | GOOGL | ALPHABET INC | $47.6M | 0.83% | 165,581 | Added |
| 22 | GOOG | ALPHABET INC | $43.5M | 0.76% | 151,769 | Added |
| 23 | IGSB | ISHARES TR | $43.2M | 0.75% | 821,050 | Added |
| 24 | LQD | ISHARES TR | $38.8M | 0.67% | 356,381 | Added |
| 25 | AVGO | BROADCOM INC | $31.8M | 0.55% | 102,648 | Added |
Source: SEC Form 13F filings · as of 2026-03-31