Ritholtz Wealth Management
Annual return '25
+19.4%
SPY '25
+17.7%
Alpha
+1.7ptsvs SPY
Invested
$5.8B
Holdings
1,118
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: Exited (was 1.43M shares)
9.0%
02
$IVV
ISHARES TR
Q1 2026: Exited (was 535.0k shares)
6.1%
03
$STIP
ISHARES TR
Q1 2026: Exited (was 2.26M shares)
4.4%
04
$FBND
FIDELITY MERRIMACK STR TR
Q1 2026: Exited (was 3.86M shares)
3.2%
05
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 387.6k shares)
3.1%
06
$AAPL
APPLE INC
Q1 2026: Sold 93.7% (583.6k → 36.7k shares)
2.9%
07
$BND
VANGUARD BD INDEX FDS
Q1 2026: Sold 99.4% (1.91M → 11.8k shares)
2.8%
08
$VFMO
VANGUARD WELLINGTON FD
Q1 2026: Exited (was 651.0k shares)
2.5%
09
$DFSV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 3.62M shares)
2.4%
10
$AGG
ISHARES TR
Q1 2026: Sold 96.6% (1.20M → 40.2k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:06 UTC.