Ritholtz Wealth Management ETF holdings
New York, NY
Reported $3.5B in 221 ETFs in its Form 13F for June 30, 2026.
ETF value
$3.5B
ETFs held
221
Change from prior quarter
+13.1%
With price moves
ETFs as a share of its 13F
51.7%
of $6.7B
Top 10 of 221 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $625.2M | 1,689,593 | +115,200 shares |
| IVV | iShares Core S&P 500 ETF | $356.0M | 475,333 | −51,065 shares |
| STIP | iShares 0-5 Year TIPS Bond ETF | $257.7M | 2,522,612 | +112,809 shares |
| QQQ | Invesco QQQ Trust | $249.4M | 338,708 | +34,308 shares |
| FBND | Fidelity Total Bond ETF | $185.0M | 4,066,886 | +61,088 shares |
| VFMO | Vanguard U.S. Momentum Factor ETF ETF Shares | $184.0M | 737,643 | +30,444 shares |
| BND | Vanguard Total Bond Market ETF | $163.4M | 2,225,187 | +103,182 shares |
| DFSV | Dimensional US Small Cap Value ETF | $157.8M | 4,069,099 | +211,591 shares |
| IEFA | iShares Core MSCI EAFE ETF | $132.5M | 1,372,046 | +29,550 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $132.1M | 176,908 | +132,890 shares |
211 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001698218. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Ritholtz Wealth Management own?
Ritholtz Wealth Management reported 221 ETF positions worth $3.5B in its Form 13F for June 30, 2026. The largest was VTI, at $625.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.