RITHOLTZ WEALTH MANAGEMENT
CIK 1698218
13F filing for Q2 2026・No. 750
- Holdings
- US$6.7B
- Quarter change
- +US$940.02M
- Entries
- 1,313
- Net bought (estimate)
- +US$277.3M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 177
- Sold out 77
- Cut 458
- Added 623
- Corporate actions 2
- Unchanged 32
Largest holdings
1,290 stocks worth US$6.7B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 1,689,593 | US$625.22M | 9.33% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 475,333 | US$355.97M | 5.31% |
| ISHARES TR0-5 YR TIPS ETF | Added | 2,522,612 | US$257.71M | 3.84% |
| QQQInvesco QQQUNIT SER 1 | Added | 338,708 | US$249.42M | 3.72% |
| AAPLAppleCOM | Added | 674,862 | US$195.28M | 2.91% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 4,066,886 | US$185M | 2.76% |
| VANGUARD WELLINGTON FDUS MOMENTUM | Added | 737,643 | US$184.05M | 2.75% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 2,225,187 | US$163.35M | 2.44% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 4,069,099 | US$157.84M | 2.35% |
| NVDANvidiaCOM | Added | 711,310 | US$142.33M | 2.12% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.