• 13F History

RITHOLTZ WEALTH MANAGEMENT

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$3.35B
Signature - Title
Patricia Hatzfeld - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by RITHOLTZ WEALTH MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RITHOLTZ WEALTH MANAGEMENT reported 920 stock holdings with total value $3.35B as of Q1 2025. Top holdings included VTI, IVV, STIP, AAPL, and BND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 920 $3.35B +$393M -$379M +$13.8M VTI, IVV, STIP, AAPL, BND 13F-HR 4/16/2025, 09:53 PM
Q4 2024 852 $3.4B +$190M -$89.2M +$101M VTI, QQQ, IVV, STIP, AAPL 13F-HR 1/14/2025, 08:02 PM
Q3 2024 867 $3.32B +$226M -$82.5M +$144M VTI, QQQ, IVV, STIP, AAPL 13F-HR 10/10/2024, 10:22 AM
Q2 2024 821 $3.03B +$192M -$81.2M +$111M VTI, QQQ, IVV, STIP, AAPL 13F-HR 7/31/2024, 07:40 PM
Q1 2024 778 $2.9B +$331M -$193M +$138M VTI, QQQ, IVV, STIP, SPY 13F-HR 4/24/2024, 09:32 AM
Q4 2023 750 $2.58B +$205M -$59.9M +$145M VTI, IVV, QQQ, STIP, AAPL 13F-HR 1/18/2024, 09:43 AM
Q3 2023 701 $2.23B +$278M -$117M +$161M VTI, IVV, QQQ, STIP, AAPL 13F-HR 10/13/2023, 10:28 AM
Q2 2023 665 $2.22B +$177M -$60.4M +$117M VTI, QQQ, IVV, STIP, SPY 13F-HR 7/14/2023, 05:39 PM
Q1 2023 637 $2.01B +$532M -$375M +$157M VTI, QQQ, IVV, STIP, SHV 13F-HR 4/19/2023, 07:59 PM
Q4 2022 573 $1.79B +$455M -$533M -$77.5M BIL, VTI, SHY, STIP, VUSB 13F-HR 1/18/2023, 04:34 PM
Q3 2022 711 $1.88B +$434M -$31.4M +$403M SHY, VTI, BSV, AAPL, STIP 13F-HR 10/18/2022, 06:47 PM
Q2 2022 538 $1.59B +$663M -$315M +$348M SHY, VTI, BSV, STIP, IEFA 13F-HR 7/15/2022, 10:05 AM
Q1 2022 543 $1.48B +$146M -$168M -$21.9M VTI, IVV, BSV, SPY, AGG 13F-HR 4/14/2022, 04:26 PM
Q4 2021 556 $1.61B +$121M -$29.9M +$90.9M QQQ, IVV, VTI, SPY, BSV 13F-HR 1/14/2022, 06:52 PM
Q3 2021 511 $1.44B +$151M -$83.6M +$67.5M VTI, QQQ, IVV, BSV, SPY 13F-HR 10/14/2021, 05:19 PM
Q2 2021 501 $1.39B +$135M -$18.9M +$116M VTI, IVV, QQQ, IEFA, SPY 13F-HR 7/19/2021, 07:30 PM
Q1 2021 441 $1.2B +$168M -$47.9M +$120M VTI, IVV, QQQ, IEFA, BSV 13F-HR 5/12/2021, 09:50 AM
Q4 2020 378 $1.04B +$82.2M -$10.1M +$72.1M VTI, IVV, QQQ, IEFA, BSV 13F-HR 1/19/2021, 08:32 AM
Q3 2020 308 $890M +$96.7M -$14.4M +$82.3M VTI, IVV, QQQ, BSV, TIP 13F-HR 10/23/2020, 04:59 PM
Q2 2020 278 $776M +$310M -$218M +$91.3M VTI, IVV, QQQ, BSV, TIP 13F-HR 7/15/2020, 10:01 AM
Q1 2020 177 $624M +$179M -$127M +$52.6M IEI, VTI, BSV, TIP, VGK 13F-HR 4/9/2020, 05:19 PM
Q4 2019 151 $685M +$36.1M -$3.18M +$32.9M IVV, VTI, BSV, QQQ, TIP 13F-HR 1/16/2020, 05:32 PM
Q3 2019 136 $616M +$47.2M -$16.7M +$30.6M IVV, VTI, BSV, TIP, QQQ 13F-HR 10/17/2019, 02:31 PM
Q2 2019 133 $585M +$50.7M -$22.3M +$28.4M IVV, VTI, BSV, TIP, QQQ 13F-HR 7/15/2019, 01:49 PM
Q1 2019 130 $546M +$327M -$248M +$78.9M IVV, VTI, BSV, QQQ, TIP 13F-HR 4/12/2019, 04:46 PM
Q4 2018 119 $441M +$261M -$153M +$108M IEI, TIP, VEA, VGK, SPAB 13F-HR 1/18/2019, 05:20 AM
Q3 2018 115 $395M +$20.4M -$4.89M +$15.5M SPY, QQQ, TIP, VGK, VEA 13F-HR 10/12/2018, 09:28 AM
Q2 2018 115 $368M +$57.6M -$3.86M +$53.8M SPY, TIP, QQQ, VGK, VEA 13F-HR 7/12/2018, 05:19 PM
Q1 2018 114 $350M +$85.1M -$48.8M +$36.3M SPY, TIP, VGK, QQQXXXX, VEA 13F-HR 4/17/2018, 04:10 PM
Q4 2017 112 $337M +$63.1M -$1.4M +$61.7M SPY, VGK, QQQXXXX, VEA, TIP 13F-HR 1/23/2018, 01:43 PM
Q3 2017 78 $267M +$24.6M -$1.85M +$22.8M SPY, VGK, QQQXXXX, VEA, TIP 13F-HR 10/17/2017, 03:38 PM
Q2 2017 69 $238M +$50.4M -$11.1M +$39.3M SPY, VGK, QQQXXXX, VEA, TIP 13F-HR 8/4/2017, 01:02 PM
Q4 2016 70 $195M SPY, VGK, QQQXXXX, VEA, TIP 13F-HR 2/17/2017, 07:15 AM