RITHOLTZ WEALTH MANAGEMENT

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, RITHOLTZ WEALTH MANAGEMENT maintained a portfolio of 1186 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 4.3%. Conversely, RITHOLTZ WEALTH MANAGEMENT completely exited their position in PREMIER INC.
PCA Score Concentration Risk
Risk ENB
Total Positions
1186
Quarter
2025 Q4
Top Holding
VTI (8.8%)
Top 10 Concentration
39.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1186
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VTI
VANGUARD INDEX ...
ETF 8.77% 8.77% #1
Prev: #1
5.5 59,358 4.3%
P
S
1,433,710 $480,679,858 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 6.69% 7.09% #2
Prev: #2
2.7 -9,890 -1.8%
P
S
535,002 $366,444,402 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 4.35% 4.54% #3
Prev: #3
1.7 -1,674 -0.4%
P
S
387,575 $238,091,158 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
STIP
ISHARES TR
ETF 4.22% 4.31% #4
Prev: #4
3.7 109,416 5.1%
P
S
2,255,855 $230,977,012 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FBND
FIDELITY MERRIM...
ETF 3.24% 3.40% #5
Prev: #5
3.3 77,475 2.1%
P
S
3,855,303 $177,498,161 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.90% 2.77% #6
Prev: #6
3.2 23,521 4.2%
P
S
583,607 $158,659,310 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BND
VANGUARD BD IND...
ETF 2.58% 2.50% #7
Prev: #7
3.1 172,988 10.0%
P
S
1,905,207 $141,118,666 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 2.36% 2.46% #8
Prev: #8
2.9 91 0.0%
P
S
190,000 $129,564,762 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 2.28% 2.35% #9
Prev: #9
2.9 21,923 3.4%
P
S
669,410 $124,844,899 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VFMO
VANGUARD WELLIN...
Bond/Debt 2.27% 2.34% #10
Prev: #10
2.9 22,621 3.6%
P
S
651,008 $124,505,301 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 2.18% 2.25% #11
Prev: #11
2.9 44,366 3.9%
P
S
1,196,503 $119,506,752 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFSV
DIMENSIONAL ETF...
ETF 2.17% 2.14% #12 1
Prev: #13
2.9 168,712 4.9%
P
S
3,618,411 $119,009,543 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 2.09% 2.14% #13 1
Prev: #12
2.8 21,633 1.7%
P
S
1,281,137 $114,610,481 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.59% 1.80% #14
Prev: #14
2.6 1,784 1.0%
P
S
180,578 $87,330,951 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DISV
DIMENSIONAL ETF...
Bond/Debt 1.50% 1.46% #15
Prev: #15
2.6 49,452 2.3%
P
S
2,157,319 $81,978,132 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IMTM
ISHARES TR
Bond/Debt 1.39% 1.43% #16
Prev: #16
2.6 55,900 3.6%
P
S
1,593,085 $76,420,277 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES INC
ETF 1.08% 1.11% #17
Prev: #17
2.4 9,938 1.1%
P
S
878,174 $59,030,885 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.05% 1.04% #18
Prev: #18
2.4 6,824 2.8%
P
S
250,366 $57,789,411 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 0.89% 0.72% #19 2
Prev: #21
2.4 3,851 2.5%
P
S
156,290 $48,918,783 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFEV
DIMENSIONAL ETF...
ETF 0.83% 0.81% #20 1
Prev: #19
2.3 37,316 2.9%
P
S
1,341,125 $45,249,543 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 0.80% 0.60% #21 2
Prev: #23
2.4 13,113 10.4%
P
S
139,786 $43,864,757 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IGSB
ISHARES TR
ETF 0.75% 0.78% #22 2
Prev: #20
2.3 23,531 3.1%
P
S
779,683 $41,229,656 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LQD
ISHARES TR
ETF 0.69% 0.71% #23 1
Prev: #22
2.3 14,827 4.5%
P
S
343,073 $37,803,186 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 0.60% 0.59% #24
Prev: #24
2.3 3,196 3.5%
P
S
95,540 $33,066,462 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.57% 0.57% #25
Prev: #25
2.2 3,611 3.9%
P
S
97,163 $31,307,978 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PINC
PREMIER INC
Healthcare 0.00% 0.12%
Sold All 😨
(Was: #103)
0.3 -218,695 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.07%
Sold All 😨
(Was: #193)
0.3 -59,949 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SBAC
SBA COMMUNICATI...
Real Estate 0.00% 0.03%
Sold All 😨
(Was: #368)
0.3 -9,016 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CHTR
CHARTER COMMUNI...
Communication Services 0.00% 0.03%
Sold All 😨
(Was: #391)
0.3 -5,732 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LRN
STRIDE INC
Consumer Defensive 0.00% 0.03%
Sold All 😨
(Was: #396)
0.3 -10,495 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KMB
KIMBERLY-CLARK ...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #475)
0.3 -8,657 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTR
STRATEGY INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #482)
0.3 -3,286 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DPZ
DOMINOS PIZZA I...
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #492)
0.3 -2,382 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SAND
SANDSTORM GOLD ...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #547)
0.3 -65,824 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CHD
CHURCH & DWIGHT...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #549)
0.3 -9,285 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CWK
CUSHMAN WAKEFIE...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #566)
0.3 -46,920 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CG
CARLYLE GROUP I...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #644)
0.3 -9,125 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
APOG
APOGEE ENTERPRI...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #665)
0.3 -12,268 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ATHM
AUTOHOME INC
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #715)
0.3 -15,528 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NSIT
INSIGHT ENTERPR...
Technology 0.00% 0.01%
Sold All 😨
(Was: #719)
0.3 -3,847 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CCRD
CORECARD CORPOR...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #741)
0.3 -15,077 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RBLX
ROBLOX CORP
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #750)
0.3 -2,832 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OTF
BLUE OWL TECHNO...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #764)
0.3 -27,159 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KEY
KEYCORP
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #787)
0.3 -18,953 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CRCT
CRICUT INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #808)
0.3 -52,889 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WDS
WOODSIDE ENERGY...
Energy 0.00% 0.01%
Sold All 😨
(Was: #824)
0.3 -20,740 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PR
PERMIAN RESOURC...
Energy 0.00% 0.01%
Sold All 😨
(Was: #832)
0.3 -23,585 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AXR
AMREP CORP
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #834)
0.3 -12,595 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PRMB
PRIMO BRANDS CO...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #851)
0.3 -12,916 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SSB
SOUTHSTATE BK C...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #853)
0.3 -2,877 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NEXN
NEXXEN INTL LTD
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #863)
0.3 -30,248 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LFVN
LIFEVANTAGE COR...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #865)
0.3 -28,706 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KFS
KINGSWAY FINL S...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #868)
0.3 -18,951 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FXO
FIRST TR EXCHAN...
ETF 0.00% 0.01%
Sold All 😨
(Was: #876)
0.3 -4,594 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LNN
LINDSAY CORP
Industrials 0.00% 0.01%
Sold All 😨
(Was: #878)
0.3 -1,939 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FONR
FONAR CORP
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #888)
0.3 -17,417 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DD
DUPONT DE NEMOU...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #892)
0.3 -3,338 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDQ
ISHARES TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #895)
0.3 -10,302 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KINS
KINGSTONE COS I...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #897)
0.3 -17,571 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EHC
ENCOMPASS HEALT...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #898)
0.3 -2,033 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LNG
CHENIERE ENERGY...
Energy 0.00% 0.00%
Sold All 😨
(Was: #905)
0.3 -1,077 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IONQ
IONQ INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #918)
0.3 -3,935 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OZK
BANK OZK LITTLE...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #921)
0.3 -4,724 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BAH
BOOZ ALLEN HAMI...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #923)
0.3 -2,380 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OKLO
OKLO INC
Utilities 0.00% 0.00%
Sold All 😨
(Was: #925)
0.3 -2,102 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FELC
FIDELITY COVING...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #926)
0.3 -6,294 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BLBD
BLUE BIRD CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #930)
0.3 -3,992 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZION
ZIONS BANCORPOR...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #935)
0.3 -4,019 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GL
GLOBE LIFE INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #939)
0.3 -1,575 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRO
BROWN & BROWN I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #953)
0.3 -2,304 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EQT
EQT CORP
Energy 0.00% 0.00%
Sold All 😨
(Was: #959)
0.3 -3,883 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OGE
OGE ENERGY CORP
Utilities 0.00% 0.00%
Sold All 😨
(Was: #965)
0.3 -4,504 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IP
INTERNATIONAL P...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #966)
0.3 -4,475 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDU
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #969)
0.3 -8,775 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALNY
ALNYLAM PHARMAC...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #972)
0.3 -447 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ASTE
ASTEC INDS INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #973)
0.3 -4,231 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TDIV
FIRST TR EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #974)
0.3 -2,053 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AGCO
AGCO CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #977)
0.3 -1,885 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #980)
0.3 -953 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TTSH
TILE SHOP HLDGS...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #990)
0.3 -30,309 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FSK
FS KKR CAP CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #994)
0.3 -11,659 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TRAK
REPOSITRAK INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #997)
0.3 -11,491 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OBDC
BLUE OWL CAPITA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1005)
0.3 -12,004 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PBI
PITNEY BOWES IN...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1006)
0.3 -13,150 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TZOO
TRAVELZOO
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1009)
0.3 -14,584 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JPC
NUVEEN PFD & IN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1015)
0.3 -14,550 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VIRC
VIRCO MFG CO
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1019)
0.3 -13,561 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RVSB
RIVERVIEW BANCO...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1031)
0.3 -11,122 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TEF
TELEFONICA S A
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1033)
0.3 -10,997 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1036)
0.3 -12,800 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OB
TEADS HLDG CO
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1038)
0.3 -24,303 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
CLEARBRIDGE ENE...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1042)
0.3 -10,071 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 1186 holdings

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Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics