RITHOLTZ WEALTH MANAGEMENT

Institutional manager (13F) · CIK 1698218

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.7B

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$505M	1,574,393
2	ISHARES TR	$344M	526,398
3	ISHARES TR	$249M	2,409,803
4	FIDELITY MERRIMACK STR TR	$183M	4,005,798
5	INVESCO QQQ TR	$176M	304,400
6	APPLE INC	$165M	650,779
7	VANGUARD BD INDEX FDS	$156M	2,122,005
8	VANGUARD WELLINGTON FD	$139M	707,199
9	DIMENSIONAL ETF TRUST	$135M	3,857,508
10	ISHARES TR	$123M	1,243,118
11	ISHARES TR	$122M	1,342,496
12	NVIDIA CORPORATION	$119M	680,465
13	DIMENSIONAL ETF TRUST	$90M	2,281,524
14	ISHARES TR	$83M	1,722,729
15	SPDR SERIES TRUST	$76M	830,484
16	ISHARES TR	$74M	800,500
17	MICROSOFT CORP	$68M	184,681
18	ISHARES INC	$63M	903,398
19	AMAZON COM INC	$56M	269,083
20	DIMENSIONAL ETF TRUST	$51M	1,424,431
21	ALPHABET INC	$48M	165,581
22	ALPHABET INC	$44M	151,769
23	ISHARES TR	$43M	821,050
24	ISHARES TR	$39M	356,381
25	BROADCOM INC	$32M	102,648
26	WALMART INC	$31M	248,416
27	ISHARES TR	$29M	271,256
28	STATE STR SPDR S&P 500 ETF T	$29M	44,018
29	JPMORGAN CHASE & CO	$29M	97,008
30	TAIWAN SEMICONDUCTOR MANUFAC	$25M	72,605
31	JOHNSON & JOHNSON	$24M	99,545
32	BERKSHIRE HATHAWAY INC DEL	$24M	49,514
33	META PLATFORMS INC	$23M	41,026
34	COSTCO WHOLESALE CORPORATION	$23M	23,487
35	OLD REP INTL CORP	$23M	580,251
36	VANGUARD INDEX FDS	$23M	38,368
37	TESLA INC	$22M	60,054
38	VISA INC	$21M	67,868
39	ELI LILLY & CO	$20M	22,149
40	GILEAD SCIENCES INC	$19M	139,243
41	VANGUARD TAX-MANAGED FDS	$19M	295,188
42	EXXON MOBIL CORP	$18M	103,517
43	ISHARES TR	$17M	132,942
44	NOVARTIS AG	$16M	104,146
45	ISHARES TR	$16M	164,895
46	CITIGROUP INC	$15M	130,561
47	HSBC HLDGS PLC	$14M	174,773
48	ISHARES BITCOIN TRUST ETF	$14M	359,302
49	ALTRIA GROUP INC	$13M	203,509
50	MASTERCARD INCORPORATED	$13M	26,163

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.