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RITHOLTZ WEALTH MANAGEMENT

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NEW YORK NY Investment Advisor
13F Summary
Ritholtz Wealth Management is based out of New York. Ritholtz Wealth Management is a large advisory firm with 3973 clients and discretionary assets under management (AUM) of $6,055,680,504 (Form ADV from 2025-07-02). Their last reported 13F filing for Q3 2025 included $5,143,237,284 in managed 13F securities and a top 10 holdings concentration of 40.54%. Ritholtz Wealth Management's largest holding is Vanguard Total Stock Market ETF with shares held of 1,374,352. Whalewisdom has at least 35 13F filings
Business Description
Ritholtz Wealth Management is an investment advisory firm established in 2013 as a limited liability company in New York. The firm offers a wide array of investment advisory services to individuals and other types of clients. The principal owners of the firm are Barry Ritholtz, Joshua Brown, Kristopher Venne, and Michael Batnick. The firm does not use client brokerage commissions to obtain research or other products or services. Instead, the firm utilizes research and brokerage services to manage accounts for which it has investment discretion, which benefits the firm by not having to purchase these services at its own expense. The firm does not select or recommend a broker-dealer based on its own interest in receiving research or other products or services, but rather on the clients’ interest in receiving best execution.
Investment Strategy
The firm offers comprehensive portfolio management services that include asset management and financial planning/consulting. They work with clients to understand their financial situation, goals, and risk tolerance through meetings. Based on this, they propose an investment approach, which may include portfolios of ETFs, mutual funds, individual stocks/bonds, or other securities. Once the client agrees, they help establish or transfer investment accounts and then manage the portfolio. The firm also provides automated online platforms, "Good Advice" and "Liftoff," that guide clients through the investment management process. Clients complete an online risk tolerance assessment and provide information about their financial goals. Based on this, an appropriate model portfolio is selected, typically consisting of low-cost ETFs, mutual funds, and other similar equity-related index funds, stocks, or investment products. In the Liftoff platform, Ritholtz Wealth Management selects money managers to implement their proprietary portfolio models.
Owners
  • PULFORD, GARY, ALAN - MANAGING MEMBER
  • ISOLA, DINAMARIE, ROSE - MANAGING MEMBER
  • MAURO, ERIKA, CHRISTINE - MANAGING MEMBER
  • RITHOLTZ, BARRY, LAWRENCE - MANAGING MEMBER
  • BROWN, JOSHUA, MORGAN - MANAGING MEMBER
  • FERRARO, PATRICIA, MARIE - CHIEF COMPLIANCE OFFICER & MANAGING MEMBER
  • TINI, JAY, DRENNAN - MANAGING MEMBER
  • DUQUESNAY, MARGARET, BLAIR - MANAGING MEMBER
  • ROSEN, BRIAN, ADAM - MANAGING MEMBER
  • Young, Kevin, Michael - MANAGING MEMBER
  • NOVY, JONATHAN, SINGER - MANAGING MEMBER
  • SWEET, WILLIAM, ALAN - MANAGING MEMBER
  • VENNE, KRISTOPHER, PIERRE - MANAGING MEMBER
  • KATZEN, MICHELLE, NICOLE - MANAGING MEMBER
  • BATNICK, MICHAEL, HENRY - MANAGING MEMBER
  • FISHMAN, JOEL, CRAIG - MANAGING MEMBER
  • LAROSA, DANIEL, ROBERT - MANAGING MEMBER
  • CHAIKEN, ANNA, G. - MANAGING MEMBER
  • ZODTNER, PAUL, STEVEN - MANAGING MEMBER
  • COULTHARD, BENJAMIN, EVERITT - MANAGING MEMBER
  • LOHRIUS, MATTHEW, JAMES - MANAGING MEMBER
  • HOLLIS, TAYLOR, DAWN - MANAGING MEMBER
  • Sapienza, Nicholas, Charles - MANAGING MEMBER
  • PALUMBO, ALEXANDER, JAMES - MANAGING MEMBER
  • KLUENDER, DYLAN - MANAGING MEMBER
  • ARTZEROUNIAN, WILLIAM, JAMES - MANAGING MEMBER
  • CARLSON, BENJAMIN, PATRICK - MANAGING MEMBER
  • MAGGIULLI, NICHOLAS, RAY - MANAGING MEMBER
    • Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-09-30

Top Buys (13F)

Name % Change
AAPL Apple Inc 0.35%
NVDA NVIDIA Corp 0.25%
GOOGL Alphabet Inc. Class 0.18%
GOOG Alphabet Inc. Class 0.14%
TSLA Tesla Inc 0.11%

2025-09-30

Top Sells (13F)

Name % Change
IGSB iShares 1-5 Year Inv 0.12%
PM Philip Morris Intern 0.1%
COST Costco Co 0.09%
NVO Novo Nordisk 0.07%
ADBE Adobe Inc. 0.07%

2025-09-30

13F Holdings Summary

Name % of Portfolio
VTI Vanguard Total Stock 8.77%
IVV iShares Core S&P 500 7.09%
QQQ Invesco QQQ Trust, S 4.54%
STIP iShares 0-5 Year TIP 4.31%
FBND Fidelity Total Bond 3.4%

2025-09-30

13F Activity

Market Value $5.14b, Prior: $4.53b
Inflows (Outflows) as % of Total MV +5.5546%
New Purchases 142 stocks
Added To 488 stocks
Sold out of 86 stocks
Reduced holdings in 368 stocks
Top 10 Holdings % 40.54%
Turnover %[1] 20.21%
Turnover Alt %[2] 1.63%
Time Held Top 20 12.8 quarters
Time Held Top 10 8.5 quarters
Time Held All 10.11 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2025-09-30

13F Sector Allocation Over Time

limited to past 4 quarters. Subscribe to see all available data

2025-09-30

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2025-09-30

Portfolio Performance