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Portfolio (Quarterly) Guide ↗

RITHOLTZ WEALTH MANAGEMENT

· CIK 0001698218
13F Portfolio $6.7B AUM 1,313 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1313 New
Page 35 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 MUB ISHARES TR 7,600.0 $818K 0.01% NEW $107.61 -2.0%
682 LITE LUMENTUM HLDGS INC Technology 952.0 $817K 0.01% NEW $858.11 +1.7%
683 EXPD EXPEDITORS INTL WASH INC Industrials 5,009.0 $816K 0.01% NEW $162.97 +15.1%
684 ADBE ADOBE INC Technology 3,971.0 $814K 0.01% NEW $205.02 +33.0%
685 SCHQ SCHWAB STRATEGIC TR 25,991.0 $814K 0.01% NEW $31.30 -4.0%
686 SNPS SYNOPSYS INC Technology 1,824.0 $813K 0.01% NEW $445.95 -11.3%
687 IWO ISHARES TR 2,057.0 $810K 0.01% NEW $393.96 -3.0%
688 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 2,632.0 $807K 0.01% NEW $306.71 -15.0%
689 CTRN CITI TRENDS INC Consumer Cyclical 13,933.0 $806K 0.01% NEW $57.84 +20.0%
690 EGAN EGAIN CORP Technology 127,824.0 $805K 0.01% NEW $6.30 +14.7%
691 WEYS WEYCO GROUP INC Consumer Cyclical 20,328.0 $800K 0.01% NEW $39.33 +13.9%
692 SSP SCRIPPS E W CO OHIO Communication Services 287,000.0 $795K 0.01% NEW $2.77 +18.6%
693 NOK NOKIA CORP Technology 59,863.0 $795K 0.01% NEW $13.28 -23.6%
694 VONG VANGUARD SCOTTSDALE FDS 6,188.0 $791K 0.01% NEW $127.81 -2.0%
695 LPLA LPL FINL HLDGS INC Financial Services 2,806.0 $790K 0.01% NEW $281.65 +25.6%
696 PRU PRUDENTIAL FINL INC Financial Services 7,228.0 $780K 0.01% NEW $107.94 +12.7%
697 SKYW SKYWEST INC Industrials 7,831.0 $778K 0.01% NEW $99.33 +1.2%
698 GWW WW GRAINGER INC Industrials 565.0 $769K 0.01% NEW $1360.40 -4.6%
699 SLF SUN LIFE FINANCIAL INC. Financial Services 9,766.0 $766K 0.01% NEW $78.42 +0.1%
700 IDEV ISHARES TR 8,579.0 $764K 0.01% NEW $89.01 +3.8%
Page 35 of 66  ·  1,313 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.9%
Financial Services 26.5%
Industrials 9.4%
Consumer Cyclical 9.1%
Healthcare 8.4%
Communication Services 6.3%
Consumer Defensive 4.8%
Energy 3.7%
Basic Materials 2.6%
Real Estate 1.6%