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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 42 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 WSO WATSCO INC Industrials 1,328.0 $553K 0.01% NEW $416.74 -23.3%
822 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,013.0 $547K 0.01% NEW $271.95 -13.7%
823 NNN NNN REIT INC Real Estate 11,692.0 $544K 0.01% NEW $46.53 -0.6%
824 ENTERGY CORP NEW 4,729.0 $543K 0.01% NEW $114.86
825 ALB ALBEMARLE CORP Basic Materials 4,022.0 $543K 0.01% NEW $135.02 -0.5%
826 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 772.0 $543K 0.01% NEW $703.35 -0.1%
827 DBEF DBX ETF TR 9,909.0 $541K 0.01% NEW $54.63 +1.7%
828 BVAL EXCHANGE TRADED CONCEPTS TRU 17,234.0 $539K 0.01% NEW $31.25 +3.5%
829 AVDV AMERICAN CENTY ETF TR 5,225.0 $538K 0.01% NEW $103.04 +7.4%
830 BLGR EXCHANGE TRADED CONCEPTS TRU 16,877.0 $535K 0.01% NEW $31.73 +1.9%
831 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 7,379.0 $535K 0.01% NEW $72.51 +6.3%
832 BDC BELDEN INC Technology 4,458.0 $535K 0.01% NEW $119.92 +7.1%
833 ACTG ACACIA RESH CORP Industrials 114,481.0 $533K 0.01% NEW $4.66 -2.4%
834 CVE CENOVUS ENERGY INC Energy 21,496.0 $533K 0.01% NEW $24.81 +30.9%
835 SCI SERVICE CORP INTL Consumer Cyclical 7,013.0 $533K 0.01% NEW $75.96 +9.5%
836 CHICAGO ATLANTIC BDC INC 54,347.0 $531K 0.01% NEW $9.77
837 AIZ ASSURANT INC Financial Services 1,977.0 $531K 0.01% NEW $268.54 +3.6%
838 TCOM TRIP COM GROUP LTD Consumer Cyclical 13,296.0 $530K 0.01% NEW $39.84 +16.7%
839 NUS NU SKIN ENTERPRISES INC Consumer Defensive 99,918.0 $528K 0.01% NEW $5.28 -9.3%
840 PANL PANGAEA LOGISTICS SOLUTION L Industrials 81,115.0 $527K 0.01% NEW $6.50 +20.3%
Page 42 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%