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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 5 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 USB US BANCORP Financial Services 165,556.0 $10.0M 0.15% NEW $60.40 +7.4%
82 ORCL ORACLE CORP Technology 67,260.0 $9.9M 0.15% NEW $146.55 +0.1%
83 VOD VODAFONE GROUP PLC Communication Services 742,058.0 $9.8M 0.15% NEW $13.22 +22.5%
84 BMY BRISTOL-MYERS SQUIBB CO Healthcare 169,475.0 $9.8M 0.15% NEW $57.62 +12.2%
85 BPOP POPULAR INC Financial Services 59,321.0 $9.7M 0.14% NEW $164.18 +7.8%
86 IWD ISHARES TR 39,311.0 $9.5M 0.14% NEW $242.43 +5.9%
87 KO COCA COLA CO Consumer Defensive 117,049.0 $9.5M 0.14% NEW $81.27 +7.0%
88 HD HOME DEPOT INC Consumer Cyclical 26,807.0 $9.5M 0.14% NEW $352.68 -4.2%
89 VWO VANGUARD INTL EQUITY INDEX F 158,248.0 $9.4M 0.14% NEW $59.69 +1.2%
90 UNH UNITEDHEALTH GROUP INC Healthcare 22,405.0 $9.3M 0.14% NEW $415.63 -4.8%
91 VZ VERIZON COMMUNICATIONS INC Communication Services 219,536.0 $9.3M 0.14% NEW $42.34 +13.5%
92 JBL JABIL INC Technology 23,808.0 $9.2M 0.14% NEW $385.48 -4.0%
93 UNP UNION PAC CORP Industrials 33,317.0 $9.1M 0.14% NEW $272.00 +10.3%
94 RTX RTX CORPORATION Industrials 47,752.0 $9.1M 0.14% NEW $189.73 +16.8%
95 DELL DELL TECHNOLOGIES INC Technology 20,941.0 $9.0M 0.14% NEW $431.46 +11.2%
96 BTI BRITISH AMERN TOB PLC Consumer Defensive 142,646.0 $8.8M 0.13% NEW $61.76 -9.8%
97 CIEN CIENA CORP Technology 17,942.0 $8.8M 0.13% NEW $490.56 -9.3%
98 INTC INTEL CORP Technology 62,252.0 $8.7M 0.13% NEW $139.63 -25.9%
99 MS MORGAN STANLEY Financial Services 41,371.0 $8.6M 0.13% NEW $209.04 +4.4%
100 SHYG ISHARES TR 201,089.0 $8.5M 0.13% NEW $42.41 -0.5%
Page 5 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%