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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 50 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 SPACE EXPLORATION TECHN CORP 2,084.0 $356K 0.01% NEW $170.87
982 IJJ ISHARES TR 2,406.0 $355K 0.01% NEW $147.75 +1.3%
983 MDB MONGODB INC Technology 1,058.0 $355K 0.01% NEW $335.90 +29.2%
984 HR HEALTHCARE RLTY TR Real Estate 17,528.0 $354K 0.01% NEW $20.17 -4.5%
985 MAMA MAMAS CREATIONS INC Consumer Defensive 19,704.0 $352K 0.01% NEW $17.85 -7.7%
986 BMNR BITMINE IMMERSION TECHS INC Financial Services 26,223.0 $349K 0.01% NEW $13.31 +56.2%
987 BURL BURLINGTON STORES INC Consumer Cyclical 1,100.0 $348K 0.01% NEW $316.80 +6.0%
988 VSAT VIASAT INC Technology 3,864.0 $347K 0.01% NEW $89.81 -15.1%
989 NI NISOURCE INC Utilities 7,261.0 $345K 0.01% NEW $47.55 -12.2%
990 CMC COMMERCIAL METALS CO Basic Materials 5,500.0 $345K 0.01% NEW $62.75 +14.1%
991 NMR NOMURA HLDGS INC Financial Services 39,193.0 $344K 0.01% NEW $8.78 +9.5%
992 DFAX DIMENSIONAL ETF TRUST 9,313.0 $343K 0.01% NEW $36.84 +2.7%
993 RKT ROCKET COS INC Financial Services 21,760.0 $343K 0.01% NEW $15.75 -5.8%
994 RAIL FREIGHTCAR AMER INC Industrials 35,081.0 $342K 0.01% NEW $9.74 -25.8%
995 PRG PROG HOLDINGS INC Industrials 7,298.0 $340K 0.01% NEW $46.61 -10.6%
996 NVDL GRANITESHARES ETF TR 11,401.0 $340K 0.01% NEW $29.81 +16.7%
997 GNRC GENERAC HLDGS INC Industrials 1,158.0 $339K 0.01% NEW $292.81 -29.4%
998 ISHARES TR 5,226.0 $337K 0.01% NEW $64.52
999 DTE DTE ENERGY CO Utilities 2,208.0 $336K 0.01% NEW $152.36 -8.7%
1000 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,287.0 $336K 0.01% NEW $261.29 +28.0%
Page 50 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%