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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 52 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 MGK VANGUARD WORLD FD 3,634.0 $319K 0.01% NEW $87.90 +1.5%
1022 DSGX DESCARTES SYS GROUP INC Technology 4,613.0 $319K 0.01% NEW $69.24 +8.7%
1023 USRT ISHARES TR 4,801.0 $319K 0.01% NEW $66.45 +0.3%
1024 DDWM WISDOMTREE TR 6,899.0 $319K 0.01% NEW $46.18 +2.1%
1025 AES AES CORP Utilities 21,721.0 $318K 0.01% NEW $14.66 +0.5%
1026 WTFC WINTRUST FINL CORP Financial Services 1,980.0 $318K 0.01% NEW $160.72 -1.2%
1027 NOV NOV INC Energy 17,054.0 $316K 0.01% NEW $18.55 +13.2%
1028 DBI DESIGNER BRANDS INC Consumer Cyclical 54,144.0 $316K 0.01% NEW $5.83 +0.9%
1029 LECO LINCOLN ELEC HLDGS INC Industrials 1,188.0 $315K 0.01% NEW $265.44 +6.2%
1030 PEBK PEOPLES BANCORP N C INC Financial Services 7,296.0 $314K 0.01% NEW $43.09 +5.0%
1031 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 59,581.0 $314K 0.01% NEW $5.27 +3.2%
1032 BINC BLACKROCK ETF TRUST II 5,990.0 $314K 0.01% NEW $52.34 -0.7%
1033 WCC WESCO INTL INC Industrials 907.0 $313K 0.01% NEW $345.43 +1.1%
1034 SNN SMITH & NEPHEW PLC Healthcare 10,853.0 $313K 0.01% NEW $28.81 +4.8%
1035 MSTR STRATEGY INC Technology 3,595.0 $313K 0.01% NEW $86.93 +6.4%
1036 VFC V F CORP Consumer Cyclical 18,731.0 $312K 0.01% NEW $16.68 -14.2%
1037 EPM EVOLUTION PETE CORP Energy 84,817.0 $312K 0.01% NEW $3.68 +4.1%
1038 RDY DR REDDYS LABS LTD Healthcare 21,515.0 $312K 0.01% NEW $14.49 -16.2%
1039 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 4,329.0 $311K 0.01% NEW $71.86 +0.7%
1040 MUNI PIMCO ETF TR 5,912.0 $311K 0.01% NEW $52.60 -1.7%
Page 52 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%