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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 54 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 IWS ISHARES TR 1,799.0 $296K 0.00% NEW $164.60 +4.2%
1062 IWN ISHARES TR 1,336.0 $296K 0.00% NEW $221.20 +1.6%
1063 CHRD CHORD ENERGY CORPORATION Energy 2,585.0 $295K 0.00% NEW $114.30 +26.4%
1064 RGLD ROYAL GOLD INC Basic Materials 1,476.0 $295K 0.00% NEW $199.66 +16.1%
1065 AXR AMREP CORP Real Estate 11,657.0 $294K 0.00% NEW $25.22 -7.9%
1066 EQL ALPS ETF TR 5,814.0 $293K 0.00% NEW $50.45 +3.5%
1067 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 8,100.0 $293K 0.00% NEW $36.20 -21.8%
1068 PSIX POWER SOLUTIONS INTL INC Industrials 7,532.0 $293K 0.00% NEW $38.89 -3.8%
1069 DGRW WISDOMTREE TR 3,062.0 $293K 0.00% NEW $95.62 +3.8%
1070 WTTR SELECT WATER SOLUTIONS INC Utilities 14,613.0 $292K 0.00% NEW $19.98 +5.8%
1071 KNSL KINSALE CAP GROUP INC Financial Services 883.0 $291K 0.00% NEW $329.77 +14.2%
1072 SITM SITIME CORP Technology 390.0 $291K 0.00% NEW $745.56 -9.5%
1073 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 8,416.0 $291K 0.00% NEW $34.53 +21.4%
1074 BBIO BRIDGEBIO PHARMA INC Healthcare 3,884.0 $289K 0.00% NEW $74.48 +10.6%
1075 GTLS CHART INDS INC Industrials 1,374.0 $287K 0.00% NEW $208.94 +0.5%
1076 FCN FTI CONSULTING INC Industrials 1,925.0 $287K 0.00% NEW $149.01 +1.9%
1077 HQY HEALTHEQUITY INC Healthcare 3,173.0 $287K 0.00% NEW $90.32 +13.5%
1078 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,590.0 $285K 0.00% NEW $51.05 +10.3%
1079 ISHARES TR 5,738.0 $284K 0.00% NEW $49.55
1080 ELA ENVELA CORP Consumer Cyclical 9,828.0 $284K 0.00% NEW $28.88 -45.8%
Page 54 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%