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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 25 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FITB FIFTH THIRD BANCORP Financial Services 28,586.0 $1.6M 0.02% NEW $56.37 +1.9%
482 O REALTY INCOME CORP Real Estate 25,734.0 $1.6M 0.02% NEW $61.96 +0.5%
483 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 15,909.0 $1.6M 0.02% NEW $100.07 +7.4%
484 VBR VANGUARD INDEX FDS 6,542.0 $1.6M 0.02% NEW $243.00 +2.2%
485 RF REGIONS FINANCIAL CORP NEW Financial Services 52,405.0 $1.6M 0.02% NEW $30.20 +5.1%
486 XT ISHARES TR 19,130.0 $1.6M 0.02% NEW $82.63 -0.5%
487 OC OWENS CORNING NEW Industrials 9,944.0 $1.6M 0.02% NEW $158.96 -4.9%
488 AVT AVNET INC Technology 17,763.0 $1.6M 0.02% NEW $88.82 +4.7%
489 CVSA COVISTA INC Consumer Cyclical 12,643.0 $1.6M 0.02% NEW $124.66 +6.8%
490 WSBF WATERSTONE FINL INC MD Financial Services 76,020.0 $1.6M 0.02% NEW $20.73 +2.0%
491 STN STANTEC INC Industrials 22,738.0 $1.6M 0.02% NEW $68.91 +8.8%
492 EFG ISHARES TR 12,452.0 $1.5M 0.02% NEW $124.42 +0.4%
493 CUSHMAN AND WAKEFIELD LTD 115,671.0 $1.5M 0.02% NEW $13.39
494 TROW PRICE T ROWE GROUP INC Financial Services 13,576.0 $1.5M 0.02% NEW $113.69 -2.2%
495 SIRIUSPOINT LTD 64,281.0 $1.5M 0.02% NEW $24.00
496 TBLA TABOOLA.COM LTD Communication Services 308,487.0 $1.5M 0.02% NEW $5.00 -24.5%
497 IUSG ISHARES TR 8,175.0 $1.5M 0.02% NEW $188.10 +1.6%
498 LEIDOS HOLDINGS INC 14,807.0 $1.5M 0.02% NEW $102.97
499 TRP TC ENERGY CORP Energy 22,992.0 $1.5M 0.02% NEW $66.29 -3.5%
500 GCT GIGACLOUD TECHNOLOGY INC Technology 48,207.0 $1.5M 0.02% NEW $31.60 +54.8%
Page 25 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%