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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 29 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CZWI CITIZENS CMNTY BANCORP INC M Financial Services 52,107.0 $1.2M 0.02% NEW $23.39 -9.5%
562 STM STMICROELECTRONICS N V Technology 16,258.0 $1.2M 0.02% NEW $74.89 -30.2%
563 IAU ISHARES GOLD TR Financial Services 16,094.0 $1.2M 0.02% NEW $75.51 +8.2%
564 IESC IES HOLDINGS INC Industrials 1,649.0 $1.2M 0.02% NEW $734.66 +0.6%
565 INVA INNOVIVA INC Healthcare 52,793.0 $1.2M 0.02% NEW $22.71 -6.4%
566 AER AERCAP HOLDINGS NV Industrials 8,215.0 $1.2M 0.02% NEW $145.77 +2.6%
567 TEX TEREX CORP NEW Industrials 16,522.0 $1.2M 0.02% NEW $72.39 -11.0%
568 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 19,792.0 $1.2M 0.02% NEW $60.22 +19.6%
569 SKM SK TELECOM CO LTD Communication Services 36,934.0 $1.2M 0.02% NEW $32.16 +19.4%
570 ABNB AIRBNB INC Consumer Cyclical 8,292.0 $1.2M 0.02% NEW $143.10 +28.1%
571 DFUS DIMENSIONAL ETF TRUST 14,440.0 $1.2M 0.02% NEW $81.94 +2.4%
572 TPB TURNING PT BRANDS INC Consumer Defensive 13,927.0 $1.2M 0.02% NEW $84.81 +2.0%
573 XLF SELECT SECTOR SPDR TR 21,944.0 $1.2M 0.02% NEW $53.61 +7.9%
574 CCJ CAMECO CORP Energy 11,546.0 $1.2M 0.02% NEW $101.86 -5.7%
575 QQQM INVESCO EXCH TRADED FD TR II 3,841.0 $1.2M 0.02% NEW $302.99 -2.5%
576 SCHD SCHWAB STRATEGIC TR 36,636.0 $1.2M 0.02% NEW $31.71 +8.8%
577 ALAB ASTERA LABS INC Technology 2,403.0 $1.2M 0.02% NEW $482.96 -37.2%
578 CDE COEUR MNG INC Basic Materials 71,076.0 $1.2M 0.02% NEW $16.32 +13.4%
579 FCFS FIRSTCASH HOLDINGS INC Financial Services 5,361.0 $1.2M 0.02% NEW $216.33 -1.7%
580 THG HANOVER INS GROUP INC Financial Services 5,383.0 $1.2M 0.02% NEW $214.13 +3.8%
Page 29 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%