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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 58 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 HOFT HOOKER FURNISHINGS CORPORATI Consumer Cyclical 14,116.0 $252K 0.00% NEW $17.83 -19.1%
1142 EA ELECTRONIC ARTS INC Communication Services 1,219.0 $250K 0.00% NEW $204.96 +2.3%
1143 JEPI J P MORGAN EXCHANGE TRADED F 4,405.0 $249K 0.00% NEW $56.48 +2.3%
1144 VDE VANGUARD WORLD FD 1,655.0 $249K 0.00% NEW $150.16 +17.6%
1145 SMTC SEMTECH CORP Technology 1,534.0 $248K 0.00% NEW $161.85 -4.7%
1146 LNTH LANTHEUS HLDGS INC Healthcare 2,233.0 $248K 0.00% NEW $110.94 -9.0%
1147 LNG CHENIERE ENERGY INC Energy 1,035.0 $247K 0.00% NEW $239.04 +11.7%
1148 REET ISHARES TR 8,943.0 $247K 0.00% NEW $27.62 +1.3%
1149 SATS ECHOSTAR CORP Technology 2,433.0 $247K 0.00% NEW $101.50 -8.9%
1150 CF BANKSHARES INC 7,525.0 $247K 0.00% NEW $32.77
1151 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 3,161.0 $246K 0.00% NEW $77.87 -6.5%
1152 BV FINL INC 11,557.0 $245K 0.00% NEW $21.18
1153 PENG PENGUIN SOLUTIONS INC Technology 3,201.0 $243K 0.00% NEW $76.01 -17.0%
1154 FFIN FIRST FINL BANKSHARES INC Financial Services 7,005.0 $242K 0.00% NEW $34.60 +0.8%
1155 VXF VANGUARD INDEX FDS 983.0 $242K 0.00% NEW $246.11 +1.5%
1156 SPHQ INVESCO EXCHANGE TRADED FD T 2,681.0 $242K 0.00% NEW $90.09 -2.6%
1157 TIP ISHARES TR 2,205.0 $241K 0.00% NEW $109.44 -2.4%
1158 CBSH COMMERCE BANCSHARES INC Financial Services 4,164.0 $240K 0.00% NEW $57.75 +3.4%
1159 MRNA MODERNA INC Healthcare 3,426.0 $240K 0.00% NEW $70.03 -8.0%
1160 ACA ARCOSA INC Industrials 1,650.0 $240K 0.00% NEW $145.29 -0.2%
Page 58 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%