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Ritholtz Wealth Management
Barry Ritholtz · Investment Advisor · Index/Passive
Ritholtz Wealth Management is a New York-based Registered Investment Advisor founded in 2013 by Barry Ritholtz and Josh Brown. The firm provides comprehensive wealth management and financial planning services, specializing in evidence-based strategies for individuals, high-net-worth families, and institutional clients. Known for its strong media presence and advocacy for investor education, the institution focuses on low-cost, broadly diversified portfolios designed to help clients achieve their long-term financial goals. The firm is entirely employee-owned and operates with a fiduciary duty, emphasizing independence and transparency in its advisory services. By integrating behavioral finance insights with disciplined asset allocation, Ritholtz Wealth Management aims to protect capital and manage risk through various market cycles.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.1% |
| YTD return | +14.0% |
| Sharpe ratio | 3.18 |
| Win rate | 73% |
| AUM | $1.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://ritholtzwealth.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 19.4% | +31.6% |
| NVDA | NVIDIA Corporation | 14.5% | +20.4% |
| GOOGL | Alphabet Inc Class A | 10.8% | +40.9% |
| MSFT | Microsoft Corporation | 8.9% | -0.8% |
| AMZN | Amazon.com Inc | 7.1% | +15.5% |
| AVGO | Broadcom Inc | 4.2% | +8.1% |
| JPM | JPMorgan Chase & Co | 3.3% | +14.1% |
| BRK-A | Berkshire Hathaway Inc | 3.3% | +1.6% |
| TSM | Taiwan Semiconductor Manufacturing | 2.9% | +51.2% |
| WMT | Walmart Inc. Common Stock | 2.7% | +3.8% |
| MU | Micron Technology Inc | 2.7% | +41.1% |
| LLY | Eli Lilly and Company | 2.5% | +35.8% |
| JNJ | Johnson & Johnson | 2.4% | +39.8% |
| ORI | Old Republic International Corp | 2.4% | -2.1% |
| META | Meta Platforms Inc. | 2.3% | +6.0% |
| V | Visa Inc. Class A | 2.3% | +6.9% |
| COST | Costco Wholesale Corp | 2.1% | -3.2% |
| STX | Seagate Technology PLC | 2.1% | +21.5% |
| WDC | Western Digital Corporation | 2.0% | +8.2% |
| TSLA | Tesla Inc | 1.9% | +14.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 10, 2026 | SELL | BRK-A | 3.4% → 3.3% |
| Aug 10, 2026 | SELL | MU | 2.6% → 2.7% |
| Aug 10, 2026 | SELL | AAPL | 19.6% → 19.4% |
| Aug 10, 2026 | BUY | AMZN | 7.2% → 7.1% |
| Aug 10, 2026 | SELL | ORI | 2.5% → 2.4% |
Investment Style Analysis
Ritholtz Wealth Management is widely recognized for employing a Index/Passive strategy. As of Sep 21, 2026, the firm oversees approximately $1.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 10, Ritholtz Wealth Management made a significant move by reducing the position in BRK-A. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's core philosophy revolves around evidence-based investing and the management of investor behavior. They believe that the most significant determinant of long-term success is not stock picking or market timing, but rather a disciplined adherence to a financial plan and a diversified asset allocation. By utilizing low-cost index funds and ETFs, they minimize expenses while capturing broad market returns. A central pillar of their strategy is bridging the 'behavioral gap'—the tendency for investors to underperform the market due to emotional reactions to volatility. They employ systematic rebalancing and tax-loss harvesting to enhance returns and maintain risk profiles, ensuring that portfolios remain aligned with each client's specific financial objectives and risk tolerance.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Ritholtz Wealth Management.
Similar Investment Style
Based on Index/Passive.
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Frequently asked questions
How is the simulated portfolio for Ritholtz Wealth Management constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Ritholtz Wealth Management's largest holding?
As of the latest filing, Ritholtz Wealth Management's top position is Apple Inc (AAPL), representing 19.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Ritholtz Wealth Management's historical performance and risk profile?
Our simulation indicates a total return of +20.1% with a win rate of 73%. Notably, the portfolio maintains a Sharpe Ratio of 3.18, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Ritholtz Wealth Management primarily invest in?
Ritholtz Wealth Management has a strong preference for the Semiconductors sector, which makes up 24.3% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Ritholtz Wealth Management's portfolio concentrated or diversified?
Ritholtz Wealth Management runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 44.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Ritholtz Wealth Management performed in 2026?
Our AI-simulated model portfolio for Ritholtz Wealth Management tracks a Year-to-Date (YTD) return of +14.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Barry Ritholtz manage Ritholtz Wealth Management directly?
Yes, Barry Ritholtz serves as the key portfolio manager for Ritholtz Wealth Management, overseeing the investment strategy and final capital allocation decisions.