Ritholtz Wealth Management Q3 2026 Investment Activity: Significant Purchases and Sales Observed
As of June 30, 2026, Ritholtz Wealth Management's portfolio analysis shows notable buying activity in SPY, VTI, STIP, and other ETFs while selling off positions like BIL.
According to the latest filing data available as of June 30, 2026, Ritholtz Wealth Management has demonstrated specific investment activity this quarter. The firm's portfolio analysis reveals a mix of strategic buying and selling actions across various holdings.
One of the most significant changes observed is an increase in shares held for SPY (SPDR S&P 500 ETF). This substantial purchase, evidenced by a +301.9% change in position size from the previous quarter and corresponding value growth, suggests confidence in broad market performance.
ETF holdings continue to play a major role in Ritholtz's strategy. The firm has notably increased its stake in VTI (Vanguard S&P 500 ETF) by +7.32%, adding approximately 1.15 million shares this quarter. Similarly, the position in STIP was boosted by a healthy +4.68%, indicating ongoing interest in dividend-focused strategies.
Other notable purchases include Dimensional Fund DFSV (+5.49% change), Vanguard Wellington VFMO (+4.3%), and VANGUARD INDEX FDS (BND) (+4.86%). These additions further diversify the portfolio or align with specific return expectations for this period.
Conversely, Ritholtz has significantly reduced exposure to certain fixed income proxies and ETFs during Q3 2026. The sale of BIL (SPDR Short Term Treasury ETF) was particularly pronounced, with a -92.07% reduction in position size this quarter.
The firm also completely exited the position held in M53213100 (ICL GROUP LTD), which saw an 80.62% reduction from prior quarters holdings, effectively removing it from the portfolio allocation percentages reported for June 30th.
Furthermore, while not a major sale by percentage change, Ritholtz sold shares in USMV (-99.39%) and IMTM (-5.95%), indicating potential adjustments to tactical allocations or sector views within their investment framework this quarter.