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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 18 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SCHW SCHWAB CHARLES CORP Financial Services 29,058.0 $2.7M 0.04% NEW $92.27 +21.0%
342 UBER UBER TECHNOLOGIES INC Technology 37,140.0 $2.7M 0.04% NEW $72.16 +3.5%
343 CVS CVS HEALTH CORP Healthcare 25,820.0 $2.7M 0.04% NEW $103.45 -8.3%
344 GLD SPDR GOLD TR Financial Services 7,177.0 $2.6M 0.04% NEW $368.38 +8.2%
345 RS RELIANCE INC Basic Materials 7,057.0 $2.6M 0.04% NEW $373.57 +12.8%
346 DLTR DOLLAR TREE INC Consumer Defensive 21,793.0 $2.6M 0.04% NEW $120.95 +7.9%
347 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 24,776.0 $2.6M 0.04% NEW $106.25 +3.1%
348 SPYV SPDR SERIES TRUST 43,116.0 $2.6M 0.04% NEW $60.79 +4.3%
349 B BARRICK MNG CORP Basic Materials 71,261.0 $2.6M 0.04% NEW $36.73 +14.6%
350 SPBO SPDR SERIES TRUST 88,982.0 $2.6M 0.04% NEW $29.04 -2.3%
351 CNI CANADIAN NATL RY CO Industrials 21,571.0 $2.6M 0.04% NEW $119.24 +6.1%
352 HMC HONDA MOTOR CO LTD Consumer Cyclical 94,790.0 $2.6M 0.04% NEW $27.11 +17.9%
353 M MACYS INC Consumer Cyclical 108,552.0 $2.6M 0.04% NEW $23.55 -1.4%
354 UAL UNITED AIRLS HLDGS INC Industrials 18,588.0 $2.5M 0.04% NEW $135.99 -12.7%
355 SII SPROTT INC Financial Services 22,410.0 $2.5M 0.04% NEW $112.35 +4.7%
356 SCHE SCHWAB STRATEGIC TR 69,264.0 $2.5M 0.04% NEW $36.26 +0.5%
357 CBOE CBOE GLOBAL MKTS INC Financial Services 10,277.0 $2.5M 0.04% NEW $242.66 +19.9%
358 CM CANADIAN IMPERIAL BANK OF CO Financial Services 21,552.0 $2.5M 0.04% NEW $115.00 +5.8%
359 NSC NORFOLK SOUTHN CORP Industrials 7,825.0 $2.5M 0.04% NEW $314.59 +7.7%
360 WF WOORI FINL GROUP INC Financial Services 42,830.0 $2.5M 0.04% NEW $57.40 +23.0%
Page 18 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%