RWM
BVAL

Ritholtz Wealth Management’s Bluemonte Large Cap Value ETF BVAL Stock Holding History

Ritholtz Wealth Management’s Portfolio BVAL Stock Details BVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$539K Buy
+17,234
New +$520K 0.01% 828

Other funds holding BVAL

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Ritholtz Wealth Management's BVAL Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in Bluemonte Large Cap Value ETF (BVAL) in Q2 2026: 17,234 shares worth $539K. The stake represents 0.01% of the portfolio and ranks #828 among its holdings.

3 funds tracked by Wall St. Rank hold BVAL as of Q2 2026.

  • Ritholtz Wealth Management held 17,234 shares of Bluemonte Large Cap Value ETF worth $539K as of Q2 2026.
  • Bluemonte Large Cap Value ETF was a new Ritholtz Wealth Management position in Q2 2026.
  • Bluemonte Large Cap Value ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #828 holding.
  • 3 funds tracked by Wall St. Rank held Bluemonte Large Cap Value ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.