Institutions / Rialto Wealth Management, LLC

Rialto Wealth Management, LLC

CIK 2054966 · Institution · as of Dec 31, 2025

Portfolio value

$418.13M

Positions

1,690

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 1,690 →

Company	Class	Value	Shares	% of portfolio
SPDR Series Trust	—	$33.77M	409,387	8.1%
Vanguard Index Fds	—	$23.39M	37,292	5.6%
Vanguard Scottsdale Fds	—	$21.42M	268,609	5.1%
iShares Tr	—	$21.12M	236,113	5.1%
Vanguard Scottsdale Fds	—	$18.26M	387,799	4.4%
Vanguard Scottsdale Fds	—	$17.95M	299,511	4.3%
Vanguard Tax-Managed Fds	—	$17.24M	275,907	4.1%
Vanguard Instl Index Fd	—	$13.71M	181,800	3.3%
American Centy ETF Tr	—	$10.85M	115,414	2.6%
iShares Tr	—	$10.40M	15,182	2.5%
Vanguard Scottsdale Fds	—	$9.96M	32,228	2.4%
Schwab Strategic Tr	—	$7.36M	161,616	1.8%
Schwab Strategic Tr	—	$6.47M	268,993	1.5%
Vanguard Index Fds	—	$6.19M	23,983	1.5%
Dimensional ETF Trust	—	$5.93M	172,033	1.4%
Vanguard Index Fds	—	$5.92M	20,382	1.4%
iShares Tr	—	$5.61M	98,521	1.3%
SPDR S&P 500 ETF Tr	—	$5.30M	7,769	1.3%
American Centy ETF Tr	—	$5.27M	51,628	1.3%
American Centy ETF Tr	—	$5.20M	72,996	1.2%
Microsoft Corp	—	$5.19M	10,740	1.2%
Apple Inc.	—	$4.89M	17,993	1.2%
Vanguard Scottsdale Fds	—	$4.71M	56,281	1.1%
NVIDIA Corp	—	$4.31M	23,085	1.0%
Dimensional ETF Trust	—	$3.93M	103,550	0.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.