Rialto Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR SERIES TRUST | $33.77M | 8.1% |
| VANGUARD INDEX FDS | $23.39M | 5.6% |
| VANGUARD SCOTTSDALE FDS | $21.42M | 5.1% |
| ISHARES TR | $21.12M | 5.1% |
| VANGUARD SCOTTSDALE FDS | $18.26M | 4.4% |
| VANGUARD SCOTTSDALE FDS | $17.95M | 4.3% |
| VANGUARD TAX-MANAGED FDS | $17.24M | 4.1% |
| VANGUARD INSTL INDEX FD | $13.71M | 3.3% |
| AMERICAN CENTY ETF TR | $10.85M | 2.6% |
| ISHARES TR | $10.40M | 2.5% |
| VANGUARD SCOTTSDALE FDS | $9.96M | 2.4% |
| SCHWAB STRATEGIC TR | $7.36M | 1.8% |
| SCHWAB STRATEGIC TR | $6.47M | 1.5% |
| VANGUARD INDEX FDS | $6.19M | 1.5% |
| DIMENSIONAL ETF TRUST | $5.93M | 1.4% |
| VANGUARD INDEX FDS | $5.92M | 1.4% |
| ISHARES TR | $5.61M | 1.3% |
| SPDR S&P 500 ETF TR | $5.30M | 1.3% |
| AMERICAN CENTY ETF TR | $5.27M | 1.3% |
| AMERICAN CENTY ETF TR | $5.20M | 1.2% |
| MICROSOFT CORP | $5.19M | 1.2% |
| Apple Inc. | $4.89M | 1.2% |
| VANGUARD SCOTTSDALE FDS | $4.71M | 1.1% |
| NVIDIA Corp | $4.31M | 1.0% |
| DIMENSIONAL ETF TRUST | $3.93M | 0.9% |
| SPDR SERIES TRUST | $3.77M | 0.9% |
| VANGUARD SCOTTSDALE FDS | $3.73M | 0.9% |
| VANGUARD INDEX FDS | $3.71M | 0.9% |
| SCHWAB STRATEGIC TR | $3.17M | 0.8% |
| VANGUARD INDEX FDS | $3.05M | 0.7% |
| ISHARES TR | $2.75M | 0.7% |
| ISHARES INC | $2.74M | 0.7% |
| ISHARES TR | $2.69M | 0.6% |
| VANGUARD MALVERN FDS | $2.68M | 0.6% |
| VANGUARD INDEX FDS | $2.62M | 0.6% |
| ISHARES TR | $2.54M | 0.6% |
| SCHWAB STRATEGIC TR | $2.50M | 0.6% |
| VANGUARD INTL EQUITY INDEX F | $2.41M | 0.6% |
| VANGUARD MUN BD FDS | $2.31M | 0.6% |
| VANGUARD SCOTTSDALE FDS | $2.30M | 0.5% |
| ISHARES TR | $2.27M | 0.5% |
| ISHARES TR | $2.12M | 0.5% |
| DIMENSIONAL ETF TRUST | $2.08M | 0.5% |
| AMERICAN CENTY ETF TR | $2.06M | 0.5% |
| DIMENSIONAL ETF TRUST | $2.05M | 0.5% |
| SPDR SERIES TRUST | $2.00M | 0.5% |
| DIMENSIONAL ETF TRUST | $1.88M | 0.5% |
| ISHARES TR | $1.68M | 0.4% |
| AMERICAN CENTY ETF TR | $1.65M | 0.4% |
| VANGUARD MUN BD FDS | $1.60M | 0.4% |