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Rev shares owned by Rialto Wealth Management

Quarter-by-quarter ownership of Rev shares owned by Rialto Wealth Management from 13F filings

Historical chart of Rialto Wealth Management investment in Rev

Tip: Access up to 7 years of quarterly data

All positions including Rev held by Rialto Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rev by Rialto Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $973 16 60.81
2025-09-30 $907 16 56.69
2025-06-30 $762 16 47.63
2025-03-31 $506 16 31.63

More positions owned by Rialto Wealth Management

Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Rialto Wealth Management

Top funds holding Rev

Vanguard Group
Nearwater Capital Markets
Vident Advisory
Raymond James Financial
Pinnacle Financial Partners
Corient IA
Virginia Retirement System
Us Bancorp
Atlantic Trust
IFP Advisors
Mcguire Capital Advisors
Brian McDonald
Quarry
SageView Advisory Group
Global Retirement Partners

View all funds holding Rev