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Rialto Wealth Management

Latest statistics and disclosures from Rialto Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPTM, VOO, IEFA, VCSH, VEA, and represent 27.56% of Rialto Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGIT (+$12M), VMBS (+$8.7M), VCSH, VBIL, AVMV, AVUV, VGMS, SPHY, AN, IEFA.
Started 103 new stock positions in SEMR, AMR, SEZL, SMH, BIO, SKY, GDEN, SAIA, GMRE, ADUS.
Reduced shares in these 10 stocks: BND (-$7.7M), SCHZ, MDYV, SLYV, AGG, JPST, ISTB, BIL, VOO, JNK.
Sold out of its positions in AVAV, ALLO, AMED, HACK, ANSS, ARDT, ACB, BIDU, BAX, BF.B.
Rialto Wealth Management was a net buyer of stock by $9.7M.
Rialto Wealth Management has $388M in assets under management (AUM), dropping by 8.28%.
Central Index Key (CIK): 0002054966

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Portfolio Holdings for Rialto Wealth Management

Rialto Wealth Management holds 1705 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Rialto Wealth Management has 1705 total positions. Only the first 250 positions are shown.

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Download the Rialto Wealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfoli S&p1500 (SPTM)	7.6	$30M		367k	80.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.8	$23M	-5%	37k	612.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.9	$19M	+5%	219k	87.31	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.9	$19M	+34%	237k	79.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.3	$17M		279k	59.92	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.2	$16M	+278%	269k	60.03	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	3.7	$14M	+32%	190k	75.61	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	3.0	$12M	+296%	247k	46.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$9.8M	-3%	15k	669.30	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	2.5	$9.8M	-8%	33k	302.35	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.4	$9.2M	+7%	103k	89.03	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.9	$7.5M	-10%	165k	45.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$6.1M	-3%	24k	254.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$6.0M	-4%	21k	293.74	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.5	$5.7M		246k	23.28	View chart
Microsoft Corporation (MSFT)	1.4	$5.5M		11k	517.94	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.4	$5.4M		165k	32.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$5.4M		8.0k	666.18	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.3	$5.2M	+6%	89k	58.72	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.3	$5.0M		60k	84.11	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$4.6M	+152%	46k	99.53	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	1.1	$4.3M	+185%	63k	68.89	View chart
NVIDIA Corporation (NVDA)	1.1	$4.3M		23k	186.58	View chart
Apple (AAPL)	1.0	$3.8M	-2%	15k	254.62	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.9	$3.6M	-7%	41k	89.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$3.5M	-68%	47k	74.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$3.4M	-11%	16k	208.71	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.9	$3.4M	+13%	96k	35.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$3.2M	-6%	9.9k	328.18	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$3.1M		120k	25.71	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.8	$3.1M	+60%	128k	23.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$2.7M	-12%	22k	118.83	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$2.6M	+5%	28k	93.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$2.6M	-2%	29k	91.42	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$2.5M	-2%	33k	76.72	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.6	$2.5M	-3%	6.6k	378.94	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$2.5M	-5%	38k	65.92	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.6	$2.4M	-7%	25k	97.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.4M	-9%	44k	54.18	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$2.4M		90k	26.34	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$2.1M	-24%	32k	65.26	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$2.1M		42k	50.07	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.5	$2.0M		19k	104.51	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.5	$2.0M	-4%	61k	32.07	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.5	$1.9M	-26%	78k	24.40	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$1.8M		40k	44.69	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	0.4	$1.7M	NEW	33k	51.77	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.7M		8.1k	206.51	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.4	$1.6M		48k	33.89	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$1.6M	+7%	21k	75.11	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.4	$1.6M		67k	23.39	View chart
Intercontinental Exchange (ICE)	0.4	$1.5M		9.1k	168.48	View chart
Highwoods Properties (HIW)	0.4	$1.5M	-17%	47k	31.82	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$1.5M	-4%	19k	78.90	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.5M	-11%	44k	33.37	View chart
AutoNation (AN)	0.4	$1.5M	+364%	6.6k	218.77	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$1.3M	+5%	34k	38.57	View chart
Janus International Group In Common Stock (JBI)	0.3	$1.3M	+34%	130k	9.87	View chart
Ishares Tr Faln Angls Usd (FALN)	0.3	$1.3M		46k	27.78	View chart
Stryker Corporation (SYK)	0.3	$1.2M		3.4k	369.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.2M	-3%	2.0k	600.37	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.2M		7.1k	167.33	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$1.2M	-21%	14k	81.19	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$1.1M	-71%	48k	23.47	View chart
Dbx Etf Tr Xtrackers Shrt (SHYL)	0.3	$1.1M		25k	45.42	View chart
Avantor (AVTR)	0.3	$1.1M		84k	12.48	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$1.0M	-3%	34k	29.64	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$972k		6.5k	148.61	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$967k	+3%	18k	53.24	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.2	$963k	NEW	13k	76.70	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.2	$912k	-62%	9.9k	91.75	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$877k		1.5k	596.03	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.2	$856k	-52%	8.7k	97.99	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$847k		13k	67.83	View chart
Amgen (AMGN)	0.2	$837k		3.0k	282.20	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.2	$829k	-70%	9.9k	83.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$827k	-4%	1.7k	479.61	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$796k		3.3k	241.96	View chart
Meta Platforms Cl A (META)	0.2	$772k		1.1k	734.68	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$646k		3.7k	176.81	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$641k	-6%	14k	45.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$639k	-14%	3.1k	203.59	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$638k	-71%	13k	50.73	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$627k		5.9k	106.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$626k	-71%	6.2k	100.25	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.2	$590k		12k	50.83	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$584k		16k	36.35	View chart
Carrier Global Corporation (CARR)	0.2	$582k		9.7k	59.70	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$547k		5.1k	106.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$541k		2.2k	243.09	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$539k	-6%	3.1k	174.58	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$537k	-76%	6.1k	88.65	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.1	$526k	+158%	23k	22.49	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$511k		18k	27.90	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$477k	-26%	15k	31.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$465k	-27%	925.00	502.74	View chart
Johnson & Johnson (JNJ)	0.1	$451k	+6%	2.4k	185.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$447k		955.00	468.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$434k		1.4k	307.86	View chart
Merck & Co (MRK)	0.1	$431k	-3%	5.1k	83.93	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$427k	-2%	14k	31.62	View chart
Rxo Common Stock (RXO)	0.1	$421k		27k	15.38	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$416k		4.2k	98.62	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$396k	-22%	1.2k	320.04	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.1	$396k	NEW	18k	22.34	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$392k		2.0k	195.86	View chart
Amazon (AMZN)	0.1	$382k	+2%	1.7k	219.57	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$368k		6.3k	58.21	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$367k	-3%	3.8k	95.68	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$358k		2.0k	178.73	View chart
Cheniere Energy Com New (LNG)	0.1	$357k		1.5k	234.98	View chart
Otis Worldwide Corp (OTIS)	0.1	$356k		3.9k	91.43	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.1	$347k	-26%	2.2k	155.87	View chart
Exxon Mobil Corporation (XOM)	0.1	$341k		3.0k	112.75	View chart
Pepsi (PEP)	0.1	$340k		2.4k	140.44	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$339k		2.8k	120.50	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$328k		1.2k	281.76	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$328k	-14%	2.7k	119.48	View chart
Walt Disney Company (DIS)	0.1	$325k		2.8k	114.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$322k	+7604%	1.7k	189.70	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$319k	-52%	5.4k	58.85	View chart
Visa Com Cl A (V)	0.1	$315k		923.00	341.35	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$306k	-26%	5.8k	53.03	View chart
JPMorgan Chase & Co. (JPM)	0.1	$304k	+3%	962.00	315.51	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$300k	-2%	2.1k	145.65	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$298k		1.6k	186.49	View chart
Honeywell International (HON)	0.1	$293k	+9835%	1.4k	210.50	View chart
Chevron Corporation (CVX)	0.1	$292k	+13%	1.9k	155.29	View chart
Home Depot (HD)	0.1	$286k		705.00	405.19	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.1	$281k		2.8k	101.19	View chart
Williams Companies (WMB)	0.1	$278k	+185%	4.4k	63.35	View chart
Vanguard World Utilities Etf (VPU)	0.1	$276k		1.5k	189.41	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$276k		754.00	365.48	View chart
Abbvie (ABBV)	0.1	$264k		1.1k	231.52	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$263k	-3%	12k	21.57	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$258k	-22%	3.4k	76.34	View chart
Ge Aerospace Com New (GE)	0.1	$248k		825.00	300.82	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$243k	+3%	12k	19.71	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$237k		4.1k	57.19	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$234k		8.0k	29.11	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$233k	-2%	7.3k	31.84	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$225k		1.6k	142.55	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$224k		2.6k	87.21	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$222k	-63%	9.6k	23.12	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.1	$222k	NEW	2.2k	102.94	View chart
salesforce (CRM)	0.1	$212k		893.00	237.09	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$209k		4.9k	42.79	View chart
Bank of New York Mellon Corporation (BK)	0.1	$209k		1.9k	108.96	View chart
Procter & Gamble Company (PG)	0.1	$206k	+2%	1.3k	153.65	View chart
McDonald's Corporation (MCD)	0.1	$205k		676.00	303.89	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$204k	-38%	2.6k	78.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$196k		1.4k	140.92	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$194k		9.9k	19.56	View chart
Costco Wholesale Corporation (COST)	0.0	$186k		201.00	925.63	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$185k		9.0k	20.57	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$181k	+7%	1.9k	95.15	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$179k		642.00	279.29	View chart
Cadence Design Systems (CDNS)	0.0	$179k		509.00	351.26	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.0	$174k		5.8k	30.29	View chart
Palantir Technologies Cl A (PLTR)	0.0	$174k	-4%	953.00	182.42	View chart
Qualcomm (QCOM)	0.0	$173k		1.0k	166.36	View chart
Advanced Micro Devices (AMD)	0.0	$172k		1.1k	161.79	View chart
Micron Technology (MU)	0.0	$172k		1.0k	167.32	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$169k	-84%	3.6k	46.71	View chart
Spdr Series Trust S&p Metals Mng (XME)	0.0	$168k		1.8k	93.19	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$156k	-16%	1.1k	139.67	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$155k		1.1k	142.10	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$149k		342.00	435.46	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$146k	-9%	3.2k	46.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$145k	+3%	597.00	243.55	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$145k	-21%	1.5k	95.22	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$144k	+40%	2.7k	53.87	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$142k		1.0k	141.49	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$139k		1.2k	111.22	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$137k		500.00	273.65	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$133k	-75%	2.6k	51.09	View chart
Paychex (PAYX)	0.0	$132k		1.0k	126.76	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$131k		3.0k	43.30	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$131k		2.1k	61.92	View chart
Spdr Index Shs Fds Asia Pacif Etf (GMF)	0.0	$131k		942.00	139.02	View chart
Union Pacific Corporation (UNP)	0.0	$131k	-3%	553.00	236.37	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$130k		2.6k	50.63	View chart
Ge Vernova (GEV)	0.0	$128k		208.00	614.90	View chart
Oracle Corporation (ORCL)	0.0	$122k	+7%	433.00	281.24	View chart
Eli Lilly & Co. (LLY)	0.0	$121k	-4%	158.00	764.59	View chart
Verizon Communications (VZ)	0.0	$121k		2.7k	43.95	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$118k		2.5k	46.81	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.0	$116k		1.5k	78.34	View chart
Gilead Sciences (GILD)	0.0	$115k		1.0k	111.00	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$113k	-10%	383.00	293.79	View chart
Cooper Cos (COO)	0.0	$112k		1.6k	68.56	View chart
Applied Materials (AMAT)	0.0	$112k		548.00	204.74	View chart
American Tower Reit (AMT)	0.0	$110k		570.00	192.32	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$109k		923.00	118.44	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$108k		1.9k	57.53	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.0	$107k	-20%	1.1k	100.77	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$106k		491.00	215.79	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$106k		4.6k	23.08	View chart
Capital Southwest Corporation (CSWC)	0.0	$105k		4.8k	21.86	View chart
Phillips 66 (PSX)	0.0	$103k		757.00	136.03	View chart
Altria (MO)	0.0	$103k		1.6k	66.05	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$102k		137.00	745.12	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.0	$102k		2.6k	39.98	View chart
Hubbell (HUBB)	0.0	$102k		237.00	430.31	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.0	$102k		2.3k	44.00	View chart
Teradyne (TER)	0.0	$101k		735.00	137.64	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$100k	NEW	1.8k	56.86	View chart
Goldman Sachs (GS)	0.0	$100k		125.00	796.35	View chart
Wal-Mart Stores (WMT)	0.0	$98k		954.00	103.06	View chart
Bank of America Corporation (BAC)	0.0	$97k		1.9k	51.58	View chart
Netflix (NFLX)	0.0	$96k		80.00	1198.92	View chart
Mastercard Incorporated Cl A (MA)	0.0	$91k	+2%	160.00	568.81	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$90k	-38%	629.00	142.41	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$87k		1.7k	52.06	View chart
Air Products & Chemicals (APD)	0.0	$84k		308.00	273.05	View chart
Coca-Cola Company (KO)	0.0	$83k		1.2k	66.32	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$82k		2.0k	40.18	View chart
Vanguard World Financials Etf (VFH)	0.0	$81k		619.00	131.24	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.0	$81k		2.6k	30.86	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$80k	+6%	1.7k	46.12	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$79k		1.2k	67.29	View chart
Kkr & Co (KKR)	0.0	$79k		604.00	129.95	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.0	$79k	+5%	832.00	94.31	View chart
Hershey Company (HSY)	0.0	$78k		419.00	187.05	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$78k		3.8k	20.69	View chart
Ss&c Technologies Holding (SSNC)	0.0	$78k		876.00	88.72	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$78k	-42%	1.4k	54.09	View chart
Stanley Black & Decker (SWK)	0.0	$77k		1.0k	74.33	View chart
NBT Ban (NBTB)	0.0	$76k		1.8k	41.76	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$76k		1.2k	64.69	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$75k		2.8k	26.95	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$75k	-9%	2.0k	37.77	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$75k		1.0k	72.44	View chart
Broadcom (AVGO)	0.0	$73k	+8%	221.00	329.91	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$73k	+942%	1.0k	72.77	View chart
Lockheed Martin Corporation (LMT)	0.0	$72k		145.00	499.21	View chart
Tesla Motors (TSLA)	0.0	$70k		157.00	444.73	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$69k		500.00	138.24	View chart
Cisco Systems (CSCO)	0.0	$69k		1.0k	68.42	View chart
Dbx Etf Tr Xtrackers Artifi (XAIX)	0.0	$65k		1.6k	41.51	View chart
Lowe's Companies (LOW)	0.0	$65k	-2%	257.00	251.32	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$64k	-12%	1.2k	53.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$64k		2.3k	27.30	View chart
Cohen & Steers Quality Income Realty (RQI)	0.0	$64k		5.1k	12.47	View chart
Key (KEY)	0.0	$64k		3.4k	18.69	View chart
Payoneer Global (PAYO)	0.0	$63k		10k	6.05	View chart
Packaging Corporation of America (PKG)	0.0	$62k		286.00	217.93	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$62k		750.00	82.96	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$62k		796.00	78.09	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$62k	-31%	1.1k	57.11	View chart

Past Filings by Rialto Wealth Management

SEC 13F filings are viewable for Rialto Wealth Management going back to 2024

Rialto Wealth Management 2025 Q3 filed Nov. 7, 2025
Rialto Wealth Management 2025 Q2 filed Aug. 6, 2025
Rialto Wealth Management 2025 Q1 filed April 10, 2025
Rialto Wealth Management 2024 Q4 filed Feb. 7, 2025

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