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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, VCSH, IEFA, VMBS, and represent 28.21% of Rialto Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VMBS (+$6.6M), SPTM, VCSH, VGIT, IEFA, VSDM, IBHH, AVDV, VGMS, MESO.
Started 119 new stock positions in UDR, COLM, FELC, TMDX, PRM, SRPT, CRWD, ENR, AD, SLV.
Reduced shares in these 10 stocks: BND, IBHF, VBIL, SCHO, VTEB, BIL, SUB, VCIT, IWV, VTI.
Sold out of its positions in ASGN, ACHC, ASIX, AKRO, AIN, ALEC, ALGN, ALIT, ALE, UHAL.
Rialto Wealth Management was a net buyer of stock by $26M.
Rialto Wealth Management has $418M in assets under management (AUM), dropping by 7.88%.
Central Index Key (CIK): 0002054966

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Portfolio Holdings for Rialto Wealth Management

Rialto Wealth Management holds 1690 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Rialto Wealth Management has 1690 total positions. Only the first 250 positions are shown.

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Download the Rialto Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPTM)	8.1	$34M	+11%	409k	82.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.6	$23M		37k	627.13	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	5.1	$21M	+13%	269k	79.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.1	$21M	+7%	236k	89.46	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.4	$18M	+57%	388k	47.08	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.3	$18M	+11%	300k	59.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.1	$17M		276k	62.47	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	3.3	$14M	-4%	182k	75.43	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.6	$11M	+11%	115k	93.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$10M	+3%	15k	684.94	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	2.4	$10M		32k	309.04	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.8	$7.4M		162k	45.53	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.5	$6.5M	+9%	269k	24.04	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$6.2M		24k	257.95	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.4	$5.9M	+4%	172k	34.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.4	$5.9M		20k	290.22	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.3	$5.6M	+10%	99k	56.96	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$5.3M	-3%	7.8k	681.92	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.3	$5.3M	+12%	52k	101.98	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	1.2	$5.2M	+15%	73k	71.20	View chart
Microsoft Corporation (MSFT)	1.2	$5.2M		11k	483.62	View chart
Apple (AAPL)	1.2	$4.9M	+19%	18k	271.85	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.1	$4.7M	-5%	56k	83.75	View chart
NVIDIA Corporation (NVDA)	1.0	$4.3M		23k	186.50	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.9	$3.9M	+8%	104k	38.00	View chart
Spdr Series Trust State Street Spd (SPHY)	0.9	$3.8M	+24%	159k	23.67	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.9	$3.7M		40k	92.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$3.7M	+6%	18k	211.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$3.2M		121k	26.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$3.1M	-7%	9.1k	335.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$2.8M		29k	96.03	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$2.7M	+8%	41k	67.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.7M		22k	120.18	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	0.6	$2.7M	+56%	52k	51.58	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$2.6M	+2%	30k	88.49	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$2.5M		33k	77.53	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$2.5M	+3%	93k	26.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.4M		45k	53.76	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.6	$2.3M	+140%	30k	76.45	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.5	$2.3M	-6%	23k	99.52	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.5	$2.3M	-10%	5.9k	386.85	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$2.1M		32k	66.00	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.5	$2.1M	+2%	63k	33.08	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$2.1M	+27%	27k	77.02	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$2.1M	+52%	52k	39.59	View chart
Spdr Series Trust State Street Spd (SPYG)	0.5	$2.0M		19k	106.70	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$1.9M		40k	46.59	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.7M	-2%	7.9k	212.07	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$1.6M	+6%	20k	82.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$1.6M	-24%	32k	50.29	View chart
Spdr Series Trust State Street Spd (SPIB)	0.4	$1.6M		47k	33.81	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.6M	+10%	48k	32.75	View chart
Intercontinental Exchange (ICE)	0.4	$1.5M		9.1k	161.96	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$1.4M	+23%	60k	23.37	View chart
AutoNation (AN)	0.3	$1.4M		6.6k	206.48	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.3M		7.1k	183.40	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$1.3M	-32%	52k	24.37	View chart
Ishares Tr Faln Angls Usd (FALN)	0.3	$1.2M		46k	27.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.2M		2.0k	614.31	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.3	$1.2M	+135%	55k	22.32	View chart
Highwoods Properties (HIW)	0.3	$1.2M		47k	25.82	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.3	$1.2M	NEW	51k	23.68	View chart
Stryker Corporation (SYK)	0.3	$1.2M	-2%	3.3k	351.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.2M	+42%	4.7k	246.16	View chart
Dbx Etf Tr Xtrackers Shrt (SHYL)	0.3	$1.1M	-2%	24k	44.97	View chart
Amgen (AMGN)	0.3	$1.1M	+11%	3.3k	327.31	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$1.1M		6.5k	160.97	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$1.0M		34k	30.07	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$972k	-72%	13k	74.07	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$971k	-15%	12k	80.63	View chart
Avantor (AVTR)	0.2	$968k		84k	11.46	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$938k	-2%	18k	52.77	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$892k		13k	71.41	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$883k		1.5k	603.28	View chart
Spdr Series Trust State Street Spd (JNK)	0.2	$859k		8.8k	97.21	View chart
Janus International Group In Common Stock (JBI)	0.2	$847k		130k	6.54	View chart
Spdr Series Trust State Street Spd (MDYV)	0.2	$839k		9.9k	84.65	View chart
Mesoblast Spons Adr (MESO)	0.2	$839k	NEW	47k	18.04	View chart
Meta Platforms Cl A (META)	0.2	$821k	+18%	1.2k	660.32	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$790k	-6%	1.6k	487.86	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.2	$769k	+95%	35k	22.22	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.2	$737k	+231%	7.1k	103.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$698k		2.2k	312.99	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$662k		3.7k	181.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$660k		3.1k	210.34	View chart
Ge Aerospace Com New (GE)	0.2	$656k	+158%	2.1k	308.03	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$656k		14k	46.80	View chart
Eaton Corp SHS (ETN)	0.2	$644k	+7984%	2.0k	318.51	View chart
Rxo Common Stock (RXO)	0.1	$626k	+80%	50k	12.64	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$623k		5.8k	107.11	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$604k	+15%	21k	28.48	View chart
Johnson & Johnson (JNJ)	0.1	$594k	+18%	2.9k	206.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$593k	-3%	16k	38.11	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$586k		12k	50.70	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$564k	+84%	11k	52.88	View chart
Merck & Co (MRK)	0.1	$545k		5.2k	105.26	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$544k		3.1k	177.37	View chart
Carrier Global Corporation (CARR)	0.1	$520k		9.8k	52.84	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$507k	+66%	2.7k	190.99	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$498k	-9%	5.5k	90.98	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$496k		15k	32.94	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$467k	-48%	5.1k	91.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$467k		929.00	502.65	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$450k		950.00	473.30	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$432k	-32%	8.5k	50.59	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$426k		14k	30.96	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$413k	-6%	1.3k	314.80	View chart
Amazon (AMZN)	0.1	$406k		1.8k	230.82	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$399k		2.0k	199.68	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$393k	+54%	19k	20.89	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$386k	+89%	4.9k	78.81	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$377k		6.3k	59.54	View chart
JPMorgan Chase & Co. (JPM)	0.1	$368k	+18%	1.1k	322.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$368k	-41%	3.7k	99.88	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$368k	-8%	1.1k	323.01	View chart
Walt Disney Company (DIS)	0.1	$361k	+11%	3.2k	113.77	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$361k	+1574%	4.8k	75.44	View chart
Pepsi (PEP)	0.1	$349k		2.4k	143.52	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.1	$344k	-3%	2.1k	159.93	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$343k		2.8k	121.75	View chart
Otis Worldwide Corp (OTIS)	0.1	$340k		3.9k	87.35	View chart
Ge Vernova (GEV)	0.1	$339k	+149%	519.00	653.57	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$335k	+99%	2.3k	143.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$325k		1.7k	191.56	View chart
Visa Com Cl A (V)	0.1	$323k		922.00	350.68	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$306k		2.1k	148.69	View chart
Micron Technology (MU)	0.1	$303k	+3%	1.1k	285.41	View chart
Eli Lilly & Co. (LLY)	0.1	$298k	+75%	277.00	1075.96	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$293k		2.0k	146.58	View chart
Cheniere Energy Com New (LNG)	0.1	$293k		1.5k	194.39	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$283k	-14%	2.4k	120.20	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$272k	-3%	727.00	373.44	View chart
Honeywell International (HON)	0.1	$271k		1.4k	195.09	View chart
Lam Research Corp Com New (LRCX)	0.1	$268k	+2741%	1.6k	171.18	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$265k	+11%	9.0k	29.61	View chart
Williams Companies (WMB)	0.1	$264k		4.4k	60.11	View chart
Home Depot (HD)	0.1	$263k	+8%	765.00	344.00	View chart
Bank of New York Mellon Corporation (BK)	0.1	$262k	+17%	2.3k	116.09	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$259k	-37%	2.6k	97.85	View chart
Abbvie (ABBV)	0.1	$258k		1.1k	228.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$252k	+34%	803.00	313.80	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$249k	-54%	2.3k	106.70	View chart
Ab Active Etfs New York Interme	0.1	$249k	NEW	9.9k	25.00	View chart
Exxon Mobil Corporation (XOM)	0.1	$247k	-32%	2.1k	120.34	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$240k		4.1k	57.91	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$240k		12k	19.74	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$237k		7.2k	32.89	View chart
salesforce (CRM)	0.1	$237k		893.00	265.01	View chart
AFLAC Incorporated (AFL)	0.1	$234k	+530%	2.1k	110.27	View chart
Advanced Micro Devices (AMD)	0.1	$227k		1.1k	214.16	View chart
Procter & Gamble Company (PG)	0.1	$226k	+17%	1.6k	143.31	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$226k		1.6k	143.33	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$226k	-28%	3.9k	58.73	View chart
Vanguard World Utilities Etf (VPU)	0.1	$225k	-16%	1.2k	185.04	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$211k	-2%	4.7k	44.41	View chart
McDonald's Corporation (MCD)	0.0	$207k		678.00	305.63	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$204k	+85%	4.8k	42.69	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$199k		1.4k	143.49	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$195k		642.00	303.89	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$189k	-2%	9.7k	19.57	View chart
Spdr Series Trust State Street Spd (XME)	0.0	$187k		1.8k	103.61	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$181k		1.9k	95.22	View chart
Qualcomm (QCOM)	0.0	$179k		1.0k	171.05	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.0	$177k	-36%	1.8k	100.77	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$177k	-4%	8.6k	20.60	View chart
Costco Wholesale Corporation (COST)	0.0	$173k		200.00	862.34	View chart
Spdr Series Trust State Street Spd (SPSB)	0.0	$167k	-3%	5.5k	30.20	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$161k	+10%	2.9k	54.77	View chart
Cadence Design Systems (CDNS)	0.0	$159k		509.00	312.58	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$157k		1.1k	141.05	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$153k		1.1k	141.14	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$151k	-58%	1.6k	94.82	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$149k	-2%	335.00	444.59	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$148k		1.5k	97.76	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$147k	-44%	1.9k	77.74	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$146k		3.2k	46.08	View chart
Netflix (NFLX)	0.0	$145k	+1837%	1.6k	93.76	View chart
Teradyne (TER)	0.0	$143k		737.00	193.56	View chart
Applied Materials (AMAT)	0.0	$142k		551.00	256.99	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$139k	+220%	4.3k	32.57	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$139k		500.00	276.94	View chart
Lowe's Companies (LOW)	0.0	$135k	+117%	559.00	241.17	View chart
Abbott Laboratories (ABT)	0.0	$133k	+363%	1.1k	125.29	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$133k		2.1k	62.92	View chart
Spdr Index Shs Fds Asia Pacif Etf (GMF)	0.0	$131k		942.00	138.77	View chart
Tesla Motors (TSLA)	0.0	$129k	+82%	286.00	449.72	View chart
Union Pacific Corporation (UNP)	0.0	$128k		555.00	231.32	View chart
Gilead Sciences (GILD)	0.0	$128k		1.0k	122.74	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$128k		2.6k	49.46	View chart
Palantir Technologies Cl A (PLTR)	0.0	$126k	-25%	710.00	177.75	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$118k		2.5k	46.81	View chart
Paychex (PAYX)	0.0	$118k		1.1k	112.18	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$117k	-30%	2.5k	46.54	View chart
Verizon Communications (VZ)	0.0	$113k		2.8k	40.73	View chart
Wal-Mart Stores (WMT)	0.0	$113k	+6%	1.0k	111.37	View chart
Spdr Series Trust State Street Spd (SPLG)	0.0	$112k	-6%	1.4k	80.22	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$112k		923.00	120.96	View chart
Goldman Sachs (GS)	0.0	$111k		126.00	879.00	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$109k		1.9k	58.13	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$109k		1.0k	109.31	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.0	$107k		1.1k	101.01	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$107k		383.00	279.14	View chart
Capital Southwest Corporation (CSWC)	0.0	$107k		4.8k	22.15	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.0	$106k		2.6k	41.53	View chart
Hubbell (HUBB)	0.0	$105k		237.00	444.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$103k		137.00	752.35	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$102k	+7992%	2.1k	48.32	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$100k	NEW	1.0k	100.26	View chart
Spdr Series Trust State Street Spd (SPYD)	0.0	$100k		2.3k	43.25	View chart
American Tower Reit (AMT)	0.0	$99k		563.00	175.57	View chart
Phillips 66 (PSX)	0.0	$98k		760.00	129.05	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$96k	NEW	1.4k	71.42	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$96k	+45%	1.8k	54.71	View chart
Chevron Corporation (CVX)	0.0	$95k	-66%	625.00	152.41	View chart
Clean Harbors (CLH)	0.0	$95k	+10000%	404.00	234.48	View chart
Oracle Corporation (ORCL)	0.0	$92k	+9%	473.00	194.91	View chart
Mastercard Incorporated Cl A (MA)	0.0	$90k		158.00	570.89	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$90k		1.7k	54.05	View chart
Coca-Cola Company (KO)	0.0	$90k	+3%	1.3k	69.91	View chart
Altria (MO)	0.0	$89k		1.5k	57.65	View chart
Broadcom (AVGO)	0.0	$87k	+14%	252.00	346.10	View chart
International Business Machines (IBM)	0.0	$87k	+59%	294.00	295.83	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$87k	-60%	3.8k	23.03	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$86k		629.00	136.94	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$86k		1.7k	49.90	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$86k	-34%	2.0k	42.87	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$85k	NEW	880.00	96.88	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$84k	-38%	764.00	109.91	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$83k		2.0k	40.86	View chart
Vanguard World Financials Etf (VFH)	0.0	$83k		619.00	133.49	View chart
Spdr Series Trust State Street Spd (FLRN)	0.0	$80k		2.6k	30.73	View chart
Rocket Lab Corp (RKLB)	0.0	$79k	+2456%	1.1k	69.76	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$78k	-3%	966.00	81.17	View chart
Spdr Series Trust State Street Spd (SLYG)	0.0	$78k		832.00	94.19	View chart
Sprott Com New (SII)	0.0	$78k	+25%	800.00	97.92	View chart
Cisco Systems (CSCO)	0.0	$78k		1.0k	77.03	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$78k		1.2k	65.66	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$77k		1.4k	53.88	View chart
Kkr & Co (KKR)	0.0	$77k		605.00	127.48	View chart
Ss&c Technologies Holding (SSNC)	0.0	$77k		880.00	87.45	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$77k		1.2k	65.48	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$77k		1.0k	74.17	View chart
Stanley Black & Decker (SWK)	0.0	$76k		1.0k	74.28	View chart
Hershey Company (HSY)	0.0	$76k		420.00	181.98	View chart
Air Products & Chemicals (APD)	0.0	$76k		309.00	246.77	View chart
Globalstar Com New (GSAT)	0.0	$76k	+519%	1.2k	61.04	View chart
NBT Ban (NBTB)	0.0	$76k		1.8k	41.52	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$76k		2.0k	38.03	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$74k		2.8k	26.49	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$71k		500.00	141.49	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 Q4 filed Jan. 12, 2026
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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