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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, IEFA, VCSH, VOO, VMBS, and represent 27.36% of Rialto Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVDV (+$5.3M), VTI, AN, AVMV, MUNY, AVUV, VGIT, SCHO, VMBS, IEFA.
Started 132 new stock positions in CBK, XLP, PACS, PSKY, FIZZ, EPRT, RRGB, BBJP, IVLU, IXUS.
Reduced shares in these 10 stocks: SCHC, DISV, SPIB, VO, SCZ, IBHG, FALN, VOE, VEA, Honeywell International.
Sold out of its positions in IVVD, MSOS, APPF, SEV, ALAB, AstraZeneca, Astria Therapeutics, Avidity Biosciences Ord, BLZE, BMI.
Rialto Wealth Management was a net buyer of stock by $31M.
Rialto Wealth Management has $445M in assets under management (AUM), dropping by 6.49%.
Central Index Key (CIK): 0002054966

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Portfolio Holdings for Rialto Wealth Management

Rialto Wealth Management holds 1730 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Rialto Wealth Management has 1730 total positions. Only the first 250 positions are shown.

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Download the Rialto Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPTM)	7.6	$34M	+4%	427k	79.06	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.2	$23M	+7%	255k	90.53	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	5.1	$23M	+6%	286k	79.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.0	$22M		38k	597.55	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.5	$20M	+9%	425k	46.95	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.4	$20M	+9%	329k	59.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.9	$17M		271k	64.08	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.8	$17M	+46%	169k	99.86	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	3.3	$15M	+5%	192k	75.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$10M	+5%	16k	653.21	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	2.1	$9.4M		32k	295.12	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.7	$7.5M	+30%	68k	110.47	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	1.6	$7.3M	+35%	99k	74.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.5	$6.6M		267k	24.75	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.4	$6.4M	+9%	108k	59.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$6.1M	-2%	23k	261.92	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.4	$6.1M		171k	35.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$5.8M	+98%	18k	320.81	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.3	$5.8M	-23%	123k	46.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$5.2M	-11%	18k	287.18	View chart
Spdr Series Trust State Street Spd (SPHY)	1.1	$5.1M	+37%	218k	23.32	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$5.1M		7.8k	650.34	View chart
Apple (AAPL)	1.0	$4.6M		18k	253.78	View chart
NVIDIA Corporation (NVDA)	1.0	$4.6M	+14%	26k	174.40	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.0	$4.6M	-2%	55k	82.75	View chart
Microsoft Corporation (MSFT)	0.9	$4.1M	+3%	11k	370.16	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.9	$3.8M		40k	93.74	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.8	$3.6M	-4%	17k	217.25	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	0.8	$3.5M	+31%	69k	51.00	View chart
AutoNation (AN)	0.7	$3.2M	+148%	17k	195.26	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.7	$3.0M	+139%	125k	24.27	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$3.0M		121k	25.10	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.7	$2.9M	-28%	74k	39.44	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.6	$2.8M	+21%	37k	76.29	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$2.8M		40k	69.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.8M		22k	124.31	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$2.8M		29k	97.13	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.6	$2.7M	+25%	78k	34.55	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.6	$2.6M	+258%	26k	102.45	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.6	$2.5M	+108%	107k	23.47	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$2.4M	-7%	27k	88.70	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.5	$2.4M	+216%	110k	22.02	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$2.4M	+17%	61k	38.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$2.3M	+8%	29k	80.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$2.3M	-2%	91k	25.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.2M	-7%	42k	54.05	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.5	$2.2M		5.9k	370.68	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$2.2M		32k	67.53	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.5	$2.2M	-6%	22k	100.17	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$2.0M	+17%	23k	84.84	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$2.0M		40k	48.46	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$1.9M	-26%	24k	78.41	View chart
Spdr Series Trust State Street Spd (SPYG)	0.4	$1.8M		19k	97.91	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.7M		7.9k	211.15	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$1.6M		32k	49.89	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.6M		48k	32.95	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$1.5M	+134%	33k	45.12	View chart
Intercontinental Exchange (ICE)	0.3	$1.5M		9.2k	157.28	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.4M		7.1k	192.90	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$1.2M	-14%	51k	23.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.2M	+2%	2.0k	577.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.2M		4.7k	248.00	View chart
Amgen (AMGN)	0.3	$1.2M		3.3k	351.85	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.1M	+19%	21k	51.93	View chart
Stryker Corporation (SYK)	0.2	$1.1M		3.3k	328.59	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.1M	+9%	14k	73.64	View chart
Highwoods Properties (HIW)	0.2	$1.0M		47k	21.41	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$995k	+151%	16k	62.45	View chart
Dbx Etf Tr Xtrackers Shrt (SHYL)	0.2	$981k	-8%	22k	44.39	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$958k		12k	79.56	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$938k	-11%	30k	30.96	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$928k		13k	74.35	View chart
Spdr Series Trust State Street Spd (MDYV)	0.2	$918k	+8%	11k	85.15	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$902k		1.5k	616.76	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$805k	-33%	30k	26.72	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$776k		6.5k	118.62	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$775k	+27%	20k	38.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$752k	+17%	2.6k	287.55	View chart
Meta Platforms Cl A (META)	0.2	$749k	+5%	1.3k	572.32	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$747k	+21%	7.0k	106.15	View chart
Rxo Common Stock (RXO)	0.2	$724k		50k	14.62	View chart
Johnson & Johnson (JNJ)	0.2	$723k	+2%	3.0k	244.44	View chart
Mesoblast Spons Adr (MESO)	0.2	$715k		47k	15.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$692k	-2%	1.6k	436.79	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.2	$692k	-43%	31k	22.13	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$691k		3.6k	189.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$685k	+53%	1.4k	479.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$670k		3.1k	213.67	View chart
Spdr Series Trust State Street Spd (JNK)	0.2	$669k	-20%	7.0k	95.72	View chart
Janus International Group In Common Stock (JBI)	0.1	$667k		130k	5.15	View chart
Avantor (AVTR)	0.1	$662k		85k	7.84	View chart
Ge Vernova (GEV)	0.1	$649k	+43%	744.00	872.90	View chart
Eaton Corp SHS (ETN)	0.1	$649k	-10%	1.8k	357.67	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$642k	-59%	19k	33.54	View chart
Merck & Co (MRK)	0.1	$629k		5.2k	120.29	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$623k	+101%	4.7k	132.89	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$607k		21k	29.08	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$580k		12k	50.49	View chart
Ge Aerospace Com New (GE)	0.1	$562k	-6%	2.0k	283.77	View chart
Carrier Global Corporation (CARR)	0.1	$556k		9.9k	56.31	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$545k	-2%	10k	52.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$534k	+2%	2.7k	196.20	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$531k	+2%	5.6k	94.59	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$507k		15k	33.67	View chart
Micron Technology (MU)	0.1	$469k	+30%	1.4k	337.84	View chart
Amazon (AMZN)	0.1	$436k	+19%	2.1k	208.27	View chart
Cheniere Energy Com New (LNG)	0.1	$433k		1.5k	283.76	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$432k		8.5k	50.61	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$430k	+11%	5.5k	78.41	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$417k		14k	30.32	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$412k		19k	21.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$405k		950.00	426.40	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$392k		1.3k	298.85	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$389k	+115%	4.1k	94.95	View chart
Pepsi (PEP)	0.1	$376k		2.4k	155.29	View chart
Exxon Mobil Corporation (XOM)	0.1	$374k	+7%	2.2k	169.67	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$369k		4.8k	77.11	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$363k		2.0k	181.42	View chart
Lam Research Corp Com New (LRCX)	0.1	$361k	+8%	1.7k	213.66	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.1	$355k		2.1k	167.22	View chart
JPMorgan Chase & Co. (JPM)	0.1	$349k	+3%	1.2k	294.22	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$349k	-2%	1.1k	313.81	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$327k	-30%	3.6k	91.64	View chart
Williams Companies (WMB)	0.1	$322k		4.4k	72.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$321k		1.7k	191.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$314k	+36%	1.1k	286.86	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$309k		2.8k	109.69	View chart
Visa Com Cl A (V)	0.1	$306k	+9%	1.0k	302.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$305k	+4%	2.1k	142.43	View chart
Otis Worldwide Corp (OTIS)	0.1	$301k		3.9k	77.08	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$286k	-2%	2.3k	125.03	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$277k	+3%	2.3k	118.63	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$273k		9.0k	30.50	View chart
Walt Disney Company (DIS)	0.1	$270k	-11%	2.8k	96.38	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$259k		727.00	356.56	View chart
Abbvie (ABBV)	0.1	$259k	+5%	1.2k	217.47	View chart
Home Depot (HD)	0.1	$257k	+2%	781.00	328.91	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$249k		2.3k	106.50	View chart
Ab Active Etfs New York Interme (NYM)	0.1	$248k		9.9k	24.95	View chart
Vanguard World Utilities Etf (VPU)	0.1	$240k		1.2k	198.14	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$237k	-6%	6.8k	35.04	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$235k	+7%	5.1k	45.89	View chart
Procter & Gamble Company (PG)	0.1	$235k	+2%	1.6k	144.44	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$230k		1.6k	145.79	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$227k		3.9k	58.54	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$225k	-5%	12k	19.62	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$225k	+3%	665.00	337.95	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$225k	-10%	1.8k	125.46	View chart
Palantir Technologies Cl A (PLTR)	0.1	$224k	+115%	1.5k	146.28	View chart
McDonald's Corporation (MCD)	0.0	$219k	+4%	706.00	310.79	View chart
Teradyne (TER)	0.0	$219k		740.00	296.46	View chart
Advanced Micro Devices (AMD)	0.0	$218k		1.1k	203.43	View chart
AFLAC Incorporated (AFL)	0.0	$217k	-6%	2.0k	109.71	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$217k		4.7k	45.65	View chart
Eli Lilly & Co. (LLY)	0.0	$216k	-15%	234.00	921.07	View chart
Applied Materials (AMAT)	0.0	$214k	+13%	627.00	341.79	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$210k	-62%	1.1k	184.28	View chart
Costco Wholesale Corporation (COST)	0.0	$208k	+4%	209.00	996.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$206k		1.4k	148.07	View chart
Spdr Series Trust State Street Spd (XME)	0.0	$195k		1.8k	108.01	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$189k		9.7k	19.53	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.0	$188k	-26%	1.9k	96.80	View chart
Goldman Sachs (GS)	0.0	$180k	+69%	213.00	845.99	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.0	$177k		1.8k	100.97	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$175k		8.6k	20.42	View chart
salesforce (CRM)	0.0	$170k	+2%	911.00	186.74	View chart
Spdr Series Trust State Street Spd (SPSB)	0.0	$166k		5.5k	30.07	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$165k		1.1k	151.41	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$160k	+23%	3.2k	49.95	View chart
Netflix (NFLX)	0.0	$159k	+6%	1.7k	96.15	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$154k		1.5k	101.74	View chart
Cadence Design Systems (CDNS)	0.0	$153k	+8%	550.00	277.87	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$151k		1.0k	151.28	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$150k		1.6k	93.27	View chart
Gilead Sciences (GILD)	0.0	$149k	+2%	1.1k	139.37	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$149k		3.2k	47.03	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$148k	+101%	2.1k	70.91	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$146k	+128%	2.1k	71.13	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$145k		4.3k	33.86	View chart
Verizon Communications (VZ)	0.0	$141k		2.8k	50.20	View chart
Phillips 66 (PSX)	0.0	$141k		772.00	182.20	View chart
Union Pacific Corporation (UNP)	0.0	$138k	+2%	568.00	242.62	View chart
Lowe's Companies (LOW)	0.0	$137k	+3%	579.00	236.28	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$137k		335.00	407.69	View chart
Chevron Corporation (CVX)	0.0	$136k	+5%	658.00	206.90	View chart
Qualcomm (QCOM)	0.0	$133k		1.0k	128.78	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$133k	-18%	913.00	145.74	View chart
Mastercard Incorporated Cl A (MA)	0.0	$133k	+68%	266.00	499.66	View chart
Spdr Index Shs Fds State Street Spd (GMF)	0.0	$128k		942.00	136.14	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$128k		2.1k	60.44	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$124k		500.00	248.84	View chart
Wal-Mart Stores (WMT)	0.0	$124k	-2%	994.00	124.24	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$123k	+22%	2.6k	48.05	View chart
Altria (MO)	0.0	$122k	+19%	1.8k	65.98	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$119k	+2%	2.6k	46.19	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$119k		2.5k	46.91	View chart
Hubbell (HUBB)	0.0	$118k		241.00	490.74	View chart
Dt Midstream Common Stock (DTM)	0.0	$117k	+3854%	870.00	134.67	View chart
Clean Harbors (CLH)	0.0	$116k		406.00	286.73	View chart
Sprott Com New (SII)	0.0	$114k		800.00	142.90	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$110k	-16%	1.6k	70.20	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$110k	-24%	2.2k	49.37	View chart
Abbott Laboratories (ABT)	0.0	$109k		1.1k	102.67	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.0	$108k		2.6k	42.37	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.0	$108k		1.1k	101.95	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$107k		1.4k	76.54	View chart
Capital Southwest Corporation (CSWC)	0.0	$106k		4.8k	22.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$106k	-70%	1.1k	99.27	View chart
Spdr Series Trust State Street Spd (SPYD)	0.0	$105k		2.3k	45.52	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$105k		1.9k	55.53	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$104k		923.00	112.27	View chart
Coca-Cola Company (KO)	0.0	$103k	+5%	1.4k	76.05	View chart
Broadcom (AVGO)	0.0	$103k	+32%	333.00	309.51	View chart
Paychex (PAYX)	0.0	$100k	+3%	1.1k	92.12	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$99k		1.8k	56.79	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$99k		1.0k	99.08	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$99k		1.4k	73.14	View chart
American Tower Reit (AMT)	0.0	$99k		572.00	172.58	View chart
Black Hills Corporation (BKH)	0.0	$98k	+70650%	1.4k	69.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$95k		137.00	696.49	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$93k	-61%	1.6k	59.22	View chart
Air Products & Chemicals (APD)	0.0	$92k	+2%	318.00	290.39	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$92k		1.7k	52.78	View chart
Lockheed Martin Corporation (LMT)	0.0	$90k	+2%	148.00	604.39	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$89k		880.00	100.62	View chart
Hershey Company (HSY)	0.0	$88k		425.00	207.89	View chart
TJX Companies (TJX)	0.0	$88k	+43%	551.00	159.70	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.0	$86k		2.0k	42.23	View chart
At&t (T)	0.0	$86k	+5%	3.0k	28.99	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$85k		966.00	88.16	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$85k		2.0k	42.31	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$84k		764.00	110.36	View chart
Globalstar Com New (GSAT)	0.0	$83k		1.2k	66.42	View chart
Talen Energy Corp (TLN)	0.0	$82k	+2766%	258.00	319.23	View chart
Cisco Systems (CSCO)	0.0	$81k	+3%	1.0k	77.59	View chart
Spdr Series Trust State Street Spd (FLRN)	0.0	$80k		2.6k	30.78	View chart
Cooper Cos (COO)	0.0	$80k	+34%	1.1k	71.50	View chart
Rocket Lab Corp (RKLB)	0.0	$79k	+9%	1.2k	64.22	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$79k		1.2k	67.12	View chart
Ishares Msci Israel Etf (EIS)	0.0	$78k	NEW	676.00	116.04	View chart
Tesla Motors (TSLA)	0.0	$78k	-26%	211.00	371.75	View chart
Spdr Index Shs Fds State Street Spd (EWX)	0.0	$78k		1.2k	66.12	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$78k		1.7k	46.84	View chart
NBT Ban (NBTB)	0.0	$78k		1.8k	42.58	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$76k		1.4k	53.22	View chart
Vanguard World Financials Etf (VFH)	0.0	$75k		619.00	120.81	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$74k		2.8k	26.61	View chart
Stanley Black & Decker (SWK)	0.0	$74k		1.0k	71.06	View chart
Rbb Fund Trust Tweedy Browne (COPY)	0.0	$73k	+29%	5.3k	13.72	View chart
Marathon Petroleum Corp (MPC)	0.0	$73k	+29%	298.00	244.18	View chart

Past Filings by Rialto Wealth Management

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

Rialto Wealth Management 2026 Q1 filed May 14, 2026
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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