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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, VOO, VCSH, VEA, and represent 26.17% of Rialto Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VO, VCRM, VSDM, VBIL, IEFA, MUNY, AVDV, VTI, IVV, SHYM.
Started 292 new stock positions in TONX, AVAV, QSR, VNOM, XOVR, RCAT, SPT, UAMY, SGOV, ASAN.
Reduced shares in these 10 stocks: VMBS, VB, VONE, VCSH, VGIT, VCIT, IEMG, JNK, IGSB, HYG.
Sold out of its positions in ADMA, AGNC, Air Lease Corp, OKLO, AIV, APLE, BKKT, BRBR, SAM, BFLY.
Rialto Wealth Management was a net buyer of stock by $26M.
Rialto Wealth Management has $505M in assets under management (AUM), dropping by 13.48%.
Central Index Key (CIK): 0002054966

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Portfolio Holdings for Rialto Wealth Management

Rialto Wealth Management holds 1934 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Rialto Wealth Management has 1934 total positions. Only the first 250 positions are shown.

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Download the Rialto Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust ST STR PR SP1500 (SPTM)	7.7	$39M		427k	90.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.2	$26M	+7%	273k	96.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.2	$26M		38k	686.82	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.4	$22M	-2%	278k	79.03	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.8	$19M		268k	71.25	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.7	$19M	-2%	321k	58.98	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.7	$19M	+8%	184k	103.05	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	3.7	$19M	-6%	396k	46.81	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	3.2	$16M	+12%	217k	75.68	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$13M	+10%	18k	748.89	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	2.0	$10M	-6%	30k	338.72	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.7	$8.7M	+3%	70k	124.76	View chart
American Centy Etf Tr Avan Us Valu Etf (AVMV)	1.7	$8.3M	+4%	104k	80.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$8.2M	+22%	22k	370.04	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.5	$7.7M	+7%	116k	66.45	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.4	$7.3M		263k	27.70	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.2	$6.3M		169k	37.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$6.2M	-12%	20k	303.12	View chart
Spdr Series Trust St Port High Etf (SPHY)	1.2	$6.1M	+18%	259k	23.44	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$5.8M		7.8k	746.77	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.1	$5.7M	-3%	119k	48.12	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$5.4M	+276%	68k	80.57	View chart
NVIDIA Corporation (NVDA)	1.1	$5.4M	+2%	27k	200.09	View chart
Apple (AAPL)	1.0	$5.3M		18k	289.36	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.9	$4.7M	+67%	61k	76.63	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	0.9	$4.4M	+25%	86k	51.29	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.9	$4.4M	+64%	42k	104.00	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.8	$4.2M	-7%	51k	82.65	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.8	$4.2M	-2%	40k	106.31	View chart
Microsoft Corporation (MSFT)	0.8	$4.1M		11k	373.02	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.8	$4.0M		16k	242.99	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.8	$3.9M	+21%	95k	40.64	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	0.7	$3.6M	+47%	162k	22.45	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$3.4M	-2%	117k	28.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$3.3M		22k	148.31	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.6	$3.2M	NEW	42k	76.40	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.6	$3.1M	+2%	128k	24.14	View chart
AutoNation (AN)	0.6	$3.1M		17k	185.79	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$3.0M	-9%	36k	82.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$2.9M		28k	103.88	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.6	$2.8M	-6%	69k	40.13	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$2.8M		29k	96.49	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.5	$2.7M		61k	44.36	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.5	$2.6M		22k	121.42	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$2.6M	+59%	51k	50.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$2.6M	-4%	87k	29.43	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.5	$2.5M		107k	23.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$2.5M		32k	77.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$2.5M	-6%	26k	96.43	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.5	$2.4M	-2%	5.7k	426.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$2.3M	-9%	38k	59.69	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$2.2M		40k	55.01	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.4	$2.2M		19k	118.99	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$2.1M		24k	89.20	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$1.8M	-8%	22k	82.27	View chart
Micron Technology (MU)	0.4	$1.8M	+11%	1.6k	1154.29	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.8M		7.9k	227.06	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$1.7M		33k	51.69	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$1.7M	-3%	46k	36.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.5M		2.1k	736.40	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.4M		4.7k	300.45	View chart
Highwoods Properties (HIW)	0.3	$1.4M		47k	30.16	View chart
Rxo Common Stock (RXO)	0.3	$1.4M		50k	27.59	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.3M		7.1k	189.73	View chart
Intercontinental Exchange (ICE)	0.3	$1.3M	+14%	11k	123.11	View chart
Amgen (AMGN)	0.2	$1.2M		3.3k	362.12	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.1M	+222%	6.9k	164.27	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$1.1M		16k	69.90	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$1.1M		21k	52.34	View chart
Dbx Etf Tr Xtrackers Shrt (SHYL)	0.2	$1.1M	+11%	25k	44.43	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$1.1M	-4%	29k	36.87	View chart
Stryker Corporation (SYK)	0.2	$1.0M		3.3k	314.84	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$1.0M		1.5k	703.34	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.2	$1.0M		11k	94.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$977k	+4%	2.7k	357.37	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$970k	-17%	42k	23.13	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$956k		13k	76.55	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$893k		4.7k	190.50	View chart
Ge Vernova (GEV)	0.2	$874k		744.00	1174.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$828k	-21%	11k	73.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$819k	+500%	9.5k	86.14	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$817k		20k	41.25	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$806k		3.6k	221.20	View chart
Eaton Corp SHS (ETN)	0.2	$769k		1.8k	426.12	View chart
Johnson & Johnson (JNJ)	0.2	$761k		3.0k	253.97	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$760k		3.1k	242.43	View chart
Lam Research Corp Com New (LRCX)	0.2	$759k	+3%	1.8k	433.33	View chart
Avantor (AVTR)	0.1	$754k	-9%	76k	9.90	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$754k		6.6k	114.18	View chart
Ge Aerospace Com New (GE)	0.1	$747k		2.0k	373.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$726k		1.5k	500.39	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$722k	-25%	9.0k	79.97	View chart
Carrier Global Corporation (CARR)	0.1	$719k		9.8k	73.35	View chart
Janus International Group In Common Stock (JBI)	0.1	$719k		130k	5.55	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$702k	-6%	19k	36.13	View chart
Merck & Co (MRK)	0.1	$680k		5.3k	128.50	View chart
Advanced Micro Devices (AMD)	0.1	$673k	+8%	1.2k	580.91	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$640k		19k	33.46	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$633k	-22%	23k	27.24	View chart
Mesoblast Spons Adr (MESO)	0.1	$629k		47k	13.53	View chart
Meta Platforms Cl A (META)	0.1	$621k	-15%	1.1k	563.51	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$616k	-18%	5.7k	107.62	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$596k	-2%	5.5k	109.12	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$580k	-2%	2.7k	217.93	View chart
Ishares Tr Ibon 2027 Te Etf (IBHG)	0.1	$555k	-19%	25k	22.08	View chart
Amazon (AMZN)	0.1	$547k	+9%	2.3k	238.34	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$543k	-6%	11k	50.37	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$528k		15k	35.03	View chart
Applied Materials (AMAT)	0.1	$512k	+12%	708.00	723.27	View chart
American Centy Etf Tr Avan Emer Ex Etf (AVXC)	0.1	$509k	NEW	5.9k	85.65	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$505k		2.0k	252.23	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$491k	+26%	5.2k	94.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$472k	+300%	3.8k	124.17	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	0.1	$465k	+1766%	13k	35.57	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$452k		1.3k	343.91	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$446k	+9%	5.2k	85.49	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$436k	-3%	18k	23.68	View chart
Visa Com Cl A (V)	0.1	$431k	+24%	1.3k	343.07	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$424k		8.4k	50.57	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$424k	-3%	1.1k	393.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$423k	+9%	1.2k	353.33	View chart
JPMorgan Chase & Co. (JPM)	0.1	$420k	+8%	1.3k	327.39	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$420k		14k	30.49	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$419k	-37%	4.4k	96.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$410k	-3%	5.3k	77.91	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.1	$384k	-7%	2.0k	195.44	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$380k	+19%	795.00	477.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$377k	+5%	1.8k	212.77	View chart
Cheniere Energy Com New (LNG)	0.1	$369k		1.5k	239.01	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$360k		2.8k	127.81	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$355k		1.0k	354.57	View chart
Williams Companies (WMB)	0.1	$353k	+7%	4.7k	74.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$349k	+369%	11k	31.71	View chart
Teradyne (TER)	0.1	$339k	-5%	700.00	483.84	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$336k		2.3k	144.61	View chart
Abbvie (ABBV)	0.1	$329k	+9%	1.3k	251.62	View chart
Pepsi (PEP)	0.1	$325k		2.4k	135.40	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$312k		9.0k	34.81	View chart
Exxon Mobil Corporation (XOM)	0.1	$303k		2.2k	136.72	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$302k	-9%	2.1k	146.30	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$299k	+3063%	3.1k	95.44	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$298k		727.00	409.50	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$290k	-46%	5.5k	52.41	View chart
Walt Disney Company (DIS)	0.1	$283k	+4%	2.9k	96.25	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$283k	+25%	4.9k	58.21	View chart
Otis Worldwide Corp (OTIS)	0.1	$279k		3.9k	71.60	View chart
Eli Lilly & Co. (LLY)	0.1	$276k		230.00	1201.15	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$269k	-17%	2.9k	91.64	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$262k		6.8k	38.79	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$256k	+54%	8.5k	30.01	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$250k	NEW	4.3k	58.64	View chart
Ab Active Etfs New Yo Inter Etf (NYM)	0.0	$250k		9.9k	25.13	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$249k		2.3k	106.47	View chart
Procter & Gamble Company (PG)	0.0	$248k	+4%	1.7k	146.64	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$243k		1.6k	154.29	View chart
Vanguard World Utilities Etf (VPU)	0.0	$236k		1.2k	195.73	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$235k		4.7k	50.39	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$235k	NEW	3.0k	79.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$233k	+6%	1.5k	158.00	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$230k	+562%	10k	22.78	View chart
Goldman Sachs (GS)	0.0	$227k	+5%	224.00	1011.37	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$225k		12k	19.61	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$219k	-2%	1.1k	197.60	View chart
Cadence Design Systems (CDNS)	0.0	$211k	+2%	562.00	375.32	View chart
American Centy Etf Tr Avantis Inflatin (AVIE)	0.0	$205k	NEW	2.8k	74.35	View chart
Qualcomm (QCOM)	0.0	$204k	+6%	1.1k	184.79	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.0	$204k	NEW	6.0k	33.75	View chart
EOG Resources (EOG)	0.0	$201k	+2998%	1.5k	129.73	View chart
AFLAC Incorporated (AFL)	0.0	$198k	-14%	1.7k	117.25	View chart
Costco Wholesale Corporation (COST)	0.0	$196k		209.00	935.47	View chart
McDonald's Corporation (MCD)	0.0	$195k	+2%	723.00	270.31	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$194k	+20%	3.9k	50.23	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.0	$193k		1.8k	106.93	View chart
UnitedHealth (UNH)	0.0	$192k	+102%	461.00	415.63	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$191k	+485%	5.2k	36.84	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$189k		9.7k	19.53	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.0	$187k	NEW	3.5k	52.72	View chart
Broadcom (AVGO)	0.0	$181k	+43%	479.00	377.75	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$178k		1.5k	117.33	View chart
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)	0.0	$177k		1.8k	100.93	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$172k		4.3k	40.21	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$172k		1.8k	95.98	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.0	$171k		2.1k	81.94	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$170k		1.1k	156.30	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$169k		2.1k	82.34	View chart
Cisco Systems (CSCO)	0.0	$168k	+36%	1.4k	117.46	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$168k	-3%	8.2k	20.37	View chart
Mastercard Incorporated Cl A (MA)	0.0	$163k	+19%	318.00	513.60	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$161k		2.1k	75.88	View chart
Targa Res Corp (TRGP)	0.0	$159k	+3606%	593.00	268.14	View chart
Vistra Energy (VST)	0.0	$158k	+2737%	993.00	158.63	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$155k	+13205%	4.7k	33.29	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$152k		3.2k	48.18	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$151k		1.6k	93.52	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$150k		913.00	164.60	View chart
Western Digital (WDC)	0.0	$150k	+192%	234.00	638.72	View chart
Spdr Index Shs Fds St Str Asia Etf (GMF)	0.0	$148k		942.00	156.97	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$147k	+298%	2.7k	55.18	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$145k		500.00	290.62	View chart
TJX Companies (TJX)	0.0	$143k	+70%	942.00	151.50	View chart
Tesla Motors (TSLA)	0.0	$142k	+59%	337.00	420.60	View chart
Gilead Sciences (GILD)	0.0	$138k		1.1k	126.34	View chart
salesforce (CRM)	0.0	$137k	-3%	875.00	156.72	View chart
Altria (MO)	0.0	$136k	+2%	1.9k	71.94	View chart
Chevron Corporation (CVX)	0.0	$135k	+24%	816.00	165.76	View chart
Phillips 66 (PSX)	0.0	$135k	+3%	800.00	169.06	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$134k	+385%	1.6k	82.62	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$131k	+698%	1.1k	119.51	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$130k		2.5k	51.78	View chart
Corning Incorporated (GLW)	0.0	$130k	+7%	509.00	255.43	View chart
Blackrock Etf Trust Ii Isha Secu In Etf (SECU)	0.0	$129k	NEW	2.6k	49.86	View chart
Dt Midstream Common Stock (DTM)	0.0	$129k		878.00	146.74	View chart
Rocket Lab Corp (RKLB)	0.0	$127k		1.3k	101.65	View chart
Hubbell (HUBB)	0.0	$127k		243.00	523.20	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$126k	-45%	2.8k	45.34	View chart
Union Pacific Corporation (UNP)	0.0	$124k	-19%	456.00	272.00	View chart
Progressive Corporation (PGR)	0.0	$124k	+182%	567.00	218.45	View chart
Verizon Communications (VZ)	0.0	$124k	+3%	2.9k	42.34	View chart
Lowe's Companies (LOW)	0.0	$124k	-3%	560.00	220.49	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$123k		1.4k	87.88	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.0	$122k	-35%	1.3k	96.90	View chart
Coca-Cola Company (KO)	0.0	$121k	+9%	1.5k	81.27	View chart
Clean Harbors (CLH)	0.0	$121k		406.00	298.75	View chart
Netflix (NFLX)	0.0	$121k	+2%	1.7k	71.40	View chart
Wal-Mart Stores (WMT)	0.0	$121k	+7%	1.1k	113.25	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.0	$121k		1.1k	114.07	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$120k		1.6k	76.56	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$120k		1.8k	68.41	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$119k		2.2k	53.61	View chart
Home Depot (HD)	0.0	$117k	-57%	331.00	353.05	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$116k	-2%	2.5k	46.15	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$116k		1.9k	61.47	View chart
Moody's Corporation (MCO)	0.0	$115k	+295%	253.00	452.92	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.0	$114k	NEW	1.1k	100.68	View chart
Capital Southwest Corporation (CSWC)	0.0	$114k		4.8k	23.77	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$114k	-6%	863.00	132.24	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.0	$113k		2.6k	44.41	View chart
Marvell Technology (MRVL)	0.0	$112k	+60%	375.00	297.72	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.0	$110k		2.3k	47.71	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$109k	+8%	1.1k	100.60	View chart
Paychex (PAYX)	0.0	$109k	+2%	1.1k	98.33	View chart
Abbott Laboratories (ABT)	0.0	$107k	+10%	1.2k	90.74	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.0	$107k		1.6k	67.56	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$104k	NEW	1.3k	82.87	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$102k	-18%	2.1k	48.43	View chart
Globalstar Com New (GSAT)	0.0	$102k		1.3k	81.29	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$101k		1.4k	74.90	View chart
Stanley Black & Decker (SWK)	0.0	$100k	+2%	1.1k	94.12	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$99k	+131%	199.00	496.73	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$98k	-7%	992.00	98.98	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 Q2 filed Aug. 11, 2026
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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