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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, VEA, BND, and represent 26.16% of Rialto Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VBIL (+$8.5M), SPTM, IEFA, VGIT, DISV, USRT, AVMV, VCSH, AVDV, AVUV.
Started 491 new stock positions in JKHY, SNX, BX, VTS, SKYW, ED, EQIX, TPR, POR, ANET.
Reduced shares in these 10 stocks: BIL, QQQ, JPM, SCHC, SCHM, MCD, IBHE, JPST, IWS, SPIB.
Sold out of its positions in CRWD, EOG, FUBO, GXO, ETHE, HNST, PDBC, PBP, MGM, MRNA. RVLV, SDY, STM, TTD, WBD, DEM, WYNN, GTM.
Rialto Wealth Management was a net buyer of stock by $19M.
Rialto Wealth Management has $319M in assets under management (AUM), dropping by 5.20%.
Central Index Key (CIK): 0002054966

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Portfolio Holdings for Rialto Wealth Management

Rialto Wealth Management holds 994 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Rialto Wealth Management has 994 total positions. Only the first 250 positions are shown.

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Download the Rialto Wealth Management March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM)	7.0	$22M	+28%	328k	68.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.3	$20M		39k	513.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.5	$14M	+19%	189k	75.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.3	$14M		272k	50.83	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.0	$13M		175k	73.45	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.8	$12M	+6%	154k	78.94	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	2.9	$9.1M		36k	253.86	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	2.7	$8.5M	NEW	113k	75.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$7.9M		14k	561.90	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.2	$6.9M	-2%	193k	35.88	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.8	$5.6M	+14%	80k	69.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$5.6M		22k	258.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$5.5M		25k	221.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.6	$5.2M		264k	19.78	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.5	$4.6M		57k	81.76	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.4	$4.5M		163k	27.77	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$4.5M		8.0k	559.39	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.4	$4.3M	+25%	76k	57.60	View chart
Microsoft Corporation (MSFT)	1.2	$4.0M		11k	375.40	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	1.2	$3.7M		45k	82.54	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.1	$3.6M		19k	186.29	View chart
Apple (AAPL)	1.1	$3.5M		16k	222.12	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.1	$3.5M		149k	23.16	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.0	$3.2M	+67%	53k	59.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$2.8M	-2%	10k	274.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$2.7M		26k	104.57	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.8	$2.7M	+2%	110k	24.34	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$2.7M	-3%	123k	21.53	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.8	$2.6M	-3%	34k	77.05	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.8	$2.6M	-5%	51k	50.63	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$2.6M		28k	90.54	View chart
NVIDIA Corporation (NVDA)	0.8	$2.5M		23k	108.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$2.5M		43k	58.35	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.8	$2.4M	+13%	53k	46.31	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.8	$2.4M	-53%	27k	91.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$2.3M		50k	45.26	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$2.2M		35k	63.53	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.7	$2.2M		27k	80.65	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.7	$2.2M		6.8k	317.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$2.1M	+17%	21k	98.92	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$2.1M	+4%	26k	81.73	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.6	$2.0M		26k	78.40	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$2.0M		91k	22.08	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$2.0M	+8%	36k	53.97	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$1.8M	-2%	35k	49.62	View chart
Highwoods Properties (HIW)	0.5	$1.7M	-5%	57k	29.64	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$1.7M		41k	41.21	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.5	$1.6M	+260%	56k	29.12	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.5	$1.6M		16k	95.30	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$1.5M		8.1k	190.58	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.5	$1.5M		32k	48.35	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$1.5M		19k	80.37	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$1.5M	-3%	19k	78.89	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.5	$1.5M	+49%	55k	26.46	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.4	$1.4M	+9%	60k	23.42	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.4	$1.4M	+22%	60k	23.22	View chart
Avantor (AVTR)	0.4	$1.4M		84k	16.21	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.4M	-3%	49k	27.57	View chart
Ishares Tr Faln Angls Usd (FALN)	0.4	$1.3M		49k	26.79	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$1.3M	+4%	19k	66.27	View chart
Stryker Corporation (SYK)	0.4	$1.3M		3.4k	372.25	View chart
Dbx Etf Tr Xtrackers Shrt (SHYL)	0.3	$1.1M	-3%	25k	44.60	View chart
Intercontinental Exchange (ICE)	0.3	$1.1M		6.2k	172.50	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$1.1M	+14%	32k	32.99	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	0.3	$1.0M	+333%	17k	61.44	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$1.0M	-3%	22k	46.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$978k	-26%	2.1k	468.92	View chart
Raytheon Technologies Corp (RTX)	0.3	$944k		7.1k	132.46	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$940k	+145%	11k	87.17	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$934k	-16%	36k	26.20	View chart
Amgen (AMGN)	0.3	$922k		3.0k	311.55	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$786k		1.5k	533.48	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$746k		13k	58.94	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$725k	+5%	12k	60.17	View chart
Janus International Group In Common Stock (JBI)	0.2	$696k		97k	7.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$687k		3.7k	188.16	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$685k	-17%	21k	33.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$677k	+5%	1.3k	532.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$673k		3.4k	199.49	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$673k		1.8k	370.82	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$662k		11k	58.69	View chart
Shopify Cl A (SHOP)	0.2	$624k		6.5k	95.48	View chart
Carrier Global Corporation (CARR)	0.2	$623k	+2%	9.8k	63.40	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$603k	+150%	5.7k	105.44	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$601k	+10%	26k	22.98	View chart
Meta Platforms Cl A (META)	0.2	$584k		1.0k	576.60	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.2	$584k		12k	50.28	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$573k	+40%	15k	38.44	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$558k	-3%	3.7k	150.98	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$544k		11k	51.05	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$539k		5.1k	105.60	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$532k	-9%	3.3k	160.54	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$529k	+23%	21k	25.84	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$516k	+67%	17k	31.23	View chart
Merck & Co (MRK)	0.2	$482k		5.4k	89.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$448k		1.2k	361.09	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$440k		1.7k	255.53	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$429k		18k	23.43	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$426k	-11%	14k	30.73	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$413k		7.9k	52.37	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$408k		4.2k	96.77	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$404k	NEW	7.7k	52.38	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.1	$403k		3.0k	133.09	View chart
Otis Worldwide Corp (OTIS)	0.1	$403k		3.9k	103.20	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$396k	-15%	3.8k	103.17	View chart
Chevron Corporation (CVX)	0.1	$396k	-22%	2.4k	167.29	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$372k		4.0k	93.66	View chart
Johnson & Johnson (JNJ)	0.1	$369k		2.2k	165.84	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$365k		1.4k	257.03	View chart
Exxon Mobil Corporation (XOM)	0.1	$356k		3.0k	118.93	View chart
Pepsi (PEP)	0.1	$356k	-14%	2.4k	149.94	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$354k	-30%	15k	23.24	View chart
Cheniere Energy Com New (LNG)	0.1	$348k		1.5k	231.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$330k		4.2k	78.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$329k	+6%	2.1k	154.64	View chart
Amazon (AMZN)	0.1	$315k	+9%	1.7k	190.26	View chart
Visa Com Cl A (V)	0.1	$312k	+6%	891.00	350.42	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$309k	-10%	6.0k	51.49	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$304k		4.4k	69.52	View chart
Vanguard World Utilities Etf (VPU)	0.1	$282k		1.7k	170.81	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$281k		2.0k	140.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$281k	-5%	1.6k	172.74	View chart
Walt Disney Company (DIS)	0.1	$272k	+4%	2.8k	98.70	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$270k		11k	25.54	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$265k		3.4k	77.43	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$265k	-17%	3.4k	78.85	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$265k		2.0k	132.23	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$261k		2.2k	115.95	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$259k		1.9k	134.29	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$259k	-2%	2.1k	122.01	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$257k	-32%	3.7k	70.42	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$256k		2.8k	92.79	View chart
Home Depot (HD)	0.1	$250k		681.00	366.49	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$248k		12k	21.51	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$240k		1.2k	206.54	View chart
salesforce (CRM)	0.1	$239k		889.00	268.46	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$233k	-4%	12k	19.59	View chart
Abbvie (ABBV)	0.1	$231k		1.1k	209.50	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$231k		754.00	306.74	View chart
AutoNation (AN)	0.1	$230k		1.4k	161.92	View chart
Procter & Gamble Company (PG)	0.1	$222k	+2%	1.3k	170.42	View chart
JPMorgan Chase & Co. (JPM)	0.1	$219k	-52%	894.00	245.37	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$218k		2.2k	100.51	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$218k	-15%	7.7k	28.15	View chart
Rxo Common Stock (RXO)	0.1	$214k		11k	19.10	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$214k		8.0k	26.58	View chart
McDonald's Corporation (MCD)	0.1	$210k	-42%	672.00	312.37	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$208k	-18%	3.0k	68.32	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$203k	-2%	1.8k	115.60	View chart
Cooper Cos (COO)	0.1	$197k		2.3k	84.35	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$193k		9.9k	19.48	View chart
Costco Wholesale Corporation (COST)	0.1	$184k	+3%	195.00	945.78	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$183k	+11%	9.0k	20.35	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$179k		1.4k	128.94	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.1	$179k		8.0k	22.32	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$177k	-13%	4.9k	36.41	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$169k	-46%	1.3k	125.97	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$165k	+18%	1.8k	93.78	View chart
Ge Aerospace Com New (GE)	0.1	$164k	-6%	818.00	200.15	View chart
Paychex (PAYX)	0.1	$162k		1.0k	154.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$161k		831.00	193.99	View chart
Qualcomm (QCOM)	0.1	$160k	+2%	1.0k	153.61	View chart
Bank of New York Mellon Corporation (BK)	0.0	$159k		1.9k	83.87	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$156k		3.5k	44.59	View chart
Hershey Company (HSY)	0.0	$155k	-30%	905.00	171.03	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$151k	-2%	1.8k	83.92	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$139k	-3%	1.2k	117.49	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$139k		1.2k	111.09	View chart
Eli Lilly & Co. (LLY)	0.0	$138k	+7%	167.00	827.54	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$135k	-5%	402.00	334.48	View chart
Fiserv (FI)	0.0	$134k	+21%	605.00	220.83	View chart
Union Pacific Corporation (UNP)	0.0	$133k		564.00	236.24	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$130k		2.5k	52.52	View chart
Cadence Design Systems (CDNS)	0.0	$128k		503.00	254.33	View chart
American Tower Reit (AMT)	0.0	$124k		569.00	217.60	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.0	$122k		1.3k	92.04	View chart
Verizon Communications (VZ)	0.0	$121k	-26%	2.7k	45.36	View chart
At&t (T)	0.0	$120k	+23%	4.3k	28.28	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$119k	+25%	2.4k	49.81	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$116k		2.1k	54.86	View chart
Gilead Sciences (GILD)	0.0	$114k		1.0k	112.05	View chart
Spdr Index Shs Fds Asia Pacif Etf (GMF)	0.0	$109k		942.00	115.66	View chart
Capital Southwest Corporation (CSWC)	0.0	$107k		4.8k	22.32	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$107k		1.0k	106.79	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$107k		642.00	166.00	View chart
Advanced Micro Devices (AMD)	0.0	$106k	-2%	1.0k	102.74	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$106k		500.00	210.94	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$105k		430.00	244.64	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$103k		4.6k	22.46	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$102k		2.3k	44.26	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.0	$101k		1.8k	55.99	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$98k	-2%	3.3k	30.10	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$98k		900.00	108.69	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$98k		1.9k	51.79	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$97k		1.5k	65.76	View chart
Phillips 66 (PSX)	0.0	$93k		753.00	123.49	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.0	$91k	-60%	3.0k	30.82	View chart
Altria (MO)	0.0	$91k		1.5k	60.01	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$91k		1.6k	57.14	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$90k		923.00	97.95	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$90k		1.1k	83.00	View chart
Air Products & Chemicals (APD)	0.0	$90k		305.00	294.92	View chart
Bristol Myers Squibb (BMY)	0.0	$90k		1.5k	60.99	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.0	$89k	-13%	2.6k	34.95	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$89k		2.8k	31.96	View chart
Micron Technology (MU)	0.0	$88k		1.0k	86.89	View chart
Coca-Cola Company (KO)	0.0	$85k		1.2k	71.62	View chart
Palantir Technologies Cl A (PLTR)	0.0	$83k	-10%	988.00	84.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$83k	-39%	530.00	156.23	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$83k		4.0k	20.68	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$82k		1.6k	51.48	View chart
Vanguard World Energy Etf (VDE)	0.0	$82k	-29%	630.00	129.71	View chart
NBT Ban (NBTB)	0.0	$79k		1.8k	42.90	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$78k	+25%	251.00	312.04	View chart
Applied Materials (AMAT)	0.0	$78k	+2%	537.00	145.12	View chart
Stanley Black & Decker (SWK)	0.0	$78k		1.0k	76.88	View chart
Wal-Mart Stores (WMT)	0.0	$77k	-7%	878.00	87.79	View chart
Hubbell (HUBB)	0.0	$77k		232.00	330.91	View chart
Payoneer Global (PAYO)	0.0	$76k		10k	7.31	View chart
Mastercard Incorporated Cl A (MA)	0.0	$76k		138.00	548.12	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$75k		2.8k	26.89	View chart
Bank of America Corporation (BAC)	0.0	$75k	+3%	1.8k	41.72	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$74k		1.8k	42.06	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$74k	-38%	137.00	541.14	View chart
Vanguard World Financials Etf (VFH)	0.0	$74k		619.00	119.47	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$73k		2.2k	33.14	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$72k	+21%	1.4k	49.90	View chart
Ss&c Technologies Holding (SSNC)	0.0	$72k		856.00	83.57	View chart
Netflix (NFLX)	0.0	$71k	+8%	76.00	932.54	View chart
Kkr & Co (KKR)	0.0	$69k		600.00	115.61	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$69k		1.9k	35.81	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$68k		602.00	112.85	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$67k		1.2k	57.30	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$67k		1.2k	56.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$65k		2.3k	27.96	View chart
Intel Corporation (INTC)	0.0	$65k		2.8k	22.71	View chart
Cohen & Steers Quality Income Realty (RQI)	0.0	$64k		5.1k	12.56	View chart
Ge Vernova (GEV)	0.0	$64k	+4%	209.00	305.28	View chart
Goldman Sachs (GS)	0.0	$63k		116.00	546.29	View chart
UnitedHealth (UNH)	0.0	$63k	-57%	120.00	523.75	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$63k		1.0k	60.48	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$62k		1.6k	39.36	View chart
Lockheed Martin Corporation (LMT)	0.0	$62k	+2%	139.00	446.71	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$62k	-17%	750.00	82.73	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$62k		1.6k	39.37	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.0	$60k		3.3k	18.06	View chart
Teradyne (TER)	0.0	$60k		722.00	82.60	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$60k		1.4k	43.70	View chart
Lowe's Companies (LOW)	0.0	$59k	-9%	253.00	233.24	View chart
Cisco Systems (CSCO)	0.0	$59k	+3%	955.00	61.71	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 Q1 filed April 10, 2025
Rialto Wealth Management 2024 Q4 filed Feb. 7, 2025

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