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Velocity Finl shares owned by Rialto Wealth Management

Quarter-by-quarter ownership of Velocity Finl (VEL) shares owned by Rialto Wealth Management from 13F filings

Historical chart of Rialto Wealth Management investment in Velocity Finl

Tip: Access up to 7 years of quarterly data

All positions including Velocity Finl held by Rialto Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Velocity Finl by Rialto Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $545 30 18.17
2025-06-30 $1.1k 60 18.55

More positions owned by Rialto Wealth Management

Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Rialto Wealth Management

Top funds holding Velocity Finl

Snow Phipps Group
Allianz Asset Management
Beach Point Capital Management
BlackRock
Caption Management
Vanguard Group
Dimensional Fund Advisors
Adage Capital Partners GP
HAP Trading
Geode Capital Management
Millennium Management
Wolverine Trading
State Street Corporation
Goldman Sachs Group
American Century Companies

View all funds holding Velocity Finl