Rialto Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2054966
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$505.3M
Holdings
1,934
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Rialto Wealth Management, LLC disclosed 1,934 positions worth $505.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 283 new positions and exited 81 and a full exit from $CNQ. The portfolio is most concentrated in Other (87.5% of disclosed assets). All figures are sourced directly from Rialto Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2054966.
AI Fund Analysis
DiversifyingSPDR SERIES TRUST - ST STR
7.7% weight
Held 7 quarters
ISHARES TR - CORE MSCI EAF
5.2% weight
Held 7 quarters
VANGUARD INDEX FDS - S&P 5
5.2% weight
Held 7 quarters
VANGUARD SCOTTSDALE FDS -
4.3% weight
Held 7 quarters
VANGUARD TAX-MANAGED FDS -
3.8% weight
Held 7 quarters
SPDR SERIES TRUST - ST STR
6 quarters accumulating
ISHARES TR - CORE MSCI EAF
6 quarters accumulating
AMERICAN CENTY ETF TR - IN
6 quarters accumulating
AMERICAN CENTY ETF TR - US
6 quarters accumulating
AMERICAN CENTY ETF TR - AV
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST - ST STR PR SP1500
—Quality
$38.8M427,094 shISHARES TR - CORE MSCI EAFE
—Quality
$26.4M272,923 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$26.1M37,938 shVANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
—Quality
$22.0M278,295 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$19.1M267,585 shVANGUARD SCOTTSDALE FDS - INTER TERM TREAS
—Quality
$18.9M320,863 shAMERICAN CENTY ETF TR - INTL SMCP VLU
—Quality
$18.9M183,604 shVANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF
—Quality
$18.5M396,019 shVANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF
—Quality
$16.4M216,777 shISHARES TR - CORE S&P500 ETF
—Quality
$13.2M17,631 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR PR SP1500 | — | $38.8M | 427,094 |
| ISHARES TR - CORE MSCI EAFE | — | $26.4M | 272,923 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $26.1M | 37,938 |
| VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $22.0M | 278,295 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $19.1M | 267,585 |
| VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $18.9M | 320,863 |
| AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $18.9M | 183,604 |
| VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $18.5M | 396,019 |
| VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | — | $16.4M | 216,777 |
| ISHARES TR - CORE S&P500 ETF | — | $13.2M | 17,631 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Rialto Wealth Management, LLC's 1,934 positions.
Showing top 10 of 1,934 holdings.
Sector Allocation
Other
$442.1M
Technology
$28.1M
Financials
$7.7M
Industrials
$6.9M
Consumer Discretionary
$6.6M
Healthcare
$6.3M
Energy
$2.3M
Real Estate
$1.9M
Top Holdings — Rialto Wealth Management, LLC (Q2 2026)
Top 150 of 1,934 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $38.8M | 7.7% | +0% | — |
| 2 | — | ISHARES TR - CORE MSCI EAFE | $26.4M | 5.2% | +7% | — |
| 3 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $26.1M | 5.2% | +1% | — |
| 4 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $22.0M | 4.3% | -3% | — |
| 5 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $19.1M | 3.8% | -1% | — |
| 6 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $18.9M | 3.8% | -3% | — |
| 7 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $18.9M | 3.7% | +9% | — |
| 8 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $18.5M | 3.7% | -7% | — |
| 9 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $16.4M | 3.3% | +13% | — |
| 10 | — | ISHARES TR - CORE S&P500 ETF | $13.2M | 2.6% | +11% | — |
| 11 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $10.1M | 2.0% | -7% | — |
| 12 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $8.7M | 1.7% | +3% | — |
| 13 | — | AMERICAN CENTY ETF TR - AVAN US VALU ETF | $8.3M | 1.6% | +5% | — |
| 14 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $8.2M | 1.6% | +22% | — |
| 15 | — | ISHARES TR - CRE U S REIT ETF | $7.7M | 1.5% | +7% | — |
| 16 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $7.3M | 1.4% | -2% | — |
| 17 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $6.3M | 1.3% | -1% | — |
| 18 | — | VANGUARD INDEX FDS - SMALL CP ETF | $6.2M | 1.2% | -13% | — |
| 19 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $6.1M | 1.2% | +19% | — |
| 20 |  $SPY | SPDR S&P 500 ETF TRUST | $5.8M | 1.1% | +0% | — |
| 21 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $5.7M | 1.1% | -3% | — |
| 22 | — | VANGUARD INDEX FDS - MID CAP ETF | $5.4M | 1.1% | +276% | — |
| 23 |  $NVDA | NVIDIA CORP | $5.4M | 1.1% | +3% | 85.9 |
| 24 |  $AAPL | Apple Inc. | $5.3M | 1.1% | +1% | 76.4 |
| 25 | — | VANGUARD MUN BD FDS - SHORT TAX EXEMPT | $4.7M | 0.9% | +67% | — |
| 26 | — | VANGUARD MALVERN FDS - MULTI SECTOR | $4.4M | 0.9% | +25% | — |
| 27 | — | VANGUARD NY TAX FREE FDS - TAX EXEMPT BD | $4.4M | 0.9% | +64% | — |
| 28 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $4.2M | 0.8% | -7% | — |
| 29 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $4.2M | 0.8% | -2% | — |
| 30 |  $MSFT | MICROSOFT CORP | $4.1M | 0.8% | -1% | 79.8 |
| 31 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $4.0M | 0.8% | -2% | — |
| 32 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $3.9M | 0.8% | +22% | — |
| 33 | — | BLACKROCK ETF TRUST II - SHOR DURA HI ETF | $3.6M | 0.7% | +47% | — |
| 34 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $3.4M | 0.7% | -3% | — |
| 35 | — | ISHARES TR - CORE S&P SCP ETF | $3.3M | 0.7% | +0% | — |
| 36 | — | VANGUARD MUN BD FDS - CORE TAX EXEMPT | $3.2M | 0.6% | NEW | — |
| 37 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $3.1M | 0.6% | +3% | — |
| 38 |  $AN | AUTONATION, INC. | $3.1M | 0.6% | +0% | 47.8 |
| 39 | — | ISHARES INC - CORE MSCI EMKT | $3.0M | 0.6% | -10% | — |
| 40 | — | ISHARES TR - MSCI EAFE ETF | $2.9M | 0.6% | -1% | — |
| 41 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $2.8M | 0.6% | -7% | — |
| 42 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $2.8M | 0.6% | -2% | — |
| 43 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $2.7M | 0.5% | -0% | — |
| 44 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $2.6M | 0.5% | +0% | — |
| 45 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $2.6M | 0.5% | +59% | — |
| 46 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $2.6M | 0.5% | -4% | — |
| 47 | — | ISHARES TR - IBONDS 28 TR HI | $2.5M | 0.5% | -0% | — |
| 48 | — | ISHARES TR - CORE S&P MCP ETF | $2.5M | 0.5% | +0% | — |
| 49 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $2.5M | 0.5% | -7% | — |
| 50 | — | ISHARES TR - RUSSELL 3000 ETF | $2.4M | 0.5% | -2% | — |
| 51 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2.3M | 0.5% | -9% | — |
| 52 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $2.2M | 0.4% | +0% | — |
| 53 | — | SPDR SERIES TRUST - ST STR P500GRW | $2.2M | 0.4% | -0% | — |
| 54 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $2.1M | 0.4% | +1% | — |
| 55 | — | ISHARES TR - EAFE SML CP ETF | $1.8M | 0.4% | -9% | — |
| 56 |  $MU | MICRON TECHNOLOGY INC | $1.8M | 0.3% | +12% | 86.2 |
| 57 | — | ISHARES TR - S&P 500 VAL ETF | $1.8M | 0.3% | -0% | — |
| 58 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $1.7M | 0.3% | -0% | — |
| 59 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $1.7M | 0.3% | -4% | — |
| 60 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.5M | 0.3% | +2% | — |
| 61 | — | ISHARES TR - RUSSELL 2000 ETF | $1.4M | 0.3% | +1% | — |
| 62 |  $HIW | HIGHWOODS PROPERTIES, INC. | $1.4M | 0.3% | -1% | 52.1 |
| 63 |  $RXO | RXO, Inc. | $1.4M | 0.3% | +0% | 50.2 |
| 64 |  $RTX | RTX Corp | $1.3M | 0.3% | +0% | 73.2 |
| 65 |  $ICE | Intercontinental Exchange, Inc. | $1.3M | 0.3% | +15% | 73.7 |
| 66 |  $AMGN | AMGEN INC | $1.2M | 0.2% | +0% | 79.2 |
| 67 | — | ISHARES TR - CORE S&P TTL STK | $1.1M | 0.2% | +222% | — |
| 68 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $1.1M | 0.2% | +0% | — |
| 69 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $1.1M | 0.2% | -1% | — |
| 70 | — | DBX ETF TR - XTRACKERS SHRT | $1.1M | 0.2% | +11% | — |
| 71 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $1.1M | 0.2% | -4% | — |
| 72 |  $SYK | STRYKER CORP | $1.0M | 0.2% | +0% | 72.1 |
| 73 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.0M | 0.2% | +0% | — |
| 74 | — | SPDR SERIES TRUST - ST STR SP400VAL | $1.0M | 0.2% | +0% | — |
| 75 |  $GOOG | Alphabet Inc. | $976,679 | 0.2% | +5% | 78.2 |
| 76 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $969,772 | 0.2% | -18% | — |
| 77 | — | ISHARES TR - EAFE VALUE ETF | $955,880 | 0.2% | +0% | — |
| 78 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $892,886 | 0.2% | +0% | — |
| 79 |  $GEV | GE Vernova Inc. | $874,096 | 0.2% | +0% | 81.1 |
| 80 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $827,918 | 0.2% | -22% | — |
| 81 | — | VANGUARD INDEX FDS - GROWTH ETF | $818,675 | 0.2% | +500% | — |
| 82 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $816,833 | 0.2% | -0% | — |
| 83 | — | ISHARES TR - RUS 2000 VAL ETF | $806,053 | 0.2% | +0% | — |
| 84 |  $ETN | Eaton Corp plc | $769,147 | 0.1% | -0% | — |
| 85 |  $JNJ | JOHNSON & JOHNSON | $760,895 | 0.1% | +1% | 69 |
| 86 | — | ISHARES TR - RUS 1000 VAL ETF | $760,261 | 0.1% | +0% | — |
| 87 |  $LRCX | LAM RESEARCH CORP | $759,195 | 0.1% | +4% | 79.4 |
| 88 |  $AVTR | Avantor, Inc. | $753,579 | 0.1% | -10% | 39.6 |
| 89 |  $SHOP | SHOPIFY INC. | $753,474 | 0.1% | +1% | 64.9 |
| 90 |  $GE | GENERAL ELECTRIC CO | $747,087 | 0.1% | +1% | 73.8 |
| 91 |  $BRK.B | BERKSHIRE HATHAWAY INC | $726,066 | 0.1% | +2% | 73.8 |
| 92 | — | ISHARES TR - IBOXX HI YD ETF | $721,490 | 0.1% | -25% | — |
| 93 |  $CARR | CARRIER GLOBAL Corp | $719,124 | 0.1% | -1% | 56.6 |
| 94 |  $JBI | Janus International Group, Inc. | $719,042 | 0.1% | +0% | 41.8 |
| 95 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $701,826 | 0.1% | -7% | — |
| 96 |  $MRK | Merck & Co., Inc. | $680,408 | 0.1% | +1% | 59.9 |
| 97 |  $AMD | ADVANCED MICRO DEVICES INC | $672,694 | 0.1% | +8% | 79.8 |
| 98 | — | SPDR SERIES TRUST - ST INTER BD ETF | $640,258 | 0.1% | -0% | — |
| 99 | — | ISHARES TR - FALN ANGLS USD | $632,704 | 0.1% | -23% | — |
| 100 |  $MESO | MESOBLAST LTD | $629,145 | 0.1% | +0% | 24.9 |
| 101 |  $META | Meta Platforms, Inc. | $620,986 | 0.1% | -16% | 79.6 |
| 102 | — | ISHARES TR - NATIONAL MUN ETF | $616,448 | 0.1% | -19% | — |
| 103 | — | SPDR SERIES TRUST - ST STR SP600SM C | $596,431 | 0.1% | -3% | — |
| 104 | — | VANGUARD INDEX FDS - VALUE ETF | $579,694 | 0.1% | -2% | — |
| 105 | — | ISHARES TR - IBON 2027 TE ETF | $554,893 | 0.1% | -20% | — |
| 106 |  $AMZN | AMAZON COM INC | $546,762 | 0.1% | +10% | 68.7 |
| 107 | — | ISHARES TR - 0-5YR INVT GR CP | $543,442 | 0.1% | -6% | — |
| 108 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | $527,798 | 0.1% | +0% | — |
| 109 |  $AMAT | APPLIED MATERIALS INC /DE | $512,075 | 0.1% | +13% | 72.3 |
| 110 | — | AMERICAN CENTY ETF TR - AVAN EMER EX ETF | $508,494 | 0.1% | NEW | — |
| 111 | — | ISHARES TR - U.S. TECH ETF | $504,460 | 0.1% | +0% | — |
| 112 | — | ISHARES TR - MBS ETF | $491,315 | 0.1% | +27% | — |
| 113 | — | ISHARES TR - RUS 1000 GRW ETF | $471,846 | 0.1% | +300% | — |
| 114 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN INDIA | $464,758 | 0.1% | +1767% | — |
| 115 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $452,242 | 0.1% | +0% | — |
| 116 | — | VANGUARD STAR FDS - VG TL INTL STK F | $446,403 | 0.1% | +9% | — |
| 117 | — | SCHWAB STRATEGIC TR - US REIT ETF | $436,188 | 0.1% | -4% | — |
| 118 |  $V | VISA INC. | $431,233 | 0.1% | +24% | 82.9 |
| 119 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $424,232 | 0.1% | -2% | — |
| 120 | — | ISHARES TR - RUS 2000 GRW ETF | $423,901 | 0.1% | -3% | — |
| 121 |  $GOOGL | Alphabet Inc. | $422,937 | 0.1% | +10% | 78.2 |
| 122 |  $JPM | JPMORGAN CHASE & CO | $419,718 | 0.1% | +8% | 70.7 |
| 123 | — | ISHARES TR - PFD AND INCM SEC | $419,604 | 0.1% | +0% | — |
| 124 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $419,210 | 0.1% | -38% | — |
| 125 | $META | Meta Platforms, Inc. | $410,352 | 0.1% | -4% | 79.6 |
| 126 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000VAL | $383,845 | 0.1% | -7% | — |
| 127 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $379,669 | 0.1% | +20% | — |
| 128 |  $IVZ | Invesco Ltd. | $377,242 | 0.1% | +6% | — |
| 129 |  $LNG | Cheniere Energy, Inc. | $369,271 | 0.1% | +1% | 66.5 |
| 130 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $359,658 | 0.1% | +0% | — |
| 131 |  $ARM | ARM HOLDINGS PLC /UK | $354,570 | 0.1% | +0% | — |
| 132 |  $WMB | WILLIAMS COMPANIES, INC. | $352,595 | 0.1% | +7% | 64.3 |
| 133 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $348,531 | 0.1% | +370% | — |
| 134 |  $TER | TERADYNE, INC | $338,688 | 0.1% | -5% | 77.3 |
| 135 |  $BNY | Bank of New York Mellon Corp | $336,074 | 0.1% | -1% | 74.1 |
| 136 |  $ABBV | AbbVie Inc. | $328,617 | 0.1% | +10% | 72.6 |
| 137 |  $PEP | PEPSICO INC | $325,231 | 0.1% | -1% | 63.4 |
| 138 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $311,898 | 0.1% | +0% | — |
| 139 |  $XOM.R34088 | EXXON MOBIL CORP | $302,981 | 0.1% | +1% | 57.9 |
| 140 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH | $302,403 | 0.1% | -10% | — |
| 141 | — | ISHARES TR - CORE MSCI TOTAL | $298,919 | 0.1% | +3064% | — |
| 142 | — | ISHARES TR - RUS 1000 ETF | $297,707 | 0.1% | +0% | — |
| 143 | — | ISHARES TR - ISHS 1-5YR INVS | $289,513 | 0.1% | -47% | — |
| 144 |  $DIS | Walt Disney Co | $282,975 | 0.1% | +5% | 60.1 |
| 145 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $282,765 | 0.1% | +25% | — |
| 146 |  $OTIS | Otis Worldwide Corp | $279,097 | 0.1% | -0% | 61.3 |
| 147 |  $LLY | ELI LILLY & Co | $276,265 | 0.1% | -2% | 87.5 |
| 148 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $268,689 | 0.1% | -18% | — |
| 149 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $262,376 | 0.1% | +0% | — |
| 150 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $256,106 | 0.1% | +54% | — |
New Positions (283)
VANGUARD MUN BD FDS - CORE TAX EXEMPT$3.2M
AMERICAN CENTY ETF TR - AVAN EMER EX ETF$508,494
J P MORGAN EXCHANGE TRADED F - US VALUE FACTR$250,100
$GLDM World Gold Trust$235,084 AMERICAN CENTY ETF TR - AVANTIS INFLATIN$204,465
ISHARES TR - LATN AMER 40 ETF$203,479
BLACKROCK ETF TRUST - ISHA I IN TE ETF$186,524
BLACKROCK ETF TRUST II - ISHA SECU IN ETF$129,437
ISHARES TR - 0-3 MTH TREASURY$114,377
$NGG NATIONAL GRID PLC$103,588
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$88,335 ISHARES TR - MSCI USA MMENTM$84,680
$AZO AUTOZONE INC$79,899 SPDR SERIES TRUST - ST STR SP BIOT$71,055
$ETHA iShares Ethereum Trust ETF$49,998Exited Positions (81)
$CNQ CANADIAN NATURAL RESOURCES Ltd
$TMP TOMPKINS FINANCIAL CORP
$SLV iShares Silver Trust
$VG Venture Global, Inc.
$VIST Vista Energy, S.A.B. de C.V.
$BFLY Butterfly Network, Inc.
$TERN Terns Pharmaceuticals, Inc.
$SEMR SEMrush Holdings, Inc.
$HOLX HOLOGIC INC
$ZEPP Zepp Health Corp VANGUARD BD INDEX FDS
$AL AIR LEASE CORP
$FLNC Fluence Energy, Inc.
$ALVO Alvotech
$CTRA Coterra Energy Inc.Browse Top Institutional Investors
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