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CIK: 0002054966
Total reported value
$505.3M
$505.3M
521 檔
15.1%
During the Q4 2024 filing period, Rialto Wealth Management, LLC (CIK: 0002054966) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $505.3M across 521 reported positions.
During Q4 2024, Rialto Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 521 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.94% | +0.13% | — | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 6.02% | +0.09% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.30% | -0.13% | — | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 4.14% | -0.08% | — | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.73% | -0.75% | — | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.67% | +0.04% | — | |
| 7 | VONE | Vanguard Russell 1000 | ETF-Other | 3.19% | -0.12% | — | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.78% | +0.27% | — | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.26% | -0.16% | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.97% | -0.15% | — | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.90% | -0.08% | — | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.73% | -0.02% | — | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.63% | -0.05% | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | +0.01% | — | |
| 15 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.51% | -0.05% | — | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.51% | -0.18% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -0.11% | — | |
| 18 | DFIC | Dimensional International Co | ETF-Other | 1.40% | -0.12% | — | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.29% | -0.02% | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.27% | +0.02% | — | |
| 21 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.20% | -0.02% | — | |
| 22 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.14% | +0.09% | — | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.13% | -0.08% | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | +0.04% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.00% | +0.31% | — | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.97% | +0.04% | — | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.96% | -0.01% | — | |
| 28 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.93% | -0.01% | — | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.90% | -0.02% | — | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.87% | — | — | |
| 31 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.85% | -0.07% | — | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.84% | -0.05% | — | |
| 33 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.80% | +0.03% | — | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.76% | -0.01% | — | |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.74% | — | — | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.74% | -0.05% | — | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.71% | -0.07% | — | |
| 38 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.70% | -0.81% | — | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.70% | -0.01% | — | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.61% | -0.04% | — | |
| 41 | HIW | Highwoods Properties Inc | Stock-Real Estate | 0.61% | +0.05% | — | |
| 42 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.61% | -0.66% | — | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.60% | +0.15% | — | |
| 44 | AVTR | Avantor Inc | Stock-Healthcare | 0.59% | — | — | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.58% | — | — | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | -0.04% | — | |
| 47 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.56% | — | — | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.02% | — | |
| 49 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.53% | -0.07% | — | |
| 50 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.52% | — | — |
According to official SEC Form 13F filings, Rialto Wealth Management, LLC reported a total U.S. public equity portfolio value of $505.3M across 521 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SPTM, VEA) accounted for 15.1% of total reported equity market value during Q4 2024.
During Q4 2024, Rialto Wealth Management, LLC's top holdings by market value included VOO (6.9%)、SPTM (6.0%)、VEA (4.3%). The largest single position, VOO, represented 6.9% of total portfolio value.
In Q4 2024, Rialto Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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