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CIK: 0002054966
Total reported value
$505.3M
$505.3M
994 檔
16.5%
At the close of Q1 2025, Rialto Wealth Management, LLC disclosed equity holdings valued at approximately $505.3M, spread across 994 reported holdings.
During Q1 2025, 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 994 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 7.01% | +0.09% | +28.70% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.28% | +0.13% | -0.18% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.48% | +0.04% | +19.30% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.34% | -0.13% | +0.00% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 4.04% | -0.08% | +0.41% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.81% | -0.75% | +6.25% | |
| 7 | VONE | Vanguard Russell 1000 | ETF-Other | 2.86% | -0.12% | -0.86% | |
| 8 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 2.67% | -0.01% | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.48% | +0.27% | -1.75% | |
| 10 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.18% | -0.16% | -2.83% | |
| 11 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.76% | -0.05% | +14.13% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.75% | -0.08% | -0.98% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.73% | -0.15% | -0.01% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.64% | -0.05% | -0.99% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.46% | -0.18% | -0.18% | |
| 16 | DFIC | Dimensional International Co | ETF-Other | 1.42% | -0.12% | -0.89% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.41% | +0.01% | — | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.37% | +0.09% | +25.74% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.25% | -0.11% | +1.52% | |
| 20 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.16% | -0.02% | -0.14% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.13% | -0.02% | -1.90% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.02% | +1.55% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.08% | -0.08% | -1.42% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.00% | -0.66% | +67.54% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | +0.31% | -2.70% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.84% | +0.04% | — | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.84% | -0.07% | +2.27% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.83% | -0.01% | -3.56% | |
| 29 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.82% | -0.01% | -3.01% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.81% | -0.02% | -5.54% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.80% | -0.05% | -0.80% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | +0.04% | +1.72% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | — | +0.59% | |
| 34 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.77% | -0.81% | +13.55% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.77% | -0.02% | -53.54% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.72% | -0.05% | -0.87% | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.70% | -0.07% | -0.70% | |
| 38 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.69% | +0.03% | — | |
| 39 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.68% | -0.01% | -1.99% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.67% | — | +17.55% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.66% | -0.04% | +4.74% | |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.63% | — | -0.06% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.63% | -0.01% | -0.25% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | -0.04% | +8.64% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.55% | +0.15% | -2.69% | |
| 46 | HIW | Highwoods Properties Inc | Stock-Real Estate | 0.53% | +0.05% | -5.38% | |
| 47 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.52% | — | -1.93% | |
| 48 | DISV | Dimensional International Sm | ETF-Other | 0.51% | -0.11% | +260.20% | |
| 49 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.49% | -0.07% | -1.64% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.49% | -0.02% | +0.67% |
According to official SEC Form 13F filings, Rialto Wealth Management, LLC reported a total U.S. public equity portfolio value of $505.3M across 994 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPTM, VOO, IEFA) accounted for 16.5% of total reported equity market value during Q1 2025.
During Q1 2025, Rialto Wealth Management, LLC's top holdings by market value included SPTM (7.0%)、VOO (6.3%)、IEFA (4.5%). The largest single position, SPTM, represented 7.0% of total portfolio value.
In Q1 2025, 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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