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CIK: 0002054966
Total reported value
$505.3M
$505.3M
1702 檔
19.1%
According to the latest 13F quarterly dataset, Rialto Wealth Management, LLC managed an equity portfolio of $505.3M at the end of Q2 2025, spanning 1702 distinct U.S. exchange-listed positions.
During Q2 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 1702 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 7.62% | +0.09% | +10.87% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.16% | +0.13% | -0.27% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.82% | +0.04% | +9.56% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.41% | -0.13% | +1.74% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.93% | -0.75% | +14.96% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 3.10% | -0.08% | -14.11% | |
| 7 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 3.02% | -0.01% | +26.97% | |
| 8 | VONE | Vanguard Russell 1000 | ETF-Other | 2.79% | -0.12% | -0.97% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.64% | +0.27% | +8.02% | |
| 10 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.18% | -0.16% | -5.02% | |
| 11 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.12% | -0.05% | +19.01% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.68% | -0.08% | -0.36% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.65% | -0.15% | +0.32% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.54% | -0.05% | -5.59% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.11% | +0.75% | |
| 16 | DFIC | Dimensional International Co | ETF-Other | 1.42% | -0.12% | +0.22% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | +0.01% | +0.21% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.38% | -0.18% | +4.77% | |
| 19 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.32% | +0.09% | +10.34% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.19% | -0.66% | +33.24% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.09% | -0.08% | +12.34% | |
| 22 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.05% | -0.02% | -1.68% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.01% | -0.02% | -3.38% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.04% | -2.66% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.89% | +0.31% | +3.59% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.02% | -0.59% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.81% | -0.01% | -1.63% | |
| 28 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.81% | -0.81% | +17.78% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.78% | +0.04% | +0.11% | |
| 30 | DISV | Dimensional International Sm | ETF-Other | 0.78% | -0.11% | +51.51% | |
| 31 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.74% | -0.01% | -1.80% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.74% | — | +0.22% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.74% | -0.05% | +4.79% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.72% | -0.07% | -3.94% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.69% | -0.07% | -3.58% | |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.68% | -0.02% | -0.14% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.68% | -0.05% | -2.44% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.67% | -0.04% | +4.34% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.67% | -0.04% | +9.93% | |
| 40 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.67% | -0.01% | — | |
| 41 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.65% | +0.03% | -2.08% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.62% | -0.01% | +0.08% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.62% | -0.02% | -14.56% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.61% | — | +2.62% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.58% | +0.15% | +19.56% | |
| 46 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.57% | — | -0.24% | |
| 47 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.53% | +0.16% | +16.62% | |
| 48 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.53% | +0.06% | +33.22% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | +0.02% | -0.03% | |
| 50 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.50% | -0.07% | +11.84% |
According to official SEC Form 13F filings, Rialto Wealth Management, LLC reported a total U.S. public equity portfolio value of $505.3M across 1702 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPTM, VOO, IEFA) accounted for 19.1% of total reported equity market value during Q2 2025.
During Q2 2025, Rialto Wealth Management, LLC's top holdings by market value included SPTM (7.6%)、VOO (6.2%)、IEFA (4.8%). The largest single position, SPTM, represented 7.6% of total portfolio value.
In Q2 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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