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CIK: 0002054966
Total reported value
$505.3M
$505.3M
1705 檔
21.1%
In Q3 2025, Rialto Wealth Management, LLC's U.S. equity holdings reached a combined market value of $505.3M, distributed across 1705 disclosed stock positions.
In Q3 2025, Rialto Wealth Management, LLC displayed an active expansion posture, initiating 2 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1705 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 7.64% | +0.09% | +0.81% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.79% | +0.13% | -5.53% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.93% | +0.04% | +5.96% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.89% | -0.75% | +34.06% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.31% | -0.13% | +0.66% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.17% | -0.66% | +278.07% | |
| 7 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 3.71% | -0.01% | +32.83% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.99% | -0.81% | +296.32% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.54% | +0.27% | -3.17% | |
| 10 | VONE | Vanguard Russell 1000 | ETF-Other | 2.53% | -0.12% | -8.67% | |
| 11 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.37% | -0.05% | +7.87% | |
| 12 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.94% | -0.16% | -10.22% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.58% | -0.15% | -3.40% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.56% | -0.08% | -4.52% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.48% | -0.05% | -1.28% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.11% | +0.13% | |
| 17 | DFIC | Dimensional International Co | ETF-Other | 1.39% | -0.12% | +1.01% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.38% | +0.01% | +0.01% | |
| 19 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.35% | +0.09% | +6.70% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.29% | -0.18% | -0.04% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.18% | +0.04% | +152.90% | |
| 22 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 1.12% | +0.01% | +185.48% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | +0.04% | +0.36% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.99% | +0.02% | -2.54% | |
| 25 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.94% | -0.02% | -7.80% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.91% | -0.08% | -68.65% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.89% | -0.02% | -11.65% | |
| 28 | DISV | Dimensional International Sm | ETF-Other | 0.88% | -0.11% | +13.12% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | +0.31% | -6.02% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.79% | -0.01% | -1.29% | |
| 31 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.79% | +0.06% | +60.01% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.69% | +0.04% | -12.80% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.68% | -0.04% | +5.47% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.68% | -0.05% | -2.40% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.65% | -0.07% | -2.57% | |
| 36 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.64% | -0.01% | -3.36% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | -0.04% | -5.99% | |
| 38 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.62% | +0.03% | -7.06% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | -0.05% | -9.88% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.61% | -0.01% | -0.59% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.55% | — | -24.17% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.54% | +0.15% | -0.72% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | +0.02% | +0.39% | |
| 44 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.50% | +0.16% | -4.91% | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.49% | -0.07% | -26.32% | |
| 46 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.47% | — | -0.19% | |
| 47 | VGMS | Vanguard Multi-sector | ETF-Other | 0.44% | +0.09% | — | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.43% | -0.02% | -0.37% | |
| 49 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.42% | -0.01% | -0.52% | |
| 50 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.41% | +0.02% | +7.45% |
According to official SEC Form 13F filings, Rialto Wealth Management, LLC reported a total U.S. public equity portfolio value of $505.3M across 1705 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPTM, VOO, IEFA) accounted for 21.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
VGMS
市值: $1.7M
Top Position Liquidated / Trimmed
VOO
前期市值: $20.0M
During Q3 2025, Rialto Wealth Management, LLC's top holdings by market value included SPTM (7.6%)、VOO (5.8%)、IEFA (4.9%). The largest single position, SPTM, represented 7.6% of total portfolio value.
In Q3 2025, Rialto Wealth Management, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 27 positions, trimming 21 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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