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CIK: 0002054966
Total reported value
$505.3M
$505.3M
1690 檔
23.3%
According to the latest 13F quarterly dataset, Rialto Wealth Management, LLC managed an equity portfolio of $505.3M at the end of Q4 2025, spanning 1690 distinct U.S. exchange-listed positions.
In Q4 2025, Rialto Wealth Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1690 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 8.08% | +0.09% | +11.54% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.59% | +0.13% | +1.68% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.12% | -0.75% | +13.35% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.05% | +0.04% | +7.78% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.37% | -0.81% | +57.05% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.29% | -0.66% | +11.31% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.12% | -0.13% | -1.05% | |
| 8 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 3.28% | -0.01% | -4.38% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.59% | -0.05% | +11.89% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.49% | +0.27% | +3.17% | |
| 11 | VONE | Vanguard Russell 1000 | ETF-Other | 2.38% | -0.12% | -0.70% | |
| 12 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.76% | -0.16% | -1.94% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.55% | -0.05% | +9.52% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.48% | -0.15% | -0.36% | |
| 15 | DFIC | Dimensional International Co | ETF-Other | 1.42% | -0.12% | +4.51% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.41% | -0.08% | -0.84% | |
| 17 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.34% | +0.09% | +10.82% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | +0.01% | -3.33% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.26% | +0.04% | +12.66% | |
| 20 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 1.24% | +0.01% | +16.00% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | -0.11% | +0.46% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.17% | +0.02% | +19.04% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.13% | -0.18% | -5.34% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | +0.04% | +0.88% | |
| 25 | DISV | Dimensional International Sm | ETF-Other | 0.94% | -0.11% | +8.41% | |
| 26 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.90% | +0.06% | +24.75% | |
| 27 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.89% | -0.02% | -0.46% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.89% | -0.02% | +6.37% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.76% | -0.01% | +0.78% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | +0.31% | -7.77% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.66% | -0.04% | +1.10% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.66% | -0.04% | +8.37% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | +0.04% | — | |
| 34 | VGMS | Vanguard Multi-sector | ETF-Other | 0.64% | +0.09% | +56.21% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.63% | -0.05% | +2.40% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.61% | -0.07% | -0.59% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.60% | -0.01% | +3.22% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.58% | -0.05% | +0.98% | |
| 39 | VSDM | Vanguard Short Tax-ex Bond | ETF-Other | 0.55% | +0.30% | +140.61% | |
| 40 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.55% | +0.03% | -6.71% | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.54% | -0.01% | -10.49% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.51% | — | -1.00% | |
| 43 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.50% | +0.16% | +2.85% | |
| 44 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.49% | +0.02% | +27.40% | |
| 45 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.49% | — | +52.38% | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.02% | -1.65% | |
| 47 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.45% | — | +0.01% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | -0.02% | -2.03% | |
| 49 | AVDE | Avantis International Equity | ETF-Other | 0.39% | -0.03% | +6.34% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.38% | +0.15% | -24.15% |
According to official SEC Form 13F filings, Rialto Wealth Management, LLC reported a total U.S. public equity portfolio value of $505.3M across 1690 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPTM, VOO, VCSH) accounted for 23.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBHH
市值: $1.2M
Top Position Liquidated / Trimmed
IBHF
前期市值: $1.6M
During Q4 2025, Rialto Wealth Management, LLC's top holdings by market value included SPTM (8.1%)、VOO (5.6%)、VCSH (5.1%). The largest single position, SPTM, represented 8.1% of total portfolio value.
In Q4 2025, Rialto Wealth Management, LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 34 positions, trimming 11 holdings, and fully liquidating 1 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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