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CIK: 0002054966
Total reported value
$505.3M
$505.3M
1730 檔
24.1%
As reported in its official Q1 2026 Form 13F filing, Rialto Wealth Management, LLC's tracked investment portfolio stood at $505.3M with 1730 total positions.
In Q1 2026, Rialto Wealth Management, LLC displayed an active expansion posture, initiating 10 new positions and adding to 111 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1730 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 7.58% | +0.09% | +4.25% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.18% | +0.04% | +7.89% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.10% | -0.75% | +6.62% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.03% | +0.13% | +0.51% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.48% | -0.81% | +9.53% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.40% | -0.66% | +9.89% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.90% | -0.13% | -1.86% | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.79% | -0.05% | +46.25% | |
| 9 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 3.26% | -0.01% | +5.58% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.34% | +0.27% | +5.05% | |
| 11 | VONE | Vanguard Russell 1000 | ETF-Other | 2.11% | -0.12% | -1.28% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.68% | +0.04% | +30.96% | |
| 13 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 1.64% | +0.01% | +35.15% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.49% | -0.05% | -0.61% | |
| 15 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.44% | +0.09% | +9.90% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.37% | -0.15% | -2.60% | |
| 17 | DFIC | Dimensional International Co | ETF-Other | 1.37% | -0.12% | -0.55% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.30% | +0.31% | +98.32% | |
| 19 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.29% | -0.16% | -23.88% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.16% | -0.08% | -11.91% | |
| 21 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.14% | +0.06% | +37.01% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | +0.01% | +0.06% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.03% | +0.02% | +0.68% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | +0.04% | +14.11% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.02% | -0.18% | -2.18% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | -0.11% | +3.21% | |
| 27 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.85% | -0.02% | +0.10% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.81% | -0.02% | -4.77% | |
| 29 | VGMS | Vanguard Multi-sector | ETF-Other | 0.78% | +0.09% | +31.94% | |
| 30 | AN | Autonation Inc | Stock-Consumer Disc | 0.72% | -0.11% | +148.86% | |
| 31 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.68% | -0.07% | +139.02% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.68% | -0.01% | -0.22% | |
| 33 | DISV | Dimensional International Sm | ETF-Other | 0.66% | -0.11% | -28.36% | |
| 34 | VSDM | Vanguard Short Tax-ex Bond | ETF-Other | 0.63% | +0.30% | +21.19% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.63% | -0.04% | -1.85% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.62% | +0.04% | — | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.62% | -0.04% | -0.61% | |
| 38 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.61% | +0.16% | +25.03% | |
| 39 | MUNY | Vanguard Ny Tax-ex Bond | ETF-Other | 0.59% | +0.28% | +258.95% | |
| 40 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 0.56% | -0.06% | +108.28% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.54% | -0.05% | -7.88% | |
| 42 | SHYM | Ishares Short Duration High | ETF-Other | 0.54% | +0.18% | +216.78% | |
| 43 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.53% | — | +17.02% | |
| 44 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.53% | +0.02% | +8.88% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.52% | -0.01% | -2.49% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | -0.05% | -7.13% | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.49% | -0.01% | -0.07% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | — | — | |
| 49 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.49% | +0.03% | -6.40% | |
| 50 | AVDE | Avantis International Equity | ETF-Other | 0.45% | -0.03% | +17.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVDV | Avantis Intl S/c Value ETF | +1.2% | +46.25% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +98.32% | Add |
| 3 | AVUV | Avantis US Small Cap Value | +0.4% | +30.96% | Add |
| 4 | MUNY | Vanguard Ny Tax-ex Bond | +0.4% | +258.95% | Add |
| 5 | AVMV | Avantis US Mid Cap Val ETF | +0.4% | +35.15% | Add |
| 6 | AN | Autonation Inc | +0.4% | +148.86% | Add |
| 7 | SCHO | Schwab Short-term US Treas | +0.4% | +139.02% | Add |
| 8 | SHYM | Ishares Short Duration High | +0.4% | +216.78% | Add |
| 9 | IBHH | Ishares Ibonds 2028 Tm Hy In | +0.3% | +108.28% | Add |
| 10 | SPHY | Ss Spdr P High Yield ETF | +0.2% | +37.01% | Add |
| 11 | DFAU | Dimensional US Core Equity M | +0.2% | +134.72% | Add |
| 12 | VGMS | Vanguard Multi-sector | +0.1% | +31.94% | Add |
| 13 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +7.89% | Add |
| 14 | DFAT | Dimensional US Target Value | +0.1% | +151.43% | Add |
| 15 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +9.53% | Add |
| 16 | VGIT | Vanguard Intermediate-term T | +0.1% | +9.89% | Add |
| 17 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +25.03% | Add |
| 18 | USRT | Ishares Core US Reit ETF | +0.1% | +9.90% | Add |
| 19 | VSDM | Vanguard Short Tax-ex Bond | +0.1% | +21.19% | Add |
| 20 | GEV | GE Vernova Inc | +0.1% | +43.35% | Add |
| 21 | AVDE | Avantis International Equity | +0.1% | +17.13% | Add |
| 22 | XLK | Ss Technology Select Sector | +0.1% | +101.42% | Add |
| 23 | MBB | Ishares Mbs ETF | +0.1% | +115.35% | Add |
| 24 | DFAC | Dimensional US Core Equity 2 | 0% | +17.02% | Add |
| 25 | AVEM | Avantis Emerging Markets Eq | 0% | +8.88% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +53.82% | Add |
| 27 | MU | Micron Technology Inc | 0% | +30.73% | Add |
| 28 | DFAI | Dimensional International Co | 0% | +27.83% | Add |
| 29 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +19.28% | Add |
| 30 | LNG | Cheniere Energy Inc | 0% | +1.19% | Add |
| 31 | DTM | Dt Midstream Inc | 0% | +3854.55% | Add |
| 32 | JNJ | Johnson & Johnson | 0% | +3.00% | Add |
| 33 | XOM | Exxon Mobil CORP | 0% | +7.46% | Add |
| 34 | MUB | Ishares National Muni Bond E | 0% | +21.09% | Add |
| 35 | BKH | Black Hills CORP | 0% | +70650.00% | Add |
| 36 | PLTR | Palantir Technologies Inc-a | 0% | +115.77% | Add |
| 37 | LRCX | Lam Research CORP | 0% | +8.06% | Add |
| 38 | TLN | Talen Energy CORP | 0% | +2766.67% | Add |
| 39 | TER | Teradyne Inc | 0% | +0.41% | Add |
| 40 | AMAT | Applied Materials Inc | 0% | +13.79% | Add |
| 41 | RXO | Rxo Inc | 0% | — | Unchanged |
| 42 | BND | Vanguard Total Bond Market | 0% | +9.72% | Add |
| 43 | MRK | Merck & Co. Inc. | 0% | +0.91% | Add |
| 44 | DFAS | Dimensional US Small Cap ETF | 0% | +128.00% | Add |
| 45 | MDYV | Ss Spdr S&p 400 Mc Val ETF | 0% | +8.76% | Add |
| 46 | DFUS | Dimensional US Eq Mkt ETF | 0% | +101.74% | Add |
| 47 | GS | Goldman Sachs Group Inc | 0% | +69.05% | Add |
| 48 | AGX | Argan Inc | 0% | +2220.00% | Add |
| 49 | GOOG | Alphabet Inc-cl C | 0% | +36.11% | Add |
| 50 | WMB | Williams Cos Inc | 0% | +0.89% | Add |
According to official SEC Form 13F filings, Rialto Wealth Management, LLC reported a total U.S. public equity portfolio value of $505.3M across 1730 disclosed positions in Q1 2026.
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, IEFA, VCSH) accounted for 24.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
EIS
市值: $78.4K
Top Position Liquidated / Trimmed
VOT
前期市值: $106.9K
During Q1 2026, Rialto Wealth Management, LLC's top holdings by market value included SPTM (7.6%)、IEFA (5.2%)、VCSH (5.1%). The largest single position, SPTM, represented 7.6% of total portfolio value.
In Q1 2026, Rialto Wealth Management, LLC made 185 total portfolio adjustments, initiating 10 new buys, adding to 111 positions, trimming 57 holdings, and fully liquidating 7 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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