§ 13F · FUND PROFILE
Rialto Wealth Management, LLC.
AUM · $505M (13F)Positions · 1934Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 427K | $39M | 7.7% | ±0% |
| 2 | IEFA | ISHARES TR | 273K | $26M | 5.2% | +7% |
| 3 | VOO | VANGUARD INDEX FDS | 38K | $26M | 5.2% | +1% |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | 278K | $22M | 4.4% | −3% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 268K | $19M | 3.8% | −1% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 321K | $19M | 3.7% | −3% |
| 7 | AVDV | AMERICAN CENTY ETF TR | 184K | $19M | 3.7% | +9% |
| 8 | VMBS | VANGUARD SCOTTSDALE FDS | 396K | $19M | 3.7% | −7% |
| 9 | VBIL | VANGUARD INSTL INDEX FD | 217K | $16M | 3.2% | +13% |
| 10 | IVV | ISHARES TR | 18K | $13M | 2.6% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIALTO SIGNAL
AC read
Rialto Wealth Management, LLC is a Other fund managing $505 million in assets. The fund runs a massive portfolio of 1,934 positions.
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