§ 13F · FUND PROFILE
Rialto Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $388M (13F)Positions · 1705Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$462K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 427K | $34M | 7.6% | +4% |
| 2 | IEFA | ISHARES TR | 255K | $23M | 5.2% | +8% |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 286K | $23M | 5.1% | +7% |
| 4 | VOO | VANGUARD INDEX FDS | 37K | $22M | 5.0% | +1% |
| 5 | VMBS | VANGUARD SCOTTSDALE FDS | 425K | $20M | 4.5% | +10% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 329K | $20M | 4.4% | +10% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 271K | $17M | 3.9% | −2% |
| 8 | AVDV | AMERICAN CENTY ETF TR | 169K | $17M | 3.8% | +46% |
| 9 | VBIL | VANGUARD INSTL INDEX FD | 192K | $15M | 3.3% | +6% |
| 10 | IVV | ISHARES TR | 16K | $10M | 2.3% | +5% |
§ 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 $388 million in assets. The fund runs a massive portfolio of 1,705 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed