Rialto Wealth Management, LLC
CIK: 0002054966SEC EDGAR →
Portfolio Value
$418.1M
Holdings
1,690
As of
Q4 2025
New Positions
101
Closed Positions
98
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 409,387 | $33.8M | 8.08% |
| 2 | VANGUARD INDEX FDS | 37,292 | $23.4M | 5.59% |
| 3 | VANGUARD SCOTTSDALE FDS | 268,609 | $21.4M | 5.12% |
| 4 | ISHARES TR | 236,113 | $21.1M | 5.05% |
| 5 | VANGUARD SCOTTSDALE FDS | 387,799 | $18.3M | 4.37% |
| 6 | VANGUARD SCOTTSDALE FDS | 299,511 | $17.9M | 4.29% |
| 7 | VANGUARD TAX-MANAGED FDS | 275,907 | $17.2M | 4.12% |
| 8 | VANGUARD INSTL INDEX FD | 181,800 | $13.7M | 3.28% |
| 9 | AMERICAN CENTY ETF TR | 115,414 | $10.8M | 2.59% |
| 10 | ISHARES TR | 15,182 | $10.4M | 2.49% |
Quarterly Changes
Top Buys
New Positions (119)
$1.2M · 51K shares
$838K · 47K shares
$248K · 10K shares
$100K · 1K shares
$96K · 1K shares
$85K · 880 shares
$48K · 565 shares
$32K · 512 shares
$32K · 702 shares
$31K · 830 shares
$23K · 193 shares
$20K · 19 shares
$20K · 500 shares
$16K · 600 shares
$16K · 330 shares
$16K · 347 shares
$15K · 26 shares
$14K · 235 shares
$14K · 3K shares
$11K · 119 shares
$11K · 176 shares
$10K · 156 shares
$9K · 59 shares
$9K · 145 shares
$9K · 78 shares
$9K · 180 shares
$8K · 433 shares
$7K · 20 shares
$7K · 150 shares
$5K · 88 shares
$4K · 61 shares
$4K · 1K shares
$4K · 38 shares
$3K · 28 shares
$2K · 63 shares
$2K · 14 shares
$2K · 587 shares
$2K · 55 shares
$2K · 3 shares
$2K · 146 shares
$1K · 22 shares
$1K · 4 shares
$1K · 1 shares
$1K · 99 shares
$1K · 3 shares
$1K · 37 shares
$1K · 211 shares
$1K · 1 shares
$1K · 50 shares
$1K · 66 shares
$1K · 15 shares
$0 · 26 shares
$0 · 2 shares
$0 · 19 shares
$0 · 43 shares
$0 · 3 shares
$0 · 1 shares
$0 · 100 shares
$0 · 22 shares
$0 · 7 shares
$0 · 53 shares
$0 · 43 shares
$0 · 1 shares
$0 · 1 shares
$0 · 1 shares
$0 · 43 shares
$0 · 4 shares
$0 · 57 shares
$0 · 1 shares
$0 · 10 shares
$0 · 30 shares
$0 · 32 shares
$0 · 1 shares
$0 · 31 shares
$0 · 29 shares
$0 · 20 shares
$0 · 2 shares
$0 · 4 shares
$0 · 23 shares
$0 · 3 shares
$0 · 14 shares
$0 · 2 shares
$0 · 18 shares
$0 · 32 shares
$0 · 13 shares
$0 · 40 shares
$0 · 126 shares
$0 · 1 shares
$0 · 7 shares
$0 · 111 shares
$0 · 4 shares
$0 · 16 shares
$0 · 2 shares
$0 · 15 shares
$0 · 8 shares
$0 · 8 shares
$0 · 47 shares
$0 · 15 shares
$0 · 300 shares
$0 · 15 shares
$0 · 28 shares
$0 · 7 shares
$0 · 1 shares
$0 · 2 shares
$0 · 178 shares
$0 · 35 shares
$0 · 3 shares
$0 · 4 shares
$0 · 10 shares
$0 · 5 shares
$0 · 2 shares
$0 · 26 shares
$0 · 1 shares
$0 · 2 shares
$0 · 1 shares
$0 · 7 shares
$0 · 1 shares
$0 · 170 shares
$0 · 8 shares
Closed Positions (134)
$1.6M · 66K shares
$475K · 1K shares
$106K · 491 shares
$100K · 2K shares
$78K · 4K shares
$62K · 750 shares
$37K · 451 shares
$26K · 328 shares
$25K · 924 shares
$17K · 1K shares
$14K · 387 shares
$14K · 108 shares
$12K · 143 shares
$11K · 208 shares
$10K · 1K shares
$6K · 18 shares
$6K · 99 shares
$2K · 231 shares
$2K · 37 shares
$2K · 49 shares
$1K · 358 shares
$1K · 15 shares
$1K · 53 shares
$1K · 403 shares
$1K · 8 shares
$1K · 75 shares
$1K · 30 shares
$1K · 2 shares
$943 · 21 shares
$900 · 9 shares
$867 · 100 shares
$844 · 4 shares
$794 · 210 shares
$789 · 17 shares
$771 · 40 shares
$764 · 148 shares
$739 · 112 shares
$727 · 9 shares
$723 · 305 shares
$711 · 78 shares
$709 · 4 shares
$694 · 381 shares
$657 · 7 shares
$619 · 21 shares
$613 · 23 shares
$608 · 15 shares
$599 · 2 shares
$598 · 67 shares
$570 · 12 shares
$568 · 23 shares
$564 · 157 shares
$559 · 20 shares
$558 · 36 shares
$555 · 47 shares
$548 · 9 shares
$542 · 5 shares
$542 · 84 shares
$535 · 7 shares
$534 · 5 shares
$534 · 112 shares
$532 · 8 shares
$529 · 24 shares
$527 · 12 shares
$517 · 14 shares
$515 · 8 shares
$515 · 129 shares
$515 · 26 shares
$514 · 19 shares
$511 · 7 shares
$509 · 48 shares
$507 · 6 shares
$506 · 133 shares
$501 · 4 shares
$496 · 17 shares
$495 · 59 shares
$494 · 1 shares
$488 · 26 shares
$484 · 8 shares
$482 · 60 shares
$474 · 10 shares
$472 · 20 shares
$472 · 171 shares
$458 · 27 shares
$457 · 140 shares
$449 · 203 shares
$448 · 35 shares
$448 · 16 shares
$429 · 70 shares
$424 · 86 shares
$417 · 42 shares
$407 · 21 shares
$404 · 400 shares
$383 · 24 shares
$379 · 8 shares
$368 · 100 shares
$311 · 6 shares
$310 · 3 shares
$297 · 17 shares
$295 · 4 shares
$251 · 3 shares
$251 · 9 shares
$233 · 3 shares
$229 · 3 shares
$158 · 6 shares
$155 · 3 shares
$138 · 5 shares
$134 · 2 shares
$130 · 3 shares
$128 · 9 shares
$122 · 3 shares
$119 · 3 shares
$114 · 1 shares
$106 · 5 shares
$105 · 20 shares
$101 · 3 shares
$99 · 2 shares
$96 · 8 shares
$90 · 4 shares
$78 · 1 shares
$75 · 1 shares
$65 · 4 shares
$58 · 1 shares
$54 · 1 shares
$53 · 3 shares
$49 · 1 shares
$48 · 1 shares
$44 · 9 shares
$40 · 8 shares
$37 · 1 shares
$25 · 1 shares
$24 · 1 shares
$16 · 1 shares
$13 · 1 shares
$10 · 1 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 456 | $345.1M | 82.7% |
| Unknown | 101 | $30.0M | 7.2% |
| Technology | 214 | $18.7M | 4.5% |
| Healthcare | 152 | $6.6M | 1.6% |
| Industrials | 223 | $6.5M | 1.6% |
| Consumer Cyclical | 167 | $3.2M | 0.8% |
| Communication Services | 53 | $2.5M | 0.6% |
| Real Estate | 64 | $1.4M | 0.3% |
| Consumer Defensive | 65 | $1.3M | 0.3% |
| Energy | 82 | $1.2M | 0.3% |
| Utilities | 55 | $454K | 0.1% |
| Basic Materials | 58 | $251K | 0.1% |