Rialto Wealth Management, LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$387.6B
Holdings
1,705
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,705 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPTMSPDR SERIES TRUST | 367,020 | $29.6B | 7.64% | |
| 2 | VOOVANGUARD INDEX FDS | 36,675 | $22.5B | 5.79% | |
| 3 | AQLTISHARES TR | 219,075 | $19.1B | 4.93% | |
| 4 | VCSHVANGUARD SCOTTSDALE FDS | 236,980 | $18.9B | 4.89% | |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 278,836 | $16.7B | 4.31% | |
| 6 | VGITVANGUARD SCOTTSDALE FDS | 269,089 | $16.2B | 4.17% | |
| 7 | VBILVANGUARD INSTL INDEX FD | 190,127 | $14.4B | 3.71% | |
| 8 | VMBSVANGUARD SCOTTSDALE FDS | 246,926 | $11.6B | 2.99% | |
| 9 | IVVISHARES TR | 14,715 | $9.8B | 2.54% | |
| 10 | VONEVANGUARD SCOTTSDALE FDS | 32,455 | $9.8B | 2.53% | |
| 11 | AVDVAMERICAN CENTY ETF TR | 103,153 | $9.2B | 2.37% | |
| 12 | SCHCSCHWAB STRATEGIC TR | 164,820 | $7.5B | 1.94% | |
| 13 | VBVANGUARD INDEX FDS | 24,070 | $6.1B | 1.58% | |
| 14 | VOVANGUARD INDEX FDS | 20,554 | $6.0B | 1.56% | |
| 15 | SCHFSCHWAB STRATEGIC TR | 245,608 | $5.7B | 1.48% | |
| 16 | MSFTMICROSOFT CORP | 10,691 | $5.5B | 1.43% | |
| 17 | DFICDIMENSIONAL ETF TRUST | 164,613 | $5.4B | 1.39% | |
| 18 | SPYSPDR S&P 500 ETF TR | 8,037 | $5.4B | 1.38% | |
| 19 | USRTISHARES TR | 88,898 | $5.2B | 1.35% | |
| 20 | VCITVANGUARD SCOTTSDALE FDS | 59,459 | $5.0B | 1.29% | |
| 21 | AVUVAMERICAN CENTY ETF TR | 45,825 | $4.6B | 1.18% | |
| 22 | AVMVAMERICAN CENTY ETF TR | 62,929 | $4.3B | 1.12% | |
| 23 | NVDANVIDIA CORPORATION | 22,884 | $4.3B | 1.10% | |
| 24 | AAPLAPPLE INC | 15,115 | $3.8B | 0.99% | |
| 25 | VONVVANGUARD SCOTTSDALE FDS | 40,566 | $3.6B | 0.94% | |
| 26 | BNDVANGUARD BD INDEX FDS | 47,180 | $3.5B | 0.91% | |
| 27 | VBRVANGUARD INDEX FDS | 16,449 | $3.4B | 0.89% | |
| 28 | DISVDIMENSIONAL ETF TRUST | 95,519 | $3.4B | 0.88% | |
| 29 | VTIVANGUARD INDEX FDS | 9,863 | $3.2B | 0.84% | |
| 30 | SCHBSCHWAB STRATEGIC TR | 119,814 | $3.1B | 0.79% | |
| 31 | SPHYSPDR SERIES TRUST | 127,801 | $3.1B | 0.79% | |
| 32 | IJRISHARES TR | 22,362 | $2.7B | 0.69% | |
| 33 | EFAISHARES TR | 28,348 | $2.6B | 0.68% | |
| 34 | VNQVANGUARD INDEX FDS | 28,926 | $2.6B | 0.68% | |
| 35 | SCZISHARES TR | 32,892 | $2.5B | 0.65% | |
| 36 | IWVISHARES TR | 6,559 | $2.5B | 0.64% | |
| 37 | IEMGISHARES INC | 37,618 | $2.5B | 0.64% | |
| 38 | VTWOVANGUARD SCOTTSDALE FDS | 24,729 | $2.4B | 0.62% | |
| 39 | VWOVANGUARD INTL EQUITY INDEX F | 44,319 | $2.4B | 0.62% | |
| 40 | SCHXSCHWAB STRATEGIC TR | 90,130 | $2.4B | 0.61% | |
| 41 | IJHISHARES TR | 32,420 | $2.1B | 0.55% | |
| 42 | VTEBVANGUARD MUN BD FDS | 42,007 | $2.1B | 0.54% | |
| 43 | SPYGSPDR SERIES TRUST | 19,025 | $2.0B | 0.51% | |
| 44 | DFEMDIMENSIONAL ETF TRUST | 61,003 | $2.0B | 0.50% | |
| 45 | SCHOSCHWAB STRATEGIC TR | 77,526 | $1.9B | 0.49% | |
| 46 | DFUVDIMENSIONAL ETF TRUST | 40,418 | $1.8B | 0.47% | |
| 47 | VGMSVANGUARD MALVERN FDS | 33,241 | $1.7B | 0.44% | |
| 48 | IVEISHARES TR | 8,097 | $1.7B | 0.43% | |
| 49 | SPIBSPDR SERIES TRUST | 47,863 | $1.6B | 0.42% | |
| 50 | AVEMAMERICAN CENTY ETF TR | 21,015 | $1.6B | 0.41% | |
| 51 | IBHFISHARES TR | 66,481 | $1.6B | 0.40% | |
| 52 | ICEINTERCONTINENTAL EXCHANGE IN | 9,149 | $1.5B | 0.40% | |
| 53 | HIWHIGHWOODS PPTYS INC | 47,431 | $1.5B | 0.39% | |
| 54 | AVDEAMERICAN CENTY ETF TR | 18,793 | $1.5B | 0.38% | |
| 55 | SCHESCHWAB STRATEGIC TR | 43,608 | $1.5B | 0.38% | |
| 56 | ANAUTONATION INC | 6,633 | $1.5B | 0.37% | |
| 57 | DFACDIMENSIONAL ETF TRUST | 34,035 | $1.3B | 0.34% | |
| 58 | JBIJANUS INTERNATIONAL GROUP IN | 129,557 | $1.3B | 0.33% | |
| 59 | FALNISHARES TR | 45,571 | $1.3B | 0.33% | |
| 60 | SYKSTRYKER CORPORATION | 3,362 | $1.2B | 0.32% | |
| 61 | NDQINVESCO QQQ TR | 2,016 | $1.2B | 0.31% | |
| 62 | RTXRTX CORPORATION | 7,145 | $1.2B | 0.31% | |
| 63 | HYGISHARES TR | 14,171 | $1.2B | 0.30% | |
| 64 | SCHZSCHWAB STRATEGIC TR | 48,374 | $1.1B | 0.29% | |
| 65 | SHYLDBX ETF TR | 24,633 | $1.1B | 0.29% | |
| 66 | AVTRAVANTOR INC | 84,426 | $1.1B | 0.27% | |
| 67 | SCHMSCHWAB STRATEGIC TR | 34,255 | $1.0B | 0.26% | |
| 68 | SHOPSHOPIFY INC | 6,540 | $971.9M | 0.25% | |
| 69 | BINCBLACKROCK ETF TRUST II | 18,168 | $967.3M | 0.25% | |
| 70 | VSDMVANGUARD MUN BD FDS | 12,551 | $962.7M | 0.25% | |
| 71 | BILSPDR SERIES TRUST | 9,936 | $911.6M | 0.24% | |
| 72 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,471 | $876.8M | 0.23% | |
| 73 | JNKSPDR SERIES TRUST | 8,737 | $856.1M | 0.22% | |
| 74 | EFVISHARES TR | 12,487 | $847.0M | 0.22% | |
| 75 | AMGNAMGEN INC | 2,967 | $837.3M | 0.22% | |
| 76 | MDYVSPDR SERIES TRUST | 9,940 | $829.1M | 0.21% | |
| 77 | VUGVANGUARD INDEX FDS | 1,725 | $827.3M | 0.21% | |
| 78 | IWMISHARES TR | 3,291 | $796.3M | 0.21% | |
| 79 | METAMETA PLATFORMS INC | 1,051 | $772.1M | 0.20% | |
| 80 | IWNISHARES TR | 3,653 | $645.9M | 0.17% | |
| 81 | DFAUDIMENSIONAL ETF TRUST | 14,014 | $641.3M | 0.17% | |
| 82 | IWDISHARES TR | 3,136 | $638.5M | 0.16% | |
| 83 | JPSTJ P MORGAN EXCHANGE TRADED F | 12,571 | $637.7M | 0.16% | |
| 84 | MUBISHARES TR | 5,884 | $626.6M | 0.16% | |
| 85 | AGGISHARES TR | 6,248 | $626.4M | 0.16% | |
| 86 | SLQDISHARES TR | 11,601 | $589.7M | 0.15% | |
| 87 | DFAIDIMENSIONAL ETF TRUST | 16,071 | $584.2M | 0.15% | |
| 88 | CARRCARRIER GLOBAL CORPORATION | 9,743 | $581.7M | 0.15% | |
| 89 | SUBISHARES TR | 5,126 | $547.4M | 0.14% | |
| 90 | GOOGLALPHABET INC | 2,226 | $541.1M | 0.14% | |
| 91 | VOEVANGUARD INDEX FDS | 3,088 | $539.1M | 0.14% | |
| 92 | SLYVSPDR SERIES TRUST | 6,052 | $536.5M | 0.14% | |
| 93 | IBHGISHARES TR | 23,377 | $525.7M | 0.14% | |
| 94 | SCHASCHWAB STRATEGIC TR | 18,321 | $511.2M | 0.13% | |
| 95 | DFISDIMENSIONAL ETF TRUST | 15,067 | $476.6M | 0.12% | |
| 96 | BRK/BBERKSHIRE HATHAWAY INC DEL | 925 | $465.0M | 0.12% | |
| 97 | JNJJOHNSON & JOHNSON | 2,431 | $450.8M | 0.12% | |
| 98 | IWFISHARES TR | 955 | $447.3M | 0.12% | |
| 99 | VVVANGUARD INDEX FDS | 1,408 | $433.5M | 0.11% | |
| 100 | MRKMERCK & CO INC | 5,136 | $431.1M | 0.11% |
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