Rialto Wealth Management, LLC Top Holdings and 13F Report (2026)

About Rialto Wealth Management, LLC

Investment Activity

Rialto Wealth Management, LLC has $445.28 million in total holdings as of March 31, 2026.
Rialto Wealth Management, LLC owns shares of 1,730 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
Approximately 9.39% of the portfolio was purchased this quarter.
About 2.49% of the portfolio was sold this quarter.
This quarter, Rialto Wealth Management, LLC has purchased 1,690 new stocks and bought additional shares in 968 stocks.
Rialto Wealth Management, LLC sold shares of 242 stocks and completely divested from 92 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 1500 Composite Stock Market ETF: $33,740,301
iShares Core MSCI EAFE ETF: $23,062,430
Vanguard Short-Term Corporate Bond ETF: $22,703,097
Vanguard S&P 500 ETF: $22,398,077
Vanguard Mortgage-Backed Securities ETF: $19,942,436

Largest New Holdings this Quarter

464286632 - iShares MSCI Israel ETF: $78,444 Holding
337738108 - FISERV INC: $43,301 Holding
92206C847 - Vanguard Long-Term Treasury ETF: $36,922 Holding
464288620 - iShares Broad USD Investment Grade Corporate Bond ETF: $28,997 Holding
G0593M107 - AstraZeneca: $24,653 Holding

Largest Purchases this Quarter

Avantis International Small Cap Value ETF: 53,379 shares (about $5.33M)
Vanguard Total Stock Market ETF: 8,944 shares (about $2.87M)
AutoNation: 9,874 shares (about $1.93M)
AMERICAN CENTY ETF TR: 25,658 shares (about $1.90M)
VANGUARD NY TAX FREE FDS: 18,489 shares (about $1.89M)

Largest Sales this Quarter

Schwab International Small-Cap Equity ETF: 38,588 shares (about $1.80M)
Dimensional International Small Cap Value ETF: 29,370 shares (about $1.16M)
SPDR Portfolio Intermediate Term Corporate Bond ETF: 27,877 shares (about $935.00K)
Vanguard Mid-Cap ETF: 2,428 shares (about $697.27K)
iShares MSCI EAFE Small-Cap ETF: 8,510 shares (about $667.27K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$33,740,301	$1,374,143 â–²	4.2%	426,768	7.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$23,062,430	$1,687,117 â–²	7.9%	254,749	5.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$22,703,097	$1,410,452 â–²	6.6%	286,402	5.1%	ETF
VOO Vanguard S&P 500 ETF	$22,398,077	$114,133 â–²	0.5%	37,483	5.0%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$19,942,436	$1,735,272 â–²	9.5%	424,759	4.5%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$19,600,287	$1,764,407 â–²	9.9%	329,140	4.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$17,351,711	$328,410 â–¼	-1.9%	270,782	3.9%	ETF
AVDV Avantis International Small Cap Value ETF	$16,855,669	$5,330,427 â–²	46.3%	168,793	3.8%	ETF
VANGUARD INSTL INDEX FD	$14,520,035	$766,864 â–²	5.6%	191,937	3.3%	0-3 MO TREAS BIL
IVV iShares Core S&P 500 ETF	$10,418,047	$501,012 â–²	5.1%	15,949	2.3%	ETF
VONE Vanguard Russell 1000 ETF	$9,389,243	$121,885 â–¼	-1.3%	31,815	2.1%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$7,469,283	$1,765,965 â–²	31.0%	67,614	1.7%	ETF
AMERICAN CENTY ETF TR	$7,318,143	$1,903,308 â–²	35.1%	98,654	1.6%	AVANTIS US MID C
SCHF Schwab International Equity ETF	$6,617,136	$40,442 â–¼	-0.6%	267,359	1.5%	ETF
USRT iShares Core U.S. REIT ETF	$6,408,755	$577,282 â–²	9.9%	108,274	1.4%	ETF
VB Vanguard Small-Cap ETF	$6,118,190	$163,438 â–¼	-2.6%	23,359	1.4%	ETF
DFIC Dimensional International Core Equity 2 ETF	$6,078,899	$33,434 â–¼	-0.5%	171,092	1.4%	ETF
VTI Vanguard Total Stock Market ETF	$5,787,824	$2,869,370 â–²	98.3%	18,041	1.3%	ETF
SCHC Schwab International Small-Cap Equity ETF	$5,750,312	$1,803,598 â–¼	-23.9%	123,028	1.3%	ETF
VO Vanguard Mid-Cap ETF	$5,156,030	$697,273 â–¼	-11.9%	17,954	1.2%	ETF
SPHY SPDR Portfolio High Yield Bond ETF	$5,094,068	$1,376,113 â–²	37.0%	218,442	1.1%	ETF
SPY SPDR S&P 500 ETF Trust	$5,055,771	$3,252 â–²	0.1%	7,774	1.1%	Finance
AAPL Apple	$4,597,314	$30,962 â–²	0.7%	18,115	1.0%	Computer and Technology
NVDA NVIDIA	$4,594,185	$568,191 â–²	14.1%	26,343	1.0%	Computer and Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$4,555,894	$101,369 â–¼	-2.2%	55,056	1.0%	ETF
MSFT Microsoft	$4,103,254	$127,706 â–²	3.2%	11,085	0.9%	Computer and Technology
VONV Vanguard Russell 1000 Value ETF	$3,788,971	$3,937 â–²	0.1%	40,420	0.9%	ETF
VBR Vanguard Small-Cap Value ETF	$3,619,820	$181,404 â–¼	-4.8%	16,662	0.8%	ETF
VANGUARD MALVERN FDS	$3,494,342	$845,954 â–²	31.9%	68,511	0.8%	MULTI SECTOR
AN AutoNation	$3,223,157	$1,927,997 â–²	148.9%	16,507	0.7%	Retail/Wholesale
SCHO Schwab Short-Term U.S. Treasury ETF	$3,026,275	$1,760,158 â–²	139.0%	124,692	0.7%	ETF
SCHB Schwab US Broad Market ETF	$3,024,058	$6,777 â–¼	-0.2%	120,480	0.7%	ETF
DISV Dimensional International Small Cap Value ETF	$2,925,663	$1,158,354 â–¼	-28.4%	74,180	0.7%	ETF
VANGUARD MUN BD FDS	$2,792,062	$488,180 â–²	21.2%	36,598	0.6%	SHORT TAX EXEMPT
IEMG iShares Core MSCI Emerging Markets ETF	$2,790,988	$52,592 â–¼	-1.8%	40,014	0.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,779,821		0.0%	22,362	0.6%	ETF
EFA iShares MSCI EAFE ETF	$2,766,943	$16,901 â–¼	-0.6%	28,487	0.6%	Finance
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$2,710,135	$542,504 â–²	25.0%	78,441	0.6%	ETF
VANGUARD NY TAX FREE FDS	$2,625,692	$1,894,199 â–²	258.9%	25,629	0.6%	TAX EXEMPT BD
IBHH iShares iBonds 2028 Term High Yield and Income ETF	$2,509,788	$1,304,791 â–²	108.3%	106,936	0.6%	ETF
VNQ Vanguard Real Estate ETF	$2,420,180	$207,115 â–¼	-7.9%	27,285	0.5%	ETF
HYMU iShares High Yield Muni Income Active ETF	$2,414,626	$1,652,381 â–²	216.8%	109,656	0.5%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$2,358,297	$342,940 â–²	17.0%	60,687	0.5%	ETF
AVEM Avantis Emerging Markets Equity ETF	$2,348,988	$191,539 â–²	8.9%	29,151	0.5%	ETF
SCHX Schwab US Large-Cap ETF	$2,326,010	$59,305 â–¼	-2.5%	90,718	0.5%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$2,246,318	$172,528 â–¼	-7.1%	41,560	0.5%	ETF
IWV iShares Russell 3000 ETF	$2,174,780	$1,483 â–¼	-0.1%	5,867	0.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$2,167,376		0.0%	32,095	0.5%	ETF
VTWO Vanguard Russell 2000 ETF	$2,162,971	$147,951 â–¼	-6.4%	21,593	0.5%	ETF
AVDE Avantis International Equity ETF	$1,985,935	$290,492 â–²	17.1%	23,408	0.4%	ETF
DFUV Dimensional US Marketwide Value ETF	$1,959,028	$194 â–²	0.0%	40,426	0.4%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$1,896,582	$667,269 â–¼	-26.0%	24,188	0.4%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,811,531	$20,561 â–¼	-1.1%	18,502	0.4%	ETF
IVE iShares S&P 500 Value ETF	$1,665,974	$9,079 â–¼	-0.5%	7,890	0.4%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$1,611,697	$22,051 â–²	1.4%	32,305	0.4%	ETF
SCHE Schwab Emerging Markets Equity ETF	$1,592,639	$8,435 â–²	0.5%	48,335	0.4%	ETF
DFAU Dimensional US Core Equity Market ETF	$1,484,133	$851,821 â–²	134.7%	32,893	0.3%	ETF
ICE Intercontinental Exchange	$1,450,908	$12,582 â–²	0.9%	9,225	0.3%	Finance
RTX RTX	$1,371,327	$7,716 â–¼	-0.6%	7,109	0.3%	Aerospace
SCHZ Schwab U.S. Aggregate Bond ETF	$1,184,499	$199,506 â–¼	-14.4%	51,012	0.3%	ETF
QQQ Invesco QQQ	$1,182,642	$25,973 â–²	2.2%	2,049	0.3%	Finance
IWM iShares Russell 2000 ETF	$1,164,608		0.0%	4,696	0.3%	Finance
AMGN Amgen	$1,156,883	$6,685 â–¼	-0.6%	3,288	0.3%	Medical
BINC iShares Flexible Income Active ETF	$1,101,176	$177,964 â–²	19.3%	21,205	0.2%	ETF
SYK Stryker	$1,085,662	$4,600 â–²	0.4%	3,304	0.2%	Medical
BND Vanguard Total Bond Market ETF	$1,060,122	$93,891 â–²	9.7%	14,396	0.2%	ETF
HIW Highwoods Properties	$1,014,342		0.0%	47,377	0.2%	Finance
DFAT Dimensional U.S. Targeted Value ETF	$994,704	$599,083 â–²	151.4%	15,928	0.2%	ETF
SHYL Xtrackers Short Duration High Yield Bond ETF	$981,197	$88,780 â–¼	-8.3%	22,104	0.2%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$958,348	$159 â–²	0.0%	12,046	0.2%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$938,027	$122,509 â–¼	-11.6%	30,298	0.2%	ETF
EFV iShares MSCI EAFE Value ETF	$928,409		0.0%	12,487	0.2%	ETF
MDYV SPDR S&P 400 Mid Cap Value ETF	$917,978	$73,908 â–²	8.8%	10,781	0.2%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$902,320		0.0%	1,463	0.2%	ETF
FALN iShares Fallen Angels USD Bond ETF	$805,234	$412,129 â–¼	-33.9%	30,136	0.2%	Manufacturing
SHOPIFY INC	$775,775		0.0%	6,540	0.2%	CL A SUB VTG SHS
DFAI Dimensional International Core Equity Market ETF	$774,603	$168,658 â–²	27.8%	19,882	0.2%	ETF
GOOGL Alphabet	$751,664	$110,420 â–²	17.2%	2,614	0.2%	Computer and Technology
META Meta Platforms	$748,590	$36,628 â–²	5.1%	1,308	0.2%	Computer and Technology
MUB iShares National Muni Bond ETF	$747,084	$130,140 â–²	21.1%	7,038	0.2%	ETF
RXO RXO	$724,305		0.0%	49,542	0.2%	Transportation
JNJ Johnson & Johnson	$722,565	$21,022 â–²	3.0%	2,956	0.2%	Medical
MESOBLAST LTD	$715,170		0.0%	46,500	0.2%	SPONS ADR
VUG Vanguard Growth ETF	$691,876	$15,288 â–¼	-2.2%	1,584	0.2%	ETF
IBHG iShares iBonds 2027 Term High Yield and Income ETF	$691,740	$525,544 â–¼	-43.2%	31,258	0.2%	ETF
IWN iShares Russell 2000 Value ETF	$690,866	$1,706 â–¼	-0.2%	3,644	0.2%	ETF
BRK.B Berkshire Hathaway	$684,777	$239,600 â–²	53.8%	1,429	0.2%	Finance
IWD iShares Russell 1000 Value ETF	$670,070		0.0%	3,136	0.2%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$668,796	$176,699 â–¼	-20.9%	6,987	0.2%	Finance
JBI Janus International Group	$667,219		0.0%	129,557	0.1%	Construction
AVTR Avantor	$662,394	$494 â–²	0.1%	84,489	0.1%	Medical
GE VERNOVA INC	$649,438	$196,403 â–²	43.4%	744	0.1%	COM
ETN Eaton	$648,814	$74,038 â–¼	-10.2%	1,814	0.1%	Industrials
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$642,124	$934,996 â–¼	-59.3%	19,145	0.1%	ETF
MRK Merck & Co., Inc.	$628,516	$5,654 â–²	0.9%	5,225	0.1%	Medical
XLK Technology Select Sector SPDR Fund	$622,845	$313,615 â–²	101.4%	4,687	0.1%	ETF
SCHA Schwab US Small-Cap ETF	$607,307	$9,655 â–¼	-1.6%	20,884	0.1%	ETF
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF	$579,777	$3,837 â–¼	-0.7%	11,483	0.1%	Manufacturing
GE GE Aerospace	$562,149	$42,282 â–¼	-7.0%	1,981	0.1%	Aerospace
CARR Carrier Global	$555,724	$2,027 â–²	0.4%	9,869	0.1%	Construction

Showing largest 100 holdings. View all holdings.

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Rialto Wealth Management, LLC Top Holdings and 13F Report (2026)

About Rialto Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Rialto Wealth Management, LLC Top Holdings and 13F Report (2026)

About Rialto Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRialto Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools