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Rialto Wealth Management, LLC Top Holdings and 13F Report (2025)

About Rialto Wealth Management, LLC

Investment Activity

  • Rialto Wealth Management, LLC has $302.81 million in total holdings as of December 31, 2024.
  • Rialto Wealth Management, LLC owns shares of 521 different stocks, but just 56 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofRialto Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$21,013,09838,9996.9%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$18,224,174255,1336.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$13,020,143272,2744.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$12,549,590174,5184.1%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$11,289,539144,7193.7%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$11,116,542158,1753.7%ETF
Vanguard Russell 1000 stock logo
VONE
Vanguard Russell 1000
$9,653,68036,1943.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,429,30914,3192.8%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$6,828,649198,9122.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$5,968,79624,8412.0%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$5,762,26121,8161.9%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$5,253,29457,4571.7%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$4,924,127266,1691.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,699,8008,0191.6%Finance
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$4,582,02370,4061.5%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$4,565,21556,8731.5%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$4,399,96810,4391.5%Computer and Technology
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$4,240,416164,0711.4%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$3,892,45419,6411.3%ETF
Apple Inc. stock logo
AAPL
Apple
$3,847,32615,3631.3%Computer and Technology
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$3,640,65044,8081.2%ETF
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$3,441,43760,0491.1%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$3,431,856151,1831.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,092,40423,0281.0%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,017,45810,4121.0%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,951,59125,6171.0%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$2,904,365127,9461.0%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$2,814,66935,0960.9%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$2,718,11753,9630.9%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,642,45542,4080.9%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$2,576,923107,1040.9%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$2,539,58228,5090.8%ETF
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$2,427,35727,1730.8%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$2,314,6826,9250.8%ETF
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$2,248,55725,7710.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,239,35850,8480.7%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$2,142,04535,2600.7%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$2,112,39146,5900.7%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2,105,44090,8300.7%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,859,55324,5940.6%Finance
Highwoods Properties, Inc. stock logo
HIW
Highwoods Properties
$1,852,35360,5740.6%Finance
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$1,849,33031,8850.6%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,823,22936,3700.6%ETF
Avantor, Inc. stock logo
AVTR
Avantor
$1,778,85684,4260.6%Medical
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,765,44118,2190.6%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,749,65533,5050.6%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$1,689,29341,2830.6%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,671,06719,0110.6%ETF
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$1,595,68616,7140.5%Finance
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$1,559,70732,6500.5%Manufacturing
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$1,550,05819,7080.5%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,540,9758,0730.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,443,2032,8230.5%Finance
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$1,355,57850,9040.4%ETF
iShares Fallen Angels USD Bond ETF stock logo
FALN
iShares Fallen Angels USD Bond ETF
$1,303,84948,8150.4%Manufacturing
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$1,282,12054,6280.4%ETF
Stryker Co. stock logo
SYK
Stryker
$1,204,7283,3460.4%Medical
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,186,43242,8160.4%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$1,139,08918,5610.4%ETF
SHYL
Xtrackers Short Duration High Yield Bond ETF
$1,136,99425,4020.4%ETF
iShares iBonds 2026 Term High Yield and Income ETF stock logo
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
$1,134,23548,9950.4%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$1,028,25522,7490.3%Manufacturing
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$977,51428,2600.3%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$963,76136,7990.3%ETF
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$925,9496,2140.3%Finance
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$835,5741,4670.3%ETF
RTX Co. stock logo
RTX
RTX
$823,2337,1140.3%Aerospace
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$817,91924,9670.3%ETF
Amgen Inc. stock logo
AMGN
Amgen
$769,4102,9520.3%Medical
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$750,6023,3970.2%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$744,9491,8150.2%ETF
Janus International Group, Inc. stock logo
JBI
Janus International Group
$710,59896,6800.2%Construction
Shopify Inc. stock logo
SHOP
Shopify
$698,3766,5680.2%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$675,9103,6510.2%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$674,02811,4650.2%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$666,10712,6950.2%ETF
Carrier Global Co. stock logo
CARR
Carrier Global
$653,2499,5700.2%Computer and Technology
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$644,75111,0820.2%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$630,5773,8410.2%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$591,2703,6550.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$584,5899980.2%Computer and Technology
iShares 0-5 Year Investment Grade Corporate Bond ETF stock logo
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
$583,05311,7220.2%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$548,0161,2090.2%Finance
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$544,46623,6930.2%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$534,5735,0680.2%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$532,61210,4680.2%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$531,5225,3430.2%Medical
Vanguard S&P Mid-Cap 400 Growth ETF stock logo
IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
$509,6974,5230.2%ETF
iShares iBonds 2025 Term High Yield and Income ETF stock logo
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
$505,83021,8030.2%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$503,9731,7510.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$497,9601,2400.2%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$493,48315,6960.2%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$472,85118,2850.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$448,3171,8700.1%Finance
Chevron Co. stock logo
CVX
Chevron
$442,3423,0540.1%Oils/Energy
Vanguard Russell 2000 Value ETF stock logo
VTWV
Vanguard Russell 2000 Value ETF
$441,6393,0540.1%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$430,65210,6360.1%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$424,5394,3980.1%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$423,4882,7850.1%Consumer Staples
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$411,09215,4720.1%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data