DOSSIER · 13F-HR · Q2 2026

Rialto Wealth Management, LLC

$505M in tracked AUM across 1,934 positions as of Q2 2026.

RW
CIK 0002054966 · last filed Jun 30, 2026
Total AUM
$505M
as of Q2 2026
Holdings
1,934
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Rialto Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPTM
SPDR SERIES TRUST
$39M427K7.7%
02
IEFA
ISHARES TR
$26M273K5.2%
03
VOO
VANGUARD INDEX FDS
$26M38K5.2%
04
VCSH
VANGUARD SCOTTSDALE FDS
$22M278K4.4%
05
VEA
VANGUARD TAX-MANAGED FDS
$19M268K3.8%
06
VGIT
VANGUARD SCOTTSDALE FDS
$19M321K3.7%
07
AVDV
AMERICAN CENTY ETF TR
$19M184K3.7%
08
VMBS
VANGUARD SCOTTSDALE FDS
$19M396K3.7%
09
VBIL
VANGUARD INSTL INDEX FD
$16M217K3.2%
10
IVV
ISHARES TR
$13M18K2.6%

Filing history

2026Q2Jun 30
$505M 13.5%
1,934 positionsView →
2026Q1Mar 31
$445M 6.5%
1,730 positionsView →
2025Q4Dec 31
$418M 130.0%
1,690 positionsView →
2025Q3Sep 30
$182M 15.9%
810 positionsView →
2025Q2Jun 30
$157M 15.4%
815 positionsLocked
2025Q1Mar 31
$136M 55.1%
489 positionsLocked
2024Q4Dec 31
$303M
521 positionsLocked