DOSSIER · 13F-HR · Q1 2026

Rialto Wealth Management, LLC

$445M in tracked AUM across 1,730 positions as of Q1 2026.

RW
CIK 0002054966 · last filed Mar 31, 2026
Total AUM
$445M
as of Q1 2026
Holdings
1,730
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Rialto Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPTM
SPDR SERIES TRUST
$34M427K7.6%
02
IEFA
ISHARES TR
$23M255K5.2%
03
VCSH
VANGUARD SCOTTSDALE FDS
$23M286K5.1%
04
VOO
VANGUARD INDEX FDS
$22M37K5.0%
05
VMBS
VANGUARD SCOTTSDALE FDS
$20M425K4.5%
06
VGIT
VANGUARD SCOTTSDALE FDS
$20M329K4.4%
07
VEA
VANGUARD TAX-MANAGED FDS
$17M271K3.9%
08
AVDV
AMERICAN CENTY ETF TR
$17M169K3.8%
09
VBIL
VANGUARD INSTL INDEX FD
$15M192K3.3%
10
IVV
ISHARES TR
$10M16K2.3%

Filing history

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