Q2 2026 13F · SEC CIK 2054966

Rialto Wealth Management, LLC

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $505.3M
Reported positions: 1,934
Holdings vs S&P 500, 3 yrs: —
Assets under management: $625.9M

Rialto Wealth Management, LLC is a wealth manager that reported 1,934 positions worth $505.3M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Spdr Series Trust (SPTM, 7.7%), Ishares Core Msci Eafe ETF (IEFA, 5.2%), Vanguard S&p 500 ETF (VOO, 5.2%).

Rialto Wealth Management, LLC holdings largest 50 of 1,934 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Rialto Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPTMSpdr Series Trust	7.7%	7.6%	427,094	+0.1%	$38.8M
IEFAIshares Core Msci Eafe ETF	5.2%	5.2%	272,923	+7.1%	$26.4M
VOOVanguard S&p 500 ETF	5.2%	5.0%	37,938	+1.2%	$26.1M
VCSHVanguard Scottsdale Fds	4.4%	5.1%	278,295	-2.8%	$22.0M
VEAVanguard Tax-Managed Fds	3.8%	3.9%	267,585	-1.2%	$19.1M
VGITVanguard Intermediate Treasury ETF	3.7%	4.4%	320,863	-2.5%	$18.9M
AVDVAvantis International Small Cap Value Et	3.7%	3.8%	183,604	+8.8%	$18.9M
VMBSVmbs	3.7%	4.5%	396,019	-6.8%	$18.5M
VBILVanguard Instl Index Fd	3.2%	3.3%	216,777	+12.9%	$16.4M
IVVIshares Core S&p 500 ETF	2.6%	2.3%	17,631	+10.5%	$13.2M
VONEVanguard Scottsdale Fds	2.0%	2.1%	29,688	-6.7%	$10.1M
AVUVAvantis US Small Cap Value ETF	1.7%	1.7%	69,678	+3.1%	$8.7M
AVMVAmerican Centy ETF Tr	1.7%	1.6%	103,572	+5.0%	$8.3M
VTIVanguard Index Fds	1.6%	1.3%	22,046	+22.2%	$8.2M
USRTIshares Tr	1.5%	1.4%	116,234	+7.4%	$7.7M
SCHFSchwab Intl Equity	1.4%	1.5%	263,014	-1.6%	$7.3M
DFICDfa Dimensional Intl Core Equit	1.2%	1.4%	169,245	-1.1%	$6.3M
VBVanguard Indx Fd	1.2%	1.4%	20,407	-12.6%	$6.2M
SPHYSpdr Series Trust	1.2%	1.1%	259,252	+18.7%	$6.1M
SPYSpdr S&p 500 ETF Tr	1.1%	1.1%	7,774	+0.0%	$5.8M
SCHCSchwab Strategic Tr	1.1%	1.3%	118,821	-3.4%	$5.7M
VOVanguard Index Fds	1.1%	1.2%	67,527	+276.1%	$5.4M
NVDANvidia Corporation Com	1.1%	1.0%	27,003	+2.5%	$5.4M
AAPLApple Inc	1.0%	1.0%	18,283	+0.9%	$5.3M
VSDMVanguard Mun Bd Fds	0.9%	0.6%	61,252	+67.4%	$4.7M
VGMSVanguard Malvern Fds	0.9%	0.8%	85,775	+25.2%	$4.4M
MUNYVanguard Ny Tax Free Fds	0.9%	0.6%	42,042	+64.0%	$4.4M
VCITVanguard Scottsdale Fds	0.8%	1.0%	51,056	-7.3%	$4.2M
VONVVanguard Russell 1000 Value ETF	0.8%	0.9%	39,578	-2.1%	$4.2M
MSFTMicrosoft Corp	0.8%	0.9%	10,935	-1.4%	$4.1M
VBRVanguard Small Cap Value ETF	0.8%	0.8%	16,395	-1.6%	$4.0M
DFEMDimensional	0.8%	0.6%	95,318	+21.5%	$3.9M
HYMUBlackrock ETF Trust II	0.7%	0.5%	161,516	+47.3%	$3.6M
SCHBSchwb US Broad	0.7%	0.7%	117,236	-2.7%	$3.4M
IJRIshares Core S&p Small Cap ETF	0.7%	0.6%	22,362	+0.0%	$3.3M
VCRMVanguard Mun Bd Fds	0.6%	—	41,824	—	$3.2M
SCHOSchwab Short-Term U.S. Treasury ETF	0.6%	0.7%	128,351	+2.9%	$3.1M
ANAutonation Inc	0.6%	0.7%	16,509	+0.0%	$3.1M
IEMGIshares	0.6%	0.6%	36,127	-9.7%	$3.0M
EFAiShs MSCI EAFE	0.6%	0.6%	28,092	-1.4%	$2.9M
DISVDimensional ETF Trust	0.6%	0.7%	69,324	-6.5%	$2.8M
AVEMAmerican Centy ETF Tr	0.5%	0.5%	28,709	-1.5%	$2.8M
DFACDimensional U.s. Core Equity 2	0.5%	0.5%	60,568	-0.2%	$2.7M
VTWOVanguard Scottsdale Fds	0.5%	0.5%	21,649	+0.3%	$2.6M
VTEBVanguard Tx Ex Bd	0.5%	—	51,419	—	$2.6M
SCHXSchwab Stratgc Tr	0.5%	0.5%	86,969	-4.1%	$2.6M
IBHHIshares Ibonds 2028 Term High Yield and	0.5%	0.6%	106,761	-0.2%	$2.5M
IJHIshares Tr	0.5%	0.5%	32,096	+0.0%	$2.5M
VNQVanguard Real Estate ETF	0.5%	0.5%	25,505	-6.5%	$2.5M
IWVIshares Russell 3000 Index	0.5%	0.5%	5,729	-2.4%	$2.4M

What Rialto Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.8% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$505.3M	1,934
Q1 2026	$445.3M	1,730
Q4 2025	$418.1M	1,690
Q3 2025	$387.6M	1,705
Q2 2025	$358.0M	1,702
Q1 2025	$318.6M	994
Q4 2024	$302.8M	521

Questions about Rialto Wealth Management, LLC's portfolio

What stocks does Rialto Wealth Management, LLC own?

Rialto Wealth Management, LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 1,934 positions worth $505.3M. The largest are Spdr Series Trust (SPTM) at 7.7%, Ishares Core Msci Eafe ETF (IEFA) at 5.2%, Vanguard S&p 500 ETF (VOO) at 5.2%, Vanguard Scottsdale Fds (VCSH) at 4.4% and Vanguard Tax-Managed Fds (VEA) at 3.8%.

What did Rialto Wealth Management, LLC buy last quarter?

In Q2 2026, Rialto Wealth Management, LLC added Vanguard Index Fds (VO) (+276.1% shares), Vanguard Mun Bd Fds (VSDM) (+67.4% shares) and Vanguard Ny Tax Free Fds (MUNY) (+64.0% shares), compared with its Q1 2026 filing.

What did Rialto Wealth Management, LLC sell last quarter?

In Q2 2026, Rialto Wealth Management, LLC cut from its top 50 Vanguard Intl Equity Index F (VWO), cut from its top 50 Avantis International Equity ETF (AVDE), Vanguard Indx Fd (VB) (-12.6% shares), Ishares (IEMG) (-9.7% shares) and Vanguard Scottsdale Fds (VCIT) (-7.3% shares), compared with its Q1 2026 filing.

When is Rialto Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Rialto Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Rialto Wealth Management, LLC manage?

Rialto Wealth Management, LLC reported $625.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $505.3M.