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 Tr (IEFA, 5.2%), Vanguard Index Fds (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 Tr	5.2%	5.2%	272,923	+7.1%	$26.4M
VOOVanguard Index Fds	5.2%	5.0%	37,938	+1.2%	$26.1M
VCSHVanguard Scottsdale Fds	4.4%	5.1%	278,295	-2.8%	$22.0M
VEAVanguard Ftse Developed Markets Index Fu	3.8%	3.9%	267,585	-1.2%	$19.1M
VGITVanguard Scottsdale Fds	3.7%	4.4%	320,863	-2.5%	$18.9M
AVDVAmerican Centy ETF Tr	3.7%	3.8%	183,604	+8.8%	$18.9M
VMBSVanguard Scottsdale Fds	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 Tr	2.6%	2.3%	17,631	+10.5%	$13.2M
VONEVanguard Scottsdale Fds	2.0%	2.1%	29,688	-6.7%	$10.1M
AVUVAmerican Centy ETF Tr	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 Strategic Tr	1.4%	1.5%	263,014	-1.6%	$7.3M
DFICDimensional ETF Trust	1.2%	1.4%	169,245	-1.1%	$6.3M
VBVanguard Index Fds	1.2%	1.4%	20,407	-12.6%	$6.2M
SPHYSpdr Series Trust	1.2%	1.1%	259,252	+18.7%	$6.1M
SPYState Str Spdr S&p 500 ETF T	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	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 New York Tax-Exempt Bond ETF	0.9%	0.6%	42,042	+64.0%	$4.4M
VCITVanguard Scottsdale Fds	0.8%	1.0%	51,056	-7.3%	$4.2M
VONVVanguard Scottsdale Fds	0.8%	0.9%	39,578	-2.1%	$4.2M
MSFTMicrosoft Corp	0.8%	0.9%	10,935	-1.4%	$4.1M
VBRVanguard Index Fds	0.8%	0.8%	16,395	-1.6%	$4.0M
DFEMDimensional ETF Trust	0.8%	0.6%	95,318	+21.5%	$3.9M
HYMUBlackrock ETF Trust II	0.7%	0.5%	161,516	+47.3%	$3.6M
SCHBSchwab Strategic Tr	0.7%	0.7%	117,236	-2.7%	$3.4M
IJRIshares Tr	0.7%	0.6%	22,362	+0.0%	$3.3M
VCRMVanguard Mun Bd Fds	0.6%	—	41,824	—	$3.2M
SCHOSchwab Strategic Tr	0.6%	0.7%	128,351	+2.9%	$3.1M
ANAutonation Inc Com	0.6%	0.7%	16,509	+0.0%	$3.1M
IEMGIshares Inc	0.6%	0.6%	36,127	-9.7%	$3.0M
EFAIshares Tr	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 ETF Trust	0.5%	0.5%	60,568	-0.2%	$2.7M
VTWOVanguard Scottsdale Fds	0.5%	0.5%	21,649	+0.3%	$2.6M
VTEBVanguard Mun Bd Fds	0.5%	—	51,419	—	$2.6M
SCHXSchwab Strategic Tr	0.5%	0.5%	86,969	-4.1%	$2.6M
IBHHIshares Tr	0.5%	0.6%	106,761	-0.2%	$2.5M
IJHIshares Tr	0.5%	0.5%	32,096	+0.0%	$2.5M
VNQVanguard Index Fds	0.5%	0.5%	25,505	-6.5%	$2.5M
IWVIshares Tr	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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Tr (IEFA) at 5.2%, Vanguard Index Fds (VOO) at 5.2%, Vanguard Scottsdale Fds (VCSH) at 4.4% and Vanguard Ftse Developed Markets Index Fu (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 New York Tax-Exempt Bond ETF (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 Index Fds (VB) (-12.6% shares), Ishares Inc (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.