Rialto Wealth Management, LLC

Est. AUM

$444.4M

13F long equity, this entity only

Positions

1,725

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$33.7M	426768	7.59%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$23.1M	254749	5.19%	SOLE
3	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$22.7M	286402	5.11%	SOLE
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$22.4M	37483	5.04%	SOLE
5	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$19.9M	424759	4.49%	SOLE
6	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$19.6M	329140	4.41%	SOLE
7	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$17.4M	270782	3.90%	SOLE
8	AMERICAN CENTY ETF TR	INTL SMCP VLU	$16.9M	168793	3.79%	SOLE
9	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$14.5M	191937	3.27%	SOLE
10	ISHARES TR	CORE S&P500 ETF	$10.4M	15949	2.34%	SOLE
11	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$9.4M	31815	2.11%	SOLE
12	AMERICAN CENTY ETF TR	US SML CP VALU	$7.5M	67614	1.68%	SOLE
13	AMERICAN CENTY ETF TR	AVANTIS US MID C	$7.3M	98654	1.65%	SOLE
14	SCHWAB STRATEGIC TR	INTL EQTY ETF	$6.6M	267359	1.49%	SOLE
15	ISHARES TR	CRE U S REIT ETF	$6.4M	108274	1.44%	SOLE
16	VANGUARD INDEX FDS	SMALL CP ETF	$6.1M	23359	1.38%	SOLE
17	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$6.1M	171092	1.37%	SOLE
18	VANGUARD INDEX FDS	TOTAL STK MKT	$5.8M	18041	1.30%	SOLE
19	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$5.8M	123028	1.29%	SOLE
20	VANGUARD INDEX FDS	MID CAP ETF	$5.2M	17954	1.16%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$5.1M	218442	1.15%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.1M	7774	1.14%	SOLE
23	APPLE INC	COM	$4.6M	18115	1.03%	SOLE
24	NVIDIA CORPORATION	COM	$4.6M	26343	1.03%	SOLE
25	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.6M	55056	1.03%	SOLE
26	MICROSOFT CORP	COM	$4.1M	11085	0.92%	SOLE
27	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$3.8M	40420	0.85%	SOLE
28	VANGUARD INDEX FDS	SM CP VAL ETF	$3.6M	16662	0.81%	SOLE
29	VANGUARD MALVERN FDS	MULTI SECTOR	$3.5M	68511	0.79%	SOLE
30	AUTONATION INC	COM	$3.2M	16507	0.73%	SOLE
31	SCHWAB STRATEGIC TR	SHT TM US TRES	$3.0M	124692	0.68%	SOLE
32	SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.0M	120480	0.68%	SOLE
33	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$2.9M	74180	0.66%	SOLE
34	VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$2.8M	36598	0.63%	SOLE
35	ISHARES INC	CORE MSCI EMKT	$2.8M	40014	0.63%	SOLE
36	ISHARES TR	CORE S&P SCP ETF	$2.8M	22362	0.63%	SOLE
37	ISHARES TR	MSCI EAFE ETF	$2.8M	28487	0.62%	SOLE
38	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$2.7M	78441	0.61%	SOLE
39	VANGUARD NY TAX FREE FDS	TAX EXEMPT BD	$2.6M	25629	0.59%	SOLE
40	ISHARES TR	IBONDS 28 TR HI	$2.5M	106936	0.56%	SOLE
41	VANGUARD INDEX FDS	REAL ESTATE ETF	$2.4M	27285	0.54%	SOLE
42	BLACKROCK ETF TRUST II	SHORT DURATION H	$2.4M	109656	0.54%	SOLE
43	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.4M	60687	0.53%	SOLE
44	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.3M	29151	0.53%	SOLE
45	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.3M	90718	0.52%	SOLE
46	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.2M	41560	0.51%	SOLE
47	ISHARES TR	RUSSELL 3000 ETF	$2.2M	5867	0.49%	SOLE
48	ISHARES TR	CORE S&P MCP ETF	$2.2M	32095	0.49%	SOLE
49	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$2.2M	21593	0.49%	SOLE
50	AMERICAN CENTY ETF TR	INTL EQT ETF	$2.0M	23408	0.45%	SOLE

1–50 of 1,725

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.