Rialto Wealth Management, LLC

CIK 0002054966 · SYRACUSE, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

Rialto Wealth Management, LLC reported 1,934 positions worth $505.3M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: SPTM (7.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$505.3M
2026 Q2
Positions
1,934
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.2%
Est. Net Flow (Q)
2026 Q2
10 / 1934 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPTMSPDR SERIES TRUSTSH$38.8M7.67%427,094
2IEFAISHARES TRSH$26.4M5.22%272,923
3VOOVANGUARD INDEX FDSSH$26.1M5.16%37,938
4VCSHVANGUARD SCOTTSDALE FDSSH$22.0M4.35%278,295
5VEAVANGUARD TAX-MANAGED FDSSH$19.1M3.77%267,585
6VGITVANGUARD SCOTTSDALE FDSSH$18.9M3.75%320,863
7AVDVAMERICAN CENTY ETF TRSH$18.9M3.74%183,604
8VMBSVANGUARD SCOTTSDALE FDSSH$18.5M3.67%396,019
9VBILVANGUARD INSTL INDEX FDSH$16.4M3.25%216,777
10IVVISHARES TRSH$13.2M2.61%17,631

The free plan shows the top 10 positions. The remaining 1924 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Rialto Wealth Management, LLC hold as of Q2 2026?

Rialto Wealth Management, LLC reported 1934 positions worth $505.3M in its Q2 2026 13F filing. Largest positions: SPTM (7.7%), IEFA (5.2%), VOO (5.2%), VCSH (4.4%) and VEA (3.8%).

What did Rialto Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Rialto Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.