Rialto Wealth Management, LLC Reduced Holdings in Q4 2025

Rialto Wealth Management, LLC

  • $384 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-34.1K
- 72.19%
$74.09 - $75.1 $2.52M - $2.56M
13.1K $973K
SCHO
Schwab Short Term Us Treasury

ETFs
-25.4K
- 32.71%
$24.31 - $24.46 $616K - $620K
52.2K $1.27M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-10.1K
- 24.15%
$49.98 - $50.59 $507K - $513K
31.9K $1.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.82K
- 48.52%
$91.46 - $91.76 $441K - $442K
5.12K $468K
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.18K
- 5.34%
$83.45 - $84.82 $265K - $270K
56.3K $4.7M
SUB
Ishares Short Term National Mu

ETFs
-2.79K
- 54.45%
$106.22 - $106.81 $296K - $298K
2.34K $248K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.57K
- 41.09%
$99.87 - $101.27 $256K - $260K
3.68K $368K
IWV
Ishares Russell 3000 ETF

ETFs
-688
- 10.49%
$371.33 - $389.89 $255K - $268K
5.87K $2.23M
VTI
Vanguard Total Stock Market Et

ETFs
-766
- 7.77%
$321.8 - $337.95 $246K - $259K
9.1K $3M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-3.2K
- 1.94%
$44.43 - $46.12 $142K - $148K
162K $7.28M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.03K
- 32.07%
$50.57 - $50.77 $204K - $205K
8.54K $432K
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.66K
- 6.71%
$95.72 - $101.47 $159K - $168K
23.1K $2.21M
CVX
Chevron Corp

Energy
-1.26K
- 66.76%
$148.9 - $157.72 $187K - $198K
625 $96K
VO
Vanguard Mid Cap ETF

ETFs
-172
- 0.84%
$286.27 - $296.23 $49.2K - $51K
20.4K $5.85M
HYG
Ishares Tr

ETFs
-2.13K
- 15.01%
$79.95 - $81.28 $170K - $173K
12K $966K
SPY
Spdr S&P 500 ETF Trust

ETFs
-268
- 3.33%
$653.02 - $687.39 $175K - $184K
7.77K $5.17M
CORP
Pimco Investment Grade Corp Bd

ETFs
-1.57K
- 37.15%
$97.88 - $99.61 $153K - $156K
2.65K $259K
ICE
Intercontinental Exchange, Inc.

Financial Services
-4
- 0.04%
$145.59 - $162.64 $582 - $651
9.15K $1.39M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-5.83K
- 60.71%
$23.04 - $23.36 $134K - $136K
3.78K $87K
HIW
Highwoods Properties, Inc.

Real Estate
-54
- 0.11%
$28.41 - $32.44 $1.53K - $1.75K
47.4K $1.38M
VB
Vanguard Small Cap ETF

ETFs
-87
- 0.36%
$248.1 - $260.08 $21.6K - $22.6K
24K $5.99M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-1.49K
- 44.18%
$73.1 - $76.24 $109K - $114K
1.89K $139K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.3K
- 88.31%
$50.83 - $51.07 $117K - $117K
304 $15K
XOM
Exxon Mobil Corp

Energy
-978
- 32.3%
$110.64 - $119.78 $108K - $117K
2.05K $241K
VGSH
Vanguard

ETFs
-1.56K
- 28.84%
$58.64 - $58.96 $91.5K - $92K
3.85K $226K
SYK
Stryker Corp

Healthcare
-72
- 2.14%
$353.81 - $388.35 $25.5K - $28K
3.29K $1.18M
BAC
Bank Of America Corp

Financial Services
-1.13K
- 60.31%
$48.65 - $54.11 $55.1K - $61.3K
745 $38K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-325
- 1.0%
$63.25 - $66.24 $20.6K - $21.5K
32.1K $2.06M
TIP
Ishares Tr Tips Bd ETF

ETFs
-485
- 38.83%
$110.58 - $112.2 $53.6K - $54.4K
764 $84K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-582
- 9.62%
$84.91 - $90.88 $49.4K - $52.9K
5.47K $483K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.1K
- 30.45%
$46.57 - $47.16 $51.2K - $51.9K
2.51K $117K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-394
- 14.36%
$115.95 - $121.97 $45.7K - $48.1K
2.35K $276K
PLTR
Palantir Technologies Inc.

Technology
-243
- 25.5%
$172.14 - $207.18 $41.8K - $50.3K
710 $123K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-2.04K
- 44.53%
$22.89 - $23.27 $46.6K - $47.4K
2.54K $58K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.03K
- 34.01%
$42.66 - $43.29 $44K - $44.7K
2K $85K
VUG
Vanguard Growth ETF

ETFs
-106
- 6.14%
$470.44 - $504.26 $49.9K - $53.5K
1.62K $782K
VPU
Vanguard Utilities ETF

ETFs
-240
- 16.48%
$190.8 - $202.04 $45.8K - $48.5K
1.22K $233K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-100
- 8.08%
$310.75 - $335.0 $31.1K - $33.5K
1.14K $355K
TRMB
Trimble Inc.

Technology
-496
- 94.3%
$75.63 - $82.19 $37.5K - $40.8K
30 $2K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
-529
- 2.15%
$44.75 - $45.38 $23.7K - $24K
24.1K $1.08M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-841
- 1.76%
$33.69 - $34.08 $28.3K - $28.7K
47K $1.59M
LNG
Cheniere Energy, Inc.

Energy
-11
- 0.72%
$205.63 - $235.74 $2.26K - $2.59K
1.51K $324K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-426
- 79.33%
$70.19 - $72.57 $29.9K - $30.9K
111 $7K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-194
- 0.59%
$75.19 - $77.98 $14.6K - $15.1K
32.7K $2.5M
SPYG
Spdr Portfolio

ETFs
-313
- 1.65%
$102.4 - $109.39 $32.1K - $34.2K
18.7K $1.96M
USB
Us Bancorp \De\

Financial Services
-514
- 48.86%
$45.28 - $48.26 $23.3K - $24.8K
538 $24K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-552
- 59.93%
$44.53 - $47.25 $24.6K - $26.1K
369 $16K
VV
Vanguard Large Cap ETF

ETFs
-96
- 6.82%
$301.9 - $317.98 $29K - $30.5K
1.31K $407K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-11
- 0.02%
$27.24 - $27.76 $300 - $305
45.6K $1.24M
Activity Summary
Buys All Purchases 866 New Holdings 119 Increased Positions 747 Sells All Sells 324 Reductions 324 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rialto Wealth Management, LLC Portfolio

Follow Rialto Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rialto Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rialto Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email