Rialto Wealth Management, LLC Portfolio Holdings
Rialto Wealth Management, LLC
- $384 Million
- Q4 2025
Rialto Wealth Management, LLC has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $384 Million distributed in 1690 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $33.2M, Vanguard Index Fds S&P 500 ETF with a value of $23M, Vanguard Sht Term Corp Bd ETF with a value of $21.4M, Ishares Tr with a value of $21M, and Vanguard Mortg Backed Sec ETF with a value of $18.2M.
Examining the 13F form we can see an increase of $21.3M in the current position value, from $363M to 384M.
Rialto Wealth Management, LLC is based out at Syracuse, NY
Below you can find more details about Rialto Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,690
- Current Value $384 Million
- Prior Value $363 Million
- Filing
- Period Q4 2025
- Filing Date January 09, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 119 stocks
- Additional Purchases 747 stocks
- Sold out of 0 stocks
- Reduced holdings in 324 stocks