Rialto Wealth Management, LLC Incresed Positions in Q4 2025

Rialto Wealth Management, LLC

  • $384 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
141K
+ 57.05%
$46.85 - $47.44 $6.6M - $6.68M
388K $18.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
42.4K
+ 11.54%
$78.97 - $83.03 $3.35M - $3.52M
409K $33.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
31.6K
+ 13.35%
$79.55 - $80.13 $2.52M - $2.53M
269K $21.4M
IEFA
Ishares Tr

ETFs
17K
+ 7.78%
$86.09 - $89.88 $1.47M - $1.53M
236K $21M
VGIT
Vanguard Intermediate Term Tre

ETFs
30.4K
+ 11.31%
$59.84 - $60.54 $1.82M - $1.84M
300K $18M
AVDV
American Centy ETF Tr Avantis

ETFs
12.3K
+ 11.89%
$87.37 - $90.92 $1.07M - $1.11M
115K $10.4M
AAPL
Apple Inc.

Technology
2.88K
+ 19.04%
$245.27 - $275.25 $706K - $792K
18K $4.81M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
23.4K
+ 9.52%
$23.02 - $24.23 $538K - $567K
269K $6.44M
ETN
Eaton Corp PLC

Industrials
2K
+ 7984.0%
$352.39 - $387.75 $703K - $774K
2.02K $712K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
31.6K
+ 24.75%
$23.54 - $23.93 $745K - $757K
159K $3.76M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
17.8K
+ 52.38%
$37.61 - $39.41 $670K - $703K
51.9K $2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
617
+ 1.68%
$600.51 - $631.95 $371K - $390K
37.3K $23M
AVEM
American Centy ETF Tr Avantis

ETFs
5.76K
+ 27.4%
$73.09 - $78.36 $421K - $451K
26.8K $2.08M
AVUV
American Centy ETF Tr Avantis

ETFs
5.8K
+ 12.66%
$95.19 - $100.66 $552K - $584K
51.6K $5.04M
USRT
Ishares Core U.S. Reit ETF

ETFs
9.62K
+ 10.82%
$56.64 - $59.67 $545K - $574K
98.5K $5.7M
IVV
Ishares Core S&P 500 ETF

ETFs
467
+ 3.17%
$656.2 - $690.71 $306K - $323K
15.2K $10.3M
GE
General Electric CO

Industrials
1.31K
+ 158.18%
$291.49 - $314.28 $380K - $410K
2.13K $639K
HYMU
Blackrock ETF Tr Ii High Yield
16.9K
+ 95.43%
N/A
34.6K $794K
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.42K
+ 4.51%
$32.24 - $33.72 $239K - $250K
172K $5.74M
XLK
Technology Sector Spdr

ETFs
1.16K
+ 99.91%
$278.39 - $304.13 $324K - $354K
2.33K $670K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.5K
+ 1574.13%
$72.17 - $75.74 $325K - $341K
4.79K $358K
IWM
Ishares Russell 2000 ETF

ETFs
1.41K
+ 42.69%
$236.79 - $250.33 $333K - $352K
4.7K $1.12M
DISV
Dimensional ETF Tr Dimensional

ETFs
8.03K
+ 8.41%
$35.06 - $36.3 $282K - $292K
104K $3.72M
AMGN
Amgen Inc

Healthcare
340
+ 11.46%
$290.13 - $341.71 $98.6K - $116K
3.31K $1.13M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
11.2K
+ 23.21%
$23.37 - $23.7 $262K - $266K
59.6K $1.39M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.89K
+ 84.63%
$52.76 - $53.18 $258K - $260K
10.7K $563K
AFL
Aflac Inc

Financial Services
1.78K
+ 530.65%
$105.7 - $115.01 $188K - $205K
2.12K $242K
XLU
Utilities Sector Spdr

ETFs
2.2K
+ 85.99%
$87.89 - $92.9 $194K - $205K
4.77K $423K
VTV
Vanguard Value ETF

ETFs
1.06K
+ 66.04%
$182.87 - $189.72 $193K - $200K
2.66K $496K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.31K
+ 89.38%
$78.65 - $79.19 $182K - $183K
4.9K $386K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.47K
+ 10.25%
$32.35 - $34.37 $145K - $154K
48.1K $1.63M
IEMG
Ishares Inc

ETFs
3.15K
+ 8.37%
N/A
40.8K $2.19M
LLY
Eli Lilly & CO

Healthcare
119
+ 75.32%
$799.57 - $1025.28 $95.1K - $122K
277 $283K
VBR
Vanguard Small Cap Value ETF

ETFs
1.05K
+ 6.37%
$201.42 - $211.15 $211K - $221K
17.5K $3.59M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.64K
+ 54.49%
$20.85 - $21.86 $138K - $145K
18.8K $398K
JNJ
Johnson & Johnson

Healthcare
439
+ 18.06%
$185.98 - $199.58 $81.6K - $87.6K
2.87K $572K
AVDE
American Centy ETF Tr Avantis

ETFs
1.19K
+ 6.34%
$77.65 - $81.2 $92.5K - $96.7K
20K $1.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.74K
+ 2.85%
$31.28 - $33.46 $54.3K - $58.1K
62.7K $2.08M
RXO
Rxo, Inc.
22.2K
+ 80.9%
$10.63 - $18.41 $236K - $408K
49.5K $538K
ABT
Abbott Laboratories

Healthcare
835
+ 363.04%
$123.62 - $134.59 $103K - $112K
1.07K $138K
BNDX
Vanguard Total International B

ETFs
2.08K
+ 7992.31%
$49.3 - $49.91 $102K - $104K
2.1K $104K
DFAE
Dimensional ETF Tr

ETFs
2.94K
+ 220.09%
$30.74 - $33.05 $90.3K - $97K
4.27K $138K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.9K
+ 3.22%
$25.85 - $27.19 $75K - $78.9K
93K $2.47M
MU
Micron Technology Inc

Technology
36
+ 3.51%
$181.6 - $253.3 $6.54K - $9.12K
1.06K $261K
EFA
Ishares Tr Msci Eafe ETF

ETFs
313
+ 1.1%
$92.24 - $96.56 $28.9K - $30.2K
28.7K $2.73M
GOOG
Alphabet Inc.

Communication Services
206
+ 34.51%
$237.49 - $291.74 $48.9K - $60.1K
803 $229K
CLH
Clean Harbors Inc

Industrials
400
+ 10000.0%
$204.29 - $246.19 $81.7K - $98.5K
404 $83K
GOOGL
Alphabet Inc.

Communication Services
4
+ 0.18%
$236.57 - $291.31 $946 - $1.17K
2.23K $616K
NFLX
Netflix Inc

Communication Services
1.47K
+ 1837.5%
$110.29 - $1241.35 $162K - $1.82M
1.55K $170K
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
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