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RIALTO WEALTH MANAGEMENT, LLC
RIALTO WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30
RIALTO WEALTH MANAGEMENT, LLC runs RIALTO WEALTH MANAGEMENT, LLC and currently holds 1,934 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $505.32M. Their top holdings are SPTM, IEFA, VOO, VCSH, VEA. The top five represent 26.2% of reported portfolio weight. RIALTO WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, RIALTO WEALTH MANAGEMENT, LLC initiated 1 new position. They added to 41 existing positions. They trimmed 46 positions. Their current best-performing preview position is PENG with returns of +331.49%.
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1,934 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPTM SPDR SERIES TRUST | 7.67% | $72.62 | $92.91 | +27.94% | Added +0.08% |
 IEFA ISHARES TR | 5.22% | $76.85 | $100.87 | +31.25% | Added +7.13% |
 VOO VANGUARD INDEX FDS | 5.16% | $542.32 | $703.77 | +29.77% | Added +1.21% |
 VCSH VANGUARD SCOTTSDALE FDS | 4.35% | $78.83 | $78.59 | -0.30% | Trimmed -2.83% |
 VEA VANGUARD TAX-MANAGED FDS | 3.77% | $48.06 | $73.43 | +52.79% | Trimmed -1.18% |
 VGIT VANGUARD SCOTTSDALE FDS | 3.75% | $59.73 | $58.32 | -2.37% | Trimmed -2.51% |
 AVDV AMERICAN CENTY ETF TR | 3.74% | $82.60 | $111.97 | +35.56% | Added +8.77% |
 VMBS VANGUARD SCOTTSDALE FDS | 3.67% | $46.80 | $46.15 | -1.39% | Trimmed -6.77% |
 VBIL VANGUARD INSTL INDEX FD | 3.25% | $75.53 | $75.66 | +0.17% | Added +12.94% |
 IVV ISHARES TR | 2.61% | $611.32 | $769.30 | +25.84% | Added +10.55% |
Showing 1-10 of 1,934