StockDriftsStockDriftsTop 50 Rialto Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 7.58% | 426.8K | $33.7M | +4.25%(+17.38K) | $71.54(+26.59%) | 2026-03-31 | |
| IEFA | ISHARES TR | 5.18% | 254.7K | $23.1M | +7.89%(+18.64K) | $76.51(+26.66%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.1% | 286.4K | $22.7M | +6.62%(+17.79K) | $79.13(-0.20%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.03% | 37.5K | $22.4M | +0.51%(+191) | $535.07(+28.53%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.48% | 424.8K | $19.9M | +9.53%(+36.96K) | $46.74(-0.14%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.4% | 329.1K | $19.6M | +9.89%(+29.63K) | $59.74(-1.37%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.9% | 270.8K | $17.4M | -1.86%(-5.12K) | $50.43(+39.91%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.79% | 168.8K | $16.9M | +46.25%(+53.38K) | $80.11(+37.46%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 3.26% | 191.9K | $14.5M | +5.58%(+10.14K) | $75.48(+0.10%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.34% | 15.9K | $10.4M | +5.05%(+767) | $590.13(+27.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.43% | +38.35% |
| Top 20 Holdings Unweighted | +11.40% | +38.24% |
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