StockDriftsStockDriftsTop 50 Rialto Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 7.67% | 427.1K | $38.8M | +0.08%(+326) | $71.63(+31.02%) | 2026-06-30 | |
| IEFA | ISHARES TR | 5.22% | 272.9K | $26.4M | +7.13%(+18.17K) | $77.73(+29.99%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 5.16% | 37.9K | $26.1M | +1.21%(+455) | $536.25(+32.59%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.35% | 278.3K | $22.0M | -2.83%(-8.11K) | $79.13(-0.74%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.77% | 267.6K | $19.1M | -1.18%(-3.20K) | $50.43(+44.72%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.75% | 320.9K | $18.9M | -2.51%(-8.28K) | $59.74(-2.30%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.74% | 183.6K | $18.9M | +8.77%(+14.81K) | $81.70(+34.38%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 3.67% | 396.0K | $18.5M | -6.77%(-28.74K) | $46.74(-1.24%) | 2026-06-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 3.25% | 216.8K | $16.4M | +12.94%(+24.84K) | $75.50(+0.08%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.61% | 17.6K | $13.2M | +10.55%(+1.68K) | $599.84(+29.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.25% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.82% |
Rialto Wealth Management LLC reports $505.32M in US-listed equity holdings across 1,934 positions in its most recent 13F filing. Its largest disclosed positions are SPTM (7.7%), IEFA (5.2%) and VOO (5.2%). The top 20 holdings account for 57.95% of reported assets. Its disclosed equity book has returned +23.25% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rialto Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054966). View Rialto Wealth Management LLC’s 13F filings on SEC