Rialto Wealth Management, LLC Incresed Positions in Q2 2025

Rialto Wealth Management, LLC

  • $342 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
35.7K
+ 10.87%
$60.34 - $74.89 $2.15M - $2.67M
364K $27.3M
IEFA
Ishares Tr

ETFs
18K
+ 9.56%
$67.83 - $84.09 $1.22M - $1.52M
207K $17.3M
AVDV
American Centy ETF Tr Avantis

ETFs
15.3K
+ 19.01%
$61.76 - $79.32 $943K - $1.21M
95.6K $7.58M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
23K
+ 14.96%
$77.94 - $79.5 $1.79M - $1.83M
177K $14.1M
VEA
Vanguard Ftse Developed Market

ETFs
4.72K
+ 1.74%
$45.65 - $57.01 $216K - $269K
277K $15.8M
IVV
Ishares Core S&P 500 ETF

ETFs
1.13K
+ 8.02%
$498.8 - $620.9 $563K - $700K
15.2K $9.44M
MSFT
Microsoft Corp

Technology
79
+ 0.75%
$354.56 - $497.45 $28K - $39.3K
10.7K $5.31M
DISV
Dimensional ETF Tr Dimensional

ETFs
28.7K
+ 51.51%
$25.93 - $32.91 $744K - $945K
84.4K $2.78M
VGIT
Vanguard Intermediate Term Tre

ETFs
17.8K
+ 33.24%
$58.63 - $59.9 $1.04M - $1.06M
71.2K $4.26M
SPIB
Spdr Portfolio Intermediate Te

ETFs
27.5K
+ 133.34%
$32.62 - $33.58 $897K - $923K
48.1K $1.62M
AVEM
American Centy ETF Tr Avantis

ETFs
7.5K
+ 62.25%
$53.08 - $68.54 $398K - $514K
19.6K $1.34M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.93K
+ 47.06%
$151.62 - $183.47 $444K - $537K
9.15K $1.68M
DFIC
Dimensional ETF Tr Dimensional

ETFs
355
+ 0.22%
$24.94 - $31.15 $8.85K - $11.1K
163K $5.07M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
19.9K
+ 33.22%
$22.4 - $23.8 $446K - $474K
79.9K $1.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
17
+ 0.21%
$496.48 - $617.85 $8.44K - $10.5K
8.04K $4.97M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
18.4K
+ 12.34%
$22.68 - $23.28 $417K - $428K
167K $3.89M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
9.14K
+ 16.62%
$23.4 - $29.68 $214K - $271K
64.2K $1.9M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9.4K
+ 17.78%
$45.2 - $46.6 $425K - $438K
62.3K $2.89M
VTI
Vanguard Total Stock Market Et

ETFs
364
+ 3.59%
$243.75 - $303.93 $88.7K - $111K
10.5K $3.19M
USRT
Ishares Core U.S. Reit ETF

ETFs
7.81K
+ 10.34%
$50.37 - $57.97 $393K - $453K
83.3K $4.71M
VB
Vanguard Small Cap ETF

ETFs
80
+ 0.32%
$193.73 - $237.37 $15.5K - $19K
24.9K $5.91M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.92K
+ 19.56%
$48.13 - $49.85 $333K - $345K
42.3K $2.07M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.71K
+ 4.77%
$79.56 - $82.92 $215K - $225K
59.5K $4.93M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.12K
+ 4.34%
$72.96 - $90.39 $81.5K - $101K
26.9K $2.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
68
+ 0.08%
$19.6 - $24.44 $1.33K - $1.66K
90.7K $2.22M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.95K
+ 11.84%
$91.23 - $97.27 $178K - $189K
18.4K $1.79M
RXO
Rxo, Inc.
16.2K
+ 144.82%
$12.58 - $19.55 $204K - $317K
27.4K $430K
IEMG
Ishares Inc

ETFs
3.61K
+ 9.93%
N/A
40K $2.15M
META
Meta Platforms, Inc.

Communication Services
27
+ 2.67%
$484.66 - $738.09 $13.1K - $19.9K
1.04K $767K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.1%
$416.06 - $551.64 $832 - $1.1K
2.09K $1.15M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
7.38K
+ 12.33%
$22.57 - $23.23 $167K - $171K
67.2K $1.56M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
93
+ 0.22%
$51.16 - $62.02 $4.76K - $5.77K
42.8K $2.65M
AVDE
American Centy ETF Tr Avantis

ETFs
360
+ 1.86%
$59.32 - $74.36 $21.4K - $26.8K
19.7K $1.46M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
28
+ 0.11%
$90.56 - $109.49 $2.54K - $3.07K
25.6K $2.8M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5
+ 0.01%
$24.38 - $30.18 $122 - $151
49.2K $1.48M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.72K
+ 765.35%
$40.82 - $43.14 $111K - $117K
3.07K $132K
HIW
Highwoods Properties, Inc.

Real Estate
37
+ 0.06%
$25.31 - $31.85 $936 - $1.18K
57.4K $1.78M
VNQ
Vanguard Specialized Funds Van

ETFs
1.35K
+ 4.79%
$79.79 - $91.42 $108K - $124K
29.6K $2.64M
VST
Vistra Corp.

Utilities
511
+ 5677.78%
$98.07 - $195.04 $50.1K - $99.7K
520 $100K
RTX
Raytheon Technologies Corp

Industrials
16
+ 0.22%
$113.75 - $148.48 $1.82K - $2.38K
7.14K $1.04M
WMB
Williams Companies, Inc.

Energy
1.51K
+ 6048.0%
$54.33 - $62.87 $82.1K - $95.1K
1.54K $96K
SYK
Stryker Corp

Healthcare
7
+ 0.21%
$337.37 - $395.63 $2.36K - $2.77K
3.4K $1.35M
DIS
Walt Disney CO

Communication Services
78
+ 2.83%
$81.72 - $124.01 $6.37K - $9.67K
2.84K $351K
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.48K
+ 75.87%
$29.82 - $30.19 $74K - $74.9K
5.75K $173K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15
+ 0.04%
$22.92 - $28.05 $344 - $421
35.6K $999K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
562
+ 2.62%
$96.84 - $99.46 $54.4K - $55.9K
22K $2.18M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.13K
+ 78.6%
$49.57 - $50.27 $56.1K - $56.9K
2.57K $129K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6
+ 0.01%
$36.25 - $42.28 $218 - $254
40.5K $1.71M
GOOGL
Alphabet Inc.

Communication Services
61
+ 2.87%
$144.7 - $178.6 $8.83K - $10.9K
2.19K $385K
Activity Summary
Buys All Purchases 1246 New Holdings 785 Increased Positions 461 Sells All Sells 249 Reductions 249 Sold out 0 Options Calls 0 Puts 0
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