Rialto Wealth Management, LLC Portfolio Holdings

Rialto Wealth Management, LLC

  • $342 Million
  • Q2 2025

Rialto Wealth Management, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $342 Million distributed in 1702 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $27.3M, Vanguard Index Fds S&P 500 ETF with a value of $22.1M, Ishares Tr with a value of $17.3M, Vanguard Ftse Developed Market with a value of $15.8M, and Vanguard Sht Term Corp Bd ETF with a value of $14.1M.

Examining the 13F form we can see an increase of $35.6M in the current position value, from $307M to 342M.

Rialto Wealth Management, LLC is based out at Syracuse, NY

Below you can find more details about Rialto Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $342 Million
ETFs: $304 Million
Technology: $15.3 Million
Financial Services: $4.5 Million
Industrials: $4.21 Million
Healthcare: $3.84 Million
Real Estate: $2.05 Million
Communication Services: $1.98 Million
Consumer Cyclical: $1.72 Million
Other: $4.09 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.3 Million 7.96% of portfolio
364,072
Q2 2025 Added 10.87%
$0
$22.1 Million 6.44% of portfolio
38,823
Q2 2025 Reduced 0.27%
$0
$17.3 Million 5.04% of portfolio
206,743
Q2 2025 Added 9.56%
$0
$15.8 Million 4.61% of portfolio
277,000
Q2 2025 Added 1.74%
$0
$14.1 Million 4.1% of portfolio
176,769
Q2 2025 Added 14.96%
$0
$11.1 Million 3.24% of portfolio
150,506
Q2 2025 Reduced 14.11%
$0
$9.98 Million 2.92% of portfolio
35,535
Q2 2025 Reduced 0.97%
$0
$9.44 Million 2.76% of portfolio
15,196
Q2 2025 Added 8.02%
$0
$7.82 Million 2.28% of portfolio
183,578
Q2 2025 Reduced 5.02%
$0
$7.58 Million 2.21% of portfolio
95,629
Q2 2025 Added 19.01%
$0
$6.02 Million 1.76% of portfolio
21,526
Q2 2025 Reduced 0.36%
$0
$5.91 Million 1.72% of portfolio
24,918
Q2 2025 Added 0.32%
$0
$5.5 Million 1.61% of portfolio
248,787
Q2 2025 Reduced 5.59%
$0
$5.07 Million 1.48% of portfolio
162,972
Q2 2025 Added 0.22%
$0
$4.97 Million 1.45% of portfolio
8,036
Q2 2025 Added 0.21%
$0
$4.93 Million 1.44% of portfolio
59,480
Q2 2025 Added 4.77%
$0
$4.26 Million 1.24% of portfolio
71,174
Q2 2025 Added 33.24%
$0
$3.89 Million 1.14% of portfolio
167,431
Q2 2025 Added 12.34%
$0
$3.75 Million 1.09% of portfolio
43,996
Q2 2025 Reduced 1.68%
$0
$3.63 Million 1.06% of portfolio
18,617
Q2 2025 Reduced 3.38%
$0
$3.19 Million 0.93% of portfolio
10,495
Q2 2025 Added 3.59%
$0
$2.89 Million 0.84% of portfolio
121,377
Q2 2025 Reduced 1.63%
$0
$2.89 Million 0.84% of portfolio
62,305
Q2 2025 Added 17.78%
$0
$2.8 Million 0.82% of portfolio
25,645
Q2 2025 Added 0.11%
$0
$2.78 Million 0.81% of portfolio
84,439
Q2 2025 Added 51.51%
$0
$2.66 Million 0.78% of portfolio
33,429
Q2 2025 Reduced 1.8%
$0
$2.65 Million 0.77% of portfolio
42,752
Q2 2025 Added 0.22%
$0
$2.64 Million 0.77% of portfolio
29,636
Q2 2025 Added 4.79%
$0
$2.57 Million 0.75% of portfolio
105,220
Q2 2025 Reduced 3.94%
$0
$2.45 Million 0.72% of portfolio
33,758
Q2 2025 Reduced 3.58%
$0
$2.45 Million 0.71% of portfolio
26,660
Q2 2025 Reduced 0.14%
$0
$2.43 Million 0.71% of portfolio
49,179
Q2 2025 Reduced 2.44%
$0
$2.4 Million 0.7% of portfolio
26,877
Q2 2025 Added 4.34%
$0
$2.38 Million 0.7% of portfolio
6,787
Q1 2025 Reduced 1.99%
$0
$2.32 Million 0.68% of portfolio
26,607
Q2 2025 Reduced 2.08%
$0
$2.22 Million 0.65% of portfolio
90,667
Q2 2025 Added 0.08%
$0
$2.18 Million 0.64% of portfolio
21,978
Q2 2025 Added 2.62%
$0
$2.21 Million 0.64% of portfolio
43,551
Q2 2025 Reduced 14.56%
$0
$2.15 Million 0.63% of portfolio
40,015
Q2 2025 Added 9.93%
$0
$2.07 Million 0.61% of portfolio
42,312
Q2 2025 Added 19.56%
$0
$2.05 Million 0.6% of portfolio
25,692
Q2 2025 Reduced 0.24%
$0
$1.9 Million 0.56% of portfolio
64,156
Q2 2025 Added 16.62%
$0
$1.9 Million 0.55% of portfolio
79,871
Q2 2025 Added 33.22%
$0
$1.81 Million 0.53% of portfolio
18,951
Q2 2025 Reduced 0.03%
$0
$1.79 Million 0.52% of portfolio
18,387
Q2 2025 Added 11.84%
$0
$1.71 Million 0.5% of portfolio
40,493
Q2 2025 Added 0.01%
$0
$1.65 Million 0.48% of portfolio
18,120
Q2 2025 Added 67.96%
$0
$1.62 Million 0.47% of portfolio
48,114
Q2 2025 Added 133.34%
$0
$1.56 Million 0.46% of portfolio
67,198
Q2 2025 Added 12.33%

Summary

  • Portfolio
  • No. of Stocks 1,702
  • Current Value $342 Million
  • Prior Value $307 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 785 stocks
  • Additional Purchases 461 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 249 stocks
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