Rialto Wealth Management, LLC Portfolio Holdings

Rialto Wealth Management, LLC

  • $384 Million
  • Q4 2025

Rialto Wealth Management, LLC has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $384 Million distributed in 1690 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 $33.2M, Vanguard Index Fds S&P 500 ETF with a value of $23M, Vanguard Sht Term Corp Bd ETF with a value of $21.4M, Ishares Tr with a value of $21M, and Vanguard Mortg Backed Sec ETF with a value of $18.2M.

Examining the 13F form we can see an increase of $21.3M in the current position value, from $363M to 384M.

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 $384 Million
ETFs: $337 Million
Technology: $18.3 Million
Industrials: $5.76 Million
Healthcare: $4.67 Million
Financial Services: $4.46 Million
Consumer Cyclical: $3.08 Million
Communication Services: $2.39 Million
Real Estate: $1.63 Million
Other: $3.93 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.2 Million 8.65% of portfolio
409,387
Q4 2025 Added 11.54%
$0
$23 Million 6.0% of portfolio
37,292
Q4 2025 Added 1.68%
$0
$21.4 Million 5.57% of portfolio
268,609
Q4 2025 Added 13.35%
$0
$21 Million 5.46% of portfolio
236,113
Q4 2025 Added 7.78%
$0
$18.2 Million 4.74% of portfolio
387,799
Q4 2025 Added 57.05%
$0
$18 Million 4.68% of portfolio
299,511
Q4 2025 Added 11.31%
$0
$16.9 Million 4.41% of portfolio
275,907
Q4 2025 Reduced 1.05%
$0
$10.4 Million 2.71% of portfolio
115,414
Q4 2025 Added 11.89%
$0
$10.3 Million 2.67% of portfolio
15,182
Q4 2025 Added 3.17%
$0
$9.8 Million 2.55% of portfolio
32,228
Q4 2025 Reduced 0.7%
$0
$7.28 Million 1.9% of portfolio
161,616
Q4 2025 Reduced 1.94%
$0
$6.44 Million 1.68% of portfolio
268,993
Q4 2025 Added 9.52%
$0
$5.99 Million 1.56% of portfolio
23,983
Q4 2025 Reduced 0.36%
$0
$5.85 Million 1.52% of portfolio
20,382
Q4 2025 Reduced 0.84%
$0
$5.74 Million 1.5% of portfolio
172,033
Q4 2025 Added 4.51%
$0
$5.7 Million 1.48% of portfolio
98,521
Q4 2025 Added 10.82%
$0
$5.04 Million 1.31% of portfolio
51,628
Q4 2025 Added 12.66%
$0
$4.7 Million 1.22% of portfolio
56,281
Q4 2025 Reduced 5.34%
$0
$3.76 Million 0.98% of portfolio
159,432
Q4 2025 Added 24.75%
$0
$3.72 Million 0.97% of portfolio
103,550
Q4 2025 Added 8.41%
$0
$3.59 Million 0.94% of portfolio
17,497
Q4 2025 Added 6.37%
$0
$3.63 Million 0.94% of portfolio
40,378
Q4 2025 Reduced 0.46%
$0
$3.12 Million 0.81% of portfolio
120,750
Q4 2025 Added 0.78%
$0
$3 Million 0.78% of portfolio
9,097
Q4 2025 Reduced 7.77%
$0
$2.73 Million 0.71% of portfolio
28,661
Q4 2025 Added 1.1%
$0
$2.65 Million 0.69% of portfolio
29,620
Q4 2025 Added 2.4%
$0
$2.61 Million 0.68% of portfolio
22,362
Q3 2025 Reduced 12.8%
$0
$2.5 Million 0.65% of portfolio
32,698
Q4 2025 Reduced 0.59%
$0
$2.47 Million 0.64% of portfolio
93,031
Q4 2025 Added 3.22%
$0
$2.45 Million 0.64% of portfolio
44,752
Q4 2025 Added 0.98%
$0
$2.23 Million 0.58% of portfolio
5,871
Q4 2025 Reduced 10.49%
$0
$2.21 Million 0.58% of portfolio
23,070
Q4 2025 Reduced 6.71%
$0
$2.19 Million 0.57% of portfolio
40,768
Q4 2025 Added 8.37%
$0
$2.08 Million 0.54% of portfolio
26,774
Q4 2025 Added 27.4%
$0
$2.08 Million 0.54% of portfolio
62,739
Q4 2025 Added 2.85%
$0
$2.06 Million 0.54% of portfolio
32,095
Q4 2025 Reduced 1.0%
$0
$2 Million 0.52% of portfolio
51,862
Q4 2025 Added 52.38%
$0
$1.96 Million 0.51% of portfolio
18,712
Q4 2025 Reduced 1.65%
$0
$1.82 Million 0.47% of portfolio
40,422
Q4 2025 Added 0.01%
$0
$1.66 Million 0.43% of portfolio
7,933
Q4 2025 Reduced 2.03%
$0
$1.6 Million 0.42% of portfolio
19,984
Q4 2025 Added 6.34%
$0
$1.63 Million 0.42% of portfolio
48,079
Q4 2025 Added 10.25%
$0
$1.6 Million 0.42% of portfolio
31,863
Q4 2025 Reduced 24.15%
$0
$1.59 Million 0.41% of portfolio
47,022
Q4 2025 Reduced 1.76%
$0
$1.39 Million 0.36% of portfolio
59,604
Q4 2025 Added 23.21%
$0
$1.27 Million 0.33% of portfolio
52,168
Q4 2025 Reduced 32.71%
$0
$1.24 Million 0.32% of portfolio
45,560
Q4 2025 Reduced 0.02%
$0
$1.23 Million 0.32% of portfolio
55,006
Q4 2025 Added 135.3%
$0
$1.21 Million 0.32% of portfolio
51,342
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,690
  • Current Value $384 Million
  • Prior Value $363 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 09, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 119 stocks
  • Additional Purchases 747 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 324 stocks
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