Rialto Wealth Management, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $363 Million distributed in 1705 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 $29.6M, Vanguard Index Fds S&P 500 ETF with a value of $22.5M, Ishares Tr with a value of $19.1M, Vanguard Sht Term Corp Bd ETF with a value of $18.9M, and Vanguard Ftse Developed Market with a value of $16.7M.

Examining the 13F form we can see an increase of $20.4M in the current position value, from $342M to 363M.

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 $363 Million
ETFs: $320 Million
Technology: $17.2 Million
Industrials: $5.07 Million
Financial Services: $4.35 Million
Healthcare: $3.92 Million
Consumer Cyclical: $3.16 Million
Communication Services: $2.1 Million
Real Estate: $1.75 Million
Other: $4.21 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,705
  • Current Value $363 Million
  • Prior Value $342 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 103 stocks
  • Additional Purchases 812 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 314 stocks
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