Rialto Wealth Management, LLC Purchases in Q3 2025

Rialto Wealth Management, LLC

  • $363 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
198K
+ 278.07%
$58.97 - $60.36 $11.7M - $11.9M
269K $16.2M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
185K
+ 296.32%
$45.72 - $47.27 $8.44M - $8.73M
247K $11.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
60.2K
+ 34.06%
$78.96 - $80.04 $4.75M - $4.82M
237K $18.9M
AVUV
American Centy ETF Tr Avantis

ETFs
27.7K
+ 152.9%
$90.37 - $102.12 $2.5M - $2.83M
45.8K $4.56M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.95K
+ 0.81%
$74.93 - $80.73 $221K - $238K
367K $29.6M
IEFA
Ishares Tr

ETFs
12.3K
+ 5.96%
$81.7 - $87.53 $1.01M - $1.08M
219K $19.1M
AVDV
American Centy ETF Tr Avantis

ETFs
7.52K
+ 7.87%
$79.24 - $89.03 $596K - $670K
103K $9.18M
AN
Autonation, Inc.

Consumer Cyclical
5.21K
+ 364.5%
$189.27 - $227.18 $985K - $1.18M
6.63K $1.45M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
47.9K
+ 60.01%
$23.54 - $23.97 $1.13M - $1.15M
128K $3.06M
VEA
Vanguard Ftse Developed Market

ETFs
1.84K
+ 0.66%
$56.02 - $60.3 $103K - $111K
279K $16.7M
DISV
Dimensional ETF Tr Dimensional

ETFs
11.1K
+ 13.12%
$32.78 - $35.79 $363K - $397K
95.5K $3.41M
USRT
Ishares Core U.S. Reit ETF

ETFs
5.58K
+ 6.7%
$55.64 - $59.37 $311K - $332K
88.9K $5.22M
JBI
Janus International Group, Inc.

Industrials
32.9K
+ 34.01%
$8.54 - $10.68 $281K - $351K
130K $1.28M
HYMU
Blackrock ETF Tr Ii High Yield
17.7K
New
N/A
17.7K $406K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.01%
$617.65 - $666.84 $618 - $667
8.04K $5.35M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.64K
+ 1.01%
$30.76 - $33.01 $50.5K - $54.2K
165K $5.4M
IBHG
Ishares Tr Ibonds 2027 Term Hi
14.3K
+ 158.65%
$22.38 - $22.53 $321K - $323K
23.4K $525K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.67K
+ 7604.55%
$181.56 - $190.33 $304K - $318K
1.7K $321K
HON
Honeywell International Inc

Industrials
1.38K
+ 9835.71%
$207.7 - $240.4 $286K - $331K
1.39K $292K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.47K
+ 5.47%
$87.29 - $93.61 $128K - $138K
28.3K $2.65M
AVEM
American Centy ETF Tr Avantis

ETFs
1.46K
+ 7.45%
$68.33 - $75.41 $99.6K - $110K
21K $1.58M
MSFT
Microsoft Corp

Technology
14
+ 0.13%
$491.09 - $535.64 $6.88K - $7.5K
10.7K $5.54M
SPYG
Spdr Portfolio

ETFs
74
+ 0.39%
$94.33 - $105.31 $6.98K - $7.79K
19K $1.99M
WMB
Williams Companies, Inc.

Energy
2.85K
+ 185.23%
$56.52 - $64.01 $161K - $182K
4.38K $277K
GOOGL
Alphabet Inc.

Communication Services
38
+ 1.74%
$174.36 - $254.72 $6.63K - $9.68K
2.23K $541K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.75K
+ 5.41%
$36.04 - $38.78 $63K - $67.7K
34K $1.31M
RTX
Raytheon Technologies Corp

Industrials
4
+ 0.06%
$144.19 - $167.33 $577 - $669
7.15K $1.2M
JNJ
Johnson & Johnson

Healthcare
147
+ 6.44%
$155.17 - $185.42 $22.8K - $27.3K
2.43K $450K
VGLT
Vanguard Long Term Treasury Et

ETFs
1.76K
New
$54.21 - $57.41 $95.2K - $101K
1.76K $99K
IAU
Ishares Gold Trust

ETFs
905
+ 942.71%
$61.62 - $72.77 $55.8K - $65.9K
1K $72K
ABBV
Abb Vie Inc.

Healthcare
20
+ 1.79%
$184.85 - $231.54 $3.7K - $4.63K
1.14K $263K
CVX
Chevron Corp

Energy
230
+ 13.94%
$145.57 - $161.83 $33.5K - $37.2K
1.88K $291K
XLF
Financial Sector Spdr

ETFs
777
+ 40.89%
$51.37 - $54.25 $39.9K - $42.2K
2.68K $144K
MU
Micron Technology Inc

Technology
2
+ 0.2%
$104.88 - $168.89 $210 - $338
1.03K $171K
GOOG
Alphabet Inc.

Communication Services
19
+ 3.29%
$175.16 - $255.24 $3.33K - $4.85K
597 $145K
TER
Teradyne, Inc

Technology
4
+ 0.55%
$90.15 - $137.64 $361 - $551
735 $101K
BK
Bank Of New York Mellon Corp

Financial Services
7
+ 0.37%
$90.65 - $109.75 $635 - $768
1.92K $209K
JPM
Jpmorgan Chase & CO

Financial Services
33
+ 3.55%
$282.78 - $316.06 $9.33K - $10.4K
962 $303K
XLK
Technology Sector Spdr

ETFs
1
+ 0.09%
$250.97 - $282.66 $251 - $283
1.16K $328K
ORCL
Oracle Corp

Technology
30
+ 7.44%
$218.96 - $328.33 $6.57K - $9.85K
433 $121K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.86%
$357.4 - $423.42 $2.14K - $2.54K
705 $285K
DFAT
Dimensional ETF Tr U S Target

ETFs
13
+ 0.21%
$53.36 - $59.69 $694 - $776
6.32K $368K
AMD
Advanced Micro Devices Inc

Technology
8
+ 0.76%
$134.8 - $184.42 $1.08K - $1.48K
1.07K $172K
PEP
Pepsico Inc

Consumer Defensive
14
+ 0.58%
$133.81 - $152.16 $1.87K - $2.13K
2.42K $340K
C
Citigroup Inc

Financial Services
169
+ 384.09%
$85.57 - $103.49 $14.5K - $17.5K
213 $21K
AVGO
Broadcom Inc.

Technology
18
+ 8.87%
$264.74 - $369.57 $4.77K - $6.65K
221 $72K
FE
Firstenergy Corp

Utilities
353
+ 980.56%
$39.76 - $45.82 $14K - $16.2K
389 $17K
MBB
Ishares Tr

ETFs
140
+ 7.95%
$92.46 - $95.73 $12.9K - $13.4K
1.9K $180K
LEU
Centrus Energy Corp

Energy
1
+ 0.92%
$166.58 - $315.62 $167 - $316
110 $34K
Activity Summary
Buys All Purchases 915 New Holdings 103 Increased Positions 812 Sells All Sells 314 Reductions 314 Sold out 0 Options Calls 0 Puts 0
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