Rialto Wealth Management, LLC Reduced Holdings in Q3 2025

Rialto Wealth Management, LLC

  • $363 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-103K
- 68.65%
$72.57 - $74.72 $7.5M - $7.72M
47.2K $3.51M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-119K
- 71.11%
$22.9 - $23.58 $2.73M - $2.81M
48.4K $1.14M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-23.5K
- 70.27%
$78.88 - $85.2 $1.85M - $2M
9.94K $829K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-31K
- 71.13%
$50.47 - $50.74 $1.56M - $1.57M
12.6K $637K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-15.7K
- 71.57%
$97.75 - $100.75 $1.54M - $1.58M
6.25K $626K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-31.6K
- 99.04%
$48.31 - $48.93 $1.52M - $1.54M
305 $14K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-16.7K
- 62.73%
$91.44 - $91.77 $1.53M - $1.53M
9.94K $911K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-19.6K
- 76.44%
$79.39 - $90.39 $1.56M - $1.78M
6.05K $536K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-9.65K
- 52.48%
$96.22 - $98.19 $929K - $948K
8.74K $856K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-19.2K
- 84.18%
$45.6 - $46.92 $876K - $902K
3.61K $168K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-10.3K
- 24.17%
$62.09 - $66.51 $642K - $687K
32.4K $2.12M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-8.06K
- 75.61%
$50.82 - $51.09 $410K - $412K
2.6K $132K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-16.4K
- 63.1%
$22.64 - $23.22 $372K - $382K
9.61K $222K
VGSH
Vanguard

ETFs
-6.09K
- 52.94%
$58.43 - $58.88 $356K - $359K
5.41K $318K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-18.8K
- 10.22%
$42.28 - $45.71 $793K - $857K
165K $7.5M
HYG
Ishares Tr

ETFs
-3.85K
- 21.37%
$79.85 - $81.32 $308K - $313K
14.2K $1.15M
HIW
Highwoods Properties, Inc.

Real Estate
-9.92K
- 17.3%
$28.32 - $32.39 $281K - $321K
47.4K $1.51M
VT
Vanguard Total World Stk Index

ETFs
-1.88K
- 80.79%
$128.41 - $138.03 $242K - $260K
448 $61K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-8.51K
- 83.3%
$25.21 - $25.99 $215K - $221K
1.71K $44K
VBR
Vanguard Small Cap Value ETF

ETFs
-2.17K
- 11.65%
$195.41 - $212.37 $424K - $460K
16.4K $3.43M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-2.65K
- 83.13%
$67.48 - $71.55 $179K - $189K
537 $38K
VONE
Vanguard Russell 1000 ETF

ETFs
-3.08K
- 8.67%
$280.68 - $303.97 $864K - $936K
32.5K $9.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-352
- 27.56%
$459.11 - $506.91 $162K - $178K
925 $465K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.28K
- 12.8%
$108.46 - $120.63 $356K - $396K
22.4K $2.66M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1
- 0.01%
$167.28 - $188.45 $167 - $188
9.15K $1.54M
CARR
Carrier Global Corp

Industrials
-20
- 0.2%
$58.75 - $80.73 $1.18K - $1.61K
9.74K $581K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-5.31K
- 26.07%
$29.65 - $31.77 $158K - $169K
15.1K $476K
IEMG
Ishares Inc

ETFs
-2.4K
- 5.99%
N/A
37.6K $2.02M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.62K
- 38.43%
$78.11 - $79.07 $126K - $128K
2.59K $204K
VONV
Vanguard Russell 1000 Value Et

ETFs
-3.43K
- 7.8%
$84.55 - $89.54 $290K - $307K
40.6K $3.63M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.1K
- 26.66%
$52.39 - $53.11 $110K - $112K
5.78K $306K
SYK
Stryker Corp

Healthcare
-38
- 1.12%
$368.57 - $403.53 $14K - $15.3K
3.36K $1.24M
VST
Vistra Corp.

Utilities
-493
- 94.81%
$182.0 - $217.92 $89.7K - $107K
27 $5K
IWD
Ishares Russell 1000 Val ETF

ETFs
-515
- 14.11%
$192.76 - $203.86 $99.3K - $105K
3.14K $638K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-783
- 26.0%
$138.45 - $158.63 $108K - $124K
2.23K $347K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-1K
- 22.85%
$72.91 - $77.23 $72.9K - $77.2K
3.38K $257K
FISV
Fiserv Inc

Technology
-498
- 82.18%
N/A
108 $13K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-354
- 22.24%
$284.45 - $324.95 $101K - $115K
1.24K $396K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.04K
- 42.0%
$52.55 - $54.37 $54.5K - $56.4K
1.43K $77K
INTC
Intel Corp

Technology
-2.5K
- 87.61%
$19.31 - $35.5 $48.4K - $88.9K
354 $11K
IWP
Ishares Russell Mid Cap Growth

ETFs
-386
- 38.03%
$137.51 - $145.26 $53.1K - $56.1K
629 $89K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-450
- 14.09%
$113.73 - $121.28 $51.2K - $54.6K
2.74K $327K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-796
- 45.07%
$41.8 - $43.15 $33.3K - $34.3K
970 $41K
OTIS
Otis Worldwide Corp

Industrials
-21
- 0.54%
$84.93 - $101.07 $1.78K - $2.12K
3.9K $356K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.86K
- 9.88%
$49.43 - $54.52 $240K - $265K
44.3K $2.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-507
- 31.91%
$55.61 - $57.37 $28.2K - $29.1K
1.08K $61K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.62K
- 11.41%
$30.13 - $33.37 $169K - $187K
43.6K $1.46M
CNC
Centene Corp

Healthcare
-480
- 92.66%
$25.21 - $56.65 $12.1K - $27.2K
38 $1K
IWR
Ishares Russell Mid Cap ETF

ETFs
-288
- 43.18%
$92.26 - $97.51 $26.6K - $28.1K
379 $36K
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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