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 Market Cap. of $10 Billions to $200 Billions
