Rialto Wealth Management, LLC Portfolio Holdings

Rialto Wealth Management, LLC

  • $342 Million
  • Q2 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$430,000 0.13% of portfolio
27,386
Q2 2025 Added 144.82%
$0
$63,000 0.02% of portfolio
5,111
Q4 2024 New
$0
$21,000 0.01% of portfolio
1,868
Q4 2024 New
$41.1M
$0 0.0% of portfolio
333
Q2 2025 New
$20M
$0 0.0% of portfolio
1,081
Q2 2025 New
$22.5M
$0 0.0% of portfolio
260
Q2 2025 Added 85.71%
$0
$0 0.0% of portfolio
2
Q2 2025 New
$0
$0 0.0% of portfolio
9
Q2 2025 Reduced 50.0%
$35M
$0 0.0% of portfolio
400
Q2 2025 New
$40.7M
$0 0.0% of portfolio
707
Q2 2025 New
$6.71M
$0 0.0% of portfolio
564
Q2 2025 New
$31.6M
$0 0.0% of portfolio
381
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,702
  • Current Value $342 Million
  • Prior Value $307 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 785 stocks
  • Additional Purchases 461 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 249 stocks
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