Rialto Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RW Rialto Wealth Management, LLC | Institutional Filer | ▲ 6.49% | $445.3M | 1730 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1730)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | — | 427K | $33.7M | 7.58% |
| 2 | IEFA | ISHARES TR | — | 255K | $23.1M | 5.18% |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | — | 286K | $22.7M | 5.10% |
| 4 | VOO | VANGUARD INDEX FDS | — | 37K | $22.4M | 5.03% |
| 5 | VMBS | VANGUARD SCOTTSDALE FDS | — | 425K | $19.9M | 4.48% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | — | 329K | $19.6M | 4.40% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | — | 271K | $17.4M | 3.90% |
| 8 | AVDV | AMERICAN CENTY ETF TR | — | 169K | $16.9M | 3.79% |
| 9 | VBIL | VANGUARD INSTL INDEX FD | — | 192K | $14.5M | 3.26% |
| 10 | IVV | ISHARES TR | — | 16K | $10.4M | 2.34% |
| 11 | VONE | VANGUARD SCOTTSDALE FDS | — | 32K | $9.4M | 2.11% |
| 12 | AVUV | AMERICAN CENTY ETF TR | — | 68K | $7.5M | 1.68% |
| 13 | AVMV | AMERICAN CENTY ETF TR | — | 99K | $7.3M | 1.64% |
| 14 | SCHF | SCHWAB STRATEGIC TR | — | 267K | $6.6M | 1.49% |
| 15 | USRT | ISHARES TR | — | 108K | $6.4M | 1.44% |
Showing 1 to 15 of 1000 holdings