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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $445M AUM 1,730 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New 951 Added 231 Reduced 92 Exited
Page 2 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPHY SPDR SERIES TRUST 218,442.0 $5.1M 1.14% +59K +37.0% $23.32 +0.3%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,774.0 $5.1M 1.14% $650.34 +14.0%
23 AAPL APPLE INC Technology 18,115.0 $4.6M 1.03% +122.0 +0.7% $253.78 +19.1%
24 NVDA NVIDIA CORPORATION Technology 26,343.0 $4.6M 1.03% +3K +14.1% $174.40 +26.5%
25 VCIT VANGUARD SCOTTSDALE FDS 55,056.0 $4.6M 1.02% -1K -2.2% $82.75 -0.8%
26 MSFT MICROSOFT CORP Technology 11,085.0 $4.1M 0.92% +345.0 +3.2% $370.16 +12.8%
27 VONV VANGUARD SCOTTSDALE FDS 40,420.0 $3.8M 0.85% $93.74 +9.4%
28 VBR VANGUARD INDEX FDS 16,662.0 $3.6M 0.81% -835.0 -4.8% $217.25 +5.8%
29 VANGUARD MALVERN FDS 68,511.0 $3.5M 0.79% +17K +31.9% $51.00
30 AN AUTONATION INC Consumer Cyclical 16,507.0 $3.2M 0.72% +10K +148.9% $195.26 -5.4%
31 SCHO SCHWAB STRATEGIC TR 124,692.0 $3.0M 0.68% +73K +139.0% $24.27 -0.5%
32 SCHB SCHWAB STRATEGIC TR 120,480.0 $3.0M 0.68% $25.10 +13.7%
33 DISV DIMENSIONAL ETF TRUST 74,180.0 $2.9M 0.66% -29K -28.4% $39.44 +6.6%
34 VANGUARD MUN BD FDS 36,598.0 $2.8M 0.63% +6K +21.2% $76.29
35 IEMG ISHARES INC 40,014.0 $2.8M 0.63% -754.0 -1.9% $69.75 +14.6%
36 IJR ISHARES TR 22,362.0 $2.8M 0.62% $124.31 +9.3%
37 EFA ISHARES TR 28,487.0 $2.8M 0.62% -174.0 -0.6% $97.13 +6.7%
38 DFEM DIMENSIONAL ETF TRUST 78,441.0 $2.7M 0.61% +16K +25.0% $34.55 +13.8%
39 VANGUARD NY TAX FREE FDS 25,629.0 $2.6M 0.59% +18K +258.9% $102.45
40 IBHH ISHARES TR 106,936.0 $2.5M 0.56% +56K +108.3% $23.47 +0.1%
Page 2 of 87  ·  1,730 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.9%
Financial Services 21.0%
Industrials 11.9%
Healthcare 10.1%
Consumer Cyclical 9.1%
Communication Services 4.7%
Energy 3.6%
Consumer Defensive 2.8%
Real Estate 2.4%
Utilities 1.9%