Rialto Wealth Management, LLC
•CIK: 2054966•Filing: Q4 2025
**Rialto Wealth Management, LLC** manages $418M across a diversified portfolio of 1,690 positions. The strategy exhibits significant allocations to core equity and fixed-income mandates, highlighted by top holdings including SPTM ($33.8M) and VOO ($23.4M). Further diversification is evident with substantial weightings in international equities (IEFA at $21.1M) and various fixed-income vehicles such as VCSH ($21.4M) and VGIT ($17.9M). This structure suggests a disciplined, multi-asset approach targeting broad market exposure.
Total AUM
$418.1M
QoQ Performance
+7.9%
Positions
1,473
Top 10 Concentration
46.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SPTM
VOO
VCSH
IEFA
SPTM8.1%
VOO5.6%
VCSH5.1%
IEFA5.1%
VMBS4.4%
VGIT4.3%
VEA4.1%
VBIL3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.9%
ETF9.6%
Technology4.2%
Healthcare0.7%
Industrial0.6%
Consumer0.4%
Financial0.3%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
+1503 more exited positions
Changes from Q3 2025
NEW3 new positions
↑94 increased
↓70 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024