Rialto Wealth Management, Llc Portfolio Stock Holdings
Rialto Wealth Management, Llc disclosed 1730 stock positions valued at approximately $445.3 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1730
- Portfolio Value
- $445.3M
Holdings by Sector
Rialto Wealth Management, Llc Portfolio Holdings in Q1 2026
1665 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPTM | Other | 7.58% | 426,768 | +17,381 | +4.25% | $33,740,301 |
| ISHARES TR | IEFA | Other | 5.18% | 254,749 | +18,636 | +7.89% | $23,062,430 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 5.10% | 286,402 | +17,793 | +6.62% | $22,703,097 |
| VANGUARD INDEX FDS | VOO | Other | 5.03% | 37,483 | +191 | +0.51% | $22,398,077 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 4.48% | 424,759 | +36,960 | +9.53% | $19,942,436 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 4.40% | 329,140 | +29,629 | +9.89% | $19,600,287 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.90% | 270,782 | -5,125 | -1.86% | $17,351,711 |
| AMERICAN CENTY ETF TR | AVDV | Other | 3.79% | 168,793 | +53,379 | +46.25% | $16,855,669 |
| ISHARES TR | IVV | Other | 2.34% | 15,949 | +767 | +5.05% | $10,418,047 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 2.11% | 31,815 | -413 | -1.28% | $9,389,243 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.68% | 67,614 | +15,986 | +30.96% | $7,469,283 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.49% | 267,359 | -1,634 | -0.61% | $6,617,136 |
| ISHARES TR | USRT | Other | 1.44% | 108,274 | +9,753 | +9.90% | $6,408,755 |
| VANGUARD INDEX FDS | VB | Other | 1.37% | 23,359 | -624 | -2.60% | $6,118,190 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 1.37% | 171,092 | -941 | -0.55% | $6,078,899 |
| VANGUARD INDEX FDS | VTI | Other | 1.30% | 18,041 | +8,944 | +98.32% | $5,787,824 |
| SCHWAB STRATEGIC TR | SCHC | Other | 1.29% | 123,028 | -38,588 | -23.88% | $5,750,312 |
| VANGUARD INDEX FDS | VO | Other | 1.16% | 17,954 | -2,428 | -11.91% | $5,156,030 |
| SPDR SERIES TRUST | SPHY | Other | 1.14% | 218,442 | +59,010 | +37.01% | $5,094,068 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.14% | 7,774 | +5 | +0.06% | $5,055,771 |
| APPLE INC | AAPL | Technology | 1.03% | 18,115 | +122 | +0.68% | $4,597,314 |
| NVIDIA CORPORATION | NVDA | Technology | 1.03% | 26,343 | +3,258 | +14.11% | $4,594,185 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.02% | 55,056 | -1,225 | -2.18% | $4,555,894 |
| MICROSOFT CORP | MSFT | Technology | 0.92% | 11,085 | +345 | +3.21% | $4,103,254 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.85% | 40,420 | +42 | +0.10% | $3,788,971 |
| VANGUARD INDEX FDS | VBR | Other | 0.81% | 16,662 | -835 | -4.77% | $3,619,820 |
| AUTONATION INC | AN | Consumer Cyclical | 0.72% | 16,507 | +9,874 | +148.86% | $3,223,157 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.68% | 124,692 | +72,524 | +139.02% | $3,026,275 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.68% | 120,480 | -270 | -0.22% | $3,024,058 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.66% | 74,180 | -29,370 | -28.36% | $2,925,663 |
| ISHARES INC | IEMG | Other | 0.63% | 40,014 | -754 | -1.85% | $2,790,988 |
| ISHARES TR | IJR | Other | 0.62% | 22,362 | - | - | $2,779,821 |
| ISHARES TR | EFA | Other | 0.62% | 28,487 | -174 | -0.61% | $2,766,943 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.61% | 78,441 | +15,702 | +25.03% | $2,710,135 |
| ISHARES TR | IBHH | Other | 0.56% | 106,936 | +55,594 | +108.28% | $2,509,788 |
| VANGUARD INDEX FDS | VNQ | Other | 0.54% | 27,285 | -2,335 | -7.88% | $2,420,180 |
| BLACKROCK ETF TRUST II | HYMU | Other | 0.54% | 109,656 | +75,040 | +216.78% | $2,414,626 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.53% | 60,687 | +8,825 | +17.02% | $2,358,297 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.53% | 29,151 | +2,377 | +8.88% | $2,348,988 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.52% | 90,718 | -2,313 | -2.49% | $2,326,010 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.50% | 41,560 | -3,192 | -7.13% | $2,246,318 |
| ISHARES TR | IWV | Other | 0.49% | 5,867 | -4 | -0.07% | $2,174,780 |
| ISHARES TR | IJH | Other | 0.49% | 32,095 | - | - | $2,167,376 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.49% | 21,593 | -1,477 | -6.40% | $2,162,971 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.45% | 23,408 | +3,424 | +17.13% | $1,985,935 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.44% | 40,426 | +4 | +0.01% | $1,959,028 |
| ISHARES TR | SCZ | Other | 0.43% | 24,188 | -8,510 | -26.03% | $1,896,582 |
| SPDR SERIES TRUST | SPYG | Other | 0.41% | 18,502 | -210 | -1.12% | $1,811,531 |
| ISHARES TR | IVE | Other | 0.37% | 7,890 | -43 | -0.54% | $1,665,974 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.36% | 32,305 | +442 | +1.39% | $1,611,697 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.36% | 48,335 | +256 | +0.53% | $1,592,639 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.33% | 32,893 | +18,879 | +134.72% | $1,484,133 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.33% | 9,225 | +80 | +0.87% | $1,450,908 |
| RTX CORPORATION | RTX | Industrials | 0.31% | 7,109 | -40 | -0.56% | $1,371,327 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.27% | 51,012 | -8,592 | -14.42% | $1,184,499 |
| INVESCO QQQ TR | QQQ | Other | 0.27% | 2,049 | +45 | +2.25% | $1,182,642 |
| ISHARES TR | IWM | Other | 0.26% | 4,696 | - | - | $1,164,608 |
| AMGEN INC | AMGN | Healthcare | 0.26% | 3,288 | -19 | -0.57% | $1,156,883 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.25% | 21,205 | +3,427 | +19.28% | $1,101,176 |
| STRYKER CORPORATION | SYK | Healthcare | 0.24% | 3,304 | +14 | +0.43% | $1,085,662 |
| VANGUARD BD INDEX FDS | BND | Other | 0.24% | 14,396 | +1,275 | +9.72% | $1,060,122 |
| HIGHWOODS PPTYS INC | HIW | Real Estate | 0.23% | 47,377 | - | - | $1,014,342 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.22% | 15,928 | +9,593 | +151.43% | $994,704 |
| DBX ETF TR | SHYL | Other | 0.22% | 22,104 | -2,000 | -8.30% | $981,197 |
| ISHARES TR | HYG | Other | 0.22% | 12,046 | +2 | +0.02% | $958,348 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.21% | 30,298 | -3,957 | -11.55% | $938,027 |
| ISHARES TR | EFV | Other | 0.21% | 12,487 | - | - | $928,409 |
| SPDR SERIES TRUST | MDYV | Other | 0.21% | 10,781 | +868 | +8.76% | $917,978 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.20% | 1,463 | - | - | $902,320 |
| ISHARES TR | FALN | Other | 0.18% | 30,136 | -15,424 | -33.85% | $805,234 |
| SHOPIFY INC | SHOP | Technology | 0.17% | 6,540 | - | - | $775,775 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.17% | 19,882 | +4,329 | +27.83% | $774,603 |
| ALPHABET INC | GOOGL | Communication Services | 0.17% | 2,614 | +384 | +17.22% | $751,664 |
| META PLATFORMS INC | META | Communication Services | 0.17% | 1,308 | +64 | +5.14% | $748,590 |
| ISHARES TR | MUB | Other | 0.17% | 7,038 | +1,226 | +21.09% | $747,084 |
| RXO INC | RXO | Industrials | 0.16% | 49,542 | - | - | $724,305 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.16% | 2,956 | +86 | +3.00% | $722,565 |
| MESOBLAST LTD | MESO | Healthcare | 0.16% | 46,500 | - | - | $715,170 |
| VANGUARD INDEX FDS | VUG | Other | 0.16% | 1,584 | -35 | -2.16% | $691,876 |
| ISHARES TR | IBHG | Other | 0.16% | 31,258 | -23,748 | -43.17% | $691,740 |
| ISHARES TR | IWN | Other | 0.16% | 3,644 | -9 | -0.25% | $690,866 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.15% | 1,429 | +500 | +53.82% | $684,777 |
| ISHARES TR | IWD | Other | 0.15% | 3,136 | - | - | $670,070 |
| SPDR SERIES TRUST | JNK | Other | 0.15% | 6,987 | -1,846 | -20.90% | $668,796 |
| JANUS INTERNATIONAL GROUP IN | JBI | Industrials | 0.15% | 129,557 | - | - | $667,219 |
| AVANTOR INC | AVTR | Healthcare | 0.15% | 84,489 | +63 | +0.07% | $662,394 |
| GE VERNOVA INC | GEV | Utilities | 0.15% | 744 | +225 | +43.35% | $649,438 |
| EATON CORP PLC | ETN | Other | 0.15% | 1,814 | -207 | -10.24% | $648,814 |
| SPDR SERIES TRUST | SPIB | Other | 0.14% | 19,145 | -27,877 | -59.29% | $642,124 |
| MERCK & CO INC | MRK | Healthcare | 0.14% | 5,225 | +47 | +0.91% | $628,516 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.14% | 4,687 | +2,360 | +101.42% | $622,845 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.14% | 20,884 | -332 | -1.56% | $607,307 |
| ISHARES TR | SLQD | Other | 0.13% | 11,483 | -76 | -0.66% | $579,777 |
| GE AEROSPACE | GE | Industrials | 0.13% | 1,981 | -149 | -7.00% | $562,149 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 0.12% | 9,869 | +36 | +0.37% | $555,724 |
| ISHARES TR | IGSB | Other | 0.12% | 10,360 | -304 | -2.85% | $544,522 |
| VANGUARD INDEX FDS | VTV | Other | 0.12% | 2,723 | +68 | +2.56% | $534,253 |
| SPDR SERIES TRUST | SLYV | Other | 0.12% | 5,613 | +143 | +2.61% | $530,908 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 0.11% | 15,067 | - | - | $507,306 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.11% | 1,387 | +326 | +30.73% | $468,585 |