Rialto Wealth Management, LLC Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$358.0M

Holdings

1,702

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,702 positions)

StockValue
VTWVVANGUARD SCOTTSDALE FDS
$419K
IGSBISHARES TR
$416K
PMBSPIMCO ETF TR
$410K
IWFISHARES TR
$405K
VVVANGUARD INDEX FDS
$405K
OTISOTIS WORLDWIDE CORP
$388K
GOOGLALPHABET INC
$386K
HYSPIMCO ETF TR
$378K
AMZNAMAZON COM INC
$372K
LNGCHENIERE ENERGY INC
$369K
IVOGVANGUARD ADMIRAL FDS INC
$361K
DISDISNEY WALT CO
$352K
JNJJOHNSON & JOHNSON
$349K
IYWISHARES TR
$347K
DFATDIMENSIONAL ETF TRUST
$340K
XOMEXXON MOBIL CORP
$332K
BSVVANGUARD BD INDEX FDS
$331K
VVISA INC
$326K
FNCLFIDELITY COVINGTON TRUST
$324K
PEPPEPSICO INC
$318K
VONGVANGUARD SCOTTSDALE FDS
$307K
VTVANGUARD INTL EQUITY INDEX F
$300K
XLKSELECT SECTOR SPDR TR
$295K
VTVVANGUARD INDEX FDS
$288K
ITOTISHARES TR
$286K
ANAUTONATION INC
$284K
BILZPIMCO ETF TR
$281K
JPMJPMORGAN CHASE & CO.
$269K
SCHHSCHWAB STRATEGIC TR
$267K
VCRBVANGUARD MALVERN FDS
$266K
SPABSPDR SERIES TRUST
$262K
VPUVANGUARD WORLD FD
$258K
HDHOME DEPOT INC
$256K
IWBISHARES TR
$256K
CRMSALESFORCE INC
$244K
CVXCHEVRON CORP NEW
$236K
BSCRINVESCO EXCH TRD SLF IDX FD
$234K
BABAALIBABA GROUP HLDG LTD
$227K
SPMDSPDR SERIES TRUST
$223K
SCHVSCHWAB STRATEGIC TR
$222K
VTESVANGUARD WELLINGTON FD
$221K
BLVVANGUARD BD INDEX FDS
$221K
DFSVDIMENSIONAL ETF TRUST
$221K
GEGE AEROSPACE
$213K
VSSVANGUARD INTL EQUITY INDEX F
$212K
XLUSELECT SECTOR SPDR TR
$211K
PGPROCTER AND GAMBLE CO
$209K
ABBVABBVIE INC
$208K
IBHGISHARES TR
$204K
COSTCOSTCO WHSL CORP NEW
$198K
SPDWSPDR INDEX SHS FDS
$198K
MCDMCDONALDS CORP
$197K
BSCQINVESCO EXCH TRD SLF IDX FD
$194K
VYMVANGUARD WHITEHALL FDS
$185K
BSCSINVESCO EXCH TRD SLF IDX FD
$184K
IWSISHARES TR
$177K
BKBANK NEW YORK MELLON CORP
$174K
SPSBSPDR SERIES TRUST
$174K
MBBISHARES TR
$165K
VIOVVANGUARD ADMIRAL FDS INC
$165K
QCOMQUALCOMM INC
$165K
ARMARM HOLDINGS PLC
$162K
CDNSCADENCE DESIGN SYSTEM INC
$157K
FVDFIRST TR EXCHANGE-TRADED FD
$156K
PAYXPAYCHEX INC
$152K
AMDADVANCED MICRO DEVICES INC
$150K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$145K
AQLTISHARES TR
$144K
IWPISHARES TR
$141K
TIPISHARES TR
$137K
PLTRPALANTIR TECHNOLOGIES INC
$136K
VOOGVANGUARD ADMIRAL FDS INC
$136K
UNPUNION PAC CORP
$133K
SHYGISHARES TR
$133K
IGIBISHARES TR
$132K
LLYELI LILLY & CO
$130K
VTIPVANGUARD MALVERN FDS
$129K
IVOVVANGUARD ADMIRAL FDS INC
$126K
AMTAMERICAN TOWER CORP NEW
$126K
MUMICRON TECHNOLOGY INC
$126K
FAIFIRST TR EXCHANGE TRADED FD
$125K
IWYISHARES TR
$123K
VOTVANGUARD INDEX FDS
$122K
XMESPDR SERIES TRUST
$121K
GMFSPDR INDEX SHS FDS
$119K
BACVERIZON COMMUNICATIONS INC
$118K
COOCOOPER COS INC
$117K
GILDGILEAD SCIENCES INC
$114K
GEVGE VERNOVA INC
$110K
SPEMSPDR INDEX SHS FDS
$108K
SPYMSPDR SERIES TRUST
$107K
NFLXNETFLIX INC
$107K
CSWCCAPITAL SOUTHWEST CORP
$106K
FISVFISERV INC
$104K
SCHISCHWAB STRATEGIC TR
$104K
GOOGALPHABET INC
$103K
JEPQJ P MORGAN EXCHANGE TRADED F
$102K
VIGVANGUARD SPECIALIZED FUNDS
$101K
ESGVVANGUARD WORLD FD
$101K
VSTVISTRA CORP
$101K
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