Rialto Wealth Management, LLC Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$418.1M
Holdings
1,690
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,690 positions)
| Stock | Value |
|---|---|
IVOVVANGUARD ADMIRAL FDS INC | $107K |
VOTVANGUARD INDEX FDS | $106K |
CSWCCAPITAL SOUTHWEST CORP | $106K |
HUBBHUBBELL INC | $105K |
JHMDJOHN HANCOCK EXCHANGE TRADED | $105K |
VGTVANGUARD WORLD FD | $103K |
BNDXVANGUARD CHARLOTTE FDS | $101K |
SPYDSPDR SERIES TRUST | $100K |
VTECVANGUARD CALIF TAX FREE FDS | $100K |
PSXPHILLIPS 66 | $98K |
AMTAMERICAN TOWER CORP NEW | $98K |
SPLVINVESCO EXCH TRADED FD TR II | $96K |
CVXCHEVRON CORP NEW | $95K |
EEMISHARES TR | $95K |
CLHCLEAN HARBORS INC | $94K |
ORCLORACLE CORP | $92K |
MAMASTERCARD INCORPORATED | $90K |
INDAISHARES TR | $89K |
KOCOCA COLA CO | $89K |
MOALTRIA GROUP INC | $88K |
AVGOBROADCOM INC | $87K |
IWPISHARES TR | $86K |
AQLTISHARES TR | $86K |
IBMINTERNATIONAL BUSINESS MACHS | $86K |
DFIVDIMENSIONAL ETF TRUST | $85K |
SHYGISHARES TR | $85K |
IJKISHARES TR | $85K |
GWXSPDR INDEX SHS FDS | $83K |
TIPISHARES TR | $83K |
VFHVANGUARD WORLD FD | $82K |
FLRNSPDR SERIES TRUST | $80K |
SLYGSPDR SERIES TRUST | $78K |
SIISPROTT INC | $78K |
6RJ0ROCKET LAB CORP | $78K |
CSCOCISCO SYS INC | $78K |
IAU*ISHARES GOLD TR | $78K |
KKRKKR & CO INC | $77K |
EWXSPDR INDEX SHS FDS | $77K |
IGIBISHARES TR | $77K |
SWKSTANLEY BLACK & DECKER INC | $76K |
HSYHERSHEY CO | $76K |
JHMMJOHN HANCOCK EXCHANGE TRADED | $76K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $76K |
GSATGLOBALSTAR INC | $76K |
DFUSDIMENSIONAL ETF TRUST | $76K |
APDAIR PRODS & CHEMS INC | $76K |
DUHPDIMENSIONAL ETF TRUST | $75K |
NBTBNBT BANCORP INC | $75K |
SCHPSCHWAB STRATEGIC TR | $73K |
LMTLOCKHEED MARTIN CORP | $70K |
KEYKEYCORP | $70K |
ACWIISHARES TR | $70K |
TAT&T INC | $69K |
COOCOOPER COS INC | $68K |
CVNACARVANA CO | $67K |
XAIXDBX ETF TR | $66K |
BDXBECTON DICKINSON & CO | $66K |
ACNACCENTURE PLC IRELAND | $65K |
AXPAMERICAN EXPRESS CO | $65K |
PAYOPAYONEER GLOBAL INC | $64K |
SCHDSCHWAB STRATEGIC TR | $64K |
IYRISHARES TR | $63K |
VTVANGUARD INTL EQUITY INDEX F | $63K |
DFASDIMENSIONAL ETF TRUST | $62K |
PHBINVESCO EXCH TRADED FD TR II | $61K |
JEPIJ P MORGAN EXCHANGE TRADED F | $61K |
FHLCFIDELITY COVINGTON TRUST | $61K |
UNHUNITEDHEALTH GROUP INC | $59K |
TJXTJX COS INC NEW | $58K |
SCHISCHWAB STRATEGIC TR | $58K |
RQICOHEN & STEERS QUALITY INCOM | $58K |
PKGPACKAGING CORP AMER | $58K |
ITWILLINOIS TOOL WKS INC | $55K |
SEICSEI INVTS CO | $55K |
CWISPDR INDEX SHS FDS | $53K |
AVGVAMERICAN CENTY ETF TR | $53K |
COPYRBB FUND TRUST | $52K |
IDXXIDEXX LABS INC | $52K |
BSJRINVESCO EXCH TRD SLF IDX FD | $50K |
IJJISHARES TR | $50K |
MGCVANGUARD WORLD FD | $50K |
IBKRINTERACTIVE BROKERS GROUP IN | $49K |
DEODIAGEO PLC | $48K |
INTUINTUIT | $48K |
ESGDISHARES TR | $47K |
DGDOLLAR GEN CORP NEW | $46K |
BIVVANGUARD BD INDEX FDS | $46K |
DFSUDIMENSIONAL ETF TRUST | $46K |
GSLCGOLDMAN SACHS ETF TR | $46K |
ADPAUTOMATIC DATA PROCESSING IN | $44K |
WFCWELLS FARGO CO NEW | $44K |
PGRPROGRESSIVE CORP | $43K |
DFARDIMENSIONAL ETF TRUST | $43K |
DFCFDIMENSIONAL ETF TRUST | $41K |
FUTYFIDELITY COVINGTON TRUST | $41K |
MRSHMARSH & MCLENNAN COS INC | $41K |
ITA*ISHARES TR | $40K |
BACBANK AMERICA CORP | $40K |
FCFSFIRSTCASH HOLDINGS INC | $40K |
GLWCORNING INC | $38K |