Rialto Wealth Management, LLC
CIK 2054966
13F filing for Q2 2026・No. 3,871
- Holdings
- US$505.32M
- Quarter change
- +US$60.04M
- Entries
- 1,934
- Net bought (estimate)
- +US$20.61M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 292
- Sold out 88
- Cut 271
- Added 1,025
- Corporate actions 2
- Unchanged 346
Largest holdings
1,934 stocks worth US$505.32M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR PR SP1500 | Added | 427,094 | US$38.78M | 7.67% |
| ISHARES TRCORE MSCI EAFE | Added | 272,923 | US$26.36M | 5.22% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 37,938 | US$26.06M | 5.16% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Cut | 278,295 | US$21.99M | 4.35% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 267,585 | US$19.07M | 3.77% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Cut | 320,863 | US$18.92M | 3.75% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Added | 183,604 | US$18.92M | 3.74% |
| VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF | Cut | 396,019 | US$18.54M | 3.67% |
| VANGUARD INSTL INDEX FD0 3 MO TR BI ETF | Added | 216,777 | US$16.41M | 3.25% |
| IVVISHARES TRCORE S&P500 ETF | Added | 17,631 | US$13.2M | 2.61% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.