Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rialto Wealth Management, LLC (CIK 2054966) reported $445.3M across 1,713 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTM ($33.7M, 7.58%), IEFA ($23.1M, 5.18%), VCSH ($22.7M, 5.10%), VOO ($22.4M, 5.03%), VMBS ($19.9M, 4.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $33.7M | 7.58% | 426,768 | Added |
| 2 | IEFA | ISHARES TR | $23.1M | 5.18% | 254,749 | Added |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $22.7M | 5.10% | 286,402 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $22.4M | 5.03% | 37,483 | Added |
| 5 | VMBS | VANGUARD SCOTTSDALE FDS | $19.9M | 4.48% | 424,759 | Added |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $19.6M | 4.40% | 329,140 | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $17.4M | 3.90% | 270,782 | Trimmed |
| 8 | AVDV | AMERICAN CENTY ETF TR | $16.9M | 3.79% | 168,793 | Added |
| 9 | VBIL | VANGUARD INSTL INDEX FD | $14.5M | 3.26% | 191,937 | Added |
| 10 | IVV | ISHARES TR | $10.4M | 2.34% | 15,949 | Added |
| 11 | VONE | VANGUARD SCOTTSDALE FDS | $9.4M | 2.11% | 31,815 | Trimmed |
| 12 | AVUV | AMERICAN CENTY ETF TR | $7.5M | 1.68% | 67,614 | Added |
| 13 | AVMV | AMERICAN CENTY ETF TR | $7.3M | 1.64% | 98,654 | Added |
| 14 | SCHF | SCHWAB STRATEGIC TR | $6.6M | 1.49% | 267,359 | Trimmed |
| 15 | USRT | ISHARES TR | $6.4M | 1.44% | 108,274 | Added |
| 16 | VB | VANGUARD INDEX FDS | $6.1M | 1.37% | 23,359 | Trimmed |
| 17 | DFIC | DIMENSIONAL ETF TRUST | $6.1M | 1.37% | 171,092 | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $5.8M | 1.30% | 18,041 | Added |
| 19 | SCHC | SCHWAB STRATEGIC TR | $5.8M | 1.29% | 123,028 | Trimmed |
| 20 | VO | VANGUARD INDEX FDS | $5.2M | 1.16% | 17,954 | Trimmed |
| 21 | SPHY | SPDR SERIES TRUST | $5.1M | 1.14% | 218,442 | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $5.1M | 1.14% | 7,774 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $4.6M | 1.03% | 26,343 | Added |
| 24 | AAPL | APPLE INC | $4.6M | 1.03% | 18,115 | Added |
| 25 | VCIT | VANGUARD SCOTTSDALE FDS | $4.6M | 1.02% | 55,056 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31