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Rialto Wealth Management - Q1 2026 13F Filings

RI

Rialto Wealth Management, LLC

CIK: 0002054966
Address: New York Syracuse 126 N Salina St
$445.28 M
Portfolio Value
1730
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. AVDV Avantis International Small Cap Value Etf
+$5.33 M
2. VTI Vanguard Total Stock Market Etf
+$2.87 M
3. AN Autonation
+$1.93 M
4. AVMV Avantis Us Mid Cap Value Etf
+$1.9 M
5. MUNY Vanguard New York Tax-Exempt Bond Etf
+$1.89 M

Top Sells

Q1 2026
1. SCHC Schwab International Small-Cap Equity Etf
−$1.8 M
2. DISV Dimensional International Small Cap Value Etf
−$1.16 M
3. VO Vanguard Mid-Cap Etf
−$697,273.08
4. SCZ Ishares Msci Eafe Small-Cap Etf
−$667,269.42
5. IBHG Ishares Ibonds 2027 Term High Yield And Income Etf
−$525,543.59

Asset Allocation

Stocks/ETFs
+7.35%
$445.28 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Rialto Wealth Management Q1 2026 Filing Summary

Rialto Wealth Management, LLC filed its 13F report for Q1 2026 on May 14, 2026. The portfolio totaled 445.28 M reflecting a +6.49% change from the prior quarter, spanning 1,730 assets. The top 10 holdings comprised 45.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 139 new positions and 90 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Rialto Wealth Management’s Q1 2026 Filing

Rialto Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 05/14/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Rialto Wealth Management reported a managed portfolio value of 445.28 M, consisting of 1,730 individual positions.

This page displays the raw filing documents. To see which stocks Rialto Wealth Management bought or sold during Q1 2026, please visit Rialto Wealth Management's Portfolio Analysis page.