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Rialto Wealth Management - Q4 2025 13F Filings

RI

Rialto Wealth Management, LLC

CIK: 0002054966
Address: New York Syracuse 126 N Salina St
$418.13 M
Portfolio Value
1690
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. VMBS Vanguard Mortgage-Backed Securities Etf
+$6.63 M
2. SPTM Spdr Portfolio S&P 1500 Composite Stock Market Etf
+$3.5 M
3. VCSH Vanguard Short-Term Corporate Bond Etf
+$2.52 M
4. VGIT Vanguard Intermediate-Term Treasury Etf
+$1.82 M
5. IEFA Ishares Core Msci Eafe Etf
+$1.52 M

Top Sells

Q4 2025
1. BND Vanguard Total Bond Market Etf
−$2.52 M
2. IBHF Ishares Ibonds 2026 Term High Yield And Income Etf
−$1.55 M
3. VBIL Vanguard 0-3 Month Treasury Bill Etf
−$628,105.61
4. SCHO Schwab Short-Term Us Treasury Etf
−$617,974.87
5. VTEB Vanguard Tax-Exempt Bond Etf
−$510,141.99

Asset Allocation

Stocks/ETFs
+7.97%
$414.79 M 99.20%
Options
$0 0.00%
Debt
$0 0.00%
Other
-2.93%
$3.34 M 0.80%

Sector Allocation (Stocks)

Rialto Wealth Management Q4 2025 Filing Summary

Rialto Wealth Management, LLC filed its 13F report for Q4 2025 on January 09, 2026. The portfolio totaled 418.13 M reflecting a +7.88% change from the prior quarter, spanning 1,690 assets. The top 10 holdings comprised 45.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 116 new positions and 131 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Rialto Wealth Management’s Q4 2025 Filing

Rialto Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/09/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Rialto Wealth Management reported a managed portfolio value of 418.13 M, consisting of 1,690 individual positions.

This page displays the raw filing documents. To see which stocks Rialto Wealth Management bought or sold during Q4 2025, please visit Rialto Wealth Management's Portfolio Analysis page.