CIK 2054966
Rialto Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
1,690
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 1,690
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFIS | DIMENSIONAL ETF TRUST | 15K | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 929 | $100K–$500K | SH |
| IWF | ISHARES TR | 950 | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 9K | $100K–$500K | SH |
| PFF | ISHARES TR | 14K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 2K | $100K–$500K | SH |
| IYW | ISHARES TR | 2K | $100K–$500K | SH |
| SCHH | SCHWAB STRATEGIC TR | 19K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| AGG | ISHARES TR | 4K | $100K–$500K | SH |
| IWO | ISHARES TR | 1K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 5K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| VTWV | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 4K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 519 | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| V | VISA INC | 922 | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 277 | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 2K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 2K | $100K–$500K | SH |
| IVOG | VANGUARD ADMIRAL FDS INC | 2K | $100K–$500K | SH |
| IWB | ISHARES TR | 727 | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 4K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 765 | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 2K | $100K–$500K | SH |
| CORP | PIMCO ETF TR | 3K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 803 | $100K–$500K | SH |
| SUB | ISHARES TR | 2K | $100K–$500K | SH |
| NYM | AB ACTIVE ETFS INC | 10K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| SPMD | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 12K | $100K–$500K | SH |
| DFSV | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 893 | $100K–$500K | SH |
| AFL | AFLAC INC | 2K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |