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 201–250 of 1,690
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVOV | VANGUARD ADMIRAL FDS INC | 1K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 383 | $100K–$500K | SH |
| CSWC | CAPITAL SOUTHWEST CORP | 5K | $100K–$500K | SH |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | 3K | $100K–$500K | SH |
| HUBB | HUBBELL INC | 237 | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 137 | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 2K | $100K–$500K | SH |
| VTEC | VANGUARD CALIF TAX FREE FDS | 1K | $100K–$500K | SH |
| SPYD | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 563 | $50K–$100K | SH |
| PSX | PHILLIPS 66 | 760 | $50K–$100K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 1K | $50K–$100K | SH |
| EEM | ISHARES TR | 2K | $50K–$100K | SH |
| CVX | CHEVRON CORP NEW | 625 | $50K–$100K | SH |
| CLH | CLEAN HARBORS INC | 404 | $50K–$100K | SH |
| ORCL | ORACLE CORP | 473 | $50K–$100K | SH |
| MA | MASTERCARD INCORPORATED | 158 | $50K–$100K | SH |
| INDA | ISHARES TR | 2K | $50K–$100K | SH |
| KO | COCA COLA CO | 1K | $50K–$100K | SH |
| MO | ALTRIA GROUP INC | 2K | $50K–$100K | SH |
| AVGO | BROADCOM INC | 252 | $50K–$100K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 294 | $50K–$100K | SH |
| GOVT | ISHARES TR | 4K | $50K–$100K | SH |
| IWP | ISHARES TR | 629 | $50K–$100K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 2K | $50K–$100K | SH |
| SHYG | ISHARES TR | 2K | $50K–$100K | SH |
| IJK | ISHARES TR | 880 | $50K–$100K | SH |
| TIP | ISHARES TR | 764 | $50K–$100K | SH |
| GWX | SPDR INDEX SHS FDS | 2K | $50K–$100K | SH |
| VFH | VANGUARD WORLD FD | 619 | $50K–$100K | SH |
| FLRN | SPDR SERIES TRUST | 3K | $50K–$100K | SH |
| RKLB | ROCKET LAB CORP | 1K | $50K–$100K | SH |
| IAU | ISHARES GOLD TR | 966 | $50K–$100K | SH |
| SLYG | SPDR SERIES TRUST | 832 | $50K–$100K | SH |
| SII | SPROTT INC | 800 | $50K–$100K | SH |
| CSCO | CISCO SYS INC | 1K | $50K–$100K | SH |
| EWX | SPDR INDEX SHS FDS | 1K | $50K–$100K | SH |
| IGIB | ISHARES TR | 1K | $50K–$100K | SH |
| KKR | KKR & CO INC | 605 | $50K–$100K | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 880 | $50K–$100K | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 1K | $50K–$100K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 1K | $50K–$100K | SH |
| SWK | STANLEY BLACK & DECKER INC | 1K | $50K–$100K | SH |
| HSY | HERSHEY CO | 420 | $50K–$100K | SH |
| APD | AIR PRODS & CHEMS INC | 309 | $50K–$100K | SH |
| GSAT | GLOBALSTAR INC | 1K | $50K–$100K | SH |
| NBTB | NBT BANCORP INC | 2K | $50K–$100K | SH |
| DUHP | DIMENSIONAL ETF TRUST | 2K | $50K–$100K | SH |
| SCHP | SCHWAB STRATEGIC TR | 3K | $50K–$100K | SH |
| ACWI | ISHARES TR | 500 | $50K–$100K | SH |