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 251–300 of 1,690
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KEY | KEYCORP | 3K | $50K–$100K | SH |
| LMT | LOCKHEED MARTIN CORP | 145 | $50K–$100K | SH |
| T | AT&T INC | 3K | $50K–$100K | SH |
| COO | COOPER COS INC | 832 | $50K–$100K | SH |
| CVNA | CARVANA CO | 160 | $50K–$100K | SH |
| XAIX | DBX ETF TR | 2K | $50K–$100K | SH |
| BDX | BECTON DICKINSON & CO | 342 | $50K–$100K | SH |
| ACN | ACCENTURE PLC IRELAND | 244 | $50K–$100K | SH |
| AXP | AMERICAN EXPRESS CO | 176 | $50K–$100K | SH |
| SCHD | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| PAYO | PAYONEER GLOBAL INC | 11K | $50K–$100K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 448 | $50K–$100K | SH |
| IYR | ISHARES TR | 673 | $50K–$100K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 900 | $50K–$100K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1K | $50K–$100K | SH |
| PHB | INVESCO EXCH TRADED FD TR II | 3K | $50K–$100K | SH |
| FHLC | FIDELITY COVINGTON TRUST | 822 | $50K–$100K | SH |
| UNH | UNITEDHEALTH GROUP INC | 180 | $50K–$100K | SH |
| PKG | PACKAGING CORP AMER | 286 | $50K–$100K | SH |
| TJX | TJX COS INC NEW | 383 | $50K–$100K | SH |
| RQI | COHEN & STEERS QUALITY INCOM | 5K | $50K–$100K | SH |
| SCHI | SCHWAB STRATEGIC TR | 3K | $50K–$100K | SH |
| ITW | ILLINOIS TOOL WKS INC | 227 | $50K–$100K | SH |
| SEIC | SEI INVTS CO | 681 | $50K–$100K | SH |
| CWI | SPDR INDEX SHS FDS | 1K | $50K–$100K | SH |
| AVGV | AMERICAN CENTY ETF TR | 726 | $50K–$100K | SH |
| COPY | RBB FUND TRUST | 4K | $50K–$100K | SH |
| IDXX | IDEXX LABS INC | 77 | $50K–$100K | SH |
| MGC | VANGUARD WORLD FD | 203 | $50K–$100K | SH |
| IJJ | ISHARES TR | 382 | $50K–$100K | SH |
| BSJR | INVESCO EXCH TRD SLF IDX FD | 2K | $50K–$100K | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 766 | $15K–$50K | SH |
| DEO | DIAGEO PLC | 565 | $15K–$50K | SH |
| INTU | INTUIT | 73 | $15K–$50K | SH |
| ESGD | ISHARES TR | 501 | $15K–$50K | SH |
| DFSU | DIMENSIONAL ETF TRUST | 1K | $15K–$50K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 351 | $15K–$50K | SH |
| BIV | VANGUARD BD INDEX FDS | 595 | $15K–$50K | SH |
| DG | DOLLAR GEN CORP NEW | 348 | $15K–$50K | SH |
| WFC | WELLS FARGO CO NEW | 477 | $15K–$50K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 172 | $15K–$50K | SH |
| PGR | PROGRESSIVE CORP | 193 | $15K–$50K | SH |
| DFAR | DIMENSIONAL ETF TRUST | 2K | $15K–$50K | SH |
| FUTY | FIDELITY COVINGTON TRUST | 753 | $15K–$50K | SH |
| MMC | MARSH & MCLENNAN COS INC | 223 | $15K–$50K | SH |
| DFCF | DIMENSIONAL ETF TRUST | 970 | $15K–$50K | SH |
| BAC | BANK AMERICA CORP | 745 | $15K–$50K | SH |
| ITA | ISHARES TR | 190 | $15K–$50K | SH |
| FCFS | FIRSTCASH HOLDINGS INC | 255 | $15K–$50K | SH |
| GLW | CORNING INC | 444 | $15K–$50K | SH |