Rialto Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$2.48M |
| 2 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$2.29M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.81M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.43M |
| 5 |
Avantis International Small Cap Value ETF
AVDV
|
+$1.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$1.8M |
| 2 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$376K |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$375K |
| 4 |
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
|
+$354K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$307K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.41% |
| 2 | Healthcare | 1.45% |
| 3 | Industrials | 1.31% |
| 4 | Financials | 1.27% |
| 5 | Real Estate | 0.58% |
Similar funds
Rialto Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Rialto Wealth Management held 1,778 positions worth $358M, up 12% from $319M the previous quarter. Its ten largest holdings account for 41% of the portfolio.
Rialto Wealth Management deployed $15.4M of net new capital in Q2 2025, opening 784 new positions and adding to 461 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 400 Mid Cap ETF: 4,102 shares worth $223K.
By sector, the portfolio is most concentrated in Technology at 4.4% of assets, up from 4.1% a quarter earlier, followed by Healthcare and Industrials.
On the sell side, the largest reduction was Vanguard Total Bond Market, an estimated $1.8M trimmed.
- Rialto Wealth Management's largest Q2 2025 buy was State Street SPDR Portfolio S&P 400 Mid Cap ETF: 4,102 shares worth $223K.
- Rialto Wealth Management added most to State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025, an estimated $2.48M increase.
- Rialto Wealth Management's biggest Q2 2025 reduction was Vanguard Total Bond Market, cutting an estimated $1.8M.
- Rialto Wealth Management fully exited iShares iBonds 2025 Term High Yield and Income ETF in Q2 2025, selling an estimated $354K.
- Rialto Wealth Management's ten largest holdings make up 41% of its $358M portfolio in Q2 2025.
- Rialto Wealth Management opened 784 new positions and closed 76 in Q2 2025.
- Rialto Wealth Management's portfolio value rose 12% quarter-over-quarter to $358M.
Based on Rialto Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.