Rialto Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$6.64M |
| 2 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$3.46M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.52M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.83M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.51M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$2.53M |
| 2 |
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
|
+$1.55M |
| 3 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$629K |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$618K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$510K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.53% |
| 2 | Industrials | 1.65% |
| 3 | Healthcare | 1.6% |
| 4 | Financials | 1.14% |
| 5 | Consumer Discretionary | 0.78% |
Similar funds
Rialto Wealth Management's Q4 2025 Portfolio in Review
As of Q4 2025, Rialto Wealth Management held 1,821 positions worth $418M, up 7.9% from $388M the previous quarter. Its ten largest holdings account for 45% of the portfolio.
Rialto Wealth Management deployed $25.5M of net new capital in Q4 2025, opening 116 new positions and adding to 743 existing holdings. Its largest new stake was iShares iBonds 2028 Term High Yield and Income ETF: 51,342 shares worth $1.22M.
By sector, the portfolio is most concentrated in Technology at 4.5% of assets, down from 4.6% a quarter earlier, followed by Industrials and Healthcare.
On the sell side, the largest reduction was Vanguard Total Bond Market, an estimated $2.53M trimmed.
- Rialto Wealth Management's largest Q4 2025 buy was iShares iBonds 2028 Term High Yield and Income ETF: 51,342 shares worth $1.22M.
- Rialto Wealth Management added most to Vanguard Mortgage-Backed Securities ETF in Q4 2025, an estimated $6.64M increase.
- Rialto Wealth Management's biggest Q4 2025 reduction was Vanguard Total Bond Market, cutting an estimated $2.53M.
- Rialto Wealth Management fully exited iShares iBonds 2026 Term High Yield and Income ETF in Q4 2025, selling an estimated $1.55M.
- Rialto Wealth Management's ten largest holdings make up 45% of its $418M portfolio in Q4 2025.
- Rialto Wealth Management opened 116 new positions and closed 131 in Q4 2025.
- Rialto Wealth Management's portfolio value rose 7.9% quarter-over-quarter to $418M.
Based on Rialto Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.