Rialto Wealth Management, LLC holds a diversified book of 1934 stocks worth $505.3M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Vanguard Core Tax-Ex Bond and trimmed Vanguard S/T Corp Bond ETF. Their largest long position is SS SPDR P S&P 1500 Comp ETF at 8% of the equity book. Cloning the disclosed picks since 2025 would be +28% (+17.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.4 points over this window.
Growth of $10,000 cloning Rialto Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Rialto Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $382.9B |
| LPL Financial LLC | 79 / 80 | $87.9B |
| ROYAL BANK OF CANADA | 78 / 80 | $104.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $17.4B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $15.4B |
| WELLS FARGO & COMPANY/MN | 77 / 80 | $143.0B |
| UBS Group AG | 77 / 80 | $109.7B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $101.3B |
Ranked by how many of Rialto Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR PR SP1500 | $38.8M | 427.1K | 7.7% | ▲+0.1% Added · +326 sh | |
| 2 | Ishares TR CORE MSCI EAFE | $26.4M | 272.9K | 5.2% | ▲+7.1% Added · +18K sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $26.1M | 37.9K | 5.2% | ▲+1.2% Added · +455 sh | |
| 4 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $22.0M | 278.3K | 4.4% | ▼−2.8% Reduced · −8K sh | |
| 5 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $19.1M | 267.6K | 3.8% | ▼−1.2% Reduced · −3K sh | |
| 6 | Vanguard Scottsdale FDS INTER TERM TREAS | $18.9M | 320.9K | 3.7% | ▼−2.5% Reduced · −8K sh | |
| 7 | American Centy ETF TR INTL SMCP VLU | $18.9M | 183.6K | 3.7% | ▲+8.8% Added · +15K sh | |
| 8 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $18.5M | 396.0K | 3.7% | ▼−6.8% Reduced · −29K sh | |
| 9 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $16.4M | 216.8K | 3.2% | ▲+13% Added · +25K sh | |
| 10 | Ishares TR CORE S&P500 ETF | $13.2M | 17.6K | 2.6% | ▲+11% Added · +2K sh | |
| 11 | Vanguard Scottsdale FDS VNG RUS1000IDX | $10.1M | 29.7K | 2.0% | ▼−6.7% Reduced · −2K sh | |
| 12 | American Centy ETF TR US SML CP VALU | $8.7M | 69.7K | 1.7% | ▲+3.0% Added · +2K sh | |
| 13 | American Centy ETF TR AVAN US VALU ETF | $8.3M | 103.6K | 1.7% | ▲+5.0% Added · +5K sh | |
| 14 | Vanguard Index FDS TOTAL STK MKT | $8.2M | 22.0K | 1.6% | ▲+22% Added · +4K sh | |
| 15 | Ishares TR CRE U S REIT ETF | $7.7M | 116.2K | 1.5% | ▲+7.3% Added · +8K sh | |
| 16 | Schwab Strategic TR INTL EQTY ETF | $7.3M | 263.0K | 1.4% | ▼−1.6% Reduced · −4K sh | |
| 17 | Dimensional ETF Trust INTL CORE EQUITY | $6.3M | 169.2K | 1.2% | ▼−1.1% Reduced · −2K sh | |
| 18 | Vanguard Index FDS SMALL CP ETF | $6.2M | 20.4K | 1.2% | ▼−13% Reduced · −3K sh | |
| 19 | SPDR Series Trust ST PORT HIGH ETF | $6.1M | 259.3K | 1.2% | ▲+19% Added · +41K sh | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $5.8M | 7.8K | 1.1% | —Held | |
| 21 | Schwab Strategic TR INTL SCEQT ETF | $5.7M | 118.8K | 1.1% | ▼−3.4% Reduced · −4K sh | |
| 22 | Vanguard Index FDS MID CAP ETF | $5.4M | 67.5K | 1.1% | ▲+276% Added · +50K sh | |
| 23 | Nvidia Corporation COM | $5.4M | 27.0K | 1.1% | ▲+2.5% Added · +660 sh | |
| 24 | Apple Inc COM | $5.3M | 18.3K | 1.0% | ▲+0.9% Added · +168 sh | |
| 25 | Vanguard Mun BD FDS SHORT TAX EXEMPT | $4.7M | 61.3K | 0.9% | ▲+67% Added · +25K sh | |
| 26 | Vanguard Malvern FDS MULTI SECTOR | $4.4M | 85.8K | 0.9% | ▲+25% Added · +17K sh | |
| 27 | Vanguard NY Tax Free FDS TAX EXEMPT BD | $4.4M | 42.0K | 0.9% | ▲+64% Added · +16K sh | |
| 28 | Vanguard Scottsdale FDS INT-TERM CORP | $4.2M | 51.1K | 0.8% | ▼−7.3% Reduced · −4K sh | |
| 29 | Vanguard Scottsdale FDS VNG RUS1000VAL | $4.2M | 39.6K | 0.8% | ▼−2.1% Reduced · −842 sh | |
| 30 | Microsoft Corp COM | $4.1M | 10.9K | 0.8% | ▼−1.4% Reduced · −150 sh | |
| 31 | Vanguard Index FDS SM CP VAL ETF | $4.0M | 16.4K | 0.8% | ▼−1.6% Reduced · −267 sh | |
| 32 | Dimensional ETF Trust EMERGING MKTS CO | $3.9M | 95.3K | 0.8% | ▲+22% Added · +17K sh | |
| 33 | BlackRock ETF Trust II SHOR DURA HI ETF | $3.6M | 161.5K | 0.7% | ▲+47% Added · +52K sh | |
| 34 | Schwab Strategic TR US BRD MKT ETF | $3.4M | 117.2K | 0.7% | ▼−2.7% Reduced · −3K sh | |
| 35 | Ishares TR CORE S&P SCP ETF | $3.3M | 22.4K | 0.7% | —Held | |
| 36 | Vanguard Mun BD FDS CORE TAX EXEMPT | $3.2M | 41.8K | 0.6% | ▲New New position | |
| 37 | Schwab Strategic TR SHT TM US TRES | $3.1M | 128.4K | 0.6% | ▲+2.9% Added · +4K sh | |
| 38 | Autonation Inc COM | $3.1M | 16.5K | 0.6% | ▲~0% Added · +2 sh | |
| 39 | Ishares Inc CORE MSCI EMKT | $3.0M | 36.1K | 0.6% | ▼−9.7% Reduced · −4K sh | |
| 40 | Ishares TR MSCI EAFE ETF | $2.9M | 28.1K | 0.6% | ▼−1.4% Reduced · −395 sh | |
| 41 | Dimensional ETF Trust INTL SMALL CAP V | $2.8M | 69.3K | 0.6% | ▼−6.5% Reduced · −5K sh | |
| 42 | American Centy ETF TR AVANTIS EMGMKT | $2.8M | 28.7K | 0.5% | ▼−1.5% Reduced · −442 sh | |
| 43 | Dimensional ETF Trust US COR EQU 2 ETF | $2.7M | 60.6K | 0.5% | ▼−0.2% Reduced · −119 sh | |
| 44 | Vanguard Scottsdale FDS VNG RUS2000IDX | $2.6M | 21.6K | 0.5% | ▲+0.3% Added · +56 sh | |
| 45 | Vanguard Mun BD FDS TAX EXEMPT BD | $2.6M | 51.4K | 0.5% | ▲+59% Added · +19K sh | |
| 46 | Schwab Strategic TR US LRG CAP ETF | $2.6M | 87.0K | 0.5% | ▼−4.1% Reduced · −4K sh | |
| 47 | Ishares TR IBONDS 28 TR HI | $2.5M | 106.8K | 0.5% | ▼−0.2% Reduced · −175 sh | |
| 48 | Ishares TR CORE S&P MCP ETF | $2.5M | 32.1K | 0.5% | ▲~0% Added · +1 sh | |
| 49 | Vanguard Index FDS REAL ESTATE ETF | $2.5M | 25.5K | 0.5% | ▼−6.5% Reduced · −2K sh | |
| 50 | Ishares TR RUSSELL 3000 ETF | $2.4M | 5.7K | 0.5% | ▼−2.4% Reduced · −138 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2054966/holdings"
Use Arkolith to show Rialto Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 1,934 | $505.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 1,730 | $445.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 1,690 | $418.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 1,705 | $387.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 1,702 | $358.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 994 | $318.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 521 | $302.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.