account_balance
Investment manager · 13F filer · SEC CIK 2054966
Rialto Wealth Management, LLC
Reported value$505Mas of Jun 30, 2026
Positions1,934 288 new, 84 sold out
Top 10 weight43.2%SPTM alone is 8%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPTMSPDR Series Trust
7.7%
IEFAiShares Tr
5.2%Added +7%
VOOVanguard Index FDS
5.2%
VCSHVanguard Scottsdale FDS
4.4%Trimmed −3%
VEAVanguard Tax-Managed FDS
3.8%
VGITVanguard Scottsdale FDS
3.7%Trimmed −3%
AVDVAmerican Centy ETF Tr
3.7%Added +9%
VMBSVanguard Scottsdale FDS
3.7%Trimmed −7%
VBILVanguard Instl Index Fd
3.2%Added +13%
IVViShares Tr
2.6%Added +11%
VONEVanguard Scottsdale FDS
2.0%−7%
AVUVAmerican Centy ETF Tr
1.7%
SPTMSPDR Series Trust
7.7%
IEFAiShares Tr
5.2%+7%
VOOVanguard Index FDS
5.2%
VCSHVanguard Scottsdale FDS
4.4%−3%
VEAVanguard Tax-Managed FDS
3.8%
VGITVanguard Scottsdale FDS
3.7%
AVDVAmerican Centy ETF Tr
3.7%
VMBSVanguard Scottsdale FDS
3.7%
VBILVanguard Instl Index Fd
3.2%
IVViShares Tr
2.6%
VONE
AVUV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPTM SPDR Series Trust 7.7% Held
IEFA iShares Tr 5.2% Added +7%
VOO Vanguard Index FDS 5.2% Held
VCSH Vanguard Scottsdale FDS 4.4% Trimmed −3%
VEA Vanguard Tax-Managed FDS 3.8% Held
VGIT Vanguard Scottsdale FDS 3.7% Trimmed −3%
AVDV American Centy ETF Tr 3.7% Added +9%
VMBS Vanguard Scottsdale FDS 3.7% Trimmed −7%
VBIL Vanguard Instl Index Fd 3.2% Added +13%
IVV iShares Tr 2.6% Added +11%
VONE Vanguard Scottsdale FDS 2.0% Trimmed −7%
AVUV American Centy ETF Tr 1.7% Added +3%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.