— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Rialto Wealth Management, LLC

Q4 2025 · Filed 2026-01-12
Market Value
$411M
+6.9%
Holdings
1,780
+11
New Purchases
108
Added To
734
Closed
127
Reduced
320
Top 10 Concentration
45.7%
Turnover
13.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VMBS 4.44% 3.01% +1.43% $18M
SPTM 8.21% 7.70% +0.52% $34M
IBHH 0.30% 0.00% +0.30% $1M
VCSH 5.21% 4.92% +0.28% $21M
AVDV 2.64% 2.39% +0.25% $11M
AAPL 1.19% 1.00% +0.19% $5M
VGIT 4.37% 4.20% +0.17% $18M
IEFA 5.14% 4.97% +0.16% $21M
IBHG 0.30% 0.14% +0.16% $1M
DFAC 0.50% 0.34% +0.16% $2M
ETN 0.16% 0.00% +0.15% $644K
AVMV 1.26% 1.13% +0.14% $5M
SPHY 0.92% 0.80% +0.12% $4M
GE 0.16% 0.06% +0.10% $656K
AVUV 1.28% 1.19% +0.09% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BND 0.24% 0.91% -0.68% $972K
IBHF 0.00% 0.40% -0.40% $0
VBIL 3.34% 3.74% -0.40% $14M
SCHO 0.31% 0.49% -0.18% $1M
MSFT 1.26% 1.44% -0.18% $5M
SCHC 1.79% 1.95% -0.16% $7M
VTEB 0.39% 0.55% -0.16% $2M
VCIT 1.15% 1.30% -0.15% $5M
VEA 4.19% 4.34% -0.15% $17M
VOO 5.69% 5.84% -0.15% $23M
VO 1.44% 1.57% -0.13% $6M
VONE 2.42% 2.55% -0.13% $10M
JBI 0.21% 0.33% -0.13% $847K
BIL 0.11% 0.24% -0.12% $467K
SPY 1.29% 1.39% -0.10% $5M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 72 $96M 23.3%
Large Cap 797 $257M 62.4%
Mid Cap 688 $44M 10.8%
Small Cap 187 $13M 3.2%
Micro Cap 36 $1M 0.3%

Portfolio Analytics

Avg Market Cap
$54.9B
Median Market Cap
$9.7B
Avg P/E
33.7
Median P/E
21.8
Avg Dividend Yield
0.02%
Avg Beta
1.04
# Stocks
1,512
# ETFs / Funds
268

Top Holdings (1,780 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPTM 8.21% 409,387 $34M $82.50 $4M +42,367 +11.5%
2 VOO 5.69% 37,292 $23M $627.13 $928K +617 +1.7%
3 VCSH 5.21% 268,609 $21M $79.73 $2M +31,629 +13.3%
4 IEFA 5.14% 236,113 $21M $89.46 $2M +17,038 +7.8%
5 VMBS 4.44% 387,799 $18M $47.08 $7M +140,873 +57.0%
6 VGIT 4.37% 299,511 $18M $59.93 $2M +30,422 +11.3%
7 VEA 4.19% 275,907 $17M $62.47 $528K -2,929 -1.1%
8 VBIL 3.34% 181,800 $14M $75.43 -$663K -8,327 -4.4%
9 AVDV 2.64% 115,414 $11M $93.97 $2M +12,261 +11.9%
10 IVV 2.53% 15,182 $10M $684.94 $550K +467 +3.2%
11 VONE 2.42% 32,228 $10M $309.04 $147K -227 -0.7%
12 SCHC 1.79% 161,616 $7M $45.53 -$143K -3,204 -1.9%
13 SCHF 1.57% 268,993 $6M $24.04 $749K +23,385 +9.5%
14 VB 1.50% 23,983 $6M $257.95 $66K -87 -0.4%
15 DFIC 1.44% 172,033 $6M $34.46 $531K +7,420 +4.5%
16 VO 1.44% 20,382 $6M $290.22 -$122K -172 -0.8%
17 USRT 1.36% 98,521 $6M $56.96 $392K +9,623 +10.8%
18 SPY 1.29% 7,769 $5M $681.92 -$56K -268 -3.3%
19 AVUV 1.28% 51,628 $5M $101.98 $704K +5,803 +12.7%
20 AVMV 1.26% 72,996 $5M $71.20 $862K +10,067 +16.0%
21 MSFT 1.26% 10,740 $5M $483.62 -$343K +49 +0.5%
22 AAPL 1.19% 17,993 $5M $271.85 $1M +2,878 +19.0%
23 VCIT 1.15% 56,281 $5M $83.75 -$288K -3,178 -5.3%
24 NVDA 1.05% 23,085 $4M $186.50 $36K +201 +0.9%
25 DISV 0.96% 103,550 $4M $38.00 $526K +8,031 +8.4%
26 SPHY 0.92% 159,432 $4M $23.67 $714K +31,631 +24.8%
27 VONV 0.91% 40,378 $4M $92.30 $102K -188 -0.5%
28 VBR 0.90% 17,497 $4M $211.79 $273K +1,048 +6.4%
29 SCHB 0.77% 120,750 $3M $26.23 $87K +936 +0.8%
30 VTI 0.74% 9,097 $3M $335.28 -$187K -766 -7.8%
31 EFA 0.67% 28,661 $3M $96.03 $105K +313 +1.1%
32 IEMG 0.67% 40,768 $3M $67.22 $261K +3,150 +8.4%
33 IJR 0.65% 22,362 $3M $120.18 $30K
34 VNQ 0.64% 29,620 $3M $88.49 -$23K +694 +2.4%
35 SCZ 0.62% 32,698 $3M $77.53 $12K -194 -0.6%
36 SCHX 0.61% 93,031 $3M $26.91 $129K +2,901 +3.2%
37 VWO 0.59% 44,752 $2M $53.76 $5K +433 +1.0%
38 VTWO 0.56% 23,070 $2M $99.52 -$123K -1,659 -6.7%
39 IWV 0.55% 5,871 $2M $386.85 -$214K -688 -10.5%
40 IJH 0.52% 32,095 $2M $66.00 $3K -325 -1.0%
41 DFEM 0.50% 62,739 $2M $33.08 $119K +1,736 +2.9%
42 AVEM 0.50% 26,774 $2M $77.02 $484K +5,759 +27.4%
43 DFAC 0.50% 51,862 $2M $39.59 $740K +17,827 +52.4%
44 SPYG 0.49% 18,712 $2M $106.70 $8K -313 -1.6%
45 DFUV 0.46% 40,422 $2M $46.59 $77K +4 +0.0%
46 IVE 0.41% 7,933 $2M $212.07 $10K -164 -2.0%
47 AVDE 0.40% 19,984 $2M $82.32 $162K +1,191 +6.3%
48 VTEB 0.39% 31,863 $2M $50.29 -$501K -10,144 -24.1%
49 SPIB 0.39% 47,022 $2M $33.81 -$32K -841 -1.8%
50 SCHE 0.38% 48,079 $2M $32.75 $119K +4,471 +10.2%
51 ICE 0.36% 9,145 $1M $161.96 -$60K -4 -0.0%
52 SCHZ 0.34% 59,604 $1M $23.37 $258K +11,230 +23.2%
53 AN 0.33% 6,633 $1M $206.48 -$82K
54 RTX 0.32% 7,149 $1M $183.40 $116K +4 +0.1%
55 SCHO 0.31% 52,168 $1M $24.37 -$620K -25,358 -32.7%
56 FALN 0.30% 45,560 $1M $27.30 -$22K -11 -0.0%
57 QQQ 0.30% 2,004 $1M $614.31 $21K -12 -0.6%
58 IBHG 0.30% 55,006 $1M $22.32 $702K +31,629 +135.3%
59 HIW 0.30% 47,377 $1M $25.82 -$286K -54 -0.1%
60 IBHH 0.30% 51,342 $1M $23.68 +51,342 NEW
61 SYK 0.28% 3,290 $1M $351.47 -$86K -72 -2.1%
62 IWM 0.28% 4,696 $1M $246.16 $360K +1,405 +42.7%
63 SHYL 0.26% 24,104 $1M $44.97 -$35K -529 -2.1%
64 AMGN 0.26% 3,307 $1M $327.31 $245K +340 +11.5%
65 SHOP 0.26% 6,540 $1M $160.97 $81K
66 SCHM 0.25% 34,255 $1M $30.07 $15K
67 BND 0.24% 13,121 $972K $74.07 -$3M -34,059 -72.2%
68 HYG 0.24% 12,044 $971K $80.63 -$179K -2,127 -15.0%
69 AVTR 0.24% 84,426 $968K $11.46 -$86K
70 BINC 0.23% 17,778 $938K $52.77 -$29K -390 -2.1%
71 EFV 0.22% 12,487 $892K $71.41 $45K
72 MDY 0.21% 1,463 $883K $603.28 $6K -8 -0.5%
73 JNK 0.21% 8,833 $859K $97.21 $3K +96 +1.1%
74 JBI 0.21% 129,557 $847K $6.54 -$431K
75 MDYV 0.20% 9,913 $839K $84.65 $10K -27 -0.3%
76 META 0.20% 1,244 $821K $660.32 $49K +193 +18.4%
77 VUG 0.19% 1,619 $790K $487.86 -$37K -106 -6.1%
78 SHYM 0.19% 34,616 $769K $22.22 $373K +16,903 +95.4%
79 GOOGL 0.17% 2,230 $698K $312.99 $157K +4 +0.2%
80 IWN 0.16% 3,653 $662K $181.21 $16K
81 IWD 0.16% 3,136 $660K $210.34 $21K
82 GE 0.16% 2,130 $656K $308.03 $408K +1,305 +158.2%
83 DFAU 0.16% 14,014 $656K $46.80 $15K
84 ETN 0.16% 2,021 $644K $318.51 $634K +1,996 +7984.0%
85 RXO 0.15% 49,542 $626K $12.64 $205K +22,156 +80.9%
86 MUB 0.15% 5,812 $623K $107.11 -$4K -72 -1.2%
87 SCHA 0.15% 21,216 $604K $28.48 $93K +2,895 +15.8%
88 JNJ 0.14% 2,870 $594K $206.95 $143K +439 +18.1%
89 DFAI 0.14% 15,553 $593K $38.11 $9K -518 -3.2%
90 SLQD 0.14% 11,559 $586K $50.70 -$4K -42 -0.4%
91 IGSB 0.14% 10,664 $564K $52.88 $258K +4,888 +84.6%
92 MRK 0.13% 5,178 $545K $105.26 $114K +42 +0.8%
93 VOE 0.13% 3,065 $544K $177.37 $5K -23 -0.7%
94 CARR 0.13% 9,833 $520K $52.84 -$62K +90 +0.9%
95 VTV 0.12% 2,655 $507K $190.99 $209K +1,056 +66.0%
96 SLYV 0.12% 5,470 $498K $90.98 -$39K -582 -9.6%
97 DFIS 0.12% 15,067 $496K $32.94 $20K
98 BIL 0.11% 5,115 $467K $91.38 -$444K -4,821 -48.5%
99 BRK-B 0.11% 929 $467K $502.65 $2K +4 +0.4%
100 IWF 0.11% 950 $450K $473.30 $2K -5 -0.5%

New Positions

SymbolValue% Port
IBHH $1M 0.30%
SPLV $96K 0.02%
IJK $85K 0.02%
DEO $49K 0.01%
SLV $33K 0.01%
FBND $32K 0.01%
FELC $32K 0.01%
XBI $24K 0.01%
ASML $20K —%
IDR $20K —%
BETA $17K —%
FDEC $17K —%
SOLS $17K —%
SPOT $15K —%
GIL $15K —%

Sold Out Positions

SymbolValue% Port
ESTC —%
UAA —%
FOUR —%
SLGN —%
KOP —%
WD —%
TREX —%
UHAL —%
FMC —%
ITGR —%
ET —%
CAVA —%
TGLS —%
WLY —%
HPP —%
View SEC EDGAR Filings for Rialto Wealth Management, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms