Rialto Wealth Management, LLC
1,736 holdingsFiling period: 2026-03-31Current AUM: $483.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 426.8K | $33.7M | $38.7M | 8.00% | +17.4K | 2026-03-31 |
| 2 | IEFA | ISHARES TR | 254.7K | $23.1M | $25.0M | 5.17% | +18.6K | 2026-03-31 |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 286.4K | $22.7M | $22.5M | 4.65% | +17.8K | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 37.5K | $22.4M | $25.7M | 5.32% | +191 | 2026-03-31 |
| 5 | VMBS | VANGUARD SCOTTSDALE FDS | 424.8K | $19.9M | $19.6M | 4.04% | +37.0K | 2026-03-31 |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 329.1K | $19.6M | $19.2M | 3.97% | +29.6K | 2026-03-31 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 270.8K | $17.4M | $19.1M | 3.95% | -5,125 | 2026-03-31 |
| 8 | AVDV | AMERICAN CENTY ETF TR | 168.8K | $16.9M | $17.7M | 3.65% | +53.4K | 2026-03-31 |
| 9 | VBIL | VANGUARD INSTL INDEX FD | 191.9K | $14.5M | $14.5M | 3.00% | +10.1K | 2026-03-31 |
| 10 | IVV | ISHARES TR | 15.9K | $10.4M | $12.0M | 2.47% | +767 | 2026-03-31 |
| 11 | VONE | VANGUARD SCOTTSDALE FDS | 31.8K | $9.4M | $10.7M | 2.22% | -413 | 2026-03-31 |
| 12 | AVUV | AMERICAN CENTY ETF TR | 67.6K | $7.5M | $8.5M | 1.75% | +16.0K | 2026-03-31 |
| 13 | AVMV | AMERICAN CENTY ETF TR | 98.7K | $7.3M | $8.0M | 1.66% | +25.7K | 2026-03-31 |
| 14 | SCHF | SCHWAB STRATEGIC TR | 267.4K | $6.6M | $7.3M | 1.52% | -1,634 | 2026-03-31 |
| 15 | USRT | ISHARES TR | 108.3K | $6.4M | $7.3M | 1.52% | +9.8K | 2026-03-31 |
| 16 | VB | VANGUARD INDEX FDS | 23.4K | $6.1M | $6.9M | 1.42% | -624 | 2026-03-31 |
| 17 | DFIC | DIMENSIONAL ETF TRUST | 171.1K | $6.1M | $6.5M | 1.35% | -941 | 2026-03-31 |
| 18 | VTI | VANGUARD INDEX FDS | 18.0K | $5.8M | $6.6M | 1.37% | +8.9K | 2026-03-31 |
| 19 | SCHC | SCHWAB STRATEGIC TR | 123.0K | $5.8M | $5.9M | 1.23% | -38,588 | 2026-03-31 |
| 20 | VO | VANGUARD INDEX FDS | 18.0K | $5.2M | $5.8M | 1.20% | -2,428 | 2026-03-31 |
| 21 | SPHY | SPDR SERIES TRUST | 218.4K | $5.1M | $5.1M | 1.05% | +59.0K | 2026-03-31 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 7.8K | $5.1M | $5.8M | 1.20% | +5 | 2026-03-31 |
| 23 | AAPL | APPLE INC | 18.1K | $4.6M | $5.6M | 1.16% | +122 | 2026-03-31 |
| 24 | NVDA | NVIDIA CORPORATION | 26.3K | $4.6M | $5.3M | 1.09% | +3.3K | 2026-03-31 |
| 25 | VCIT | VANGUARD SCOTTSDALE FDS | 55.1K | $4.6M | $4.5M | 0.92% | -1,225 | 2026-03-31 |
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