Rialto Wealth Management, LLC: 13F holdings
CIK 20549662026Q2
| Positions | 1,934 |
|---|---|
| Reported value | $505.3m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 427,094 | $38.8m | 7.7% |
| IEFA ISHARES TR | 272,923 | $26.4m | 5.2% |
| VOO VANGUARD INDEX FDS | 37,938 | $26.1m | 5.2% |
| VCSH VANGUARD SCOTTSDALE FDS | 278,295 | $22.0m | 4.4% |
| VEA VANGUARD TAX-MANAGED FDS | 267,585 | $19.1m | 3.8% |
| VGIT VANGUARD SCOTTSDALE FDS | 320,863 | $18.9m | 3.7% |
| AVDV AMERICAN CENTY ETF TR | 183,604 | $18.9m | 3.7% |
| VMBS VANGUARD SCOTTSDALE FDS | 396,019 | $18.5m | 3.7% |
| VANGUARD INSTL INDEX FD | 216,777 | $16.4m | 3.2% |
| IVV ISHARES TR | 17,631 | $13.2m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2054966")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.