Rialto Wealth Management, LLC - Portfolio overview

Rialto Wealth Management, LLC has 1895 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPTM - SPDR SERIES TRUST, 7.53%
2. IEFA - ISHARES TR, 5.15%
3. VCSH - VANGUARD SCOTTSDALE FDS, 5.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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