13F filer

Rialto Wealth Management

As of Jun 30, 2026 Filed Aug 11, 2026 CIK 2054966 SEC filings ↗

13F Value

$505.3M

Positions

1,934

Top Position

SPTM7.7%

Top 5

26.2%

Latest filing changes

vs Mar 31, 2026

1 VSDM Vanguard Short Duration Tax-Exempt Bond ETF — ETF Shares +67.4%+$1.9M

2 VBIL Vanguard 0-3 Month Treasury Bill ETF — ETF Shares +12.9%+$1.9M

3 IEFA iShares Core MSCI EAFE ETF +7.1%+$1.8M

4 MUNY Vanguard New York Tax-Exempt Bond ETF — ETF Shares +64.0%+$1.7M

5 AVDV Avantis International Small Cap Value ETF +8.8%+$1.5M

Holdings1,934

#
1	SPTM State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	7.7%	$38.8M	+0.1%	427.1K	7.6%	ETF
2	IEFA iShares Core MSCI EAFE ETF	5.2%	$26.4M	+7.1%	272.9K	5.2%	ETF
3	VOO Vanguard 500 Index Fund — ETF Shares	5.2%	$26.1M	+1.2%	37.9K	5.0%	ETF
4	VCSH Vanguard Short-Term Corporate Bond Index Fund — ETF Shares	4.4%	$22.0M	-2.8%	278.3K	5.1%	ETF
5	VEA Vanguard Developed Markets Index Fund — ETF Shares	3.8%	$19.1M	-1.2%	267.6K	3.9%	ETF
6	VGIT Vanguard Intermediate-Term Treasury ETF	3.7%	$18.9M	-2.5%	320.9K	4.4%	ETF
7	AVDV Avantis International Small Cap Value ETF	3.7%	$18.9M	+8.8%	183.6K	3.8%	ETF
8	VMBS Vanguard Mortgage-Backed Securities Index Fund — ETF Shares	3.7%	$18.5M	-6.8%	396.0K	4.5%	ETF
9	VBIL Vanguard 0-3 Month Treasury Bill ETF — ETF Shares	3.2%	$16.4M	+12.9%	216.8K	3.3%	ETF
10	IVV iShares Core S&P 500 ETF	2.6%	$13.2M	+10.5%	17.6K	2.3%	ETF
11	VONE Vanguard Russell 1000 Index Fund — ETF Shares	2.0%	$10.1M	-6.7%	29.7K	2.1%	ETF
12	AVUV Avantis U.S. Small Cap Value ETF	1.7%	$8.7M	+3.1%	69.7K	1.7%	ETF
13	AVMV Avantis U.S. Mid Cap Value ETF	1.7%	$8.3M	+5.0%	103.6K	1.6%	ETF
14	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.6%	$8.2M	+22.2%	22.0K	1.3%	ETF
15	USRT iShares Core U.S. REIT ETF	1.5%	$7.7M	+7.4%	116.2K	1.4%	ETF
16	SCHF Schwab International Equity ETF	1.4%	$7.3M	-1.6%	263.0K	1.5%	ETF
17	DFIC Dimensional International Core Equity 2 ETF	1.2%	$6.3M	-1.1%	169.2K	1.4%	ETF
18	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	1.2%	$6.2M	-12.6%	20.4K	1.4%	ETF
19	SPHY State Street(R) SPDR(R) Portfolio High Yield Bond ETF	1.2%	$6.1M	+18.7%	259.3K	1.1%	ETF
20	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.1%	$5.8M	—	7.8K	1.1%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing84

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.