Institutional Fund
Rialto Wealth Management, LLC
Syracuse, NYCIK 20549665 filings on record
Portfolio Value
$445.28M
Q1 2026
Holdings
1,730
Reported positions
New Buys
132
Opened this quarter
QoQ Change
+6.5%
from $418.13M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust7.6%
- Ishares Tr5.2%
- Vanguard Scottsdale Fds5.1%
- Vanguard Index Fds5.0%
- Vanguard Scottsdale Fds4.5%
- Vanguard Scottsdale Fds4.4%
- Other68.2%
Portfolio Holdings
1,730 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 426.8K | $33.74M | 7.6% | +17.4K | Added |
| 2 | Ishares Tr | 254.7K | $23.06M | 5.2% | +18.6K | Added |
| 3 | Vanguard Scottsdale Fds | 286.4K | $22.70M | 5.1% | +17.8K | Added |
| 4 | Vanguard Index Fds | 37.5K | $22.40M | 5.0% | +191 | Added |
| 5 | Vanguard Scottsdale Fds | 424.8K | $19.94M | 4.5% | +37.0K | Added |
| 6 | Vanguard Scottsdale Fds | 329.1K | $19.60M | 4.4% | +29.6K | Added |
| 7 | Vanguard Tax-Managed Fds | 270.8K | $17.35M | 3.9% | −5.1K | Reduced |
| 8 | American Centy ETF Tr | 168.8K | $16.86M | 3.8% | +53.4K | Added |
| 9 | Vanguard Instl Index Fd | 191.9K | $14.52M | 3.3% | +10.1K | Added |
| 10 | Ishares Tr | 15.9K | $10.42M | 2.3% | +767 | Added |
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