Rialto Wealth Management, LLC
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$445.3M
Holdings
1,729
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPTM
SPDR SERIES TRUST
Held since at least Q1 2024
7.6%
02
$IEFA
ISHARES TR
Held since at least Q1 2024
5.2%
03
$VCSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
5.1%
04
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
5.0%
05
$VMBS
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
4.5%
06
$VGIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
4.4%
07
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
3.9%
08
$AVDV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.8%
09
$VBIL
VANGUARD INSTL INDEX FD
Held since at least Q1 2024
3.3%
10
$IVV
ISHARES TR
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:51 UTC.