Rialto Wealth Management, LLC ETF holdings
Syracuse, NY
Reported $444.2M in 280 ETFs in its Form 13F for June 30, 2026.
ETF value
$444.2M
ETFs held
280
Change from prior quarter
+12.5%
With price moves
ETFs as a share of its 13F
87.9%
of $505.3M
Top 10 of 280 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $38.8M | 427,094 | +326 shares |
| IEFA | iShares Core MSCI EAFE ETF | $26.4M | 272,923 | +18,174 shares |
| VOO | Vanguard S&P 500 ETF | $26.1M | 37,938 | +455 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $22.0M | 278,295 | −8,107 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $19.1M | 267,585 | −3,197 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $18.9M | 320,863 | −8,277 shares |
| AVDV | Avantis International Small Cap Value ETF | $18.9M | 183,604 | +14,811 shares |
| VMBS | Vanguard Mortgage-Backed Securities ETF | $18.5M | 396,019 | −28,740 shares |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | $16.4M | 216,777 | +24,840 shares |
| IVV | iShares Core S&P 500 ETF | $13.2M | 17,631 | +1,682 shares |
270 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002054966. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Rialto Wealth Management, LLC own?
Rialto Wealth Management, LLC reported 280 ETF positions worth $444.2M in its Form 13F for June 30, 2026. The largest was SPTM, at $38.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.