Rialto Wealth Management, LLC
All 13F Filings
- Location
- Syracuse, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 505,325
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 1,934 | 505,325 | 13F-HR | Rialto Wealth Management, LLC |
| Q1 2026 | 5/14/2026 | 1,730 | 445,281 | 13F-HR | Rialto Wealth Management, LLC |
| Q4 2025 | 1/12/2026 | 1,690 | 418,128 | 13F-HR | Rialto Wealth Management, LLC |
| Q3 2025 | 11/7/2025 | 1,705 | 387,602 | 13F-HR | Rialto Wealth Management, LLC |
| Q2 2025 | 8/6/2025 | 1,702 | 357,963 | 13F-HR | Rialto Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.52 K | 12.2% | 10.33 K | 0 | 10.33 K |
| ETFs | 440.8 K | 87.2% | 50.46 K | 0 | 50.46 K |
| Debt | 2.996 K | 0.6% | 0 | 720 | -720 |
| Other | 10 | 0.0% | 4 | 0 | 4 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
505,325
Holdings
1934
QoQ value change ($000)
60,044
(13.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.