Rialto Wealth Management, LLC
All 13F Filings
- Location
- Syracuse, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 418,128
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 283.2 K | 67.7% | 20.43 K | 0 | 20.43 K |
| ETFs | 130.6 K | 31.2% | 9.799 K | 0 | 9.799 K |
| Debt | 2.923 K | 0.7% | 371 | 0 | 371 |
| Other | 1.386 K | 0.3% | 0 | 74 | -74 |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
418,128
Holdings
1690
QoQ value change ($000)
30,526
(7.9%)
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.