Rialto Wealth Management, LLC
All 13F Filings
- Location
- Syracuse, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 445,281
- 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 |
|---|---|---|---|---|---|
| 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 | 51.19 K | 11.5% | 0 | 232 K | -232 K |
| ETFs | 390.4 K | 87.7% | 259.8 K | 0 | 259.8 K |
| Debt | 3.716 K | 0.8% | 793 | 0 | 793 |
| Other | 6 | 0.0% | 0 | 1.38 K | -1.38 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
445,281
Holdings
1730
QoQ value change ($000)
27,153
(6.5%)
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.