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Home > Institutional Investor > Rialto Wealth Management, Llc > Profile

Instuitional Investor - Rialto Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Rialto Wealth Management, Llc
Portfolio Value $505,324,806
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 427,094 $38,775,866 7.67%
2.
Ishares Trust
 HYG 272,923 $26,358,903 5.22%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 37,938 $26,056,425 5.16%
4.
Vanguard Scottsdale Funds
 VCIT 278,295 $21,993,664 4.35%
5.
Vanguard Tax-Managed Fds
 267,585 $19,065,432 3.77%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.