• 13F History

Rialto Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$319M
Signature - Title
Ethan Gilbert - Partner
Location
Syracuse, NY
Summary
This page shows a list of all the recent 13F filings made by Rialto Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rialto Wealth Management, LLC reported 994 stock holdings with total value $319M as of Q1 2025. Top holdings included SPTM, VOO, IEFA, VEA, and BND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 994 $319M +$26.8M -$7.63M +$19.1M SPTM, VOO, IEFA, VEA, BND 13F-HR 4/10/2025, 07:05 AM
Q4 2024 521 $303M $0 $0 VOO, SPTM, VEA, BND, VCSH 13F-HR 2/7/2025, 10:20 AM