Ethan Gilbert

Rialto Wealth Management, Llc

Assets Managed

$445.281M

Holdings

1730

Last Quarter

2026 - Q1

Filed Date

12d ago

Growth Rate

6.5%(2Q avg: 7.19%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Rialto Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1730 positions.

Assets under management

The assets under management (AUM) of Rialto Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 445.281M in assets, with a quarterly growth rate of 6.5% and a 2-quarter average growth rate of 7.19%. The portfolio is managed by Ethan Gilbert, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPTM Spdr Portfolio S&p 1500 Comp Recent Activity Increased 4.25%	7.58%	$33.74M 426,768 shares@ $79.07 avg price	Increased 4.25%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 7.9%	5.18%	$23.062M 254,749 shares@ $90.54 avg price	Increased 7.9%
VCSH Vanguard S T Corp Bond Etf Recent Activity Increased 6.63%	5.1%	$22.703M 286,402 shares@ $79.28 avg price	Increased 6.63%
VOO Vanguard S&p 500 Etf Recent Activity Increased 0.52%	5.04%	$22.398M 37,483 shares@ $597.56 avg price	Increased 0.52%
VMBS Vanguard Mortgage-backed Sec Recent Activity Increased 9.54%	4.48%	$19.942M 424,759 shares@ $46.96 avg price	Increased 9.54%
VGIT Vanguard Intermediate-term T Recent Activity Increased 9.9%	4.41%	$19.6M 329,140 shares@ $59.55 avg price	Increased 9.9%
VEA Vanguard Ftse Developed Etf Recent Activity Decreased -1.85%	3.9%	$17.352M 270,782 shares@ $64.09 avg price	Decreased -1.85%
AVDV Avantis Intl S C Value Etf Recent Activity Increased 46.26%	3.79%	$16.856M 168,793 shares@ $99.87 avg price	Increased 46.26%
VBIL Vanguard 0-3m T-bill Etf Recent Activity Increased 5.58%	3.27%	$14.52M 191,937 shares@ $75.66 avg price	Increased 5.58%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 5.06%	2.34%	$10.418M 15,949 shares@ $653.22 avg price	Increased 5.06%

1-10 of 1730