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Rialto Wealth Management, LLC

CIK:0002054966
Investment Adviser
$404M AUM
1,702 holdings
Syracuse, NY, US
Founded:2020
6 employees
Latest filing:Jun 30, 2025

Rialto Wealth Management, LLC is a fee-only, SEC-registered investment adviser headquartered in Syracuse, New York. Founded by financial professionals including Michael L. Antonacci, Edward J. Barno, and Ethan D., the firm specializes in comprehensive wealth management services for individuals, families, and business owners. Rialto has approximately six employees as of 2025, focusing on personalized financial planning, investment management, tax strategy, and estate planning for predominantly high net worth clients and their families.

Investment Strategy

Rialto Wealth Management employs a customized, goals-based investment approach rooted in fiduciary principles. The firm provides fee-only advisory services, designing portfolios tailored to maximize the likelihood of clients achieving their financial goals while managing risk. Strategies include retirement planning, tax optimization, estate planning, and compensation analysis, with particular attention to maintaining high advisor-to-client ratios for personal service. They primarily serve high net worth individuals, ensuring trust, integrity, and accountability through comprehensive financial guidance.

Latest 13F Filing Activity

Rialto Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,685 equity positions with a total 13F market value of $358M. The fund increased holdings in SPDR Series Trust, Ishares TR, Vanguard Instl Index FD among other positions. Rialto Wealth Management, LLC reduced exposure to Vanguard BD Index FDS, J P Morgan Exchange Traded F, Ishares TR among others.

Top Buys
S
SPTMSPDR SERIES TRUST
+$4.9M
I
IEFAISHARES TR
+$3.0M
V
VBILVANGUARD INSTL INDEX FD
+$2.3M
V
VOOVANGUARD INDEX FDS
+$2.0M
A
AVDVAMERICAN CENTY ETF TR
+$2.0M
Top Sells
B
BNDVANGUARD BD INDEX FDS
-$1.8M
J
JPSTJ P MORGAN EXCHANGE TRADED F
-$373.5K
I
IBHEISHARES TR
-$354.2K
A
AAPLAPPLE INC
-$283.4K
A
AVTRAVANTOR INC
-$232.2K

Top Holdings

S
SPTMSPDR SERIES TRUST
+7.6%$27.3M
V
VOOVANGUARD INDEX FDS
+6.2%$22.1M
I
IEFAISHARES TR
+4.8%$17.3M
V
VEAVANGUARD TAX-MANAGED FDS
+4.4%$15.8M
V
VCSHVANGUARD SCOTTSDALE FDS
+3.9%$14.1M

Equity Positions (1,685)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SPDR SERIES TRUST7.62%$27.3M364,072$71.08$74.89+$4.9M
VANGUARD INDEX FDS6.16%$22.1M38,823$538.81$568.03+$2.0M
ISHARES TR4.82%$17.3M206,743$72.22$83.48+$3.0M
VANGUARD TAX-MANAGED FDS4.41%$15.8M277,000$47.98$57.01+$2.0M
VANGUARD SCOTTSDALE FDS3.93%$14.1M176,769$78.25$79.50+$1.9M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+1.9%
SEMICONDUCTORS & RELATED DEVICES
+1.4%
ELECTRONIC COMPUTERS
+1.0%
REAL ESTATE INVESTMENT TRUSTS
+0.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.4%