Current Market Value 445,280,767
Current Holdings 1730
Most Recent File Date 2026-05-14
Total Filings on Record 6
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2026-05-14 2026-03-31 13F-HR 1730 445,281
2026-01-12 2025-12-31 13F-HR 1690 418,128
2025-11-07 2025-09-30 13F-HR 1705 387,602
2025-08-06 2025-06-30 13F-HR 1702 357,963
2025-04-10 2025-03-31 13F-HR 994 318,569
2025-02-07 2024-12-31 13F-HR 521 302,814