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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002054966

Rialto Wealth Management, LLC

SYRACUSE, NY · File #028-24807

Latest AUM
$418.1M
Positions
1,690
Top-10 Concentration
55.9%
Filings
5

Sector Allocation

Technology
4.3%$18.1M
Industrials
1.4%$5.7M
Healthcare
1.3%$5.5M
Financials
1.3%$5.5M
Energy
0.2%$923,047
Consumer Staples
0.2%$823,606
Materials
0.0%$125,237
Real Estate
0.0%$83,686
Utilities
0.0%$65,849

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR SERIES TRUST78464A805409,387$33.8M10.03%
2VANGUARD INDEX FDS92290836337,292$23.4M6.95%
3VANGUARD SCOTTSDALE FDS92206C409268,609$21.4M6.36%
4ISHARES TR46432F842236,113$21.1M6.27%
5VANGUARD SCOTTSDALE FDS92206C771387,799$18.3M5.42%
6VANGUARD SCOTTSDALE FDS92206C706299,511$17.9M5.33%
7VANGUARD TAX-MANAGED FDS921943858275,907$17.2M5.12%
8VANGUARD INSTL INDEX FD922040845181,800$13.7M4.07%
9AMERICAN CENTY ETF TR025072802115,414$10.8M3.22%
10ISHARES TR46428720015,182$10.4M3.09%
11VANGUARD SCOTTSDALE FDS92206C73032,228$10.0M2.96%
12SCHWAB STRATEGIC TR808524888161,616$7.4M2.19%
13SCHWAB STRATEGIC TR808524805268,993$6.5M1.92%
14VANGUARD INDEX FDS92290875123,983$6.2M1.84%
15DIMENSIONAL ETF TRUST25434V799172,033$5.9M1.76%
16VANGUARD INDEX FDS92290862920,382$5.9M1.76%
17ISHARES TR46428852198,521$5.6M1.67%
18SPDR S&P 500 ETF TRSPY7,769$5.3M1.57%
19AMERICAN CENTY ETF TR02507287751,628$5.3M1.56%
20AMERICAN CENTY ETF TR02507213372,996$5.2M1.54%