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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $445M AUM 1,730 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New 951 Added 231 Reduced 92 Exited
Page 11 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FNCL FIDELITY COVINGTON TRUST 1,573.0 $110K 0.03% -312.0 -16.6% $70.20 +5.4%
202 XLF SELECT SECTOR SPDR TR 2,217.0 $109K 0.03% -730.0 -24.8% $49.37 +5.1%
203 ABT ABBOTT LABORATORIES Healthcare 1,059.0 $109K 0.02% -6.0 -0.6% $102.67 -15.6%
204 JHMD JOHN HANCOCK EXCHANGE TRADED 2,552.0 $108K 0.02% $42.37 +7.2%
205 IVOV VANGUARD ADMIRAL FDS INC 1,059.0 $108K 0.02% $101.95 +7.6%
206 SPYM SPDR SERIES TRUST 1,396.0 $107K 0.02% $76.54 +15.4%
207 CSWC CAPITAL SOUTHWEST CORP Financial Services 4,809.0 $106K 0.02% $22.12 +4.6%
208 AGG ISHARES TR 1,071.0 $106K 0.02% -3K -70.9% $99.27 -0.6%
209 SPYD SPDR SERIES TRUST 2,314.0 $105K 0.02% $45.52 +4.6%
210 JEPQ J P MORGAN EXCHANGE TRADED F 1,882.0 $105K 0.02% $55.53 +9.1%
211 ESGV VANGUARD WORLD FD 923.0 $104K 0.02% $112.27 +18.1%
212 KO COCA COLA CO Consumer Defensive 1,358.0 $103K 0.02% +71.0 +5.5% $76.05 +5.8%
213 AVGO BROADCOM INC Technology 333.0 $103K 0.02% +81.0 +32.1% $309.51 +36.3%
214 PAYX PAYCHEX INC Industrials 1,086.0 $100K 0.02% +36.0 +3.4% $92.12 +2.9%
215 EEM ISHARES TR 1,751.0 $99K 0.02% $56.79 +20.4%
216 VANGUARD CALIF TAX FREE FDS 1,000.0 $99K 0.02% $99.08
217 SPLV INVESCO EXCH TRADED FD TR II 1,350.0 $99K 0.02% $73.14 +1.0%
218 AMT AMERICAN TOWER CORP Real Estate 572.0 $99K 0.02% +9.0 +1.6% $172.58 +7.2%
219 BKH BLACK HILLS CORP Utilities 1,415.0 $98K 0.02% +1K +10000.0% $69.41 +7.7%
220 VGT VANGUARD WORLD FD 137.0 $95K 0.02% $696.49 -83.1%
Page 11 of 87  ·  1,730 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.9%
Financial Services 21.0%
Industrials 11.9%
Healthcare 10.1%
Consumer Cyclical 9.1%
Communication Services 4.7%
Energy 3.6%
Consumer Defensive 2.8%
Real Estate 2.4%
Utilities 1.9%