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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 12 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SPMD SPDR SERIES TRUST 1,578.0 $93K 0.02% -3K -62.0% $59.22 +10.5%
222 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 318.0 $92K 0.02% +9.0 +2.9% $290.39 -1.2%
223 DFIV DIMENSIONAL ETF TRUST 1,737.0 $92K 0.02% +14.0 +0.8% $52.78 +5.9%
224 LMT LOCKHEED MARTIN CORP Industrials 148.0 $89K 0.02% +3.0 +2.1% $604.39 -12.2%
225 IJK ISHARES TR 880.0 $89K 0.02% $100.62 +13.0%
226 HSY HERSHEY CO Consumer Defensive 425.0 $88K 0.02% +5.0 +1.2% $207.89 -4.1%
227 TJX TJX COS INC NEW Consumer Cyclical 551.0 $88K 0.02% +168.0 +43.9% $159.70 -0.8%
228 GWX SPDR INDEX SHS FDS 2,038.0 $86K 0.02% $42.23 +10.2%
229 T AT&T INC Communication Services 2,955.0 $86K 0.02% +160.0 +5.7% $28.99 -13.6%
230 IAU ISHARES GOLD TR Financial Services 966.0 $85K 0.02% $88.16 -5.3%
231 SHYG ISHARES TR 2,002.0 $85K 0.02% $42.31 +0.4%
232 TIP ISHARES TR 764.0 $84K 0.02% $110.36 +0.6%
233 GSAT GLOBALSTAR INC Communication Services 1,249.0 $83K 0.02% $66.42 +26.5%
234 TLN TALEN ENERGY CORP Utilities 258.0 $82K 0.02% +249.0 +2766.7% $319.23 +19.5%
235 CSCO CISCO SYS INC Technology 1,046.0 $81K 0.02% +31.0 +3.0% $77.59 +53.9%
236 FLRN SPDR SERIES TRUST 2,611.0 $80K 0.02% $30.78 +0.2%
237 COOPER COS INC 1,115.0 $80K 0.02% +283.0 +34.0% $71.50
238 RKLB ROCKET LAB CORP Industrials 1,231.0 $79K 0.02% +106.0 +9.4% $64.22 +121.6%
239 JHMM JOHN HANCOCK EXCHANGE TRADED 1,175.0 $79K 0.02% $67.12 +9.0%
240 EIS ISHARES INC 676.0 $78K 0.02% NEW $116.04 +18.5%
Page 12 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%