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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 14 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AGX ARGAN INC Industrials 116.0 $63K 0.01% +111.0 +2220.0% $544.66 +25.4%
262 XAIX DBX ETF TR 1,557.0 $62K 0.01% $39.89 +39.9%
263 PKG PACKAGING CORP AMER Consumer Cyclical 291.0 $62K 0.01% +5.0 +1.8% $212.22 +2.1%
264 UNH UNITEDHEALTH GROUP INC Healthcare 228.0 $62K 0.01% +48.0 +26.7% $270.59 +41.6%
265 RQI COHEN & STEERS QUALITY INCOM Financial Services 5,111.0 $62K 0.01% $12.05 +11.5%
266 IWP ISHARES TR 479.0 $61K 0.01% -150.0 -23.9% $128.12 +9.9%
267 JEPI J P MORGAN EXCHANGE TRADED F 1,082.0 $61K 0.01% $56.68 -0.7%
268 CVNA CARVANA CO Consumer Cyclical 194.0 $61K 0.01% +34.0 +21.2% $314.38 -77.3%
269 AXP AMERICAN EXPRESS CO Financial Services 199.0 $60K 0.01% +23.0 +13.1% $302.48 +3.6%
270 VT VANGUARD INTL EQUITY INDEX F 431.0 $60K 0.01% -17.0 -3.8% $138.32 +13.6%
271 IBM INTERNATIONAL BUSINESS MACHS Technology 245.0 $59K 0.01% -49.0 -16.7% $242.02 +5.9%
272 IFLN INVESCO EXCH TRADED FD TR II 3,305.0 $59K 0.01% $17.94 +1.5%
273 SSNC SS&C TECH HLDGS Technology 868.0 $59K 0.01% -12.0 -1.4% $67.60 -3.1%
274 XLE SELECT SECTOR SPDR TR 950.0 $58K 0.01% +102.0 +12.0% $61.26 -6.5%
275 KKR KKR & CO INC Financial Services 606.0 $56K 0.01% $92.50 +1.7%
276 PAYO PAYONEER GLOBAL INC Technology 11,411.0 $55K 0.01% $4.83 +2.6%
277 BDX BECTON DICKINSON & CO Healthcare 349.0 $55K 0.01% +7.0 +2.0% $157.23 -6.6%
278 TE T1 ENERGY INC Industrials 12,439.0 $55K 0.01% +12K +2586.6% $4.39 +145.8%
279 SEIC SEI INVTS CO Financial Services 692.0 $54K 0.01% +11.0 +1.6% $78.47 +14.4%
280 CWI SPDR INDEX SHS FDS 1,483.0 $54K 0.01% $36.59 +11.4%
Page 14 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%