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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 16 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ITA ISHARES TR 190.0 $42K 0.01% $218.75 +5.4%
302 DFCF DIMENSIONAL ETF TRUST 970.0 $41K 0.01% $42.22 -0.2%
303 DEO DIAGEO PLC Consumer Defensive 550.0 $41K 0.01% -15.0 -2.6% $74.45 +16.3%
304 PGR PROGRESSIVE CORP Financial Services 201.0 $40K 0.01% +8.0 +4.2% $198.24 -0.7%
305 PNC PNC FINL SVCS GROUP INC Financial Services 191.0 $40K 0.01% +6.0 +3.2% $208.09 +6.1%
306 MRSH MARSH & MCLENNAN COS INC Financial Services 228.0 $40K 0.01% +5.0 +2.2% $173.45 -7.4%
307 ADP AUTOMATIC DATA PROCESSING IN Industrials 193.0 $39K 0.01% +21.0 +12.2% $203.18 +7.1%
308 ALB ALBEMARLE CORP Basic Materials 216.0 $39K 0.01% +112.0 +107.7% $179.53 -1.1%
309 VRTX VERTEX PHARMACEUTICALS INC Healthcare 86.0 $38K 0.01% +83.0 +2766.7% $446.55 -2.1%
310 PICK ISHARES INC 669.0 $38K 0.01% $56.59 +15.6%
311 VGLT VANGUARD SCOTTSDALE FDS 667.0 $37K 0.01% NEW $55.36 -1.5%
312 IWR ISHARES TR 379.0 $37K 0.01% $97.23 +9.7%
313 KLAC KLA CORP Technology 25.0 $37K 0.01% +2.0 +8.7% $1472.44 +32.9%
314 OXY OCCIDENTAL PETE CORP Energy 566.0 $37K 0.01% +304.0 +116.0% $65.00 -12.5%
315 ADI ANALOG DEVICES INC Technology 115.0 $37K 0.01% +5.0 +4.5% $318.15 +31.0%
316 COP CONOCOPHILLIPS Energy 276.0 $36K 0.01% +172.0 +165.4% $132.00 -12.8%
317 SPAB SPDR SERIES TRUST 1,399.0 $36K 0.01% -73.0 -5.0% $25.62 -0.6%
318 PFE PFIZER INC Healthcare 1,266.0 $36K 0.01% +97.0 +8.3% $28.08 -6.7%
319 GOVT ISHARES TR 1,526.0 $35K 0.01% -2K -59.6% $22.91 -0.8%
320 UPS UNITED PARCEL SVCS INC Industrials 351.0 $35K 0.01% +321.0 +1070.0% $98.38 +6.2%
Page 16 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%