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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 17 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FIDELITY COVINGTON TRUST 483.0 $34K 0.01% -339.0 -41.2% $70.36
322 GD GENERAL DYNAMICS CORP Industrials 99.0 $34K 0.01% +2.0 +2.1% $343.22 +0.4%
323 PSK SPDR SERIES TRUST 1,087.0 $34K 0.01% $30.84 +0.8%
324 URI UNITED RENTALS INC Industrials 44.0 $32K 0.01% +2.0 +4.8% $729.41 +35.6%
325 INTU INTUIT Technology 74.0 $32K 0.01% +1.0 +1.4% $432.39 -28.9%
326 WM WASTE MGMT INC DEL Industrials 139.0 $32K 0.01% +13.0 +10.3% $229.79 -6.0%
327 DG DOLLAR GEN CORP Consumer Defensive 269.0 $32K 0.01% -79.0 -22.7% $118.73 -11.9%
328 OMC OMNICOM GROUP INC Communication Services 423.0 $32K 0.01% $75.31 -0.1%
329 PWR QUANTA SVCS INC Industrials 56.0 $31K 0.01% +3.0 +5.7% $549.04 +33.8%
330 VXF VANGUARD INDEX FDS 147.0 $30K 0.01% $205.80 +13.6%
331 FELC FIDELITY COVINGTON TRUST 830.0 $30K 0.01% $36.27 +15.9%
332 DFAX DIMENSIONAL ETF TRUST 883.0 $30K 0.01% $33.97 +10.8%
333 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 100.0 $29K 0.01% +62.0 +163.2% $292.75 +32.7%
334 KNTK KINETIK HOLDINGS INC Energy 600.0 $29K 0.01% $48.60 -2.2%
335 USB US BANCORP Financial Services 560.0 $29K 0.01% +22.0 +4.1% $52.01 +5.1%
336 ASML ASML HLDG NV Technology 22.0 $29K 0.01% +3.0 +15.8% $1320.86 +21.1%
337 USIG ISHARES TR 566.0 $29K 0.01% NEW $51.23 +0.0%
338 CMI CUMMINS INC Industrials 53.0 $29K 0.01% +1.0 +1.9% $538.04 +24.0%
339 DLR DIGITAL RLTY TR INC Real Estate 158.0 $28K 0.01% +11.0 +7.5% $180.22 +6.7%
340 MCO MOODYS CORP Financial Services 64.0 $28K 0.01% +40.0 +166.7% $436.25 +3.1%
Page 17 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%