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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 19 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 AZN ASTRAZENECA PLC Healthcare 125.0 $25K 0.01% NEW $197.22 -5.9%
362 MDT MEDTRONIC PLC Healthcare 284.0 $25K 0.01% +23.0 +8.8% $86.65 -12.3%
363 IBMP ISHARES TR 962.0 $24K 0.01% $25.44 -0.2%
364 EMN EASTMAN CHEM CO Basic Materials 313.0 $24K 0.01% +13.0 +4.3% $76.32 -0.5%
365 CBRE CBRE GROUP INC Real Estate 175.0 $24K 0.01% +148.0 +548.1% $135.46 -3.9%
366 PMT PENNYMAC MTG INVT TR Real Estate 2,000.0 $23K 0.01% $11.66 -10.1%
367 FLIN FRANKLIN TEMPLETON ETF TR 700.0 $23K 0.01% $33.22 +4.8%
368 MRVL MARVELL TECHNOLOGY INC Technology 234.0 $23K 0.01% +3.0 +1.3% $98.93 +100.8%
369 DHR DANAHER CORP DEL Healthcare 121.0 $23K 0.01% -3.0 -2.4% $189.60 -8.7%
370 VHT VANGUARD WORLD FD 83.0 $23K 0.01% $272.34 +2.0%
371 BLK BLACKROCK INC Financial Services 23.0 $22K 0.01% +18.0 +360.0% $961.74 +11.3%
372 LRGF ISHARES TR 334.0 $22K 0.01% $66.00 +14.4%
373 PANW PALO ALTO NETWORKS INC Technology 135.0 $22K 0.01% +13.0 +10.7% $160.33 +55.0%
374 WDC WESTERN DIGITAL CORP Technology 80.0 $22K 0.01% +8.0 +11.1% $270.50 +96.2%
375 EMXC ISHARES INC 275.0 $22K 0.01% $78.66 +27.7%
376 SANDISK CORP 34.0 $22K 0.01% +3.0 +9.7% $635.35
377 GSIE GOLDMAN SACHS ETF TR 498.0 $21K 0.01% $43.13 +6.6%
378 TFC TRUIST FINL CORP Financial Services 461.0 $21K 0.01% +24.0 +5.5% $45.97 +5.4%
379 DNN DENISON MINES CORP Energy 6,000.0 $21K 0.01% $3.53 -4.0%
380 IBMQ ISHARES TR 828.0 $21K 0.01% $25.53 -0.1%
Page 19 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%