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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 20 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MELI MERCADOLIBRE INC Consumer Cyclical 12.0 $21K 0.01% NEW $1729.08 -1.9%
382 AEP AMERICAN ELEC PWR CO INC Utilities 152.0 $20K 0.00% +9.0 +6.3% $131.09 -1.2%
383 RSG REPUBLIC SVCS INC Industrials 89.0 $19K 0.00% +13.0 +17.1% $219.02 -6.1%
384 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 240.0 $19K 0.00% +41.0 +20.6% $80.95 -1.4%
385 MSCI MSCI INC Financial Services 36.0 $19K 0.00% +2.0 +5.9% $539.03 +12.0%
386 CNQ CANADIAN NAT RES LTD MED TER Energy 394.0 $19K 0.00% NEW $48.73 -6.1%
387 XLB SELECT SECTOR SPDR TR 384.0 $19K 0.00% NEW $49.97 +2.4%
388 LEU CENTRUS ENERGY CORP Energy 110.0 $19K 0.00% $173.59 +3.8%
389 MTB M & T BK CORP Financial Services 92.0 $19K 0.00% +7.0 +8.2% $206.73 +4.0%
390 GEM GOLDMAN SACHS ETF TR 439.0 $19K 0.00% $43.20 +19.9%
391 ESE ESCO TECHNOLOGIES INC Technology 67.0 $19K 0.00% $281.37 +7.6%
392 DGRO ISHARES TR 267.0 $19K 0.00% $70.18 +6.3%
393 SPGI S&P GLOBAL INC Financial Services 44.0 $19K 0.00% +14.0 +46.7% $425.34 -2.2%
394 STZ CONSTELLATION BRANDS INC Consumer Defensive 124.0 $19K 0.00% +7.0 +6.0% $150.00 -4.2%
395 ALL ALLSTATE CORP Financial Services 86.0 $18K 0.00% +14.0 +19.4% $207.35 +0.7%
396 SPSM SPDR SERIES TRUST 369.0 $18K 0.00% $48.32 +12.4%
397 MS MORGAN STANLEY Financial Services 108.0 $18K 0.00% +74.0 +217.7% $164.57 +22.5%
398 ADBE ADOBE INC Technology 72.0 $18K 0.00% +4.0 +5.9% $243.08 -2.0%
399 CACI CACI INTL INC Technology 32.0 $17K 0.00% +12.0 +60.0% $543.88 -6.1%
400 XLP SELECT SECTOR SPDR TR 210.0 $17K 0.00% NEW $81.98 +3.2%
Page 20 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%