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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 21 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 IZRL ARK ETF TR 639.0 $17K 0.00% NEW $26.92 +17.1%
402 CHRD CHORD ENERGY CORPORATION Energy 120.0 $17K 0.00% +112.0 +1400.0% $142.18 -6.0%
403 RWR SPDR SERIES TRUST 167.0 $17K 0.00% $100.97 +10.5%
404 GSBD GOLDMAN SACHS BDC INC Financial Services 1,868.0 $17K 0.00% $8.88 +0.6%
405 RRC RANGE RES CORP Energy 365.0 $16K 0.00% +322.0 +748.8% $45.18 -13.2%
406 FDEC FIRST TR EXCHNG TRADED FD VI 330.0 $16K 0.00% $49.72 +9.1%
407 CRWV COREWEAVE INC Technology 211.0 $16K 0.00% $77.47 +34.6%
408 IDR IDAHO STRATEGIC RESOURCES Basic Materials 500.0 $16K 0.00% $32.12 +15.4%
409 NNN NNN REIT INC Real Estate 381.0 $16K 0.00% $42.03 +6.7%
410 CEG CONSTELLATION ENERGY CORP Utilities 57.0 $16K 0.00% +16.0 +39.0% $279.26 +3.4%
411 XLY SELECT SECTOR SPDR TR 146.0 $16K 0.00% NEW $108.99 +11.5%
412 TMP TOMPKINS FINL CORP Financial Services 200.0 $16K 0.00% $78.84 +10.4%
413 FNDF SCHWAB STRATEGIC TR 321.0 $16K 0.00% -307.0 -48.9% $48.93 +10.5%
414 MDLZ MONDELEZ INTL INC Consumer Defensive 272.0 $16K 0.00% +172.0 +172.0% $57.64 +8.0%
415 CF CF INDUSTRIES HOLD Basic Materials 120.0 $16K 0.00% +110.0 +1100.0% $129.84 -10.4%
416 NDAQ NASDAQ INC Financial Services 183.0 $16K 0.00% +159.0 +662.5% $84.89 +6.6%
417 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 218.0 $16K 0.00% +6.0 +2.8% $71.18 -10.3%
418 XEL XCEL ENERGY INC Utilities 194.0 $15K 0.00% +22.0 +12.8% $79.44 +1.7%
419 EWC ISHARES INC 278.0 $15K 0.00% $54.79 +6.3%
420 PH PARKER-HANNIFIN CORP Industrials 17.0 $15K 0.00% +13.0 +325.0% $895.29 -4.3%
Page 21 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%