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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 22 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TRV TRAVELERS COMPANIES INC Financial Services 52.0 $15K 0.00% +6.0 +13.0% $291.69 +2.8%
422 DFSD DIMENSIONAL ETF TRUST 315.0 $15K 0.00% $47.88 -0.2%
423 KEYS KEYSIGHT TECHNOLOGIES INC Technology 53.0 $15K 0.00% +6.0 +12.8% $282.38 +23.1%
424 AJG GALLAGHER ARTHUR J & CO Financial Services 69.0 $15K 0.00% +10.0 +16.9% $216.59 -6.3%
425 L LOEWS CORP Financial Services 140.0 $15K 0.00% +9.0 +6.9% $106.74 +0.2%
426 LIN LINDE PLC Basic Materials 30.0 $15K 0.00% +22.0 +275.0% $495.77 +2.4%
427 NVT NVENT ELEC PLC Industrials 125.0 $15K 0.00% +6.0 +5.0% $118.28 +41.9%
428 CI THE CIGNA GROUP Healthcare 55.0 $15K 0.00% +4.0 +7.8% $266.76 +7.1%
429 SIVR ABRDN SILVER ETF TRUST Financial Services 200.0 $14K 0.00% +44.0 +28.2% $71.61 -0.9%
430 HWM HOWMET AEROSPACE INC Industrials 61.0 $14K 0.00% +38.0 +165.2% $230.48 +12.0%
431 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 193.0 $14K 0.00% -142.0 -42.4% $72.55 +6.1%
432 GHM GRAHAM CORP Industrials 176.0 $14K 0.00% $78.92 +26.7%
433 DHS WISDOMTREE TR 125.0 $14K 0.00% $109.22 +3.4%
434 SLV ISHARES SILVER TR Financial Services 200.0 $14K 0.00% -312.0 -60.9% $68.14 -0.9%
435 CTVA CORTEVA INC Basic Materials 162.0 $14K 0.00% +22.0 +15.7% $83.72 -4.6%
436 FCX FREEPORT MCMORAN INC Basic Materials 230.0 $14K 0.00% +25.0 +12.2% $58.78 +8.2%
437 INOD INNODATA INC Technology 350.0 $14K 0.00% $38.62 +130.5%
438 TEL TE CONNECTIVITY PLC Technology 64.0 $13K 0.00% +5.0 +8.5% $209.03 -0.1%
439 CVS CVS HEALTH CORP Healthcare 185.0 $13K 0.00% +9.0 +5.1% $71.82 +28.2%
440 IYF ISHARES TR 112.0 $13K 0.00% $117.66 +4.1%
Page 22 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%