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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 23 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AVMC AMERICAN CENTY ETF TR 179.0 $13K 0.00% $72.24 +8.7%
442 SPOT SPOTIFY TECHNOLOGY S A Communication Services 26.0 $13K 0.00% $484.92 +5.8%
443 EMR EMERSON ELEC CO Industrials 94.0 $12K 0.00% +11.0 +13.2% $131.02 +6.6%
444 CMCSA COMCAST CORP NEW Communication Services 429.0 $12K 0.00% +115.0 +36.6% $28.68 -12.1%
445 VENTURE GLOBAL INC 778.0 $12K 0.00% NEW $15.76
446 ROL ROLLINS INC Consumer Cyclical 228.0 $12K 0.00% +188.0 +470.0% $53.41 -5.7%
447 PGX INVESCO EXCH TRADED FD TR II 1,108.0 $12K 0.00% $10.88 +1.3%
448 SBAC SBA COMMUNICATIONS CORP Real Estate 70.0 $12K 0.00% -9.0 -11.4% $172.11 +16.3%
449 VIST VISTA ENERGY S.A.B. DE C.V. Energy 159.0 $12K 0.00% NEW $75.47 -2.5%
450 TSSI TSS INC DEL Technology 917.0 $12K 0.00% $13.01 -3.6%
451 WAT WATERS CORP Healthcare 40.0 $12K 0.00% +36.0 +900.0% $297.80 +13.7%
452 ICF ISHARES TR 189.0 $12K 0.00% $61.89 +10.5%
453 PSA PUBLIC STORAGE OPER CO Real Estate 43.0 $12K 0.00% +9.0 +26.5% $270.88 +13.3%
454 FNDA SCHWAB STRATEGIC TR 358.0 $12K 0.00% $32.43 +11.9%
455 SHW SHERWIN WILLIAMS CO Basic Materials 36.0 $12K 0.00% +28.0 +350.0% $320.56 -3.3%
456 BORR DRILLING LTD 2,000.0 $12K 0.00% NEW $5.77
457 SO SOUTHERN CO Utilities 119.0 $11K 0.00% +101.0 +561.1% $96.52 -2.9%
458 NEM NEWMONT CORP Basic Materials 106.0 $11K 0.00% +23.0 +27.7% $108.25 -0.9%
459 AXON AXON ENTERPRISE INC Industrials 27.0 $11K 0.00% -1.0 -3.6% $424.70 -7.9%
460 TEX TEREX CORP NEW Industrials 193.0 $11K 0.00% +15.0 +8.4% $59.10 -0.1%
Page 23 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%