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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 27 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 AA ALCOA CORP Basic Materials 107.0 $7K 0.00% +9.0 +9.2% $66.34 +10.3%
522 RES RPC INC Energy 1,000.0 $7K 0.00% NEW $7.08 -4.9%
523 HIG HARTFORD INSURANCE GROUP INC Financial Services 51.0 $7K 0.00% +14.0 +37.8% $135.24 -2.6%
524 FIX COMFORT SYS USA INC Industrials 5.0 $7K 0.00% +2.0 +66.7% $1379.00 +35.4%
525 DJP BARCLAYS BANK PLC Financial Services 142.0 $7K 0.00% -15.0 -9.6% $48.14 +0.0%
526 KR KROGER CO Consumer Defensive 94.0 $7K 0.00% +53.0 +129.3% $72.36 -10.6%
527 TPR TAPESTRY INC Consumer Cyclical 48.0 $7K 0.00% +10.0 +26.3% $141.12 -1.6%
528 GOSS GOSSAMER BIO INC Healthcare 20,552.0 $7K 0.00% +15K +257.3% $0.33 -33.7%
529 GM GENERAL MTRS CO Consumer Cyclical 90.0 $7K 0.00% +10.0 +12.5% $74.50 +12.9%
530 ERAS ERASCA INC Healthcare 413.0 $7K 0.00% $16.18 -22.9%
531 DGCB DIMENSIONAL ETF TRUST 123.0 $7K 0.00% -119.0 -49.2% $54.14 +0.9%
532 COIN COINBASE GLOBAL INC Financial Services 38.0 $7K 0.00% $174.63 -0.5%
533 BHP BHP BILLITON LIMITED Basic Materials 91.0 $7K 0.00% $72.75 +20.7%
534 NVR NVR INC Consumer Cyclical 1.0 $7K 0.00% $6590.00 -7.5%
535 COF CAPITAL ONE FINL CORP Financial Services 35.0 $6K 0.00% +2.0 +6.1% $182.46 +3.5%
536 SYM SYMBOTIC INC Industrials 120.0 $6K 0.00% $53.20 +0.8%
537 STGW STAGWELL INC Communication Services 1,000.0 $6K 0.00% $6.29 +11.1%
538 MMM 3M CO Industrials 43.0 $6K 0.00% +8.0 +22.9% $145.23 +6.8%
539 BSX BOSTON SCIENTIFIC CORP Healthcare 99.0 $6K 0.00% +75.0 +312.5% $62.76 -19.6%
540 FNDE SCHWAB STRATEGIC TR 162.0 $6K 0.00% $38.27 +7.5%
Page 27 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%