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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 33 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 VLUE ISHARES TR 28.0 $4K 0.00% $142.21 +38.6%
642 ASTS AST SPACEMOBILE INC Technology 48.0 $4K 0.00% +1.0 +2.1% $82.88 +52.7%
643 DELL DELL TECHNOLOGIES INC Technology 24.0 $4K 0.00% +5.0 +26.3% $164.17 +97.9%
644 MKSI MKS INC. Technology 17.0 $4K 0.00% +6.0 +54.5% $229.82 +42.0%
645 D DOMINION ENERGY INC Utilities 63.0 $4K 0.00% +20.0 +46.5% $61.83 +10.0%
646 SNX TD SYNNEX CORPORATION Technology 23.0 $4K 0.00% +9.0 +64.3% $168.74 +46.2%
647 AON AON PLC Financial Services 12.0 $4K 0.00% +3.0 +33.3% $322.83 -1.4%
648 WSM WILLIAMS SONOMA INC Consumer Cyclical 21.0 $4K 0.00% +4.0 +23.5% $182.33 +12.0%
649 ELECTROCORE INC 634.0 $4K 0.00% $6.03
650 CHRW C H ROBINSON WORLDWIDE IN Industrials 23.0 $4K 0.00% +9.0 +64.3% $166.09 +5.1%
651 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 2.0 $4K 0.00% $1885.00 +5.3%
652 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 44.0 $4K 0.00% +4.0 +10.0% $85.68 +13.0%
653 IVZ INVESCO LTD Financial Services 154.0 $4K 0.00% +29.0 +23.2% $24.29 +14.5%
654 TIPT TIPTREE INC Financial Services 220.0 $4K 0.00% $16.92 +2.8%
655 NET CLOUDFLARE INC Technology 18.0 $4K 0.00% +6.0 +50.0% $206.39 +9.8%
656 TOL TOLL BROTHERS INC Consumer Cyclical 27.0 $4K 0.00% +8.0 +42.1% $136.48 +1.3%
657 ORI OLD REP INTL CORP Financial Services 92.0 $4K 0.00% +18.0 +24.3% $39.90 -5.2%
658 KMB KIMBERLY-CLARK CORP Consumer Defensive 38.0 $4K 0.00% +35.0 +1166.7% $96.47 +4.3%
659 FN FABRINET Technology 7.0 $4K 0.00% +1.0 +16.7% $521.57 +28.5%
660 AME AMETEK INC Industrials 17.0 $4K 0.00% +4.0 +30.8% $214.41 +5.2%
Page 33 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%