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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 8 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DFSV DIMENSIONAL ETF TRUST 6,753.0 $237K 0.05% -458.0 -6.3% $35.04 +7.8%
142 XLU SELECT SECTOR SPDR TR 5,112.0 $235K 0.05% +345.0 +7.2% $45.89 -0.7%
143 PG PROCTER & GAMBLE CO Consumer Defensive 1,624.0 $235K 0.05% +45.0 +2.9% $144.44 -1.0%
144 VSS VANGUARD INTL EQUITY INDEX F 1,577.0 $230K 0.05% $145.79 +11.1%
145 VGSH VANGUARD SCOTTSDALE FDS 3,882.0 $227K 0.05% +31.0 +0.8% $58.54 -0.5%
146 BSCR INVESCO EXCH TRD SLF IDX FD 11,465.0 $225K 0.05% -672.0 -5.5% $19.63 -0.0%
147 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 665.0 $225K 0.05% +23.0 +3.6% $337.95 +22.1%
148 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,791.0 $225K 0.05% -209.0 -10.4% $125.46 +3.2%
149 PLTR PALANTIR TECHNOLOGIES INC Technology 1,532.0 $224K 0.05% +822.0 +115.8% $146.28 -6.4%
150 MCD MCDONALDS CORP Consumer Cyclical 706.0 $219K 0.05% +28.0 +4.1% $310.79 -10.2%
151 TER TERADYNE INC Technology 740.0 $219K 0.05% $296.46 +30.3%
152 AMD ADVANCED MICRO DEVICES INC Technology 1,070.0 $218K 0.05% +10.0 +0.9% $203.43 +145.2%
153 AFL AFLAC INC Financial Services 1,981.0 $217K 0.05% -138.0 -6.5% $109.71 +6.4%
154 SPDW SPDR INDEX SHS FDS 4,749.0 $217K 0.05% $45.65 +11.8%
155 LLY ELI LILLY & CO Healthcare 234.0 $216K 0.05% -43.0 -15.5% $921.07 +16.4%
156 AMAT APPLIED MATLS INC Technology 627.0 $214K 0.05% +76.0 +13.8% $341.79 +32.7%
157 VOE VANGUARD INDEX FDS 1,139.0 $210K 0.05% -2K -62.8% $184.28 +6.0%
158 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 209.0 $208K 0.05% +9.0 +4.5% $996.43 +0.7%
159 VYM VANGUARD WHITEHALL FDS 1,389.0 $206K 0.05% $148.07 +7.1%
160 XME SPDR SERIES TRUST 1,806.0 $195K 0.04% $108.01 +13.3%
Page 8 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%