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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $505M AUM 1,934 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 292 New 1015 Added 257 Reduced 88 Exited
Page 2 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVDE AMERICAN CENTY ETF TR 23,535.0 $2.1M 0.41% +127.0 +0.5% $89.20 +5.4%
22 MU MICRON TECHNOLOGY INC Technology 1,551.0 $1.8M 0.35% +164.0 +11.8% $1154.29 -21.1%
23 QQQ INVESCO QQQ TR Financial Services 2,088.0 $1.5M 0.30% +39.0 +1.9% $736.40 -4.1%
24 IWM ISHARES TR 4,738.0 $1.4M 0.28% +42.0 +0.9% $300.45 -0.8%
25 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 10,574.0 $1.3M 0.26% +1K +14.6% $123.11 +32.4%
26 ITOT ISHARES TR 6,893.0 $1.1M 0.22% +5K +222.1% $164.27 +1.9%
27 SHYL DBX ETF TR 24,637.0 $1.1M 0.22% +3K +11.5% $44.43 -0.7%
28 GOOGL ALPHABET INC Communication Services 2,733.0 $977K 0.19% +119.0 +4.5% $357.37 -2.6%
29 VUG VANGUARD INDEX FDS 9,504.0 $819K 0.16% +8K +500.0% $86.14 +0.9%
30 JNJ JOHNSON & JOHNSON Healthcare 2,996.0 $761K 0.15% +40.0 +1.4% $253.97 +7.5%
31 LRCX LAM RESEARCH CORP Technology 1,752.0 $759K 0.15% +63.0 +3.7% $433.33 -28.4%
32 SHOP SHOPIFY INC Technology 6,599.0 $753K 0.15% +59.0 +0.9% $114.18 +31.2%
33 GE GE AEROSPACE Industrials 1,999.0 $747K 0.15% +18.0 +0.9% $373.73 -8.5%
34 BERKSHIRE HATHAWAY INC DEL 1,451.0 $726K 0.14% +22.0 +1.5% $500.39
35 MRK MERCK & CO INC Healthcare 5,295.0 $680K 0.14% +70.0 +1.3% $128.50 +17.3%
36 AMD ADVANCED MICRO DEVICES INC Technology 1,158.0 $673K 0.13% +88.0 +8.2% $580.91 -21.4%
37 AMZN AMAZON COM INC Consumer Cyclical 2,294.0 $547K 0.11% +201.0 +9.6% $238.34 +10.0%
38 AMAT APPLIED MATLS INC Technology 708.0 $512K 0.10% +81.0 +12.9% $723.27 -33.1%
39 MBB ISHARES TR 5,198.0 $491K 0.10% +1K +26.9% $94.52 -1.3%
40 IWF ISHARES TR 3,800.0 $472K 0.09% +3K +300.0% $124.17 -2.5%
Page 2 of 51  ·  1,015 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 34.7%
Financial Services 21.0%
Industrials 12.3%
Healthcare 9.4%
Consumer Cyclical 7.8%
Communication Services 3.6%
Energy 3.2%
Real Estate 2.8%
Consumer Defensive 2.4%
Utilities 2.1%