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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 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 LIBERTY MEDIA CORP DEL 25.0 $2K +12.0 +92.3% $85.04
522 VOYA VOYA FINANCIAL INC Financial Services 31.0 $2K +10.0 +47.6% $68.32 +20.6%
523 JXN JACKSON FINANCIAL INC Financial Services 20.0 $2K +4.0 +25.0% $105.75 +2.3%
524 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 18.0 $2K +10.0 +125.0% $117.11 -6.9%
525 DLTR DOLLAR TREE INC Consumer Defensive 19.0 $2K +1.0 +5.6% $109.53 -12.6%
526 INDI INDIE SEMICONDUCTOR INC Technology 646.0 $2K +134.0 +26.2% $3.22 +29.8%
527 ALLY ALLY FINL INC Financial Services 53.0 $2K +19.0 +55.9% $39.25 +8.9%
528 EXPE EXPEDIA GROUP INC Consumer Cyclical 9.0 $2K +1.0 +12.5% $231.00 -5.6%
529 FIS FIDELITY NATL INFORMATION SV Technology 44.0 $2K +19.0 +76.0% $46.93 -7.1%
530 BOKF BOK FINL CORP Financial Services 16.0 $2K +2.0 +14.3% $128.06 +1.3%
531 EVRG EVERGY INC Utilities 25.0 $2K +9.0 +56.2% $81.92 +2.1%
532 CINF CINCINNATI FINL CORP Financial Services 13.0 $2K +2.0 +18.2% $157.38 +7.0%
533 ATI ATI INC Industrials 14.0 $2K +2.0 +16.7% $145.50 +10.2%
534 RGLD ROYAL GOLD INC Basic Materials 8.0 $2K +3.0 +60.0% $254.50 -12.3%
535 PPL PPL CORP Utilities 53.0 $2K +21.0 +65.6% $38.21 -7.2%
536 ABNB AIRBNB INC Consumer Cyclical 16.0 $2K +2.0 +14.3% $126.31 +6.3%
537 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 35.0 $2K +4.0 +12.9% $57.60 +22.0%
538 HLI HOULIHAN LOKEY INC Financial Services 14.0 $2K +9.0 +180.0% $143.64 +5.5%
539 LNT ALLIANT ENERGY CORP Utilities 28.0 $2K +12.0 +75.0% $71.79 +2.1%
540 DDOG DATADOG INC Technology 17.0 $2K +4.0 +30.8% $118.06 +84.7%
Page 27 of 48  ·  951 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%