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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 3 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MUB ISHARES TR 7,038.0 $747K 0.17% +1K +21.1% $106.15 -0.2%
42 JNJ JOHNSON & JOHNSON Healthcare 2,956.0 $723K 0.16% +86.0 +3.0% $244.44 -5.9%
43 BERKSHIRE HATHAWAY INC DEL 1,429.0 $685K 0.15% +500.0 +53.8% $479.20
44 GEV GE VERNOVA INC Utilities 744.0 $649K 0.15% +225.0 +43.4% $872.90 +15.9%
45 MRK MERCK & CO INC Healthcare 5,225.0 $629K 0.14% +47.0 +0.9% $120.29 -5.0%
46 XLK SELECT SECTOR SPDR TR 4,687.0 $623K 0.14% +2K +101.4% $132.89 +33.3%
47 VTV VANGUARD INDEX FDS 2,723.0 $534K 0.12% +68.0 +2.6% $196.20 +6.2%
48 SLYV SPDR SERIES TRUST 5,613.0 $531K 0.12% +143.0 +2.6% $94.59 +7.8%
49 MU MICRON TECHNOLOGY INC Technology 1,387.0 $469K 0.10% +326.0 +30.7% $337.84 +106.8%
50 AMZN AMAZON COM INC Consumer Cyclical 2,093.0 $436K 0.10% +336.0 +19.1% $208.27 +27.2%
51 LNG CHENIERE ENERGY INC Energy 1,526.0 $433K 0.10% +18.0 +1.2% $283.76 -13.0%
52 BSV VANGUARD BD INDEX FDS 5,478.0 $430K 0.10% +575.0 +11.7% $78.41 -0.7%
53 SCHH SCHWAB STRATEGIC TR 19,180.0 $412K 0.09% +361.0 +1.9% $21.49 +9.9%
54 MBB ISHARES TR 4,096.0 $389K 0.09% +2K +115.3% $94.95 -1.3%
55 XOM EXXON MOBIL CORP Energy 2,203.0 $374K 0.08% +153.0 +7.5% $169.67 -4.2%
56 LRCX LAM RESEARCH CORP Technology 1,689.0 $361K 0.08% +126.0 +8.1% $213.66 +28.0%
57 JPM JPMORGAN CHASE & CO Financial Services 1,185.0 $349K 0.08% +42.0 +3.7% $294.22 +0.5%
58 WMB WILLIAMS COS INC Energy 4,428.0 $322K 0.07% +39.0 +0.9% $72.78 +9.1%
59 GOOG ALPHABET INC Communication Services 1,093.0 $314K 0.07% +290.0 +36.1% $286.86 +34.2%
60 V VISA INC Financial Services 1,013.0 $306K 0.07% +91.0 +9.9% $302.21 +9.2%
Page 3 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%