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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 4 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ITOT ISHARES TR 2,140.0 $305K 0.07% +83.0 +4.0% $142.43 +13.5%
62 BK BANK NEW YORK MELLON CORP Financial Services 2,337.0 $277K 0.06% +77.0 +3.4% $118.63 +15.6%
63 ABBV ABBVIE INC Healthcare 1,189.0 $259K 0.06% +62.0 +5.5% $217.47 -2.4%
64 HD HOME DEPOT INC Consumer Cyclical 781.0 $257K 0.06% +16.0 +2.1% $328.91 -8.0%
65 XLU SELECT SECTOR SPDR TR 5,112.0 $235K 0.05% +345.0 +7.2% $45.89 -3.0%
66 PG PROCTER & GAMBLE CO Consumer Defensive 1,624.0 $235K 0.05% +45.0 +2.9% $144.44 -2.2%
67 VGSH VANGUARD SCOTTSDALE FDS 3,882.0 $227K 0.05% +31.0 +0.8% $58.54 -0.5%
68 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 665.0 $225K 0.05% +23.0 +3.6% $337.95 +16.2%
69 PLTR PALANTIR TECHNOLOGIES INC Technology 1,532.0 $224K 0.05% +822.0 +115.8% $146.28 -7.5%
70 MCD MCDONALDS CORP Consumer Cyclical 706.0 $219K 0.05% +28.0 +4.1% $310.79 -9.6%
71 AMD ADVANCED MICRO DEVICES INC Technology 1,070.0 $218K 0.05% +10.0 +0.9% $203.43 +120.0%
72 AMAT APPLIED MATLS INC Technology 627.0 $214K 0.05% +76.0 +13.8% $341.79 +24.9%
73 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 209.0 $208K 0.05% +9.0 +4.5% $996.43 +9.8%
74 GS GOLDMAN SACHS GROUP INC Financial Services 213.0 $180K 0.04% +87.0 +69.0% $845.99 +9.8%
75 CRM SALESFORCE INC Technology 911.0 $170K 0.04% +18.0 +2.0% $186.74 -3.9%
76 VTIP VANGUARD MALVERN FDS 3,198.0 $160K 0.04% +615.0 +23.8% $49.95 +0.7%
77 NFLX NETFLIX INC. Communication Services 1,655.0 $159K 0.04% +105.0 +6.8% $96.15 -7.1%
78 CDNS CADENCE DESIGN SYSTEM INC Technology 550.0 $153K 0.03% +41.0 +8.1% $277.87 +26.3%
79 HYS PIMCO ETF TR 1,608.0 $150K 0.03% +13.0 +0.8% $93.27 +0.1%
80 GILD GILEAD SCIENCES INC Healthcare 1,071.0 $149K 0.03% +26.0 +2.5% $139.37 -6.4%
Page 4 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%