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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 4 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CDNS CADENCE DESIGN SYSTEM INC Technology 562.0 $211K 0.04% +12.0 +2.2% $375.32 -15.8%
62 QCOM QUALCOMM INC Technology 1,105.0 $204K 0.04% +69.0 +6.7% $184.79 -14.2%
63 EOG EOG RES INC Energy 1,549.0 $201K 0.04% +1K +2998.0% $129.73 +15.8%
64 MCD MCDONALDS CORP Consumer Cyclical 723.0 $195K 0.04% +17.0 +2.4% $270.31 +0.8%
65 VTIP VANGUARD MALVERN FDS 3,855.0 $194K 0.04% +657.0 +20.5% $50.23 -0.9%
66 UNH UNITEDHEALTH GROUP INC Healthcare 461.0 $192K 0.04% +233.0 +102.2% $415.63 -4.1%
67 DFAX DIMENSIONAL ETF TRUST 5,171.0 $190K 0.04% +4K +485.6% $36.84 +3.0%
68 AVGO BROADCOM INC Technology 479.0 $181K 0.04% +146.0 +43.8% $377.75 -5.0%
69 CSCO CISCO SYS INC Technology 1,432.0 $168K 0.03% +386.0 +36.9% $117.46 -6.2%
70 MA MASTERCARD INCORPORATED Financial Services 318.0 $163K 0.03% +52.0 +19.6% $513.60 +16.8%
71 TRGP TARGA RES CORP Energy 593.0 $159K 0.03% +577.0 +3606.2% $268.14 +9.7%
72 VST VISTRA CORP Utilities 993.0 $158K 0.03% +958.0 +2737.1% $158.63 -14.5%
73 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,657.0 $155K 0.03% +5K +10000.0% $33.29 +34.1%
74 WDC WESTERN DIGITAL CORP Technology 234.0 $149K 0.03% +154.0 +192.5% $638.72 -31.8%
75 VGLT VANGUARD SCOTTSDALE FDS 2,660.0 $147K 0.03% +2K +298.8% $55.18 -3.9%
76 TJX TJX COS INC NEW Consumer Cyclical 942.0 $143K 0.03% +391.0 +71.0% $151.50 -7.1%
77 TSLA TESLA INC Consumer Cyclical 337.0 $142K 0.03% +126.0 +59.7% $420.60 -17.0%
78 GILD GILEAD SCIENCES INC Healthcare 1,091.0 $138K 0.03% +20.0 +1.9% $126.34 +16.1%
79 MO ALTRIA GROUP INC Consumer Defensive 1,893.0 $136K 0.03% +51.0 +2.8% $71.94 -4.8%
80 CVX CHEVRON CORPORATION Energy 816.0 $135K 0.03% +158.0 +24.0% $165.76 +22.5%
Page 4 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%