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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 5 of 51  ·  1,015 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PSX PHILLIPS 66 Energy 800.0 $135K 0.03% +28.0 +3.6% $169.06 +43.1%
82 VOOG VANGUARD ADMIRAL FDS INC 1,626.0 $134K 0.03% +1K +385.4% $82.62 +0.3%
83 VGT VANGUARD WORLD FD 1,094.0 $131K 0.03% +957.0 +698.5% $119.51 -2.6%
84 GLW CORNING INC Technology 509.0 $130K 0.03% +36.0 +7.6% $255.43 -43.0%
85 DTM DT MIDSTREAM INC Energy 878.0 $129K 0.03% +8.0 +0.9% $146.74 -14.3%
86 RKLB ROCKET LAB CORP Industrials 1,252.0 $127K 0.03% +21.0 +1.7% $101.65 -32.8%
87 HUBB HUBBELL INC Industrials 243.0 $127K 0.03% +2.0 +0.8% $523.20 -10.8%
88 PGR PROGRESSIVE CORP Financial Services 567.0 $124K 0.03% +366.0 +182.1% $218.45 +2.5%
89 VZ VERIZON COMMUNICATIONS INC Communication Services 2,918.0 $124K 0.02% +106.0 +3.8% $42.34 +18.4%
90 KO COCA COLA CO Consumer Defensive 1,493.0 $121K 0.02% +135.0 +9.9% $81.27 +13.2%
91 NFLX NETFLIX INC. Communication Services 1,696.0 $121K 0.02% +41.0 +2.5% $71.40 +12.1%
92 WMT WALMART INC Consumer Defensive 1,067.0 $121K 0.02% +73.0 +7.3% $113.25 -6.0%
93 MCO MOODYS CORP Financial Services 253.0 $115K 0.02% +189.0 +295.3% $452.92 +12.9%
94 MRVL MARVELL TECHNOLOGY INC Technology 375.0 $112K 0.02% +141.0 +60.3% $297.72 -23.0%
95 VANGUARD CALIF TAX FREE FDS 1,085.0 $109K 0.02% +85.0 +8.5% $100.60
96 PAYX PAYCHEX INC Industrials 1,108.0 $109K 0.02% +22.0 +2.0% $98.33 +28.1%
97 ABT ABBOTT LABORATORIES Healthcare 1,175.0 $107K 0.02% +116.0 +10.9% $90.74 +28.6%
98 SWK STANLEY BLACK & DECKER INC Industrials 1,057.0 $99K 0.02% +23.0 +2.2% $94.12 +4.7%
99 VRTX VERTEX PHARMACEUTICALS INC Healthcare 199.0 $99K 0.02% +113.0 +131.4% $496.73 +10.2%
100 CAT CATERPILLAR INC Industrials 91.0 $97K 0.02% +27.0 +42.2% $1064.90 -23.8%
Page 5 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%