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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 7 of 48  ·  951 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AXP AMERICAN EXPRESS CO Financial Services 199.0 $60K 0.01% +23.0 +13.1% $302.48 +2.4%
122 XLE SELECT SECTOR SPDR TR 950.0 $58K 0.01% +102.0 +12.0% $61.26 -2.4%
123 BDX BECTON DICKINSON & CO Healthcare 349.0 $55K 0.01% +7.0 +2.0% $157.23 -6.5%
124 TE T1 ENERGY INC Industrials 12,439.0 $55K 0.01% +12K +2586.6% $4.39 +56.7%
125 SEIC SEI INVTS CO Financial Services 692.0 $54K 0.01% +11.0 +1.6% $78.47 +16.0%
126 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 775.0 $52K 0.01% +9.0 +1.2% $67.07 +24.4%
127 FCFS FIRSTCASH HOLDINGS INC Financial Services 257.0 $48K 0.01% +2.0 +0.8% $188.00 +20.1%
128 APH AMPHENOL CORP Technology 378.0 $48K 0.01% +113.0 +42.6% $126.35 -2.6%
129 BAC BANK AMERICA CORP Financial Services 940.0 $46K 0.01% +195.0 +26.2% $48.73 +5.1%
130 DFAR DIMENSIONAL ETF TRUST 1,927.0 $46K 0.01% +11.0 +0.6% $23.65 +10.1%
131 CAT CATERPILLAR INC Industrials 64.0 $45K 0.01% +8.0 +14.3% $708.47 +23.2%
132 WFC WELLS FARGO & CO Financial Services 567.0 $45K 0.01% +90.0 +18.9% $79.61 -6.4%
133 IDXX IDEXX LABS INC Healthcare 78.0 $44K 0.01% +1.0 +1.3% $561.90 -2.7%
134 ITT ITT INC Industrials 221.0 $42K 0.01% +10.0 +4.7% $190.53 +0.3%
135 BMY BRISTOL-MYERS SQUIBB CO Healthcare 690.0 $42K 0.01% +41.0 +6.3% $60.65 -3.5%
136 PGR PROGRESSIVE CORP Financial Services 201.0 $40K 0.01% +8.0 +4.2% $198.24 +2.3%
137 PNC PNC FINL SVCS GROUP INC Financial Services 191.0 $40K 0.01% +6.0 +3.2% $208.09 +2.5%
138 MRSH MARSH & MCLENNAN COS INC Financial Services 228.0 $40K 0.01% +5.0 +2.2% $173.45 -4.3%
139 ADP AUTOMATIC DATA PROCESSING IN Industrials 193.0 $39K 0.01% +21.0 +12.2% $203.18 +8.6%
140 ALB ALBEMARLE CORP Basic Materials 216.0 $39K 0.01% +112.0 +107.7% $179.53 -5.2%
Page 7 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%