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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $418M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1690 New
Page 16 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PNC PNC FINL SVCS GROUP INC Financial Services 185.0 $39K 0.01% NEW $208.74 +3.9%
302 XLE SELECT SECTOR SPDR TR 848.0 $38K 0.01% NEW $44.71 +32.2%
303 SPAB SPDR SERIES TRUST 1,472.0 $38K 0.01% NEW $25.75 -1.6%
304 MPC MARATHON PETE CORP Energy 230.0 $37K 0.01% NEW $162.63 +52.8%
305 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 424.0 $37K 0.01% NEW $88.21 +16.5%
306 EQT EQT CORP Energy 694.0 $37K 0.01% NEW $53.60 +7.7%
307 ITT ITT INC Industrials 211.0 $37K 0.01% NEW $173.51 +11.0%
308 IWR ISHARES TR 379.0 $36K 0.01% NEW $96.27 +9.1%
309 APH AMPHENOL CORP NEW Technology 265.0 $36K 0.01% NEW $135.14 -7.6%
310 BMY BRISTOL-MYERS SQUIBB CO Healthcare 649.0 $35K 0.01% NEW $53.94 +10.4%
311 PSK SPDR SERIES TRUST 1,087.0 $34K 0.01% NEW $31.69 -2.5%
312 PICK ISHARES INC 669.0 $34K 0.01% NEW $51.34 +23.7%
313 OMC OMNICOM GROUP INC Communication Services 422.0 $34K 0.01% NEW $80.75 -8.6%
314 URI UNITED RENTALS INC Industrials 42.0 $34K 0.01% NEW $810.31 +15.5%
315 SLV ISHARES SILVER TR Financial Services 512.0 $33K 0.01% NEW $64.42 +7.8%
316 GD GENERAL DYNAMICS CORP Industrials 97.0 $33K 0.01% NEW $336.67 +0.6%
317 FBND FIDELITY MERRIMACK STR TR 702.0 $32K 0.01% NEW $46.04 -1.5%
318 CAT CATERPILLAR INC Industrials 56.0 $32K 0.01% NEW $572.88 +51.2%
319 FELC FIDELITY COVINGTON TRUST 830.0 $32K 0.01% NEW $38.17 +8.9%
320 VXF VANGUARD INDEX FDS 147.0 $31K 0.01% NEW $209.12 +9.3%
Page 16 of 85  ·  1,690 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 34.8%
Financial Services 22.1%
Industrials 12.5%
Healthcare 10.6%
Consumer Cyclical 6.0%
Communication Services 4.9%
Real Estate 2.8%
Consumer Defensive 2.6%
Energy 2.3%
Utilities 0.9%