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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 17 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PM PHILIP MORRIS INTL INC Consumer Defensive 188.0 $30K 0.01% NEW $160.73 +17.4%
322 ADI ANALOG DEVICES INC Technology 110.0 $30K 0.01% NEW $271.20 +41.7%
323 AMP AMERIPRISE FINL INC Financial Services 60.0 $29K 0.01% NEW $490.35 -8.1%
324 PFE PFIZER INC Healthcare 1,169.0 $29K 0.01% NEW $24.90 +4.2%
325 DFAX DIMENSIONAL ETF TRUST 883.0 $29K 0.01% NEW $32.73 +13.2%
326 USB US BANCORP DEL Financial Services 538.0 $29K 0.01% NEW $53.36 +2.1%
327 FNDF SCHWAB STRATEGIC TR 628.0 $28K 0.01% NEW $45.21 +18.7%
328 DHR DANAHER CORPORATION Healthcare 124.0 $28K 0.01% NEW $228.93 -24.3%
329 KLAC KLA CORP Technology 23.0 $28K 0.01% NEW $1215.09 +51.6%
330 WM WASTE MGMT INC DEL Industrials 126.0 $28K 0.01% NEW $219.71 -0.1%
331 FLIN FRANKLIN TEMPLETON ETF TR 700.0 $27K 0.01% NEW $38.59 -10.8%
332 SYY SYSCO CORP Consumer Defensive 365.0 $27K 0.01% NEW $73.69 +2.4%
333 BKNG BOOKING HOLDINGS INC Consumer Cyclical 5.0 $27K 0.01% NEW $5355.40 -97.0%
334 LEU CENTRUS ENERGY CORP Energy 110.0 $27K 0.01% NEW $242.76 -27.0%
335 CMI CUMMINS INC Industrials 52.0 $27K 0.01% NEW $510.46 +25.1%
336 DKS DICKS SPORTING GOODS INC Consumer Cyclical 134.0 $27K 0.01% NEW $197.97 +12.0%
337 FNDX SCHWAB STRATEGIC TR 969.0 $26K 0.01% NEW $27.21 +12.4%
338 LAMR LAMAR ADVERTISING CO NEW Real Estate 204.0 $26K 0.01% NEW $126.58 +20.6%
339 C CITIGROUP INC Financial Services 217.0 $25K 0.01% NEW $116.69 +7.3%
340 PMT PENNYMAC MTG INVT TR Real Estate 2,000.0 $25K 0.01% NEW $12.55 -16.3%
Page 17 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%