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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 2 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFG ISHARES TR 21.0 $2K 0.00% NEW $111.38 +6.3%
22 LII LENNOX INTL INC Industrials 4.0 $2K NEW $464.25 +3.9%
23 PINNACLE FINL PARTNERS INC 21.0 $2K NEW $86.14
24 ALGN ALIGN TECHNOLOGY INC Healthcare 10.0 $2K NEW $171.50 -10.3%
25 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 68.0 $2K NEW $23.40 +5.9%
26 SNPS SYNOPSYS INC Technology 4.0 $2K NEW $396.50 +20.9%
27 BBJP J P MORGAN EXCHANGE TRADED F 23.0 $2K NEW $68.91 +5.9%
28 IP INTERNATIONAL PAPER CO Consumer Cyclical 43.0 $2K NEW $35.72 -17.0%
29 PIPR PIPER SANDLER COMPANIES Financial Services 20.0 $2K NEW $76.55 +1.9%
30 REGCO REGENCY CTRS CORP Real Estate 20.0 $2K NEW $75.70 -70.5%
31 INFQ INFLEQTION INC Technology 150.0 $1K NEW $9.81 +7.6%
32 CBT CABOT CORP Basic Materials 16.0 $1K NEW $75.31 +4.2%
33 AMCOR PLC 30.0 $1K NEW $39.77
34 SPWH SPORTSMANS WHSE HLDGS INC Consumer Cyclical 845.0 $1K NEW $1.41 -11.7%
35 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 35.0 $1K NEW $33.66 +2.6%
36 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 15.0 $1K NEW $78.07 -3.4%
37 GHC GRAHAM HLDGS CO Consumer Defensive 1.0 $1K NEW $1058.00 +4.6%
38 BBCA J P MORGAN EXCHANGE TRADED F 11.0 $1K NEW $94.09 +5.3%
39 BBAX J P MORGAN EXCHANGE TRADED F 17.0 $1K NEW $59.47 +2.3%
40 CPT CAMDEN PPTY TR Real Estate 10.0 $977.0 NEW $97.70 +7.7%
Page 2 of 7  ·  132 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%