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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 2 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SMH VANECK ETF TRUST 30.0 $20K 0.00% NEW $655.90 -16.6%
22 VIG VANGUARD SPECIALIZED FUNDS 76.0 $18K 0.00% NEW $236.36 +3.5%
23 PUTNAM ETF TRUST 1,251.0 $15K 0.00% NEW $11.88
24 BLUEROCK PVT REAL ESTATE FD 1,089.0 $14K 0.00% NEW $13.01
25 PARABILIS MEDICINES INC 508.0 $14K 0.00% NEW $27.37
26 SBS COMPANHIA DE SANEAMENTO BASI Utilities 2,310.0 $13K 0.00% NEW $5.78 -19.9%
27 STM STMICROELECTRONICS N V Technology 158.0 $12K 0.00% NEW $74.97 -34.2%
28 SLN SILENCE THERAPEUTICS PLC Healthcare 1,021.0 $11K 0.00% NEW $10.98 +21.0%
29 VIKING HOLDINGS LTD 105.0 $11K 0.00% NEW $104.68
30 RCAT RED CAT HLDGS INC Technology 1,029.0 $11K 0.00% NEW $10.65 -16.1%
31 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 136.0 $10K 0.00% NEW $74.04 +11.2%
32 JANUS LIVING INC 286.0 $8K 0.00% NEW $28.74
33 NEBIUS GROUP N.V. 29.0 $8K 0.00% NEW $276.17
34 SAP SAP SE Technology 52.0 $8K 0.00% NEW $153.42 +42.5%
35 SEV APTERA MOTORS CORP Consumer Cyclical 3,250.0 $8K 0.00% NEW $2.45 -2.0%
36 DUPONT DE NEMOURS INC 57.0 $8K 0.00% NEW $135.65
37 SCYB SCHWAB STRATEGIC TR 274.0 $7K 0.00% NEW $26.18 -0.5%
38 ARXS ARXIS INC Industrials 154.0 $7K 0.00% NEW $46.14 +15.0%
39 SPGM SPDR INDEX SHS FDS 74.0 $6K 0.00% NEW $85.68 +2.1%
40 QQQM INVESCO EXCH TRADED FD TR II 20.0 $6K 0.00% NEW $304.15 -4.4%
Page 2 of 15  ·  292 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%