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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 21 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ALL ALLSTATE CORP Financial Services 72.0 $15K 0.00% NEW $208.15 +3.0%
402 ALB ALBEMARLE CORP Basic Materials 104.0 $15K 0.00% NEW $141.44 +20.1%
403 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 235.0 $15K 0.00% NEW $62.46 -6.9%
404 TMP TOMPKINS FINL CORP Financial Services 200.0 $15K 0.00% NEW $72.52 +17.8%
405 CEG CONSTELLATION ENERGY CORP Utilities 41.0 $14K 0.00% NEW $353.29 -19.1%
406 EL LAUDER ESTEE COS INC Consumer Defensive 138.0 $14K 0.00% NEW $104.72 -24.7%
407 IYF ISHARES TR 112.0 $14K 0.00% NEW $128.94 -4.3%
408 SEV APTERA MOTORS CORP Consumer Cyclical 3,320.0 $14K 0.00% NEW $4.29 -43.8%
409 TTC TORO CO Industrials 180.0 $14K 0.00% NEW $78.72 +13.2%
410 CI THE CIGNA GROUP Healthcare 51.0 $14K 0.00% NEW $275.24 +2.5%
411 CVS CVS HEALTH CORP Healthcare 176.0 $14K 0.00% NEW $79.36 +17.6%
412 L LOEWS CORP Financial Services 131.0 $14K 0.00% NEW $105.31 +3.7%
413 TEL TE CONNECTIVITY PLC Technology 59.0 $13K 0.00% NEW $227.53 -11.5%
414 TRV TRAVELERS COMPANIES INC Financial Services 46.0 $13K 0.00% NEW $290.07 +5.8%
415 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 38.0 $13K 0.00% NEW $350.55 +11.2%
416 MAGIC SOFTWARE ENTERPRISES L 510.0 $13K 0.00% NEW $25.75
417 DGCB DIMENSIONAL ETF TRUST 242.0 $13K 0.00% NEW $54.24 +0.2%
418 ESE ESCO TECHNOLOGIES INC Technology 67.0 $13K 0.00% NEW $195.40 +50.1%
419 ISTB ISHARES TR 264.0 $13K 0.00% NEW $48.81 -1.3%
420 DHS WISDOMTREE TR 125.0 $13K 0.00% NEW $101.82 +10.7%
Page 21 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%