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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 22 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 XEL XCEL ENERGY INC Utilities 172.0 $13K 0.00% NEW $73.86 +8.1%
422 AVMC AMERICAN CENTY ETF TR 179.0 $13K 0.00% NEW $70.64 +9.5%
423 ABSI ABSCI CORPORATION Healthcare 3,600.0 $13K 0.00% NEW $3.49 +45.8%
424 PGX INVESCO EXCH TRADED FD TR II 1,108.0 $12K 0.00% NEW $11.24 -2.6%
425 WDC WESTERN DIGITAL CORP Technology 72.0 $12K 0.00% NEW $172.28 +166.8%
426 CRK COMSTOCK RES INC Energy 529.0 $12K 0.00% NEW $23.18 -39.1%
427 MCO MOODYS CORP Financial Services 24.0 $12K 0.00% NEW $510.88 -12.8%
428 XLV SELECT SECTOR SPDR TR 79.0 $12K 0.00% NEW $154.81 -4.3%
429 NVT NVENT ELECTRIC PLC Industrials 119.0 $12K 0.00% NEW $101.97 +60.4%
430 VRSK VERISK ANALYTICS INC Industrials 54.0 $12K 0.00% NEW $223.70 -23.7%
431 ISRG INTUITIVE SURGICAL INC Healthcare 21.0 $12K 0.00% NEW $566.38 -22.3%
432 TDIV FIRST TR EXCHANGE TRADED FD 119.0 $12K 0.00% NEW $96.84 +16.8%
433 APP APPLOVIN CORP Technology 17.0 $11K 0.00% NEW $673.82 -27.9%
434 GHM GRAHAM CORP Industrials 176.0 $11K 0.00% NEW $64.23 +44.2%
435 FNDA SCHWAB STRATEGIC TR 358.0 $11K 0.00% NEW $31.51 +12.4%
436 ICF ISHARES TR 189.0 $11K 0.00% NEW $59.67 +14.3%
437 EMR EMERSON ELEC CO Industrials 83.0 $11K 0.00% NEW $132.72 +1.6%
438 OXY OCCIDENTAL PETE CORP Energy 262.0 $11K 0.00% NEW $41.12 +43.1%
439 CACI CACI INTL INC Technology 20.0 $11K 0.00% NEW $532.85 -8.0%
440 SIVR ABRDN SILVER ETF TRUST Financial Services 156.0 $11K 0.00% NEW $67.64 +7.9%
Page 22 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%