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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 23 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AVUS AMERICAN CENTY ETF TR 94.0 $11K 0.00% NEW $111.79 +12.0%
442 FCX FREEPORT-MCMORAN INC Basic Materials 205.0 $10K 0.00% NEW $50.79 +22.7%
443 MCHP MICROCHIP TECHNOLOGY INC. Technology 162.0 $10K 0.00% NEW $63.72 +43.0%
444 IBB ISHARES TR 60.0 $10K 0.00% NEW $168.78 +0.2%
445 ZEPP ZEPP HEALTH CORPORATION Technology 375.0 $10K 0.00% NEW $26.94 -67.3%
446 NKE NIKE INC Consumer Cyclical 157.0 $10K 0.00% NEW $63.71 -30.3%
447 AFRM AFFIRM HLDGS INC Technology 132.0 $10K 0.00% NEW $74.43 -9.7%
448 ALAB ASTERA LABS INC Technology 59.0 $10K 0.00% NEW $166.37 +79.0%
449 COP CONOCOPHILLIPS Energy 104.0 $10K 0.00% NEW $93.62 +28.8%
450 BFLY BUTTERFLY NETWORK INC Healthcare 2,525.0 $10K 0.00% NEW $3.80 +17.9%
451 KEYS KEYSIGHT TECHNOLOGIES INC Technology 47.0 $10K 0.00% NEW $203.19 +66.1%
452 TEX TEREX CORP NEW Industrials 178.0 $10K 0.00% NEW $53.38 +7.9%
453 CMCSA COMCAST CORP NEW Communication Services 314.0 $9K 0.00% NEW $29.90 -16.1%
454 CTVA CORTEVA INC Basic Materials 140.0 $9K 0.00% NEW $67.04 +17.9%
455 PAAS PAN AMERN SILVER CORP Basic Materials 180.0 $9K 0.00% NEW $51.81 +5.8%
456 NUKZ EXCHANGE TRADED CONCEPTS TRU 145.0 $9K 0.00% NEW $63.50 +10.0%
457 TSEM TOWER SEMICONDUCTOR LTD Technology 78.0 $9K 0.00% NEW $117.42 +125.2%
458 PSA PUBLIC STORAGE OPER CO Real Estate 34.0 $9K 0.00% NEW $259.50 +16.7%
459 BBIO BRIDGEBIO PHARMA INC Healthcare 115.0 $9K 0.00% NEW $76.50 -8.1%
460 HOOD ROBINHOOD MKTS INC Financial Services 77.0 $9K 0.00% NEW $113.10 -32.9%
Page 23 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%