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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 25 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 SANDISK CORP 31.0 $7K 0.00% NEW $237.39
482 USHY ISHARES TR 196.0 $7K 0.00% NEW $37.40 -1.1%
483 NRG NRG ENERGY INC Utilities 46.0 $7K 0.00% NEW $159.26 -14.0%
484 NVR NVR INC Consumer Cyclical 1.0 $7K 0.00% NEW $7293.00 -17.1%
485 BBAI BIGBEAR AI HLDGS INC Technology 1,350.0 $7K 0.00% NEW $5.40 -22.2%
486 VEU VANGUARD INTL EQUITY INDEX F 99.0 $7K 0.00% NEW $73.43 +12.5%
487 SYM SYMBOTIC INC Industrials 120.0 $7K 0.00% NEW $59.50 -16.0%
488 MSA MSA SAFETY INC Industrials 44.0 $7K 0.00% NEW $160.16 +5.2%
489 CRH PLC 55.0 $7K 0.00% NEW $124.80
490 JBL JABIL INC Technology 30.0 $7K 0.00% NEW $228.03 +56.3%
491 IONQ IONQ INC Technology 147.0 $7K 0.00% NEW $44.87 +31.2%
492 TERN TERNS PHARMACEUTICALS INC Healthcare 162.0 $7K 0.00% NEW $40.40 +31.1%
493 GM GENERAL MTRS CO Consumer Cyclical 80.0 $7K 0.00% NEW $81.33 -5.1%
494 TSSI TSS INC DEL Technology 917.0 $6K 0.00% NEW $7.07 +57.4%
495 CENCORA INC 19.0 $6K 0.00% NEW $337.79
496 EME EMCOR GROUP INC Industrials 10.0 $6K 0.00% NEW $611.80 +38.8%
497 BLOCK INC 93.0 $6K 0.00% NEW $65.10
498 MS MORGAN STANLEY Financial Services 34.0 $6K 0.00% NEW $177.56 +12.9%
499 DJP BARCLAYS BANK PLC Financial Services 157.0 $6K 0.00% NEW $37.61 +32.5%
500 HYMB SPDR SERIES TRUST 235.0 $6K 0.00% NEW $24.94 -0.1%
Page 25 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%