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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 4 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HIW HIGHWOODS PPTYS INC Real Estate 47,377.0 $1.2M 0.29% NEW $25.82 -2.5%
62 IBHH ISHARES TR 51,342.0 $1.2M 0.29% NEW $23.68 -0.7%
63 SYK STRYKER CORPORATION Healthcare 3,290.0 $1.2M 0.28% NEW $351.47 -9.6%
64 IWM ISHARES TR 4,696.0 $1.2M 0.28% NEW $246.16 +13.7%
65 SHYL DBX ETF TR 24,104.0 $1.1M 0.26% NEW $44.97 -1.4%
66 AMGN AMGEN INC Healthcare 3,307.0 $1.1M 0.26% NEW $327.31 +1.3%
67 SHOP SHOPIFY INC Technology 6,540.0 $1.1M 0.25% NEW $160.97 -37.2%
68 SCHM SCHWAB STRATEGIC TR 34,255.0 $1.0M 0.25% NEW $30.07 +13.7%
69 BND VANGUARD BD INDEX FDS 13,121.0 $972K 0.23% NEW $74.07 -1.6%
70 HYG ISHARES TR 12,044.0 $971K 0.23% NEW $80.63 -1.0%
71 AVTR AVANTOR INC Healthcare 84,426.0 $968K 0.23% NEW $11.46 -31.2%
72 BINC BLACKROCK ETF TRUST II 17,778.0 $938K 0.22% NEW $52.77 -1.3%
73 EFV ISHARES TR 12,487.0 $892K 0.21% NEW $71.41 +10.3%
74 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,463.0 $883K 0.21% NEW $603.28 +10.1%
75 JNK SPDR SERIES TRUST 8,833.0 $859K 0.20% NEW $97.21 -1.1%
76 JBI JANUS INTERNATIONAL GROUP IN Industrials 129,557.0 $847K 0.20% NEW $6.54 -27.5%
77 MDYV SPDR SERIES TRUST 9,913.0 $839K 0.20% NEW $84.65 +6.2%
78 MESOBLAST LTD 46,500.0 $839K 0.20% NEW $18.04
79 META META PLATFORMS INC Communication Services 1,244.0 $821K 0.20% NEW $660.32 -8.7%
80 VUG VANGUARD INDEX FDS 1,619.0 $790K 0.19% NEW $487.86 -82.1%
Page 4 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%