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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $505M AUM 1,934 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 292 New 1015 Added 257 Reduced 88 Exited
Page 3 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHH SCHWAB STRATEGIC TR 18,420.0 $436K 0.09% -760.0 -4.0% $23.68 +2.1%
42 J P MORGAN EXCHANGE TRADED F 8,389.0 $424K 0.08% -142.0 -1.7% $50.57
43 IWO ISHARES TR 1,076.0 $424K 0.08% -35.0 -3.1% $393.96 -2.7%
44 JNK SPDR SERIES TRUST 4,350.0 $419K 0.08% -3K -37.7% $96.37 -0.4%
45 BSV VANGUARD BD INDEX FDS 5,267.0 $410K 0.08% -211.0 -3.9% $77.91 -0.4%
46 VTWV VANGUARD SCOTTSDALE FDS 1,964.0 $384K 0.08% -158.0 -7.5% $195.44 +1.2%
47 TER TERADYNE INC Technology 700.0 $339K 0.07% -40.0 -5.4% $483.84 -24.6%
48 BK BANK OF NY MELLON CORP Financial Services 2,324.0 $336K 0.07% -13.0 -0.6% $144.61 -0.6%
49 PEP PEPSICO INC Consumer Defensive 2,402.0 $325K 0.06% -17.0 -0.7% $135.40 +6.8%
50 IVOG VANGUARD ADMIRAL FDS INC 2,067.0 $302K 0.06% -218.0 -9.5% $146.30 -2.7%
51 IGSB ISHARES TR 5,524.0 $290K 0.06% -5K -46.7% $52.41 -0.5%
52 LLY ELI LILLY & CO Healthcare 230.0 $276K 0.06% -4.0 -1.7% $1201.15 +3.9%
53 BIL SPDR SERIES TRUST 2,932.0 $269K 0.05% -631.0 -17.7% $91.64 -0.0%
54 SPDW SPDR INDEX SHS FDS 4,669.0 $235K 0.05% -80.0 -1.7% $50.39 +2.8%
55 VOE VANGUARD INDEX FDS 1,109.0 $219K 0.04% -30.0 -2.6% $197.60 +6.1%
56 AFL AFLAC INC Financial Services 1,688.0 $198K 0.04% -293.0 -14.8% $117.25 +0.8%
57 BSCS INVESCO EXCH TRD SLF IDX FD 8,239.0 $168K 0.03% -340.0 -4.0% $20.37 -0.2%
58 CRM SALESFORCE INC Technology 875.0 $137K 0.03% -36.0 -4.0% $156.72 +33.4%
59 SPEM SPDR INDEX SHS FDS 2,512.0 $130K 0.03% -16.0 -0.6% $51.78 +0.4%
60 XLU SELECT SECTOR SPDR TR 2,767.0 $125K 0.03% -2K -45.9% $45.34 -4.7%
Page 3 of 13  ·  257 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 34.7%
Financial Services 21.0%
Industrials 12.3%
Healthcare 9.4%
Consumer Cyclical 7.8%
Communication Services 3.6%
Energy 3.2%
Real Estate 2.8%
Consumer Defensive 2.4%
Utilities 2.1%