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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $445M AUM 1,730 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New 951 Added 231 Reduced 92 Exited
Page 4 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SSNC SS&C TECH HLDGS Technology 868.0 $59K 0.01% -12.0 -1.4% $67.60 -1.4%
62 ITW ILLINOIS TOOL WKS INC Industrials 203.0 $53K 0.01% -24.0 -10.6% $260.29 -4.5%
63 ACN ACCENTURE PLC IRELAND Technology 239.0 $47K 0.01% -5.0 -2.0% $198.29 -9.9%
64 GSLC GOLDMAN SACHS ETF TR 338.0 $42K 0.01% -13.0 -3.7% $125.13 +12.0%
65 DEO DIAGEO PLC Consumer Defensive 550.0 $41K 0.01% -15.0 -2.6% $74.45 +14.0%
66 SPAB SPDR SERIES TRUST 1,399.0 $36K 0.01% -73.0 -5.0% $25.62 -1.2%
67 GOVT ISHARES TR 1,526.0 $35K 0.01% -2K -59.6% $22.91 -1.4%
68 FIDELITY COVINGTON TRUST 483.0 $34K 0.01% -339.0 -41.2% $70.36
69 DG DOLLAR GEN CORP Consumer Defensive 269.0 $32K 0.01% -79.0 -22.7% $118.73 -11.5%
70 AMP AMERIPRISE FINL INC Financial Services 59.0 $26K 0.01% -1.0 -1.7% $444.41 +3.5%
71 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 285.0 $26K 0.01% -139.0 -32.8% $90.11 +14.1%
72 DHR DANAHER CORP DEL Healthcare 121.0 $23K 0.01% -3.0 -2.4% $189.60 -10.9%
73 FNDF SCHWAB STRATEGIC TR 321.0 $16K 0.00% -307.0 -48.9% $48.93 +8.5%
74 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 193.0 $14K 0.00% -142.0 -42.4% $72.55 +2.8%
75 SLV ISHARES SILVER TR Financial Services 200.0 $14K 0.00% -312.0 -60.9% $68.14 +0.8%
76 SBAC SBA COMMUNICATIONS CORP Real Estate 70.0 $12K 0.00% -9.0 -11.4% $172.11 +20.7%
77 AXON AXON ENTERPRISE INC Industrials 27.0 $11K 0.00% -1.0 -3.6% $424.70 -6.6%
78 FLOT ISHARES TR 209.0 $11K 0.00% -95.0 -31.2% $50.95 +0.1%
79 DKS DICKS SPORTING GOODS INC Consumer Cyclical 52.0 $10K 0.00% -82.0 -61.2% $198.31 +10.1%
80 ISRG INTUITIVE SURGICAL INC Healthcare 20.0 $9K 0.00% -1.0 -4.8% $461.00 -3.1%
Page 4 of 12  ·  231 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 31.9%
Financial Services 21.0%
Industrials 11.9%
Healthcare 10.1%
Consumer Cyclical 9.1%
Communication Services 4.7%
Energy 3.6%
Consumer Defensive 2.8%
Real Estate 2.4%
Utilities 1.9%