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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 4 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UNP UNION PAC CORP Industrials 456.0 $124K 0.03% -112.0 -19.7% $272.00 +13.9%
62 LOW LOWES COS INC Consumer Cyclical 560.0 $123K 0.02% -19.0 -3.3% $220.49 -1.6%
63 CORP PIMCO ETF TR 1,258.0 $122K 0.02% -685.0 -35.2% $96.90 -1.9%
64 HD HOME DEPOT INC Consumer Cyclical 331.0 $117K 0.02% -450.0 -57.6% $353.05 -4.4%
65 IUSB ISHARES TR 2,512.0 $116K 0.02% -66.0 -2.6% $46.15 -1.4%
66 ESGV VANGUARD WORLD FD 863.0 $114K 0.02% -60.0 -6.5% $132.24 +2.3%
67 BNDX VANGUARD CHARLOTTE FDS 2,102.0 $102K 0.02% -467.0 -18.2% $48.43 -1.5%
68 AGG ISHARES TR 992.0 $98K 0.02% -79.0 -7.4% $98.98 -1.4%
69 AMT AMERICAN TOWER CORP Real Estate 566.0 $93K 0.02% -6.0 -1.1% $163.57 +9.1%
70 IJK ISHARES TR 785.0 $92K 0.02% -95.0 -10.8% $117.50 -2.7%
71 SCHP SCHWAB STRATEGIC TR 2,717.0 $72K 0.01% -75.0 -2.7% $26.50 -1.9%
72 MPC MARATHON PETE CORP Energy 258.0 $66K 0.01% -40.0 -13.4% $255.67 +41.8%
73 DUHP DIMENSIONAL ETF TRUST 1,545.0 $64K 0.01% -218.0 -12.4% $41.73 +1.4%
74 COOPER COS INC 883.0 $63K 0.01% -232.0 -20.8% $71.71
75 IYR ISHARES TR 600.0 $61K 0.01% -73.0 -10.8% $102.25 +3.1%
76 T AT&T INC Communication Services 2,851.0 $59K 0.01% -104.0 -3.5% $20.70 +24.1%
77 ESGD ISHARES TR 477.0 $49K 0.01% -24.0 -4.8% $102.81 +4.1%
78 GSLC GOLDMAN SACHS ETF TR 324.0 $46K 0.01% -14.0 -4.1% $141.89 +2.8%
79 ITT ITT INC Industrials 214.0 $42K 0.01% -7.0 -3.2% $197.76 +3.6%
80 DEO DIAGEO PLC Consumer Defensive 500.0 $40K 0.01% -50.0 -9.1% $80.38 +19.5%
Page 4 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%