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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 5 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BMY BRISTOL-MYERS SQUIBB CO Healthcare 684.0 $39K 0.01% -6.0 -0.9% $57.62 +16.8%
82 EQT EQT CORP Energy 720.0 $38K 0.01% -289.0 -28.6% $53.17 +1.2%
83 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 95.0 $37K 0.01% -5.0 -5.0% $386.74 +4.1%
84 VT VANGUARD INTL EQUITY INDEX F 200.0 $31K 0.01% -231.0 -53.6% $156.95 +2.0%
85 GD GENERAL DYNAMICS CORP Industrials 88.0 $31K 0.01% -11.0 -11.1% $354.25 +8.3%
86 XLE SELECT SECTOR SPDR TR 550.0 $29K 0.01% -400.0 -42.1% $53.11 +18.8%
87 PWR QUANTA SVCS INC Industrials 39.0 $28K 0.01% -17.0 -30.4% $720.05 -14.3%
88 SYY SYSCO CORP Consumer Defensive 322.0 $27K 0.01% -69.0 -17.6% $83.58 +0.3%
89 LRGF ISHARES TR 325.0 $25K 0.01% -9.0 -2.7% $75.63 +2.9%
90 PLTR PALANTIR TECHNOLOGIES INC Technology 205.0 $24K 0.01% -1K -86.6% $116.67 +50.8%
91 ABSI ABSCI CORPORATION Healthcare 2,044.0 $24K 0.01% -2K -43.2% $11.59 -23.7%
92 NEE NEXTERA ENERGY INC Utilities 258.0 $23K 0.00% -34.0 -11.6% $87.77 -4.2%
93 ALB ALBEMARLE CORP Basic Materials 164.0 $22K 0.00% -52.0 -24.1% $135.03 +4.8%
94 INOD INNODATA INC Technology 290.0 $22K 0.00% -60.0 -17.1% $75.58 -24.4%
95 GSIE GOLDMAN SACHS ETF TR 466.0 $21K 0.00% -32.0 -6.4% $45.70 +5.3%
96 FELC FIDELITY COVINGTON TRUST 500.0 $21K 0.00% -330.0 -39.8% $41.91 +3.4%
97 OXY OCCIDENTAL PETE CORP Energy 395.0 $19K 0.00% -171.0 -30.2% $48.57 +23.8%
98 COP CONOCOPHILLIPS Energy 176.0 $18K 0.00% -100.0 -36.2% $103.96 +28.3%
99 HWM HOWMET AEROSPACE INC Industrials 57.0 $15K 0.00% -4.0 -6.6% $268.88 -2.1%
100 CI THE CIGNA GROUP Healthcare 53.0 $15K 0.00% -2.0 -3.6% $275.70 +1.7%
Page 5 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%