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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 11 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TSLA TESLA INC Consumer Cyclical 337.0 $142K 0.03% +126.0 +59.7% $420.60 -17.0%
202 GILD GILEAD SCIENCES INC Healthcare 1,091.0 $138K 0.03% +20.0 +1.9% $126.34 +16.1%
203 CRM SALESFORCE INC Technology 875.0 $137K 0.03% -36.0 -4.0% $156.72 +33.4%
204 MO ALTRIA GROUP INC Consumer Defensive 1,893.0 $136K 0.03% +51.0 +2.8% $71.94 -4.8%
205 CVX CHEVRON CORPORATION Energy 816.0 $135K 0.03% +158.0 +24.0% $165.76 +22.5%
206 PSX PHILLIPS 66 Energy 800.0 $135K 0.03% +28.0 +3.6% $169.06 +43.1%
207 VOOG VANGUARD ADMIRAL FDS INC 1,626.0 $134K 0.03% +1K +385.4% $82.62 +0.3%
208 VGT VANGUARD WORLD FD 1,094.0 $131K 0.03% +957.0 +698.5% $119.51 -2.6%
209 SPEM SPDR INDEX SHS FDS 2,512.0 $130K 0.03% -16.0 -0.6% $51.78 +0.4%
210 GLW CORNING INC Technology 509.0 $130K 0.03% +36.0 +7.6% $255.43 -43.0%
211 SECU BLACKROCK ETF TRUST II 2,596.0 $129K 0.03% NEW $49.86 -0.5%
212 DTM DT MIDSTREAM INC Energy 878.0 $129K 0.03% +8.0 +0.9% $146.74 -14.3%
213 RKLB ROCKET LAB CORP Industrials 1,252.0 $127K 0.03% +21.0 +1.7% $101.65 -32.8%
214 HUBB HUBBELL INC Industrials 243.0 $127K 0.03% +2.0 +0.8% $523.20 -10.8%
215 XLU SELECT SECTOR SPDR TR 2,767.0 $125K 0.03% -2K -45.9% $45.34 -4.7%
216 UNP UNION PAC CORP Industrials 456.0 $124K 0.03% -112.0 -19.7% $272.00 +13.9%
217 PGR PROGRESSIVE CORP Financial Services 567.0 $124K 0.03% +366.0 +182.1% $218.45 +2.5%
218 VZ VERIZON COMMUNICATIONS INC Communication Services 2,918.0 $124K 0.02% +106.0 +3.8% $42.34 +18.4%
219 LOW LOWES COS INC Consumer Cyclical 560.0 $123K 0.02% -19.0 -3.3% $220.49 -1.6%
220 SPYM SPDR SERIES TRUST 1,396.0 $123K 0.02% $87.88 +2.3%
Page 11 of 97  ·  1,934 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%