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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 13 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PAYX PAYCHEX INC Industrials 1,108.0 $109K 0.02% +22.0 +2.0% $98.33 +28.1%
242 ABT ABBOTT LABORATORIES Healthcare 1,175.0 $107K 0.02% +116.0 +10.9% $90.74 +28.6%
243 SPMD SPDR SERIES TRUST 1,578.0 $107K 0.02% $67.56 -1.2%
244 NGG NATIONAL GRID PLC Utilities 1,250.0 $104K 0.02% NEW $82.87 -3.0%
245 BNDX VANGUARD CHARLOTTE FDS 2,102.0 $102K 0.02% -467.0 -18.2% $48.43 -1.5%
246 GSAT GLOBALSTAR INC Communication Services 1,251.0 $102K 0.02% $81.29 +1.0%
247 SPLV INVESCO EXCH TRADED FD TR II 1,350.0 $101K 0.02% $74.90 +1.5%
248 SWK STANLEY BLACK & DECKER INC Industrials 1,057.0 $99K 0.02% +23.0 +2.2% $94.12 +4.7%
249 VRTX VERTEX PHARMACEUTICALS INC Healthcare 199.0 $99K 0.02% +113.0 +131.4% $496.73 +10.2%
250 AGG ISHARES TR 992.0 $98K 0.02% -79.0 -7.4% $98.98 -1.4%
251 CAT CATERPILLAR INC Industrials 91.0 $97K 0.02% +27.0 +42.2% $1064.90 -23.8%
252 LMT LOCKHEED MARTIN CORP Industrials 186.0 $95K 0.02% +38.0 +25.7% $509.46 +10.7%
253 DFIV DIMENSIONAL ETF TRUST 1,737.0 $94K 0.02% $54.02 +7.8%
254 INTC INTEL CORP Technology 672.0 $94K 0.02% +499.0 +288.4% $139.63 -37.5%
255 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 320.0 $94K 0.02% +2.0 +0.6% $293.21 +4.4%
256 AMT AMERICAN TOWER CORP Real Estate 566.0 $93K 0.02% -6.0 -1.1% $163.57 +9.1%
257 IJK ISHARES TR 785.0 $92K 0.02% -95.0 -10.8% $117.50 -2.7%
258 SNDK SANDISK CORP Technology 40.0 $91K 0.02% +6.0 +17.6% $2273.75 -34.3%
259 NBTB NBT BANCORP INC Financial Services 1,831.0 $90K 0.02% $49.37 +5.3%
260 AVGV AMERICAN CENTY ETF TR 1,062.0 $90K 0.02% +124.0 +13.2% $85.02 +3.8%
Page 13 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%