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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 15 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FLRN SPDR SERIES TRUST 2,611.0 $81K 0.02% $30.85 -0.1%
282 AZO AUTOZONE INC Consumer Cyclical 25.0 $80K 0.02% NEW $3195.96 -5.8%
283 PM PHILIP MORRIS INTL INC Consumer Defensive 439.0 $79K 0.02% +44.0 +11.1% $181.07 +5.7%
284 ACGL ARCH CAP GROUP LTD Financial Services 809.0 $79K 0.02% +760.0 +1551.0% $97.06 +4.2%
285 ACWI ISHARES TR 500.0 $78K 0.02% $156.97 +2.1%
286 CMI CUMMINS INC Industrials 109.0 $78K 0.01% +56.0 +105.7% $713.21 -19.9%
287 IGIB ISHARES TR 1,432.0 $76K 0.01% $53.17 -1.8%
288 HSY HERSHEY CO Consumer Defensive 432.0 $76K 0.01% +7.0 +1.6% $175.45 +8.3%
289 NVR NVR INC Consumer Cyclical 11.0 $75K 0.01% +10.0 +1000.0% $6813.45 -6.1%
290 AXP AMERICAN EXPRESS CO Financial Services 220.0 $74K 0.01% +21.0 +10.6% $338.25 -0.3%
291 ASML ASML HLDG NV Technology 37.0 $74K 0.01% +15.0 +68.2% $1989.46 -12.5%
292 IAU ISHARES GOLD TR Financial Services 966.0 $73K 0.01% $75.51 +15.8%
293 SCHP SCHWAB STRATEGIC TR 2,717.0 $72K 0.01% -75.0 -2.7% $26.50 -1.9%
294 ROST ROSS STORES INC Consumer Cyclical 337.0 $72K 0.01% +310.0 +1148.2% $212.85 +13.5%
295 XBI SPDR SERIES TRUST 449.0 $71K 0.01% NEW $158.25 +3.7%
296 PNC PNC FINL SVCS GROUP INC Financial Services 288.0 $71K 0.01% +97.0 +50.8% $246.22 -1.0%
297 PKG PACKAGING CORP AMER Consumer Cyclical 295.0 $70K 0.01% +4.0 +1.4% $238.28 +4.4%
298 APH AMPHENOL CORP Technology 398.0 $70K 0.01% +20.0 +5.3% $176.32 -11.8%
299 IWP ISHARES TR 479.0 $70K 0.01% $146.41 -3.2%
300 SIVR ABRDN SILVER ETF TRUST Financial Services 1,241.0 $70K 0.01% +1K +520.5% $56.22 +16.3%
Page 15 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%