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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 17 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WFC WELLS FARGO & CO Financial Services 631.0 $52K 0.01% +64.0 +11.3% $82.64 +2.5%
322 ADI ANALOG DEVICES INC Technology 129.0 $51K 0.01% +14.0 +12.2% $397.17 -5.3%
323 DFSU DIMENSIONAL ETF TRUST 1,082.0 $50K 0.01% $46.63 +3.4%
324 DFAR DIMENSIONAL ETF TRUST 1,927.0 $50K 0.01% $26.16 +2.1%
325 PANW PALO ALTO NETWORKS INC Technology 147.0 $50K 0.01% +12.0 +8.9% $341.02 +3.5%
326 ETHA ISHARES ETHEREUM TR Financial Services 4,205.0 $50K 0.01% NEW $11.89 +55.9%
327 BSJR INVESCO EXCH TRD SLF IDX FD 2,212.0 $49K 0.01% $22.35 +0.1%
328 ESGD ISHARES TR 477.0 $49K 0.01% -24.0 -4.8% $102.81 +4.5%
329 ADP AUTOMATIC DATA PROCESSING IN Industrials 218.0 $49K 0.01% +25.0 +12.9% $223.95 +26.4%
330 AZN ASTRAZENECA PLC Healthcare 251.0 $48K 0.01% +126.0 +100.8% $189.62 -12.1%
331 TXN TEXAS INSTRS INC Technology 158.0 $47K 0.01% +28.0 +21.5% $298.08 -11.8%
332 BLK BLACKROCK INC Financial Services 48.0 $46K 0.01% +25.0 +108.7% $961.56 +21.9%
333 ITA ISHARES TR 190.0 $46K 0.01% $242.42 -2.9%
334 GSLC GOLDMAN SACHS ETF TR 324.0 $46K 0.01% -14.0 -4.1% $141.89 +3.2%
335 DG DOLLAR GEN CORP Consumer Defensive 398.0 $46K 0.01% +129.0 +48.0% $115.11 +8.9%
336 IDXX IDEXX LABS INC Healthcare 87.0 $46K 0.01% +9.0 +11.5% $526.45 +5.5%
337 BIV VANGUARD BD INDEX FDS 595.0 $46K 0.01% $76.70 -1.2%
338 AEP AMERICAN ELEC PWR CO INC Utilities 315.0 $43K 0.01% +163.0 +107.2% $136.81 -10.8%
339 MRSH MARSH & MCLENNAN COS INC Financial Services 254.0 $42K 0.01% +26.0 +11.4% $166.67 +16.8%
340 ITT ITT INC Industrials 214.0 $42K 0.01% -7.0 -3.2% $197.76 +3.6%
Page 17 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%