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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 18 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IWR ISHARES TR 379.0 $42K 0.01% $110.32 +2.4%
342 USB US BANCORP Financial Services 684.0 $41K 0.01% +124.0 +22.1% $60.40 +3.3%
343 UPS UNITED PARCEL SVCS INC Industrials 381.0 $41K 0.01% +30.0 +8.6% $107.50 -4.1%
344 DFCF DIMENSIONAL ETF TRUST 970.0 $41K 0.01% $42.21 -1.3%
345 C CITIGROUP INC Financial Services 290.0 $41K 0.01% +53.0 +22.4% $139.96 -5.1%
346 DEO DIAGEO PLC Consumer Defensive 500.0 $40K 0.01% -50.0 -9.1% $80.38 +19.5%
347 BMY BRISTOL-MYERS SQUIBB CO Healthcare 684.0 $39K 0.01% -6.0 -0.9% $57.62 +15.3%
348 SHY ISHARES TR 477.0 $39K 0.01% NEW $82.11 -0.1%
349 PICK ISHARES INC 669.0 $39K 0.01% $58.15 +12.7%
350 DLR DIGITAL RLTY TR INC Real Estate 215.0 $39K 0.01% +57.0 +36.1% $179.58 +5.0%
351 EQT EQT CORP Energy 720.0 $38K 0.01% -289.0 -28.6% $53.17 +1.2%
352 FIDELITY COVINGTON TRUST 483.0 $37K 0.01% $77.25
353 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 95.0 $37K 0.01% -5.0 -5.0% $386.74 +4.1%
354 VXF VANGUARD INDEX FDS 147.0 $36K 0.01% $246.21 -1.1%
355 MS MORGAN STANLEY Financial Services 173.0 $36K 0.01% +65.0 +60.2% $209.04 +2.4%
356 CVS CVS HEALTH CORP Healthcare 349.0 $36K 0.01% +164.0 +88.7% $103.45 -9.0%
357 SPAB SPDR SERIES TRUST 1,399.0 $36K 0.01% $25.52 -1.4%
358 ACN ACCENTURE PLC IRELAND Technology 275.0 $34K 0.01% +36.0 +15.1% $124.44 +47.7%
359 LAMR LAMAR ADVERTISING CO Real Estate 215.0 $34K 0.01% +3.0 +1.4% $155.98 -2.1%
360 PSK SPDR SERIES TRUST 1,087.0 $33K 0.01% $30.53 -2.2%
Page 18 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%