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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 19 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 122.0 $33K 0.01% +15.0 +14.0% $271.95 -16.5%
362 OMC OMNICOM GROUP INC Communication Services 455.0 $33K 0.01% +32.0 +7.6% $72.83 +21.0%
363 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 302.0 $33K 0.01% +17.0 +6.0% $107.78 +3.0%
364 DUK DUKE ENERGY CORP NEW Utilities 256.0 $32K 0.01% +213.0 +495.4% $126.58 -4.0%
365 GSK GSK PLC Healthcare 613.0 $32K 0.01% NEW $52.42 -0.8%
366 PFE PFIZER INC Healthcare 1,331.0 $32K 0.01% +65.0 +5.1% $24.08 +17.6%
367 WM WASTE MGMT INC DEL Industrials 142.0 $32K 0.01% +3.0 +2.2% $222.88 +1.4%
368 VT VANGUARD INTL EQUITY INDEX F 200.0 $31K 0.01% -231.0 -53.6% $156.95 +2.4%
369 GD GENERAL DYNAMICS CORP Industrials 88.0 $31K 0.01% -11.0 -11.1% $354.25 +6.5%
370 ROL ROLLINS INC Consumer Cyclical 745.0 $31K 0.01% +517.0 +226.8% $41.73 -12.6%
371 PSA PUBLIC STORAGE Real Estate 96.0 $31K 0.01% +53.0 +123.3% $318.31 +1.4%
372 SBLK STAR BULK CARRIERS CORP. Industrials 1,213.0 $30K 0.01% $24.97 +22.2%
373 AMP AMERIPRISE FINL INC Financial Services 66.0 $30K 0.01% +7.0 +11.9% $458.77 +21.8%
374 XLI SELECT SECTOR SPDR TR 163.0 $30K 0.01% $185.23 -3.4%
375 FNDX SCHWAB STRATEGIC TR 969.0 $30K 0.01% $31.10 +4.5%
376 BKNG BOOKING HOLDINGS INC Consumer Cyclical 166.0 $30K 0.01% +160.0 +2666.7% $178.24 +19.3%
377 XLV SELECT SECTOR SPDR TR 186.0 $30K 0.01% $158.66 +10.5%
378 XLE SELECT SECTOR SPDR TR 550.0 $29K 0.01% -400.0 -42.1% $53.11 +17.9%
379 WSO WATSCO INC Industrials 70.0 $29K 0.01% +2.0 +2.9% $416.74 -28.3%
380 KNTK KINETIK HOLDINGS INC Energy 603.0 $29K 0.01% +3.0 +0.5% $48.34 +13.3%
Page 19 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%