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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 20 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 USIG ISHARES TR 566.0 $29K 0.01% $51.29 -1.6%
382 DHR DANAHER CORP DEL Healthcare 152.0 $29K 0.01% +31.0 +25.6% $190.48 +13.3%
383 ALAB ASTERA LABS INC Technology 59.0 $28K 0.01% NEW $483.03 -41.2%
384 EMXC ISHARES INC 275.0 $28K 0.01% $102.30 -4.4%
385 PWR QUANTA SVCS INC Industrials 39.0 $28K 0.01% -17.0 -30.4% $720.05 -14.0%
386 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 29.0 $28K 0.01% +10.0 +52.6% $965.00 -15.2%
387 PEY INVESCO EXCHANGE TRADED FD T 1,174.0 $27K 0.01% $23.18 +8.3%
388 SYY SYSCO CORP Consumer Defensive 322.0 $27K 0.01% -69.0 -17.6% $83.58 -0.5%
389 ALL ALLSTATE CORP Financial Services 111.0 $26K 0.01% +25.0 +29.1% $237.95 +8.3%
390 VUSB VANGUARD BD INDEX FDS 522.0 $26K 0.01% $49.78 -0.0%
391 TFC TRUIST FINL CORP Financial Services 506.0 $25K 0.01% +45.0 +9.8% $49.82 +1.0%
392 CRWD CROWDSTRIKE HLDGS INC Technology 33.0 $25K 0.01% +27.0 +450.0% $190.79 -1.3%
393 CBRE CBRE GROUP INC Real Estate 186.0 $25K 0.01% +11.0 +6.3% $134.69 +12.1%
394 CRWV COREWEAVE INC Technology 250.0 $25K 0.01% +39.0 +18.5% $99.54 -10.4%
395 VHT VANGUARD WORLD FD 83.0 $25K 0.01% $299.01 +10.0%
396 IBMO ISHARES TR 965.0 $25K 0.01% $25.64 -0.2%
397 LRGF ISHARES TR 325.0 $25K 0.01% -9.0 -2.7% $75.63 +3.0%
398 BWXT BWX TECHNOLOGIES INC Industrials 126.0 $25K 0.01% $194.65 -23.0%
399 HST HOST HOTELS & RESORTS INC Real Estate 1,032.0 $24K 0.01% +996.0 +2766.7% $23.71 -2.3%
400 IBMP ISHARES TR 962.0 $24K 0.01% $25.42 -0.1%
Page 20 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%