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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 22 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 GSIE GOLDMAN SACHS ETF TR 466.0 $21K 0.00% -32.0 -6.4% $45.70 +5.8%
422 SPSM SPDR SERIES TRUST 369.0 $21K 0.00% $57.67 -1.3%
423 IBMQ ISHARES TR 828.0 $21K 0.00% $25.58 -0.3%
424 FELC FIDELITY COVINGTON TRUST 500.0 $21K 0.00% -330.0 -39.8% $41.91 +3.6%
425 TGT TARGET CORP Consumer Defensive 158.0 $21K 0.00% +112.0 +243.5% $130.61 +25.4%
426 TRV TRAVELERS COMPANIES INC Financial Services 62.0 $20K 0.00% +10.0 +19.2% $330.13 +11.1%
427 MELI MERCADOLIBRE INC Consumer Cyclical 12.0 $20K 0.00% $1697.42 +17.2%
428 MDLZ MONDELEZ INTL INC Consumer Defensive 351.0 $20K 0.00% +79.0 +29.0% $57.84 +9.6%
429 DGRO ISHARES TR 267.0 $20K 0.00% $75.79 +5.3%
430 L LOEWS CORP Financial Services 176.0 $20K 0.00% +36.0 +25.7% $113.21 -2.1%
431 AJG GALLAGHER ARTHUR J & CO Financial Services 86.0 $20K 0.00% +17.0 +24.6% $229.58 +16.6%
432 SMH VANECK ETF TRUST 30.0 $20K 0.00% NEW $655.90 -15.3%
433 XLB SELECT SECTOR SPDR TR 384.0 $20K 0.00% $50.83 +5.0%
434 IZRL ARK ETF TR 639.0 $19K 0.00% $30.38 -4.0%
435 KRYS KRYSTAL BIOTECH INC Healthcare 52.0 $19K 0.00% +51.0 +5100.0% $371.67 -4.9%
436 USHY ISHARES TR 522.0 $19K 0.00% +326.0 +166.3% $37.02 -0.3%
437 JBL JABIL INC Technology 50.0 $19K 0.00% +12.0 +31.6% $385.48 -20.6%
438 OXY OCCIDENTAL PETE CORP Energy 395.0 $19K 0.00% -171.0 -30.2% $48.57 +21.2%
439 FCX FREEPORT MCMORAN INC Basic Materials 305.0 $19K 0.00% +75.0 +32.6% $62.89 +25.2%
440 STZ CONSTELLATION BRANDS INC Consumer Defensive 137.0 $19K 0.00% +13.0 +10.5% $139.09 -3.1%
Page 22 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%