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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 23 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 RWR SPDR SERIES TRUST 167.0 $19K 0.00% $112.97 +2.0%
442 NOC NORTHROP GRUMMAN CORP Industrials 37.0 $19K 0.00% $509.32 +6.5%
443 COP CONOCOPHILLIPS Energy 176.0 $18K 0.00% -100.0 -36.2% $103.96 +26.8%
444 DELL DELL TECHNOLOGIES INC Technology 42.0 $18K 0.00% +18.0 +75.0% $431.48 +4.5%
445 FDEC FIRST TR EXCHNG TRADED FD VI 330.0 $18K 0.00% $54.47 +2.1%
446 VIG VANGUARD SPECIALIZED FUNDS 76.0 $18K 0.00% NEW $236.36 +3.4%
447 MCHP MICROCHIP TECHNOLOGY INC. Technology 196.0 $18K 0.00% +30.0 +18.1% $91.20 -19.4%
448 VRT VERTIV HOLDINGS CO Industrials 53.0 $18K 0.00% +24.0 +82.8% $334.83 -23.6%
449 NNN NNN REIT INC Real Estate 381.0 $18K 0.00% $46.53 -0.9%
450 GSBD GOLDMAN SACHS BDC INC Financial Services 1,868.0 $18K 0.00% $9.48 +6.6%
451 FLEX FLEX LTD Technology 109.0 $18K 0.00% +54.0 +98.2% $162.07 -32.6%
452 XLP SELECT SECTOR SPDR TR 210.0 $17K 0.00% $83.07 +4.2%
453 GIS GENERAL MILLS INC Consumer Defensive 494.0 $17K 0.00% +460.0 +1352.9% $34.80 +14.3%
454 XLY SELECT SECTOR SPDR TR 146.0 $17K 0.00% $117.28 +0.6%
455 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 216.0 $17K 0.00% +23.0 +11.9% $79.22 +10.0%
456 XEL XCEL ENERGY INC Utilities 211.0 $17K 0.00% +17.0 +8.8% $80.30 -3.9%
457 FNDF SCHWAB STRATEGIC TR 321.0 $17K 0.00% $52.76 +6.0%
458 EMR EMERSON ELEC CO Industrials 115.0 $16K 0.00% +21.0 +22.3% $143.16 +8.2%
459 IDR IDAHO STRATEGIC RESOURCES Basic Materials 500.0 $16K 0.00% $32.75 +0.6%
460 AXON AXON ENTERPRISE INC Industrials 29.0 $16K 0.00% +2.0 +7.4% $560.62 +9.4%
Page 23 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%