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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 24 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 EWC ISHARES INC 278.0 $16K 0.00% $57.64 +8.7%
462 TEL TE CONNECTIVITY PLC Technology 78.0 $16K 0.00% +14.0 +21.9% $201.62 -0.1%
463 NDAQ NASDAQ INC Financial Services 196.0 $15K 0.00% +13.0 +7.1% $78.82 +25.3%
464 TEX TEREX CORP NEW Industrials 213.0 $15K 0.00% +20.0 +10.4% $72.39 -9.9%
465 COHR COHERENT CORP Technology 39.0 $15K 0.00% +17.0 +77.3% $394.49 -27.0%
466 HWM HOWMET AEROSPACE INC Industrials 57.0 $15K 0.00% -4.0 -6.6% $268.88 -1.8%
467 SO SOUTHERN CO Utilities 159.0 $15K 0.00% +40.0 +33.6% $95.71 -6.0%
468 DFSD DIMENSIONAL ETF TRUST 315.0 $15K 0.00% $47.75 -0.7%
469 PUTNAM ETF TRUST 1,251.0 $15K 0.00% NEW $11.88
470 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 231.0 $15K 0.00% +13.0 +6.0% $64.01 +15.5%
471 CI THE CIGNA GROUP Healthcare 53.0 $15K 0.00% -2.0 -3.6% $275.70 +1.3%
472 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 264.0 $14K 0.00% +251.0 +1930.8% $54.90 -16.8%
473 AGX ARGAN INC Industrials 18.0 $14K 0.00% -98.0 -84.5% $798.56 -43.6%
474 Q QNITY ELECTRONICS INC Technology 88.0 $14K 0.00% +15.0 +20.6% $163.32 -22.5%
475 AVMC AMERICAN CENTY ETF TR 179.0 $14K 0.00% $80.25 +0.9%
476 IYF ISHARES TR 112.0 $14K 0.00% $127.52 +7.9%
477 TT TRANE TECHNOLOGIES PLC Industrials 29.0 $14K 0.00% +8.0 +38.1% $491.17 -7.3%
478 MKSI MKS INC. Technology 32.0 $14K 0.00% +15.0 +88.2% $444.81 -39.2%
479 DHS WISDOMTREE TR 125.0 $14K 0.00% $113.69 +5.2%
480 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 43.0 $14K 0.00% +8.0 +22.9% $330.47 -0.3%
Page 24 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%