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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 25 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BLUEROCK PVT REAL ESTATE FD 1,089.0 $14K 0.00% NEW $13.01
482 BE BLOOM ENERGY CORP Industrials 46.0 $14K 0.00% +16.0 +53.3% $302.72 -28.2%
483 NVT NVENT ELEC PLC Industrials 82.0 $14K 0.00% -43.0 -34.4% $169.62 -10.7%
484 PARABILIS MEDICINES INC 508.0 $14K 0.00% NEW $27.37
485 FIX COMFORT SYS USA INC Industrials 7.0 $14K 0.00% +2.0 +40.0% $1982.00 -21.2%
486 SHW SHERWIN WILLIAMS CO Basic Materials 40.0 $14K 0.00% +4.0 +11.1% $344.32 +1.8%
487 FNDA SCHWAB STRATEGIC TR 358.0 $14K 0.00% $38.06 -1.4%
488 CVNA CARVANA CO Consumer Cyclical 206.0 $14K 0.00% +12.0 +6.2% $65.82 +15.1%
489 CTVA CORTEVA INC Basic Materials 160.0 $14K 0.00% -2.0 -1.2% $84.69 -1.9%
490 DAL DELTA AIR LINES INC Industrials 143.0 $13K 0.00% +66.0 +85.7% $93.66 -10.7%
491 SBS COMPANHIA DE SANEAMENTO BASI Utilities 2,310.0 $13K 0.00% NEW $5.78 -17.0%
492 SEI SOLARIS ENERGY INFRAS INC Energy 165.0 $13K 0.00% +146.0 +768.4% $80.46 -34.3%
493 DKS DICKS SPORTING GOODS INC Consumer Cyclical 58.0 $13K 0.00% +6.0 +11.5% $226.81 -45.2%
494 VRSK VERISK ANALYTICS INC Industrials 73.0 $13K 0.00% +26.0 +55.3% $179.53 +5.0%
495 TMO THERMO FISHER SCIENTIFIC INC Healthcare 26.0 $13K 0.00% +11.0 +73.3% $501.38 +25.3%
496 VLO VALERO ENERGY CORP Energy 50.0 $13K 0.00% +18.0 +56.2% $260.44 +30.7%
497 GM GENERAL MTRS CO Consumer Cyclical 166.0 $13K 0.00% +76.0 +84.4% $77.08 +11.3%
498 ICF ISHARES TR 189.0 $13K 0.00% $67.63 +2.2%
499 CB CHUBB LIMITED Financial Services 37.0 $13K 0.00% +14.0 +60.9% $340.76 +0.7%
500 FAF FIRST AMERN FINL CORP Financial Services 182.0 $12K 0.00% +4.0 +2.2% $68.59 +6.8%
Page 25 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%