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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 26 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SBAC SBA COMMUNICATIONS CORP Real Estate 70.0 $12K 0.00% $176.47 +6.3%
502 TSSI TSS INC DEL Technology 1,000.0 $12K 0.00% +83.0 +9.1% $12.30 -30.7%
503 CL COLGATE PALMOLIVE CO Consumer Defensive 132.0 $12K 0.00% +30.0 +29.4% $91.68 -0.4%
504 AVUS AMERICAN CENTY ETF TR 94.0 $12K 0.00% $128.09 +1.8%
505 PGX INVESCO EXCH TRADED FD TR II 1,108.0 $12K 0.00% $10.84 -1.8%
506 NEM NEWMONT CORP Basic Materials 127.0 $12K 0.00% +21.0 +19.8% $93.40 +44.7%
507 APP APPLOVIN CORP Technology 23.0 $12K 0.00% +10.0 +76.9% $515.26 -39.7%
508 STM STMICROELECTRONICS N V Technology 158.0 $12K 0.00% NEW $74.97 -34.0%
509 PBYI PUMA BIOTECHNOLOGY INC Healthcare 1,450.0 $12K 0.00% $8.11 +14.9%
510 F FORD MTR CO Consumer Cyclical 844.0 $12K 0.00% +403.0 +91.4% $13.90 +0.4%
511 AMKR AMKOR TECHNOLOGY INC Technology 136.0 $12K 0.00% +64.0 +88.9% $86.24 -43.5%
512 STT STATE STR CORP Financial Services 68.0 $12K 0.00% +29.0 +74.4% $169.60 +13.8%
513 CSX CSX CORP Industrials 242.0 $12K 0.00% +65.0 +36.7% $47.53 +8.4%
514 SPOT SPOTIFY TECHNOLOGY S A Communication Services 25.0 $11K 0.00% -1.0 -3.9% $459.16 +20.3%
515 SCHW SCHWAB CHARLES CORP Financial Services 124.0 $11K 0.00% +40.0 +47.6% $92.27 +21.7%
516 IBB ISHARES TR 60.0 $11K 0.00% $190.20 +13.8%
517 FORTINET INC 74.0 $11K 0.00% +36.0 +94.7% $153.62
518 SLN SILENCE THERAPEUTICS PLC Healthcare 1,021.0 $11K 0.00% NEW $10.98 +24.5%
519 FITB FIFTH THIRD BANCORP Financial Services 197.0 $11K 0.00% +41.0 +26.3% $56.37 -2.6%
520 VIKING HOLDINGS LTD 105.0 $11K 0.00% NEW $104.68
Page 26 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%