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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 4 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWM ISHARES TR 4,738.0 $1.4M 0.28% +42.0 +0.9% $300.45 -0.6%
62 HIW HIGHWOODS PPTYS INC Real Estate 47,032.0 $1.4M 0.28% -345.0 -0.7% $30.16 +5.7%
63 RXO RXO INC Industrials 49,542.0 $1.4M 0.27% $27.59 -22.4%
64 RTX RTX CORPORATION Industrials 7,112.0 $1.3M 0.27% $189.73 +10.7%
65 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 10,574.0 $1.3M 0.26% +1K +14.6% $123.11 +31.7%
66 AMGN AMGEN INC Healthcare 3,295.0 $1.2M 0.24% $362.12 +22.6%
67 ITOT ISHARES TR 6,893.0 $1.1M 0.22% +5K +222.1% $164.27 +2.1%
68 DFAT DIMENSIONAL ETF TRUST 15,928.0 $1.1M 0.22% $69.90 +1.7%
69 BINC BLACKROCK ETF TRUST II 20,967.0 $1.1M 0.22% -238.0 -1.1% $52.34 -0.4%
70 SHYL DBX ETF TR 24,637.0 $1.1M 0.22% +3K +11.5% $44.43 -0.7%
71 SCHM SCHWAB STRATEGIC TR 28,977.0 $1.1M 0.21% -1K -4.4% $36.87 -2.9%
72 SYK STRYKER CORPORATION Healthcare 3,314.0 $1.0M 0.21% $314.84 +5.2%
73 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,463.0 $1.0M 0.20% $703.34 -1.4%
74 MDYV SPDR SERIES TRUST 10,811.0 $1.0M 0.20% $94.85 -0.0%
75 GOOGL ALPHABET INC Communication Services 2,733.0 $977K 0.19% +119.0 +4.5% $357.37 -2.9%
76 SCHZ SCHWAB STRATEGIC TR 41,927.0 $970K 0.19% -9K -17.8% $23.13 -1.1%
77 EFV ISHARES TR 12,487.0 $956K 0.19% $76.55 +7.6%
78 XLK SELECT SECTOR SPDR TR 4,687.0 $893K 0.18% $190.50 -4.8%
79 GEV GE VERNOVA INC Utilities 744.0 $874K 0.17% $1174.86 -20.2%
80 BND VANGUARD BD INDEX FDS 11,278.0 $828K 0.16% -3K -21.7% $73.41 -1.1%
Page 4 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%