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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $445M AUM 1,730 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New 951 Added 231 Reduced 92 Exited
Page 5 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RXO RXO INC Industrials 49,542.0 $724K 0.16% $14.62 +47.3%
82 JNJ JOHNSON & JOHNSON Healthcare 2,956.0 $723K 0.16% +86.0 +3.0% $244.44 -5.2%
83 MESOBLAST LTD 46,500.0 $715K 0.16% $15.38
84 VUG VANGUARD INDEX FDS 1,584.0 $692K 0.15% -35.0 -2.2% $436.79 -80.2%
85 IBHG ISHARES TR 31,258.0 $692K 0.15% -24K -43.2% $22.13 -0.2%
86 IWN ISHARES TR 3,644.0 $691K 0.15% $189.59 +8.1%
87 BERKSHIRE HATHAWAY INC DEL 1,429.0 $685K 0.15% +500.0 +53.8% $479.20
88 IWD ISHARES TR 3,136.0 $670K 0.15% $213.67 +8.6%
89 JNK SPDR SERIES TRUST 6,987.0 $669K 0.15% -2K -20.9% $95.72 -0.1%
90 JBI JANUS INTERNATIONAL GROUP IN Industrials 129,557.0 $667K 0.15% $5.15 -6.1%
91 AVTR AVANTOR INC Healthcare 84,489.0 $662K 0.15% $7.84 -4.3%
92 GEV GE VERNOVA INC Utilities 744.0 $649K 0.15% +225.0 +43.4% $872.90 +17.0%
93 ETN EATON CORP PLC Industrials 1,814.0 $649K 0.15% -207.0 -10.2% $357.67 +4.3%
94 SPIB SPDR SERIES TRUST 19,145.0 $642K 0.14% -28K -59.3% $33.54 -1.0%
95 MRK MERCK & CO INC Healthcare 5,225.0 $629K 0.14% +47.0 +0.9% $120.29 -4.8%
96 XLK SELECT SECTOR SPDR TR 4,687.0 $623K 0.14% +2K +101.4% $132.89 +31.5%
97 SCHA SCHWAB STRATEGIC TR 20,884.0 $607K 0.14% -332.0 -1.6% $29.08 +10.7%
98 SLQD ISHARES TR 11,483.0 $580K 0.13% -76.0 -0.7% $50.49 -0.6%
99 GE GE AEROSPACE Industrials 1,981.0 $562K 0.13% -149.0 -7.0% $283.77 +1.5%
100 CARR CARRIER GLOBAL CORPORATION Industrials 9,869.0 $556K 0.12% $56.31 +9.3%
Page 5 of 87  ·  1,730 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 31.9%
Financial Services 21.0%
Industrials 11.9%
Healthcare 10.1%
Consumer Cyclical 9.1%
Communication Services 4.7%
Energy 3.6%
Consumer Defensive 2.8%
Real Estate 2.4%
Utilities 1.9%