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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 5 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VUG VANGUARD INDEX FDS 9,504.0 $819K 0.16% +8K +500.0% $86.14 +0.9%
82 DFAI DIMENSIONAL ETF TRUST 19,802.0 $817K 0.16% $41.25 +4.9%
83 IWN ISHARES TR 3,644.0 $806K 0.16% $221.20 +1.3%
84 ETN EATON CORP PLC Industrials 1,805.0 $769K 0.15% $426.12 -4.1%
85 JNJ JOHNSON & JOHNSON Healthcare 2,996.0 $761K 0.15% +40.0 +1.4% $253.97 +7.5%
86 IWD ISHARES TR 3,136.0 $760K 0.15% $242.43 +6.6%
87 LRCX LAM RESEARCH CORP Technology 1,752.0 $759K 0.15% +63.0 +3.7% $433.33 -28.4%
88 AVTR AVANTOR INC Healthcare 76,119.0 $754K 0.15% -8K -9.9% $9.90 +44.0%
89 SHOP SHOPIFY INC Technology 6,599.0 $753K 0.15% +59.0 +0.9% $114.18 +31.2%
90 GE GE AEROSPACE Industrials 1,999.0 $747K 0.15% +18.0 +0.9% $373.73 -8.5%
91 BERKSHIRE HATHAWAY INC DEL 1,451.0 $726K 0.14% +22.0 +1.5% $500.39
92 HYG ISHARES TR 9,022.0 $721K 0.14% -3K -25.1% $79.97 -0.3%
93 CARR CARRIER GLOBAL CORPORATION Industrials 9,804.0 $719K 0.14% -65.0 -0.7% $73.35 -18.2%
94 JBI JANUS INTERNATIONAL GROUP IN Industrials 129,557.0 $719K 0.14% $5.55 -8.1%
95 SCHA SCHWAB STRATEGIC TR 19,425.0 $702K 0.14% -1K -7.0% $36.13 -4.6%
96 MRK MERCK & CO INC Healthcare 5,295.0 $680K 0.14% +70.0 +1.3% $128.50 +17.3%
97 AMD ADVANCED MICRO DEVICES INC Technology 1,158.0 $673K 0.13% +88.0 +8.2% $580.91 -21.4%
98 SPIB SPDR SERIES TRUST 19,135.0 $640K 0.13% $33.46 -1.0%
99 FALN ISHARES TR 23,227.0 $633K 0.12% -7K -22.9% $27.24 -0.8%
100 MESOBLAST LTD 46,500.0 $629K 0.12% $13.53
Page 5 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%