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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 7 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GOOG ALPHABET INC 1,197.0 $423K 0.08% +104.0 +9.5% $353.33
122 JPM JPMORGAN CHASE & CO Financial Services 1,282.0 $420K 0.08% +97.0 +8.2% $327.39 +8.9%
123 PFF ISHARES TR 13,762.0 $420K 0.08% $30.49 +0.1%
124 JNK SPDR SERIES TRUST 4,350.0 $419K 0.08% -3K -37.7% $96.37 -0.4%
125 BSV VANGUARD BD INDEX FDS 5,267.0 $410K 0.08% -211.0 -3.9% $77.91 -0.4%
126 VTWV VANGUARD SCOTTSDALE FDS 1,964.0 $384K 0.08% -158.0 -7.5% $195.44 +1.2%
127 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 795.0 $380K 0.07% +130.0 +19.6% $477.57 -14.1%
128 RSP INVESCO EXCHANGE TRADED FD T 1,773.0 $377K 0.07% +100.0 +6.0% $212.77 +4.3%
129 LNG CHENIERE ENERGY INC Energy 1,545.0 $369K 0.07% +19.0 +1.2% $239.01 +17.5%
130 VONG VANGUARD SCOTTSDALE FDS 2,814.0 $360K 0.07% $127.81 -2.5%
131 ARM ARM HOLDINGS PLC Technology 1,000.0 $355K 0.07% $354.57 -32.7%
132 WMB WILLIAMS COS INC Energy 4,743.0 $353K 0.07% +315.0 +7.1% $74.34 -4.5%
133 SCHD SCHWAB STRATEGIC TR 10,991.0 $349K 0.07% +9K +369.7% $31.71 +11.0%
134 TER TERADYNE INC Technology 700.0 $339K 0.07% -40.0 -5.4% $483.84 -24.6%
135 BK BANK OF NY MELLON CORP Financial Services 2,324.0 $336K 0.07% -13.0 -0.6% $144.61 -0.6%
136 ABBV ABBVIE INC Healthcare 1,306.0 $329K 0.07% +117.0 +9.8% $251.62 +5.1%
137 PEP PEPSICO INC Consumer Defensive 2,402.0 $325K 0.06% -17.0 -0.7% $135.40 +6.8%
138 SCHV SCHWAB STRATEGIC TR 8,960.0 $312K 0.06% $34.81 +0.2%
139 XOM EXXON MOBIL CORP Energy 2,216.0 $303K 0.06% +13.0 +0.6% $136.72 +20.0%
140 IVOG VANGUARD ADMIRAL FDS INC 2,067.0 $302K 0.06% -218.0 -9.5% $146.30 -2.7%
Page 7 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%