Rialto Wealth Management, LLC
Filing Date
Global Rank
#6,678
/ 8,624
▲ 160
· as of Mar 2026
Top Industry
Semiconductors
12.0%
3Y Alpha vs SPY
-1.2%
Period ended 4 months ago
Filed May 14, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+20.7%
SPY
+23.4%
Annualised alpha
-1.8%
Max drawdown
−18.5%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
1,452 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.8%
−0.8 pts
Top 5
37.5%
−0.9 pts
Top 10
48.4%
−1.4 pts
HHI
346
Diversified−47
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.4% | $18,060,025 |
| Unclassified | 12.7% | $7,307,547 |
| Industrials | 12.6% | $7,214,136 |
| Healthcare | 11.3% | $6,468,155 |
| Financial Services | 9.1% | $5,204,285 |
| Consumer Cyclical | 8.9% | $5,111,299 |
| Communication Services | 4.1% | $2,351,783 |
| Energy | 3.6% | $2,054,482 |
| Consumer Defensive | 2.7% | $1,563,230 |
| Real Estate | 2.3% | $1,344,037 |
| Utilities | 0.7% | $405,426 |
| Basic Materials | 0.7% | $376,333 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOSS | Gossamer Bio, Inc. | +14,800 | 20,552 | $6,761 | |
| TE | T1 Energy Inc. | +11,976 | 12,439 | $54,607 | |
| AN | Autonation, Inc. | +9,874 | 16,507 | $3,223,156 | |
| NVDA | Nvidia Corp | +3,258 | 26,343 | $4,594,219 | |
| BKH | Black Hills Corp /Sd/ | +1,413 | 1,415 | $98,215 | |
| DTM | DT Midstream, Inc. | +848 | 870 | $117,162 | |
| PLTR | Palantir Technologies Inc. | +822 | 1,532 | $224,100 | |
| BRK-B | Berkshire Hathaway Inc | +500 | 1,429 | $684,776 | |
| GOOGL | Alphabet Inc. | +384 | 2,614 | $751,681 | |
| MSFT | Microsoft Corp | +345 | 11,085 | $4,103,334 | |
| AMZN | Amazon Com Inc | +336 | 2,093 | $435,909 | |
| MU | Micron Technology Inc | +326 | 1,387 | $468,584 | |
| RRC | Range Resources Corp | +322 | 365 | $16,490 | |
| UPS | United Parcel Service Inc | +321 | 351 | $34,531 | |
| EQT | EQT Corp | +315 | 1,009 | $64,212 | |
| OXY | Occidental Petroleum Corp /De/ | +304 | 566 | $36,790 | |
| MO | Altria Group, Inc. | +299 | 1,842 | $121,553 | |
| COO | Cooper Companies, Inc. | +283 | 1,115 | $79,722 | |
| TLN | Talen Energy Corp | +249 | 258 | $82,361 | |
| GEV | GE Vernova Inc. | +225 | 744 | $649,437 | |
| PM | Philip Morris International Inc. | +207 | 395 | $65,309 | |
| BAC | Bank Of America Corp /De/ | +195 | 940 | $45,825 | |
| ROL | Rollins Inc | +188 | 228 | $12,177 | |
| COP | Conocophillips | +172 | 276 | $36,432 | |
| MDLZ | Mondelez International, Inc. | +172 | 272 | $15,678 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HON | Honeywell International Inc | −1,365 | 22 | $4,972 | |
| WBD | Warner Bros. Discovery, Inc. | −412 | 218 | $5,986 | |
| BAX | Baxter International Inc | −404 | 29 | $487 | |
| DIS | Walt Disney Co | −371 | 2,806 | $270,442 | |
| SOLS | Solstice Advanced Materials Inc. | −328 | 19 | $1,447 | |
| SLV | iShares Silver Trust | −312 | 200 | $13,628 | |
| GIL | Gildan Activewear Inc. | −225 | 10 | $556 | |
| FLO | Flowers Foods Inc | −223 | 1 | $8 | |
| BABA | Alibaba Group Holding Ltd | −209 | 1,791 | $224,698 | |
| ETN | Eaton Corp plc | −207 | 1,814 | $648,813 | |
| TTC | Toro Co | −170 | 10 | $934 | |
| SOFI | SoFi Technologies, Inc. | −169 | 53 | $841 | |
| GE | General Electric Co | −149 | 1,981 | $562,148 | |
| IFF | International Flavors & Fragrances Inc | −142 | 193 | $14,002 | |
| PFG | Principal Financial Group Inc | −139 | 285 | $25,681 | |
| AFL | Aflac Inc | −138 | 1,981 | $217,335 | |
| AFRM | Affirm Holdings, Inc. | −127 | 5 | $229 | |
| EL | Estee Lauder Companies Inc | −125 | 13 | $933 | |
| BBIO | BridgeBio Pharma, Inc. | −106 | 9 | $668 | |
| REYN | Reynolds Consumer Products Inc. | −88 | 33 | $698 | |
| AAL | American Airlines Group Inc. | −86 | 88 | $945 | |
| DKS | Dick's Sporting Goods, Inc. | −82 | 52 | $10,311 | |
| DG | Dollar General Corp | −79 | 269 | $31,938 | |
| TSLA | Tesla, Inc. | −75 | 211 | $78,439 | |
| ADT | ADT Inc. | −64 | 895 | $5,880 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FISV | Fiserv Inc | 776 | $43,300 | |
| AZN | Astrazeneca PLC | 125 | $24,652 | |
| MELI | Mercadolibre Inc | 12 | $20,748 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | 394 | $19,199 | |
| VG | Venture Global, Inc. | 778 | $12,261 | |
| VIST | Vista Energy, S.A.B. de C.V. | 159 | $11,999 | |
| BORR | Borr Drilling Ltd | 2,000 | $11,540 | |
| TAYD | Taylor Devices, Inc. | 145 | $8,265 | |
| IRWD | Ironwood Pharmaceuticals Inc | 2,174 | $7,630 | |
| RES | Rpc Inc | 1,000 | $7,080 | |
| FLNC | Fluence Energy, Inc. | 175 | $2,408 | |
| LII | Lennox International Inc | 4 | $1,856 | |
| PNFP | Pinnacle Financial Partners, Inc. | 21 | $1,808 | |
| ALGN | Align Technology Inc | 10 | $1,714 | |
| ACHC | Acadia Healthcare Company, Inc. | 68 | $1,590 | |
| SNPS | Synopsys Inc | 4 | $1,585 | |
| IP | International Paper Co /New/ | 43 | $1,535 | |
| REG | Regency Centers Corp | 20 | $1,513 | |
| INFQ | Infleqtion, Inc. | 150 | $1,471 | |
| CBT | Cabot Corp | 16 | $1,204 | |
| AMCR | Amcor plc | 30 | $1,192 | |
| SPWH | Sportsman's Warehouse Holdings, Inc. | 845 | $1,191 | |
| FIZZ | National Beverage Corp | 35 | $1,177 | |
| BAH | Booz Allen Hamilton Holding Corp | 15 | $1,170 | |
| GHC | Graham Holdings Co | 1 | $1,057 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SEV | Aptera Motors Corp | 3,320 | $14,242 | |
| ALAB | Astera Labs, Inc. | 59 | $9,815 | |
| PAAS | Pan American Silver Corp | 180 | $9,325 | |
| TSEM | Tower Semiconductor Ltd | 78 | $9,158 | |
| RXRX | Recursion Pharmaceuticals, Inc. | 772 | $3,157 | |
| FICO | Fair Isaac Corp | 1 | $1,690 | |
| ZS | Zscaler, Inc. | 7 | $1,574 | |
| SITC | SITE Centers Corp. | 211 | $1,354 | |
| TDG | TransDigm Group INC | 1 | $1,329 | |
| FDS | Factset Research Systems Inc | 4 | $1,160 | |
| SPH | Suburban Propane Partners LP | 60 | $1,112 | |
| TYL | Tyler Technologies Inc | 2 | $907 | |
| SOBO | South Bow Corp | 31 | $851 | |
| EXAS | EXACT SCIENCES CORP | 7 | $710 | |
| RDDT | Reddit, Inc. | 3 | $689 | |
| STEP | StepStone Group Inc. | 10 | $641 | |
| PTON | Peloton Interactive, Inc. | 102 | $628 | |
| QTRX | Quanterix Corp | 96 | $610 | |
| NAVN | Navan, Inc. | 32 | $546 | |
| SIGA | Siga Technologies Inc | 89 | $543 | |
| JJSF | J&J Snack Foods Corp | 6 | $542 | |
| MAN | ManpowerGroup Inc. | 18 | $535 | |
| LXEO | Lexeo Therapeutics, Inc. | 53 | $526 | |
| BLZE | Backblaze, Inc. | 111 | $517 | |
| RHI | Robert Half Inc. | 19 | $516 | |
| No positions match the current search. | ||||
1,452 tracked positions ·
$57,460,738 total
· filing declares
1,730 positions · $445,280,767
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 1,452 positions by value
· page 1 of 30
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 7,774 | $5,055,743 | 8.80% | |
| AAPL |
Apple Inc.
Technology
|
Added | 18,115 | $4,597,405 | 8.00% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 26,343 | $4,594,219 | 8.00% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 11,085 | $4,103,334 | 7.14% | |
| AN |
Autonation, Inc.
Consumer Cyclical
|
Added | 16,507 | $3,223,156 | 5.61% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 9,225 | $1,450,908 | 2.53% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 7,109 | $1,371,326 | 2.39% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,049 | $1,182,641 | 2.06% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 3,288 | $1,156,882 | 2.01% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 3,304 | $1,085,661 | 1.89% | |
| HIW |
Highwoods Properties, Inc.
Real Estate
|
Held | 47,377 | $1,014,341 | 1.77% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 1,463 | $902,319 | 1.57% | |
| SHOP |
Shopify Inc.
Technology
|
Held | 6,540 | $775,774 | 1.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,614 | $751,681 | 1.31% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,308 | $748,346 | 1.30% | |
| RXO |
RXO, Inc.
Industrials
|
Held | 49,542 | $724,304 | 1.26% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,956 | $722,564 | 1.26% | |
| MESO |
Mesoblast Ltd
Healthcare
|
Held | 46,500 | $715,170 | 1.24% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,429 | $684,776 | 1.19% | |
| JBI |
Janus International Group, Inc.
Industrials
|
Held | 129,557 | $667,218 | 1.16% | |
| AVTR |
Avantor, Inc.
Healthcare
|
Added | 84,489 | $662,393 | 1.15% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 744 | $649,437 | 1.13% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 1,814 | $648,813 | 1.13% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 5,225 | $628,515 | 1.09% | |
| GE |
General Electric Co
Industrials
|
Reduced | 1,981 | $562,148 | 0.98% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Added | 9,869 | $555,723 | 0.97% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,387 | $468,584 | 0.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,093 | $435,909 | 0.76% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Added | 1,526 | $433,017 | 0.75% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,419 | $375,646 | 0.65% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,203 | $373,760 | 0.65% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 1,689 | $360,871 | 0.63% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,185 | $348,579 | 0.61% | |
| WMB |
Williams Companies, Inc.
Energy
|
Added | 4,428 | $322,269 | 0.56% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,013 | $306,169 | 0.53% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
Added | 3,906 | $301,074 | 0.52% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Added | 2,337 | $277,238 | 0.48% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 2,806 | $270,442 | 0.47% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,189 | $258,595 | 0.45% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 781 | $256,863 | 0.45% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 1,624 | $234,570 | 0.41% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 665 | $224,736 | 0.39% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Reduced | 1,791 | $224,698 | 0.39% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 1,532 | $224,100 | 0.39% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 706 | $219,417 | 0.38% | |
| TER |
Teradyne, Inc
Technology
|
Added | 740 | $219,380 | 0.38% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,070 | $217,670 | 0.38% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 1,981 | $217,335 | 0.38% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 234 | $215,226 | 0.37% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 627 | $214,302 | 0.37% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.