Rialto Wealth Management, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2054966
SYRACUSE, NY
Position in BR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,286
+$849 QoQ
Shares Held
24
+60.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#953
of 1,003 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Rialto Wealth Management, LLC holds $215,981 across 26 Information Technology Services names. BR ranks #12 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
306 | $86,050 | |
| 2 | ACN |
Accenture plc
|
275 | $34,221 | |
| 3 | INOD |
Innodata Inc
|
290 | $21,918 | |
| 4 | TSSI |
TSS, Inc.
|
1,000 | $12,300 | |
| 5 | CACI |
Caci International Inc /De/
|
23 | $10,654 | |
| 6 | APLD |
Applied Digital Corp.
|
200 | $7,460 | |
| 7 | CIFR |
Cipher Digital Inc.
|
283 | $6,933 | |
| 8 | PENG |
Penguin Solutions, Inc.
|
70 | $5,320 |
All Filings in BR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,286 | 24 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,437 | 15 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,785 | 8 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,429 | 6 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,215 | 5 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $484 | 2 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||