Rialto Wealth Management, LLC
Top Portfolio Positions
1,448 positions ·
$56,772,172 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
7,774 | $5,055,743 | 8.91% | |
| AAPL |
Apple Inc.
Technology
|
18,115 | $4,597,405 | 8.10% | |
| NVDA |
Nvidia Corp
Technology
|
26,343 | $4,594,219 | 8.09% | |
| MSFT |
Microsoft Corp
Technology
|
11,085 | $4,103,334 | 7.23% | |
| AN |
Autonation, Inc.
Consumer Cyclical
|
16,507 | $3,223,156 | 5.68% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
9,225 | $1,450,908 | 2.56% | |
| RTX |
RTX Corp
Industrials
|
7,109 | $1,371,326 | 2.42% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,049 | $1,182,641 | 2.08% | |
| AMGN |
Amgen Inc
Healthcare
|
3,288 | $1,156,882 | 2.04% | |
| SYK |
Stryker Corp
Healthcare
|
3,304 | $1,085,661 | 1.91% |
Portfolio Trend
6 quarters · across all stocks
Holdings in CPK
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $126 | 1 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $124 | 1 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $134 | 1 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $120 | 1 | Shares | Sole | 2025-08-06 | |
| No 13F history on record for this holder in this stock. | ||||||