Position in LAD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,776
+$3,277 QoQ
Shares Held
13
+550.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#393
of 440 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Rialto Wealth Management, LLC holds $3,099,190 across 12 Auto & Truck Dealerships names. LAD ranks #4 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AN |
Autonation, Inc.
|
16,509 | $3,067,207 | |
| 2 | CVNA |
Carvana Co.
|
206 | $13,558 | |
| 3 | SAH |
Sonic Automotive Inc
|
88 | $7,461 | |
| 4 | LAD |
Lithia Motors Inc
This page
|
13 | $3,776 | |
| 5 | PAG |
Penske Automotive Group, Inc.
|
17 | $3,042 | |
| 6 | KMX |
Carmax Inc
|
22 | $1,163 | |
| 7 | ABG |
Asbury Automotive Group Inc
|
4 | $804 | |
| 8 | CARG |
CarGurus, Inc.
|
22 | $749 |
All Filings in LAD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,776 | 13 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $499 | 2 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,329 | 4 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,580 | 5 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,351 | 4 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||