Rialto Wealth Management, LLC
Top Portfolio Positions
1,447 positions ·
$56,771,667 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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% |
Holdings in UBFO
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $525 | 50 | Shares | Sole | 2026-05-14 | |
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