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Portfolio (Quarterly) Guide ↗

Robertson Stephens Wealth Management, LLC

· CIK 0001767307
13F Portfolio $4.1B AUM 645 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 79 New 204 Added 265 Reduced 88 Exited
Page 1 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 665,340.0 $457.0M 11.25% +251K +60.7% $686.81 +3.4%
2 VEA VANGUARD TAX-MANAGED FDS 2,917,758.0 $207.9M 5.12% +755K +34.9% $71.25 +3.4%
3 IEMG ISHARES INC 1,507,188.0 $124.9M 3.08% +117K +8.4% $82.84 -1.1%
4 VCIT VANGUARD SCOTTSDALE FDS 1,197,667.0 $99.0M 2.44% +143K +13.5% $82.65 -2.0%
5 IEFA ISHARES TR 782,729.0 $75.6M 1.86% +236K +43.2% $96.58 +4.6%
6 AGG ISHARES TR 712,093.0 $70.5M 1.74% +139K +24.4% $98.98 -1.7%
7 NVDA NVIDIA CORPORATION Technology 332,607.0 $66.6M 1.64% +5K +1.4% $200.09 +12.5%
8 IWR ISHARES TR 565,606.0 $62.4M 1.54% +374K +195.5% $110.32 +3.5%
9 AVEM AMERICAN CENTY ETF TR 515,769.0 $49.8M 1.23% +281K +119.6% $96.49 -2.1%
10 GOOG ALPHABET INC Communication Services 140,565.0 $49.7M 1.22% +5K +3.5% $353.33 -3.4%
11 RSP INVESCO EXCHANGE TRADED FD T 231,919.0 $49.3M 1.22% +76K +48.4% $212.77 +3.8%
12 AMZN AMAZON COM INC Consumer Cyclical 170,477.0 $40.6M 1.00% +4K +2.1% $238.34 +9.6%
13 IWF ISHARES TR 298,396.0 $37.1M 0.91% +218K +271.7% $124.17 +0.7%
14 GLD SPDR GOLD TR Financial Services 92,399.0 $34.0M 0.84% +26K +39.5% $368.38 +10.1%
15 QQQ INVESCO QQQ TR Financial Services 44,914.0 $33.1M 0.81% +4K +8.9% $737.19 -1.0%
16 DFAC DIMENSIONAL ETF TRUST 729,808.0 $32.4M 0.80% +5K +0.7% $44.36 +3.8%
17 SGOV ISHARES TR 286,216.0 $28.8M 0.71% +187K +187.2% $100.67 -0.1%
18 VGT VANGUARD WORLD FD 217,178.0 $26.0M 0.64% +183K +532.6% $119.52 +2.5%
19 XLI SELECT SECTOR SPDR TR 138,817.0 $25.7M 0.63% +5K +4.0% $185.23 +0.6%
20 VOT VANGUARD INDEX FDS 70,074.0 $21.5M 0.53% +24K +50.5% $306.30 +2.0%
Page 1 of 11  ·  204 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.3%
Financial Services 21.7%
Communication Services 9.0%
Healthcare 8.5%
Consumer Cyclical 6.5%
Industrials 6.2%
Consumer Defensive 3.8%
Energy 2.5%
Basic Materials 2.3%
Real Estate 0.8%