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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 11 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WEN WENDYS CO Consumer Cyclical 22,232.0 $184K 0.01% +823.0 +3.8% $8.29 +4.0%
202 ACHIEVE LIFE SCIENCE INC 25,000.0 $163K 0.00% +5K +25.0% $6.53
203 BLUEROCK PVT REAL ESTATE FD 12,136.0 $158K 0.00% +111.0 +0.9% $13.01
204 LYG LLOYDS BANKING GROUP PLC Financial Services 14,735.0 $86K 0.00% +1K +8.8% $5.83 +5.5%
Page 11 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%