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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 2 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUG VANGUARD INDEX FDS 240,623.0 $20.7M 0.51% +202K +523.0% $86.14 +2.2%
22 IJR ISHARES TR 125,562.0 $18.6M 0.46% +36K +40.8% $148.31 +0.0%
23 MUB ISHARES TR 164,242.0 $17.7M 0.43% +36K +28.2% $107.62 -2.1%
24 IWM ISHARES TR 56,812.0 $17.1M 0.42% +11K +22.7% $300.45 +0.2%
25 STNC HENNESSY FDS TR 440,133.0 $17.0M 0.42% +247K +128.3% $38.51 -2.7%
26 IJH ISHARES TR 214,214.0 $16.5M 0.41% +13K +6.4% $77.11 +0.6%
27 VBK VANGUARD INDEX FDS 44,485.0 $16.3M 0.40% +14K +45.1% $365.70 -1.4%
28 VT VANGUARD INTL EQUITY INDEX F 103,437.0 $16.2M 0.40% +16K +18.7% $156.95 +2.2%
29 ABBV ABBVIE INC Healthcare 63,757.0 $16.0M 0.40% +539.0 +0.8% $251.64 +2.5%
30 GBIL GOLDMAN SACHS ETF TR 144,376.0 $14.5M 0.36% +8K +5.7% $100.16 -0.1%
31 XLV SELECT SECTOR SPDR TR 88,280.0 $14.0M 0.34% +40K +81.2% $158.66 +7.0%
32 MOAT VANECK ETF TRUST 133,988.0 $13.9M 0.34% +9K +7.3% $103.96 +8.4%
33 IBDU ISHARES TR 555,787.0 $12.9M 0.32% +42K +8.2% $23.16 -0.4%
34 BAC BANK OF AMER CORP Financial Services 225,797.0 $12.9M 0.32% +178K +371.1% $56.98 +11.7%
35 AXON AXON ENTERPRISE INC Industrials 20,850.0 $11.7M 0.29% +1K +5.1% $560.61 +10.4%
36 IXJ ISHARES TR 115,873.0 $11.4M 0.28% +29K +33.2% $98.38 +5.7%
37 SUSL ISHARES TR 77,743.0 $10.3M 0.25% +5K +7.0% $132.76 +3.5%
38 VWO VANGUARD INTL EQUITY INDEX F 167,853.0 $10.0M 0.25% +4K +2.2% $59.69 -0.1%
39 ESGD ISHARES TR 95,969.0 $9.9M 0.24% +4K +4.0% $102.81 +3.5%
40 SCHD SCHWAB STRATEGIC TR 310,258.0 $9.8M 0.24% +145K +88.3% $31.71 +9.0%
Page 2 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%