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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 3 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EFA ISHARES TR 91,686.0 $9.5M 0.23% +1K +1.6% $103.88 +3.3%
42 IVW ISHARES TR 67,006.0 $9.2M 0.23% +1K +1.7% $137.53 +1.6%
43 HD HOME DEPOT INC Consumer Cyclical 25,974.0 $9.2M 0.23% +4K +18.6% $352.68 -4.3%
44 AMGN AMGEN INC Healthcare 24,525.0 $8.9M 0.22% +305.0 +1.3% $362.13 +17.4%
45 GSK GSK PLC Healthcare 163,317.0 $8.6M 0.21% +2K +1.0% $52.87 -3.2%
46 RTX RTX CORPORATION Industrials 45,340.0 $8.6M 0.21% +562.0 +1.3% $189.73 +18.9%
47 BX BLACKSTONE INC Financial Services 71,237.0 $8.4M 0.21% +5K +8.2% $117.67 +19.5%
48 ISHARES TR 373,145.0 $8.1M 0.20% +25K +7.2% $21.65
49 INDA ISHARES TR 161,418.0 $8.0M 0.20% +145K +878.4% $49.39 -0.0%
50 VXUS VANGUARD STAR FDS 86,384.0 $7.4M 0.18% +37K +74.6% $85.49 +1.1%
51 EMXC ISHARES INC 68,646.0 $7.0M 0.17% +5K +7.8% $102.30 -7.3%
52 EAGG ISHARES TR 142,142.0 $6.7M 0.17% +23K +19.3% $47.41 -1.7%
53 SCHY SCHWAB STRATEGIC TR 209,797.0 $6.7M 0.16% +17K +8.9% $31.73 +4.3%
54 GILD GILEAD SCIENCES INC Healthcare 52,607.0 $6.6M 0.16% +2K +3.1% $126.34 +13.5%
55 XLY SELECT SECTOR SPDR TR 56,018.0 $6.6M 0.16% +3K +4.7% $117.28 -0.8%
56 JIVE J P MORGAN EXCHANGE TRADED F 69,258.0 $6.4M 0.16% +36K +105.8% $91.95 +5.2%
57 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 180,965.0 $6.2M 0.15% +69K +61.7% $34.00 -1.9%
58 ORCL ORACLE CORP Technology 40,483.0 $5.9M 0.15% +6K +16.9% $146.55 -2.6%
59 PWZ INVESCO EXCH TRADED FD TR II 238,198.0 $5.8M 0.14% +186K +355.0% $24.51 -2.6%
60 MINT PIMCO ETF TR 57,384.0 $5.8M 0.14% +26K +80.3% $100.81 -0.1%
Page 3 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%