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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 5 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TIP ISHARES TR 25,308.0 $2.8M 0.07% +9K +53.9% $109.43 -2.3%
82 EMB ISHARES TR 28,292.0 $2.7M 0.07% +2K +7.5% $96.44 -1.9%
83 BLUE OWL CAPITAL CORPORATION 241,451.0 $2.7M 0.07% +216K +830.5% $11.18
84 JMUB J P MORGAN EXCHANGE TRADED F 49,506.0 $2.5M 0.06% +13K +36.8% $50.66 -1.9%
85 UBER UBER TECHNOLOGIES INC Technology 33,732.0 $2.4M 0.06% +1K +3.7% $72.16 +6.2%
86 CRM SALESFORCE INC Technology 14,817.0 $2.3M 0.06% +8K +111.3% $156.98 +25.7%
87 IBB ISHARES TR 12,135.0 $2.3M 0.06% +801.0 +7.1% $190.20 +6.9%
88 NKE NIKE INC Consumer Cyclical 53,784.0 $2.2M 0.06% +22K +67.9% $41.46 -3.3%
89 NOBL PROSHARES TR 39,592.0 $2.2M 0.06% +18K +80.5% $56.16 +3.9%
90 DYNF BLACKROCK ETF TRUST 31,299.0 $2.1M 0.05% +18K +131.9% $68.01 +2.3%
91 LVHI LEGG MASON ETF INVT 52,334.0 $2.1M 0.05% +28K +114.2% $40.58 +5.4%
92 C CITIGROUP INC Financial Services 14,956.0 $2.1M 0.05% +89.0 +0.6% $139.96 -2.0%
93 TJX TJX COS INC NEW Consumer Cyclical 13,788.0 $2.1M 0.05% +2K +19.6% $151.50 +0.4%
94 IBIF ISHARES TR 77,715.0 $2.0M 0.05% +3K +4.5% $26.29 -2.0%
95 WY WEYERHAEUSER CO Real Estate 82,225.0 $2.0M 0.05% +3K +4.2% $23.94 -0.5%
96 BOXX EA SERIES TRUST 16,150.0 $1.9M 0.05% +2K +10.2% $117.09 +0.7%
97 XJH ISHARES TR 36,048.0 $1.9M 0.05% +9K +32.2% $52.15 +0.9%
98 MGK VANGUARD WORLD FD 19,521.0 $1.7M 0.04% +10K +101.1% $87.91 +1.6%
99 EMXF ISHARES TR 29,447.0 $1.7M 0.04% +13K +75.0% $57.94 -3.6%
100 ESML ISHARES TR 30,306.0 $1.7M 0.04% +9K +42.9% $55.93 +0.0%
Page 5 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%