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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 7 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JNK SPDR SERIES TRUST 12,151.0 $1.2M 0.03% +2K +21.8% $96.37 -0.6%
122 EFG ISHARES TR 9,396.0 $1.2M 0.03% +537.0 +6.1% $124.41 +0.9%
123 IDV ISHARES TR 27,930.0 $1.2M 0.03% +600.0 +2.2% $41.43 +8.1%
124 GS GOLDMAN SACHS GROUP INC Financial Services 1,101.0 $1.1M 0.03% +30.0 +2.8% $1011.31 +2.4%
125 SBUX STARBUCKS CORP Consumer Cyclical 10,854.0 $1.1M 0.03% +769.0 +7.6% $102.19 +5.1%
126 ADI ANALOG DEVICES INC Technology 2,697.0 $1.1M 0.03% +48.0 +1.8% $397.13 -4.7%
127 CHKP CHECK POINT SOFTWARE TECH LT Technology 8,121.0 $1.1M 0.03% +560.0 +7.4% $131.43 -0.9%
128 DXJ WISDOMTREE TR 6,135.0 $1.1M 0.03% +510.0 +9.1% $173.52 +3.7%
129 EPI WISDOMTREE TR 24,528.0 $1.0M 0.03% +146.0 +0.6% $42.78 +0.3%
130 USHY ISHARES TR 27,111.0 $1.0M 0.03% +11K +72.4% $37.02 -0.6%
131 OKTA OKTA INC Technology 7,329.0 $1.0M 0.03% +245.0 +3.5% $136.45 +6.4%
132 RDVY FIRST TR EXCHANGE TRADED FD 12,114.0 $982K 0.02% +4K +56.6% $81.06 +2.3%
133 SU SUNCOR ENERGY INC NEW Energy 18,266.0 $981K 0.02% +492.0 +2.8% $53.68 +25.3%
134 SPYI NEOS ETF TRUST 18,458.0 $980K 0.02% +15K +381.8% $53.09 +1.9%
135 IUSB ISHARES TR 21,175.0 $977K 0.02% +10K +92.4% $46.15 -1.7%
136 MTUM ISHARES TR 2,836.0 $972K 0.02% +108.0 +4.0% $342.83 -8.4%
137 ACWI ISHARES TR 6,046.0 $949K 0.02% +2K +52.8% $156.96 +2.4%
138 DFAS DIMENSIONAL ETF TRUST 11,037.0 $909K 0.02% +118.0 +1.1% $82.34 +1.6%
139 COPX GLOBAL X FDS 11,650.0 $900K 0.02% +4K +48.4% $77.23 +12.1%
140 FIDELITY COVINGTON TRUST 11,249.0 $869K 0.02% +1K +9.9% $77.25
Page 7 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%