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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 9 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MSI MOTOROLA SOLUTIONS INC Technology 1,553.0 $647K 0.02% +151.0 +10.8% $416.54 +9.7%
162 VDE VANGUARD WORLD FD 4,183.0 $628K 0.01% +30.0 +0.7% $150.11 +17.7%
163 F FORD MTR CO Consumer Cyclical 43,419.0 $604K 0.01% +736.0 +1.7% $13.90 +1.1%
164 VFMO VANGUARD WELLINGTON FD 2,418.0 $603K 0.01% +909.0 +60.2% $249.50 -3.3%
165 PM PHILIP MORRIS INTL INC Consumer Defensive 3,268.0 $596K 0.01% +314.0 +10.6% $182.36 +1.2%
166 LOW LOWES COS INC Consumer Cyclical 2,617.0 $577K 0.01% +191.0 +7.9% $220.49 -2.1%
167 GCAL GOLDMAN SACHS ETF TR 11,132.0 $570K 0.01% +2K +21.9% $51.20 -1.2%
168 QQQM INVESCO EXCH TRADED FD TR II 1,858.0 $563K 0.01% +87.0 +4.9% $302.96 -0.8%
169 XJR ISHARES TR 10,517.0 $555K 0.01% +4K +54.8% $52.75 +0.5%
170 ACN ACCENTURE PLC IRELAND Technology 4,438.0 $552K 0.01% +237.0 +5.6% $124.45 +36.6%
171 PSX PHILLIPS 66 Energy 3,102.0 $524K 0.01% +67.0 +2.2% $169.05 +42.3%
172 ARTY ISHARES TR 6,765.0 $515K 0.01% +765.0 +12.8% $76.16 +2.0%
173 SO SOUTHERN CO Utilities 5,270.0 $504K 0.01% +103.0 +2.0% $95.70 -3.6%
174 IWC ISHARES TR 2,301.0 $460K 0.01% +110.0 +5.0% $200.03 -0.3%
175 SHEL SHELL PLC Energy 5,477.0 $425K 0.01% +259.0 +5.0% $77.54 +18.2%
176 PSKY PARAMOUNT SKYDANCE CORP Communication Services 40,052.0 $397K 0.01% +10K +32.3% $9.91 +3.7%
177 IFN ABERDEEN INDIA FD INC Financial Services 33,500.0 $394K 0.01% +8K +34.0% $11.75 +0.4%
178 IT GARTNER INC Technology 3,009.0 $390K 0.01% +379.0 +14.4% $129.62 +38.2%
179 XYL XYLEM INC Industrials 3,293.0 $389K 0.01% +331.0 +11.2% $118.21 -0.6%
180 FAST FASTENAL CO Industrials 7,621.0 $366K 0.01% +146.0 +1.9% $48.03 +6.7%
Page 9 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%