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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 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 SATS ECHOSTAR CORP Technology 4,500 $489K 0.01% SOLD
22 APOS APOLLO GLOBAL MGMT INC Financial Services 3,353 $485K 0.01% SOLD
23 EEMV ISHARES INC 7,536 $483K 0.01% SOLD
24 AJG GALLAGHER ARTHUR J & CO Financial Services 1,857 $481K 0.01% SOLD
25 AI CALL C3 AI INC Technology 29,700 $457K 0.01% SOLD
26 ULTA ULTA BEAUTY INC Consumer Cyclical 740 $448K 0.01% SOLD
27 PBR PETROLEO BRASILEIRO SA PETRO Energy 36,506 $444K 0.01% SOLD
28 RKT PUT ROCKET COS INC Financial Services 21,300 $412K 0.01% SOLD
29 CG CARLYLE GROUP INC Financial Services 6,595 $390K 0.01% SOLD
30 PTC PTC INC Technology 2,167 $378K 0.01% SOLD
31 ED CONSOLIDATED EDISON INC Utilities 3,763 $374K 0.01% SOLD
32 REGCO REGENCY CTRS CORP Real Estate 5,301 $370K 0.01% SOLD
33 MLM MARTIN MARIETTA MATLS INC Basic Materials 590 $368K 0.01% SOLD
34 UNILEVER PLC 5,593 $366K 0.01% SOLD
35 OTIS OTIS WORLDWIDE CORP Industrials 4,117 $360K 0.01% SOLD
36 CEG CONSTELLATION ENERGY CORP Utilities 916 $324K 0.01% SOLD
37 GIS GENERAL MLS INC Consumer Defensive 6,879 $320K 0.01% SOLD
38 SCHK SCHWAB STRATEGIC TR 9,291 $305K 0.01% SOLD
39 XLF PUT SELECT SECTOR SPDR TR 5,000 $274K 0.01% SOLD
40 SETM SPROTT FDS TR 9,440 $273K 0.01% SOLD
Page 2 of 5  ·  88 positions
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%