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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 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 GM GENERAL MTRS CO Consumer Cyclical 3,254 $265K 0.01% SOLD
42 JKHY HENRY JACK & ASSOC INC Technology 1,340 $245K 0.01% SOLD
43 IGV ISHARES TR 2,297 $243K 0.01% SOLD
44 SRPT SAREPTA THERAPEUTICS INC Healthcare 11,209 $241K 0.01% SOLD
45 WYNN WYNN RESORTS LTD Consumer Cyclical 1,950 $235K 0.01% SOLD
46 FETH FIDELITY ETHEREUM FD Financial Services 7,825 $232K 0.01% SOLD
47 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,535 $231K 0.01% SOLD
48 VEEV VEEVA SYS INC Healthcare 1,035 $231K 0.01% SOLD
49 EL LAUDER ESTEE COS INC Consumer Defensive 2,186 $229K 0.01% SOLD
50 ALL ALLSTATE CORP Financial Services 1,079 $226K 0.01% SOLD
51 CRWV COREWEAVE INC Technology 3,125 $224K 0.01% SOLD
52 CHWY CHEWY INC Consumer Cyclical 6,496 $215K 0.01% SOLD
53 SCHH SCHWAB STRATEGIC TR 10,250 $214K 0.01% SOLD
54 TLN TALEN ENERGY CORP Utilities 569 $213K 0.01% SOLD
55 IMCR IMMUNOCORE HLDGS PLC Healthcare 6,030 $209K 0.01% SOLD
56 VST VISTRA CORP Utilities 1,280 $207K 0.01% SOLD
57 CTVA CORTEVA INC Basic Materials 3,057 $205K 0.01% SOLD
58 AES AES CORP Utilities 14,201 $204K 0.01% SOLD
59 EXACT SCIENCES CORP 2,000 $203K 0.01% SOLD
60 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,534 $200K 0.01% SOLD
Page 3 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%