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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 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EMLP FIRST TR EXCHANGE-TRADED FD 5,173.0 $225K 0.01% NEW $43.50 +3.0%
62 BLCR BLACKROCK ETF TRUST 4,383.0 $221K 0.01% NEW $50.37 -0.7%
63 TTC TORO CO Industrials 2,254.0 $220K 0.01% NEW $97.81 -1.2%
64 MBB ISHARES TR 2,325.0 $220K 0.01% NEW $94.52 -1.6%
65 SMG SCOTTS MIRACLE-GRO CO Basic Materials 3,211.0 $219K 0.01% NEW $68.12 -13.3%
66 DOCN DIGITALOCEAN HLDGS INC Technology 1,370.0 $215K 0.01% NEW $157.03 -15.6%
67 EME EMCOR GROUP INC Industrials 259.0 $215K 0.01% NEW $829.88 +0.1%
68 PCAR PACCAR INC Industrials 1,773.0 $213K 0.01% NEW $120.12 +7.5%
69 FNDB SCHWAB STRATEGIC TR 6,969.0 $212K 0.01% NEW $30.46 +4.1%
70 COWZ PACER FDS TR 3,408.0 $212K 0.01% NEW $62.21 +13.3%
71 VRTX VERTEX PHARMACEUTICALS INC Healthcare 420.0 $208K 0.01% NEW $496.27 +4.5%
72 NAIL DIREXION SHARES ETF TRUST 4,000.0 $208K 0.01% NEW $51.99 -23.0%
73 BLACKROCK ETF TRUST 6,496.0 $206K 0.01% NEW $31.78
74 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 213.0 $206K 0.01% NEW $965.73 -2.4%
75 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 15,500.0 $171K 0.00% NEW $11.04 -3.4%
76 ATAIBECKLEY INC 28,297.0 $149K 0.00% NEW $5.27
77 QS QUANTUMSCAPE CORP Consumer Cyclical 18,856.0 $143K 0.00% NEW $7.56 -22.6%
78 LITHIUM ARGENTINA AG 13,965.0 $115K 0.00% NEW $8.27
79 GRAB GRAB HOLDINGS LIMITED Technology 10,000.0 $38K 0.00% NEW $3.77 -7.2%
Page 4 of 4  ·  79 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%