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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 12 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IBHF ISHARES TR 13,501.0 $306K 0.01% -10K -42.5% $22.65 -0.7%
222 PYPL PAYPAL HLDGS INC Financial Services 7,070.0 $305K 0.01% -2K -19.6% $43.18 +40.0%
223 BIL SPDR SERIES TRUST 3,328.0 $305K 0.01% -5K -62.2% $91.65 -0.1%
224 BK BANK OF NY MELLON CORP Financial Services 2,109.0 $305K 0.01% -148.0 -6.6% $144.62 -0.6%
225 ACA ARCOSA INC Industrials 2,075.0 $301K 0.01% -579.0 -21.8% $145.29 +0.0%
226 HACK AMPLIFY ETF TR 2,851.0 $299K 0.01% -42.0 -1.4% $104.91 +9.9%
227 COLB COLUMBIA BKG SYS INC Financial Services 9,293.0 $298K 0.01% -97.0 -1.0% $32.05 +0.3%
228 BUG GLOBAL X FDS 7,618.0 $291K 0.01% -797.0 -9.5% $38.19 +10.2%
229 IDA IDACORP INC Utilities 1,913.0 $289K 0.01% -49.0 -2.5% $151.33 -6.1%
230 BEACON FINANCIAL CORP. 9,460.0 $288K 0.01% -1K -12.8% $30.45
231 FMAT FIDELITY COVINGTON TRUST 4,868.0 $285K 0.01% -80.0 -1.6% $58.51 +1.2%
232 UAL UNITED AIRLS HLDGS INC Industrials 2,089.0 $284K 0.01% -490.0 -19.0% $135.99 -12.7%
233 GD GENERAL DYNAMICS CORP Industrials 801.0 $284K 0.01% -70.0 -8.0% $354.25 +11.1%
234 NRG NRG ENERGY INC Utilities 1,933.0 $282K 0.01% -118.0 -5.8% $146.03 -20.9%
235 OMFL INVESCO EXCH TRD SLF IDX FD 4,036.0 $277K 0.01% -25.0 -0.6% $68.54 +3.2%
236 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,256.0 $275K 0.01% -368.0 -4.3% $33.29 +9.9%
237 LHX L3HARRIS TECHNOLOGIES INC Industrials 925.0 $269K 0.01% -5.0 -0.5% $290.59 -3.8%
238 T AT&T INC Communication Services 12,900.0 $267K 0.01% -5K -26.0% $20.70 +20.3%
239 TLT ISHARES TR 3,089.0 $267K 0.01% -10K -76.1% $86.42 -5.5%
240 NUDM NUSHARES ETF TR 6,514.0 $261K 0.01% -2K -27.1% $40.02 +2.5%
Page 12 of 14  ·  265 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%