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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 6 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPTL SPDR SERIES TRUST 73,415.0 $1.9M 0.05% -178K -70.8% $26.23 -4.8%
102 USMV ISHARES TR 19,133.0 $1.8M 0.04% -1K -6.3% $96.46 +4.2%
103 SPGI S&P GLOBAL INC Financial Services 4,369.0 $1.8M 0.04% -2K -33.9% $407.28 +2.6%
104 SPLV INVESCO EXCH TRADED FD TR II 22,269.0 $1.7M 0.04% -38K -63.3% $74.90 +1.5%
105 VOX VANGUARD WORLD FD 9,031.0 $1.7M 0.04% -3K -26.9% $183.95 +0.2%
106 VEU VANGUARD INTL EQUITY INDEX F 19,464.0 $1.6M 0.04% -318.0 -1.6% $83.75 +0.8%
107 UNH UNITEDHEALTH GROUP INC Healthcare 3,856.0 $1.6M 0.04% -462.0 -10.7% $415.62 -5.2%
108 DVY ISHARES TR 10,247.0 $1.6M 0.04% -1K -10.9% $156.30 +5.5%
109 EPP ISHARES INC 29,447.0 $1.6M 0.04% -355.0 -1.2% $53.26 +7.0%
110 NEE NEXTERA ENERGY INC Utilities 17,604.0 $1.5M 0.04% -7K -27.2% $87.77 -1.8%
111 GCOR GOLDMAN SACHS ETF TR 37,280.0 $1.5M 0.04% -11K -22.3% $41.16 -1.7%
112 KO COCA COLA CO Consumer Defensive 18,126.0 $1.5M 0.04% -13K -42.2% $81.80 +8.6%
113 EVEREST GROUP LTD 4,132.0 $1.5M 0.04% -32.0 -0.8% $357.23
114 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4,427.0 $1.5M 0.04% -64.0 -1.4% $330.46 -0.8%
115 IAU ISHARES GOLD TR Financial Services 19,225.0 $1.5M 0.04% -1K -5.9% $75.51 +8.2%
116 SCHG SCHWAB STRATEGIC TR 42,377.0 $1.4M 0.04% -492K -92.1% $33.84 +4.2%
117 SHW SHERWIN WILLIAMS CO Basic Materials 4,113.0 $1.4M 0.04% -1K -24.6% $344.34 +0.3%
118 FBND FIDELITY MERRIMACK STR TR 29,640.0 $1.4M 0.03% -70K -70.1% $45.66 -1.7%
119 VBR VANGUARD INDEX FDS 5,565.0 $1.4M 0.03% -661.0 -10.6% $243.00 +1.8%
120 ITA ISHARES TR 5,548.0 $1.3M 0.03% -72.0 -1.3% $242.43 +4.0%
Page 6 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%