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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 10 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TIP ISHARES TR 25,308.0 $2.8M 0.07% +9K +53.9% $109.43 -2.2%
182 PEP PEPSICO INC Consumer Defensive 20,441.0 $2.8M 0.07% -3K -12.4% $135.40 +3.5%
183 TCAF T ROWE PRICE EXCHANGE-TRADED 67,285.0 $2.8M 0.07% $41.10 +2.8%
184 GSIE GOLDMAN SACHS ETF TR 60,046.0 $2.7M 0.07% -327K -84.5% $45.70 +4.5%
185 EMB ISHARES TR 28,292.0 $2.7M 0.07% +2K +7.5% $96.44 -1.9%
186 SCHA SCHWAB STRATEGIC TR 75,514.0 $2.7M 0.07% $36.13 -3.1%
187 BLUE OWL CAPITAL CORPORATION 241,451.0 $2.7M 0.07% +216K +830.5% $11.18
188 PFFD GLOBAL X FDS 143,356.0 $2.7M 0.07% -52K -26.7% $18.69 -1.5%
189 XLP SELECT SECTOR SPDR TR 32,174.0 $2.7M 0.07% $83.07 +3.0%
190 DHR DANAHER CORP DEL Healthcare 13,940.0 $2.7M 0.07% -2K -10.0% $190.88 +4.6%
191 BE BLOOM ENERGY CORP Industrials 8,379.0 $2.5M 0.06% -350.0 -4.0% $302.70 -31.0%
192 ABT ABBOTT LABORATORIES Healthcare 27,923.0 $2.5M 0.06% -3K -9.3% $90.74 +24.2%
193 IBHH ISHARES TR 107,460.0 $2.5M 0.06% -47K -30.6% $23.50 -0.6%
194 JMUB J P MORGAN EXCHANGE TRADED F 49,506.0 $2.5M 0.06% +13K +36.8% $50.66 -1.9%
195 RNG RINGCENTRAL INC Technology 63,981.0 $2.5M 0.06% -26K -29.1% $38.98 +67.2%
196 UBER UBER TECHNOLOGIES INC Technology 33,732.0 $2.4M 0.06% +1K +3.7% $72.16 +3.5%
197 ROST ROSS STORES INC Consumer Cyclical 11,392.0 $2.4M 0.06% -3K -23.1% $212.85 +11.1%
198 MCD MCDONALDS CORP Consumer Cyclical 8,912.0 $2.4M 0.06% -1K -10.3% $270.32 -1.2%
199 BMY BRISTOL-MYERS SQUIBB CO Healthcare 41,546.0 $2.4M 0.06% -1K -3.1% $57.62 +14.6%
200 CRM SALESFORCE INC Technology 14,817.0 $2.3M 0.06% +8K +111.3% $156.98 +24.9%
Page 10 of 33  ·  645 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%