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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 11 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IBB ISHARES TR 12,135.0 $2.3M 0.06% +801.0 +7.1% $190.20 +7.0%
202 DIA STATE STR SPDR DOW JONES IND Financial Services 4,406.0 $2.3M 0.06% -232.0 -5.0% $523.83 +1.7%
203 NKE NIKE INC Consumer Cyclical 53,784.0 $2.2M 0.06% +22K +67.9% $41.46 -3.4%
204 NOBL PROSHARES TR 39,592.0 $2.2M 0.06% +18K +80.5% $56.16 +3.5%
205 IWO ISHARES TR 5,497.0 $2.2M 0.05% -567.0 -9.3% $393.99 -1.5%
206 DYNF BLACKROCK ETF TRUST 31,299.0 $2.1M 0.05% +18K +131.9% $68.01 +2.4%
207 LVHI LEGG MASON ETF INVT 52,334.0 $2.1M 0.05% +28K +114.2% $40.58 +5.4%
208 STZ CONSTELLATION BRANDS INC Consumer Defensive 15,264.0 $2.1M 0.05% $139.09 -5.8%
209 C CITIGROUP INC Financial Services 14,956.0 $2.1M 0.05% +89.0 +0.6% $139.96 -1.7%
210 EPD ENTERPRISE PRODS PARTNERS L Energy 56,876.0 $2.1M 0.05% -3K -4.2% $36.76 +5.1%
211 TJX TJX COS INC NEW Consumer Cyclical 13,788.0 $2.1M 0.05% +2K +19.6% $151.50 -0.4%
212 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 97,218.0 $2.1M 0.05% $21.45 +14.5%
213 EWU ISHARES TR 45,078.0 $2.1M 0.05% $46.14 +4.4%
214 IBIF ISHARES TR 77,715.0 $2.0M 0.05% +3K +4.5% $26.29 -1.9%
215 PANW PALO ALTO NETWORKS INC Technology 5,921.0 $2.0M 0.05% -11K -66.0% $341.02 +9.7%
216 EWC ISHARES INC 34,825.0 $2.0M 0.05% -355.0 -1.0% $57.64 +6.8%
217 ESGV VANGUARD WORLD FD 15,123.0 $2.0M 0.05% -534.0 -3.4% $132.24 +2.5%
218 ECL ECOLAB INC Basic Materials 7,064.0 $2.0M 0.05% -51.0 -0.7% $279.35 +0.2%
219 WY WEYERHAEUSER CO Real Estate 82,225.0 $2.0M 0.05% +3K +4.2% $23.94 -1.4%
220 IDEV ISHARES TR 21,929.0 $2.0M 0.05% -7K -24.4% $89.01 +3.8%
Page 11 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%