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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 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NEM NEWMONT CORP Basic Materials 20,888.0 $2.0M 0.05% -2K -7.1% $93.40 +24.2%
222 QUAL ISHARES TR 8,795.0 $1.9M 0.05% -722.0 -7.6% $219.43 +2.1%
223 SPTL SPDR SERIES TRUST 73,415.0 $1.9M 0.05% -178K -70.8% $26.23 -4.8%
224 BOXX EA SERIES TRUST 16,150.0 $1.9M 0.05% +2K +10.2% $117.09 +0.7%
225 XJH ISHARES TR 36,048.0 $1.9M 0.05% +9K +32.2% $52.15 +0.1%
226 USMV ISHARES TR 19,133.0 $1.8M 0.04% -1K -6.3% $96.46 +4.2%
227 SPGI S&P GLOBAL INC Financial Services 4,369.0 $1.8M 0.04% -2K -33.9% $407.28 +2.6%
228 OMF ONEMAIN HLDGS INC Financial Services 28,260.0 $1.7M 0.04% NEW $60.97 +6.2%
229 MGK VANGUARD WORLD FD 19,521.0 $1.7M 0.04% +10K +101.1% $87.91 +1.5%
230 EMXF ISHARES TR 29,447.0 $1.7M 0.04% +13K +75.0% $57.94 -3.7%
231 ESML ISHARES TR 30,306.0 $1.7M 0.04% +9K +42.9% $55.93 -0.4%
232 MA MASTERCARD INCORPORATED Financial Services 3,261.0 $1.7M 0.04% +111.0 +3.5% $513.66 +11.8%
233 SPLV INVESCO EXCH TRADED FD TR II 22,269.0 $1.7M 0.04% -38K -63.3% $74.90 +1.5%
234 VOX VANGUARD WORLD FD 9,031.0 $1.7M 0.04% -3K -26.9% $183.95 +0.2%
235 XSOE WISDOMTREE TR 33,174.0 $1.6M 0.04% $49.18 -5.2%
236 VEU VANGUARD INTL EQUITY INDEX F 19,464.0 $1.6M 0.04% -318.0 -1.6% $83.75 +0.8%
237 LAZ LAZARD INC Financial Services 38,846.0 $1.6M 0.04% +626.0 +1.6% $41.94 +5.1%
238 VANGUARD MALVERN FDS 21,227.0 $1.6M 0.04% +2K +11.9% $76.34
239 UNH UNITEDHEALTH GROUP INC Healthcare 3,856.0 $1.6M 0.04% -462.0 -10.7% $415.62 -5.2%
240 DVY ISHARES TR 10,247.0 $1.6M 0.04% -1K -10.9% $156.30 +5.5%
Page 12 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%