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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 13 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XLB SELECT SECTOR SPDR TR 30,924.0 $1.6M 0.04% +5K +18.8% $50.83 +1.9%
242 EPP ISHARES INC 29,447.0 $1.6M 0.04% -355.0 -1.2% $53.26 +7.0%
243 CALY CALLAWAY GOLF CO Consumer Cyclical 83,379.0 $1.6M 0.04% $18.79 -14.1%
244 BND VANGUARD BD INDEX FDS 21,317.0 $1.6M 0.04% +3K +14.6% $73.41 -1.6%
245 ISHARES TR 31,399.0 $1.6M 0.04% NEW $49.55
246 IHI ISHARES TR 31,341.0 $1.5M 0.04% +5K +17.3% $49.41 +12.2%
247 NEE NEXTERA ENERGY INC Utilities 17,604.0 $1.5M 0.04% -7K -27.2% $87.77 -1.8%
248 GCOR GOLDMAN SACHS ETF TR 37,280.0 $1.5M 0.04% -11K -22.3% $41.16 -1.7%
249 HEDJ WISDOMTREE TR 26,797.0 $1.5M 0.04% $57.00 +0.5%
250 BBJP J P MORGAN EXCHANGE TRADED F 20,189.0 $1.5M 0.04% +722.0 +3.7% $75.31 +2.2%
251 AVUV AMERICAN CENTY ETF TR 11,950.0 $1.5M 0.04% +5K +75.4% $124.76 +1.6%
252 FDIS FIDELITY COVINGTON TRUST 14,474.0 $1.5M 0.04% +1K +7.8% $102.84 -1.2%
253 KO COCA COLA CO Consumer Defensive 18,126.0 $1.5M 0.04% -13K -42.2% $81.80 +8.6%
254 EVEREST GROUP LTD 4,132.0 $1.5M 0.04% -32.0 -0.8% $357.23
255 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4,427.0 $1.5M 0.04% -64.0 -1.4% $330.46 -0.8%
256 IAU ISHARES GOLD TR Financial Services 19,225.0 $1.5M 0.04% -1K -5.9% $75.51 +8.2%
257 ESGU ISHARES TR 8,795.0 $1.4M 0.04% +1K +12.9% $163.66 +2.7%
258 SCHG SCHWAB STRATEGIC TR 42,377.0 $1.4M 0.04% -492K -92.1% $33.84 +4.2%
259 ICSH ISHARES TR 28,347.0 $1.4M 0.04% +24K +508.0% $50.58 -0.1%
260 CVBF CVB FINL CORP Financial Services 62,964.0 $1.4M 0.04% NEW $22.55 +2.2%
Page 13 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%