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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 14 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SHW SHERWIN WILLIAMS CO Basic Materials 4,113.0 $1.4M 0.04% -1K -24.6% $344.34 +0.3%
262 AVUS AMERICAN CENTY ETF TR 11,037.0 $1.4M 0.04% $128.08 +2.2%
263 DBMF LITMAN GREGORY FDS TR 45,658.0 $1.4M 0.03% NEW $30.61 +2.2%
264 ANET ARISTA NETWORKS INC Technology 8,123.0 $1.4M 0.03% NEW $169.88 +13.7%
265 MPLX MPLX LP Energy 24,368.0 $1.4M 0.03% +1K +5.9% $56.33 +5.4%
266 GEV GE VERNOVA INC Utilities 1,161.0 $1.4M 0.03% +429.0 +58.6% $1175.50 -14.5%
267 FBND FIDELITY MERRIMACK STR TR 29,640.0 $1.4M 0.03% -70K -70.1% $45.66 -1.7%
268 VBR VANGUARD INDEX FDS 5,565.0 $1.4M 0.03% -661.0 -10.6% $243.00 +1.8%
269 ITA ISHARES TR 5,548.0 $1.3M 0.03% -72.0 -1.3% $242.43 +4.0%
270 KLAC KLA CORP Technology 4,390.0 $1.3M 0.03% +4K +451.5% $301.71 -35.4%
271 MKC MCCORMICK & CO INC Consumer Defensive 26,211.0 $1.3M 0.03% +2K +8.7% $50.42 +9.6%
272 AIRR FIRST TR EXCHANGE TRADED FD 9,885.0 $1.3M 0.03% +1K +14.5% $133.24 -9.7%
273 EMNT PIMCO ETF TR 13,294.0 $1.3M 0.03% -107.0 -0.8% $98.94 -0.0%
274 PSA PUBLIC STORAGE Real Estate 4,051.0 $1.3M 0.03% $318.31 +1.5%
275 CMCSA COMCAST CORP NEW Communication Services 52,463.0 $1.3M 0.03% +1K +2.5% $24.55 +6.7%
276 IBHI ISHARES TR 54,010.0 $1.3M 0.03% NEW $23.39 -0.3%
277 TWLO TWILIO INC Communication Services 6,100.0 $1.3M 0.03% -289.0 -4.5% $206.33 +12.5%
278 SPACE EXPLORATION TECHN CORP 7,335.0 $1.3M 0.03% NEW $170.86
279 TR TOOTSIE ROLL INDS INC Consumer Defensive 31,361.0 $1.2M 0.03% +6K +23.1% $39.64 +2.2%
280 FEGE RBB FUND TRUST 25,088.0 $1.2M 0.03% NEW $48.92 +5.6%
Page 14 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%