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Portfolio (Quarterly) Guide ↗

Robertson Stephens Wealth Management, LLC

· CIK 0001767307
13F Portfolio $3.8B AUM 654 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 147 New 283 Added 129 Reduced
Page 15 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LMT LOCKHEED MARTIN CORP Industrials 2,296.0 $1.1M 0.03% +189.0 +9.0% $483.80 +16.5%
282 JPIE J P MORGAN EXCHANGE TRADED F 23,595.0 $1.1M 0.03% NEW $46.50 -1.4%
283 EMR EMERSON ELEC CO Industrials 8,230.0 $1.1M 0.03% +190.0 +2.4% $132.73 +18.5%
284 KBWB INVESCO EXCH TRADED FD TR II 12,893.0 $1.1M 0.03% +515.0 +4.2% $84.30 +13.4%
285 BBIN J P MORGAN EXCHANGE TRADED F 15,013.0 $1.1M 0.03% $72.32 +12.4%
286 RAAX VANECK ETF TRUST 30,947.0 $1.1M 0.03% +4K +13.8% $34.93 +20.3%
287 SCHX SCHWAB STRATEGIC TR 40,103.0 $1.1M 0.03% -7K -15.1% $26.91 +12.3%
288 IDV ISHARES TR 27,330.0 $1.1M 0.03% +947.0 +3.6% $39.45 +14.3%
289 GRMN GARMIN LTD Technology 5,312.0 $1.1M 0.03% +3K +102.4% $202.85 +45.4%
290 BBAX J P MORGAN EXCHANGE TRADED F 19,139.0 $1.1M 0.03% +15K +323.9% $56.30 +15.9%
291 BKNG BOOKING HOLDINGS INC Consumer Cyclical 200.0 $1.1M 0.03% $214.59 -2.3%
292 OUNZ VANECK MERK GOLD ETF Financial Services 25,525.0 $1.1M 0.03% -500.0 -1.9% $41.48 +6.9%
293 DMXF ISHARES TR 14,012.0 $1.1M 0.03% $75.16 +15.5%
294 PSA PUBLIC STORAGE OPER CO Real Estate 4,033.0 $1.0M 0.03% $259.50 +24.3%
295 CB CHUBB LIMITED Financial Services 3,330.0 $1.0M 0.03% +2K +203.6% $313.15 +8.9%
296 TMSL T ROWE PRICE ETF INC 28,959.0 $1.0M 0.03% +1K +4.7% $35.90 +21.4%
297 VYMI VANGUARD WHITEHALL FDS 11,513.0 $1.0M 0.03% +3K +42.5% $90.01 +16.9%
298 VCR VANGUARD WORLD FD 2,602.0 $1.0M 0.03% +539.0 +26.1% $393.92 +0.8%
299 FNDF SCHWAB STRATEGIC TR 22,657.0 $1.0M 0.03% NEW $45.21 +23.5%
300 PH PARKER-HANNIFIN CORP Industrials 1,163.0 $1.0M 0.03% +118.0 +11.3% $879.03 +14.0%
Page 15 of 33  ·  654 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 47.2%
Financial Services 20.4%
Healthcare 7.7%
Consumer Cyclical 5.9%
Communication Services 5.2%
Industrials 4.8%
Consumer Defensive 3.6%
Energy 2.9%
Real Estate 1.0%
Basic Materials 0.9%