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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 15 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 KBWB INVESCO EXCH TRADED FD TR II 13,089.0 $1.2M 0.03% +196.0 +1.5% $92.98 +6.4%
282 DGRW WISDOMTREE TR 12,699.0 $1.2M 0.03% -224.0 -1.7% $95.62 +3.6%
283 LMT LOCKHEED MARTIN CORP Industrials 2,354.0 $1.2M 0.03% +58.0 +2.5% $509.53 +19.2%
284 FNDF SCHWAB STRATEGIC TR 22,658.0 $1.2M 0.03% $52.76 +4.1%
285 DIS DISNEY WALT CO Communication Services 12,177.0 $1.2M 0.03% -2K -13.5% $97.00 +7.2%
286 ILMN ILLUMINA INC Healthcare 6,685.0 $1.2M 0.03% -437.0 -6.1% $175.82 +7.1%
287 BBIN J P MORGAN EXCHANGE TRADED F 15,013.0 $1.2M 0.03% $78.08 +3.2%
288 JNK SPDR SERIES TRUST 12,151.0 $1.2M 0.03% +2K +21.8% $96.37 -0.7%
289 EFG ISHARES TR 9,396.0 $1.2M 0.03% +537.0 +6.1% $124.41 +0.3%
290 LMNR LIMONEIRA CO Consumer Defensive 88,205.0 $1.2M 0.03% NEW $13.13 +6.9%
291 IDV ISHARES TR 27,930.0 $1.2M 0.03% +600.0 +2.2% $41.43 +7.6%
292 SCHX SCHWAB STRATEGIC TR 39,067.0 $1.1M 0.03% -1K -2.6% $29.43 +2.9%
293 BBAX J P MORGAN EXCHANGE TRADED F 19,108.0 $1.1M 0.03% $59.87 +6.9%
294 CB CHUBB LIMITED Financial Services 3,333.0 $1.1M 0.03% $341.55 +1.1%
295 VYMI VANGUARD WHITEHALL FDS 11,516.0 $1.1M 0.03% $98.20 +5.9%
296 H HYATT HOTELS CORP Consumer Cyclical 5,817.0 $1.1M 0.03% $193.84 -7.8%
297 BCAL CALIFORNIA BANCORP Financial Services 53,579.0 $1.1M 0.03% $20.94 +3.3%
298 GS GOLDMAN SACHS GROUP INC Financial Services 1,101.0 $1.1M 0.03% +30.0 +2.8% $1011.31 +2.9%
299 SBUX STARBUCKS CORP Consumer Cyclical 10,854.0 $1.1M 0.03% +769.0 +7.6% $102.19 +3.7%
300 MADISON SQUARE GARDEN ENTMT 13,487.0 $1.1M 0.03% $80.89
Page 15 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%