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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 16 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ZTS ZOETIS INC Healthcare 15,060.0 $1.1M 0.03% -2K -9.8% $71.86 +5.4%
302 ADI ANALOG DEVICES INC Technology 2,697.0 $1.1M 0.03% +48.0 +1.8% $397.13 -6.1%
303 CHKP CHECK POINT SOFTWARE TECH LT Technology 8,121.0 $1.1M 0.03% +560.0 +7.4% $131.43 -0.2%
304 DXJ WISDOMTREE TR 6,135.0 $1.1M 0.03% +510.0 +9.1% $173.52 +1.6%
305 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,739.0 $1.1M 0.03% $386.73 +3.0%
306 EPI WISDOMTREE TR 24,528.0 $1.0M 0.03% +146.0 +0.6% $42.78 +0.2%
307 BN BROOKFIELD CORP Financial Services 24,467.0 $1.0M 0.03% $42.59 -0.1%
308 MRNA MODERNA INC Healthcare 14,682.0 $1.0M 0.03% -3K -18.1% $70.03 +77.1%
309 IWD ISHARES TR 4,235.0 $1.0M 0.03% -401.0 -8.7% $242.43 +6.8%
310 FBT FIRST TR EXCHANGE-TRADED FD 4,138.0 $1.0M 0.03% $247.89 +8.7%
311 QTEC FIRST TR EXCHANGE-TRADED FD 3,060.0 $1.0M 0.03% $334.70 -5.5%
312 MCO MOODYS CORP Financial Services 2,243.0 $1.0M 0.03% -360.0 -13.8% $452.92 +9.5%
313 BINC BLACKROCK ETF TRUST II 19,348.0 $1.0M 0.03% -52K -72.8% $52.34 -0.6%
314 PH PARKER-HANNIFIN CORP Industrials 1,034.0 $1.0M 0.03% -129.0 -11.1% $977.71 +6.3%
315 MS MORGAN STANLEY Financial Services 4,802.0 $1.0M 0.03% -30.0 -0.6% $209.03 +3.2%
316 USHY ISHARES TR 27,111.0 $1.0M 0.03% +11K +72.4% $37.02 -0.5%
317 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 11,602.0 $1.0M 0.03% -937.0 -7.5% $86.33 +16.9%
318 OKTA OKTA INC Technology 7,329.0 $1.0M 0.03% +245.0 +3.5% $136.45 +3.6%
319 EWG ISHARES INC 24,068.0 $996K 0.03% -25K -51.3% $41.37 +6.3%
320 RDVY FIRST TR EXCHANGE TRADED FD 12,114.0 $982K 0.02% +4K +56.6% $81.06 +2.5%
Page 16 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%