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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 19 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MFC MANULIFE FINL CORP Financial Services 19,316.0 $783K 0.02% +690.0 +3.7% $40.51 +7.2%
362 CSX CSX CORP Industrials 16,417.0 $780K 0.02% -367.0 -2.2% $47.53 +6.6%
363 HYMB SPDR SERIES TRUST 30,632.0 $779K 0.02% $25.44 -2.2%
364 MMM 3M CO Industrials 4,798.0 $777K 0.02% -1K -20.5% $161.91 +11.6%
365 SBR SABINE RTY TR Energy 10,600.0 $776K 0.02% $73.20 -1.2%
366 DWM WISDOMTREE TR 10,520.0 $770K 0.02% -4K -27.5% $73.21 +4.0%
367 TMSL T ROWE PRICE EXCHANGE-TRADED 17,559.0 $770K 0.02% -11K -39.4% $43.85 +0.1%
368 FORTINET INC 4,928.0 $757K 0.02% -467.0 -8.7% $153.62
369 ISHARES TR 11,730.0 $757K 0.02% +6K +112.0% $64.52
370 INCY INCYTE CORP Healthcare 6,672.0 $756K 0.02% -396.0 -5.6% $113.35 +13.3%
371 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 14,803.0 $756K 0.02% +2K +11.9% $51.05 +16.7%
372 DJAN FIRST TR EXCHNG TRADED FD VI 16,350.0 $744K 0.02% -9K -36.6% $45.52 +1.9%
373 APH AMPHENOL CORP Technology 4,212.0 $744K 0.02% -149.0 -3.4% $176.57 -11.6%
374 PLTR PALANTIR TECHNOLOGIES INC Technology 6,353.0 $741K 0.02% +4K +164.4% $116.67 +50.2%
375 IYF ISHARES TR 5,797.0 $739K 0.02% $127.51 +6.8%
376 EUSA ISHARES INC 6,451.0 $737K 0.02% +4K +159.6% $114.19 +3.7%
377 HLN HALEON PLC Healthcare 78,495.0 $732K 0.02% -8K -9.3% $9.33 +5.8%
378 PDN INVESCO EXCH TRADED FD TR II 16,278.0 $732K 0.02% $44.98 +4.8%
379 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,974.0 $732K 0.02% -581.0 -22.7% $370.59 -2.9%
380 VTR VENTAS INC Real Estate 8,150.0 $728K 0.02% -291.0 -3.5% $89.32 +2.8%
Page 19 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%