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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 30 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SCZ ISHARES TR 2,894.0 $238K 0.01% $82.27 +4.1%
582 WD WALKER & DUNLOP INC Financial Services 4,330.0 $237K 0.01% NEW $54.70 -27.4%
583 SPYG SPDR SERIES TRUST 1,983.0 $236K 0.01% -3K -57.4% $118.99 +1.6%
584 CL COLGATE PALMOLIVE CO Consumer Defensive 2,570.0 $236K 0.01% NEW $91.70 -0.3%
585 ALGT ALLEGIANT TRAVEL CO Industrials 2,001.0 $235K 0.01% NEW $117.60 -30.5%
586 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,089.0 $235K 0.01% -34.0 -1.6% $112.32 +18.1%
587 TCHP T ROWE PRICE EXCHANGE-TRADED 4,679.0 $234K 0.01% -5K -52.9% $50.09 +0.6%
588 MANAGED PORTFOLIO SER 8,966.0 $232K 0.01% NEW $25.89
589 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,852.0 $231K 0.01% -1K -30.9% $81.15 -6.8%
590 HRB BLOCK H & R INC Consumer Cyclical 5,999.0 $231K 0.01% +99.0 +1.7% $38.50 +32.3%
591 SYY SYSCO CORP Consumer Defensive 2,758.0 $230K 0.01% NEW $83.57 -1.9%
592 GDEC FIRST TR EXCHNG TRADED FD VI 5,781.0 $230K 0.01% $39.80 +1.7%
593 BBH VANECK ETF TRUST 1,127.0 $229K 0.01% -275.0 -19.6% $203.28 +10.4%
594 UNM UNUM GROUP Financial Services 2,546.0 $228K 0.01% NEW $89.41 +0.4%
595 EMLP FIRST TR EXCHANGE-TRADED FD 5,173.0 $225K 0.01% NEW $43.50 +2.8%
596 TOST TOAST INC Technology 8,055.0 $224K 0.01% +2K +42.2% $27.82 +25.6%
597 TLH ISHARES TR 2,219.0 $223K 0.01% +158.0 +7.7% $100.35 -4.0%
598 BLCR BLACKROCK ETF TRUST 4,383.0 $221K 0.01% NEW $50.37 -1.1%
599 TTC TORO CO Industrials 2,254.0 $220K 0.01% NEW $97.81 -1.5%
600 MBB ISHARES TR 2,325.0 $220K 0.01% NEW $94.52 -1.5%
Page 30 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%