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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 31 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ESS ESSEX PPTY TR INC Real Estate 746.0 $219K 0.01% -23.0 -3.0% $294.18 -3.6%
602 SMG SCOTTS MIRACLE-GRO CO Basic Materials 3,211.0 $219K 0.01% NEW $68.12 -12.6%
603 VLTO VERALTO CORP Industrials 2,427.0 $216K 0.01% -56.0 -2.3% $88.81 +8.2%
604 DOCN DIGITALOCEAN HLDGS INC Technology 1,370.0 $215K 0.01% NEW $157.03 -20.2%
605 HEDG SERIES PORTFOLIOS TR 7,166.0 $215K 0.01% -39.0 -0.5% $30.00 +1.9%
606 EME EMCOR GROUP INC Industrials 259.0 $215K 0.01% NEW $829.88 -0.6%
607 PCAR PACCAR INC Industrials 1,773.0 $213K 0.01% NEW $120.12 +6.6%
608 FNDB SCHWAB STRATEGIC TR 6,969.0 $212K 0.01% NEW $30.46 +3.9%
609 COWZ PACER FDS TR 3,408.0 $212K 0.01% NEW $62.21 +13.2%
610 IIIN INSTEEL INDS INC Industrials 7,000.0 $211K 0.01% -150.0 -2.1% $30.20 +6.1%
611 ITM VANECK ETF TRUST 4,457.0 $209K 0.01% $46.99 -2.3%
612 VRTX VERTEX PHARMACEUTICALS INC Healthcare 420.0 $208K 0.01% NEW $496.27 +6.4%
613 NAIL DIREXION SHARES ETF TRUST 4,000.0 $208K 0.01% NEW $51.99 -25.7%
614 BLACKROCK ETF TRUST 6,496.0 $206K 0.01% NEW $31.78
615 VONG VANGUARD SCOTTSDALE FDS 1,612.0 $206K 0.01% -6K -79.4% $127.81 -0.9%
616 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 213.0 $206K 0.01% NEW $965.73 -6.4%
617 AEP AMERICAN ELEC PWR CO INC Utilities 1,496.0 $205K 0.01% -402.0 -21.2% $136.83 -7.7%
618 SYK STRYKER CORPORATION Healthcare 643.0 $203K 0.01% +33.0 +5.4% $315.87 +4.9%
619 AEM AGNICO EAGLE MINES LTD Basic Materials 1,298.0 $201K 0.01% -23.0 -1.7% $155.13 +20.5%
620 SPYV SPDR SERIES TRUST 3,311.0 $201K 0.01% -562.0 -14.5% $60.79 +4.3%
Page 31 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%