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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 32 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 WMG WARNER MUSIC GROUP CORP Communication Services 7,390.0 $200K 0.01% $27.07 -2.8%
622 WEN WENDYS CO Consumer Cyclical 22,232.0 $184K 0.01% +823.0 +3.8% $8.29 +1.9%
623 RLMD RELMADA THERAPEUTICS INC Healthcare 25,000.0 $173K 0.00% $6.92 -29.8%
624 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 15,500.0 $171K 0.00% NEW $11.04 -3.3%
625 ACHIEVE LIFE SCIENCE INC 25,000.0 $163K 0.00% +5K +25.0% $6.53
626 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 16,525.0 $160K 0.00% -360.0 -2.1% $9.68 -8.3%
627 BLUEROCK PVT REAL ESTATE FD 12,136.0 $158K 0.00% +111.0 +0.9% $13.01
628 ATAIBECKLEY INC 28,297.0 $149K 0.00% NEW $5.27
629 QS QUANTUMSCAPE CORP Consumer Cyclical 18,856.0 $143K 0.00% NEW $7.56 -23.8%
630 TTEC TTEC HLDGS INC Technology 71,491.0 $139K 0.00% -30K -29.8% $1.94 -27.3%
631 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 24,148.0 $117K 0.00% $4.84 +11.0%
632 LITHIUM ARGENTINA AG 13,965.0 $115K 0.00% NEW $8.27
633 LYG LLOYDS BANKING GROUP PLC Financial Services 14,735.0 $86K 0.00% +1K +8.8% $5.83 +4.2%
634 TEADS HLDG CO 58,198.0 $45K 0.00% -58K -50.0% $0.77
635 ANIX ANIXA BIOSCIENCES INC Healthcare 15,649.0 $44K 0.00% $2.80 +22.9%
636 WRAP WRAP TECHNOLOGIES INC Technology 33,699.0 $43K 0.00% -2K -6.9% $1.29 +22.9%
637 SENSTAR TECHNOLOGIES CORP 20,233.0 $39K 0.00% $1.93
638 GRAB GRAB HOLDINGS LIMITED Technology 10,000.0 $38K 0.00% NEW $3.77 -8.6%
639 RC READY CAPITAL CORP Real Estate 20,448.0 $36K 0.00% -7K -26.2% $1.76 -3.4%
640 ANVS ANNOVIS BIO INC Healthcare 18,579.0 $35K 0.00% $1.86 -3.2%
Page 32 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%