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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 4 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PFF ISHARES TR 420,468.0 $12.8M 0.32% -24K -5.5% $30.49 +0.5%
62 USIG ISHARES TR 242,928.0 $12.5M 0.31% -3K -1.2% $51.29 -2.3%
63 DFAT DIMENSIONAL ETF TRUST 176,118.0 $12.3M 0.30% $69.90 +3.5%
64 AXON AXON ENTERPRISE INC Industrials 20,850.0 $11.7M 0.29% +1K +5.1% $560.61 +7.8%
65 MRK MERCK & CO INC Healthcare 89,372.0 $11.6M 0.28% -3K -3.0% $129.35 +5.1%
66 IXJ ISHARES TR 115,873.0 $11.4M 0.28% +29K +33.2% $98.38 +4.0%
67 VYM VANGUARD WHITEHALL FDS 71,399.0 $11.3M 0.28% -3K -4.2% $158.03 +4.8%
68 XLF SELECT SECTOR SPDR TR 208,672.0 $11.2M 0.28% -147K -41.4% $53.61 +7.4%
69 BERKSHIRE HATHAWAY INC DEL 22,242.0 $11.1M 0.27% -4K -15.8% $500.39
70 META META PLATFORMS INC Communication Services 19,264.0 $10.9M 0.27% -276.0 -1.4% $563.30 +1.0%
71 V VISA INC Financial Services 30,755.0 $10.6M 0.26% -2K -5.0% $343.09 +4.6%
72 SUSL ISHARES TR 77,743.0 $10.3M 0.25% +5K +7.0% $132.76 +4.0%
73 VWO VANGUARD INTL EQUITY INDEX F 167,853.0 $10.0M 0.25% +4K +2.2% $59.69 +1.2%
74 BBEU J P MORGAN EXCHANGE TRADED F 128,386.0 $10.0M 0.25% -4K -3.0% $77.77 +3.4%
75 ESGD ISHARES TR 95,969.0 $9.9M 0.24% +4K +4.0% $102.81 +4.6%
76 SCHD SCHWAB STRATEGIC TR 310,258.0 $9.8M 0.24% +145K +88.3% $31.71 +8.1%
77 QCOM QUALCOMM INC Technology 51,975.0 $9.6M 0.24% $184.79 -12.2%
78 EFA ISHARES TR 91,686.0 $9.5M 0.23% +1K +1.6% $103.88 +4.4%
79 VCSH VANGUARD SCOTTSDALE FDS 119,110.0 $9.4M 0.23% -12K -9.1% $79.03 -0.5%
80 IVW ISHARES TR 67,006.0 $9.2M 0.23% +1K +1.7% $137.53 +2.9%
Page 4 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%