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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 5 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLC SELECT SECTOR SPDR TR 85,996.0 $9.2M 0.23% -98K -53.3% $107.13 +3.8%
82 EA SERIES TRUST 180,115.0 $9.2M 0.23% NEW $51.15
83 HD HOME DEPOT INC Consumer Cyclical 25,974.0 $9.2M 0.23% +4K +18.6% $352.68 -3.7%
84 GSAT GLOBALSTAR INC Communication Services 109,606.0 $8.9M 0.22% -44K -28.8% $81.29 +2.0%
85 AMGN AMGEN INC Healthcare 24,525.0 $8.9M 0.22% +305.0 +1.3% $362.13 +17.7%
86 AXP AMERICAN EXPRESS CO Financial Services 25,741.0 $8.7M 0.21% -233.0 -0.9% $338.26 -0.0%
87 GSK GSK PLC Healthcare 163,317.0 $8.6M 0.21% +2K +1.0% $52.87 -3.0%
88 RTX RTX CORPORATION Industrials 45,340.0 $8.6M 0.21% +562.0 +1.3% $189.73 +18.2%
89 OEF ISHARES TR 23,409.0 $8.6M 0.21% -945.0 -3.9% $365.88 +3.6%
90 BX BLACKSTONE INC Financial Services 71,237.0 $8.4M 0.21% +5K +8.2% $117.67 +19.6%
91 DFUS DIMENSIONAL ETF TRUST 102,083.0 $8.4M 0.21% -9K -8.0% $81.94 +2.5%
92 ISHARES TR 373,145.0 $8.1M 0.20% +25K +7.2% $21.65
93 INDA ISHARES TR 161,418.0 $8.0M 0.20% +145K +878.4% $49.39 +0.2%
94 LRCX LAM RESEARCH CORP Technology 18,265.0 $7.9M 0.20% -1K -5.5% $433.55 -25.5%
95 EEM ISHARES TR 114,803.0 $7.9M 0.19% -746.0 -0.7% $68.41 -4.4%
96 SPMO INVESCO EXCH TRADED FD TR II 48,273.0 $7.8M 0.19% NEW $161.54 -6.8%
97 AVGO BROADCOM INC Technology 20,432.0 $7.7M 0.19% -15K -41.9% $377.75 +0.5%
98 IVE ISHARES TR 33,886.0 $7.7M 0.19% $227.06 +4.5%
99 HYLB DBX ETF TR 204,719.0 $7.5M 0.18% -156K -43.2% $36.52 -0.6%
100 VXUS VANGUARD STAR FDS 86,384.0 $7.4M 0.18% +37K +74.6% $85.49 +1.2%
Page 5 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%