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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 6 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GOVT ISHARES TR 308,865.0 $7.0M 0.17% -111K -26.4% $22.78 -1.5%
102 EMXC ISHARES INC 68,646.0 $7.0M 0.17% +5K +7.8% $102.30 -6.5%
103 EAGG ISHARES TR 142,142.0 $6.7M 0.17% +23K +19.3% $47.41 -1.7%
104 EWT ISHARES INC 61,860.0 $6.7M 0.17% NEW $108.61 -3.7%
105 SCHY SCHWAB STRATEGIC TR 209,797.0 $6.7M 0.16% +17K +8.9% $31.73 +4.5%
106 GILD GILEAD SCIENCES INC Healthcare 52,607.0 $6.6M 0.16% +2K +3.1% $126.34 +12.5%
107 WMT WALMART INC Consumer Defensive 58,367.0 $6.6M 0.16% -14K -19.6% $113.26 +1.7%
108 XLY SELECT SECTOR SPDR TR 56,018.0 $6.6M 0.16% +3K +4.7% $117.28 -0.3%
109 JIVE J P MORGAN EXCHANGE TRADED F 69,258.0 $6.4M 0.16% +36K +105.8% $91.95 +5.8%
110 VPL VANGUARD INTL EQUITY INDEX F 54,636.0 $6.3M 0.16% $115.69 -1.2%
111 JNJ JOHNSON & JOHNSON Healthcare 24,885.0 $6.3M 0.16% -3K -9.2% $253.97 +6.2%
112 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 180,965.0 $6.2M 0.15% +69K +61.7% $34.00 -0.6%
113 ORCL ORACLE CORP Technology 40,483.0 $5.9M 0.15% +6K +16.9% $146.55 -1.6%
114 VOE VANGUARD INDEX FDS 29,709.0 $5.9M 0.14% -1K -3.9% $197.60 +6.5%
115 PWZ INVESCO EXCH TRADED FD TR II 238,198.0 $5.8M 0.14% +186K +355.0% $24.51 -2.5%
116 MINT PIMCO ETF TR 57,384.0 $5.8M 0.14% +26K +80.3% $100.81 -0.1%
117 TROW PRICE T ROWE GROUP INC Financial Services 50,597.0 $5.8M 0.14% $113.69 -2.6%
118 VGIT VANGUARD SCOTTSDALE FDS 92,102.0 $5.4M 0.13% -135K -59.4% $58.98 -1.0%
119 TSLA TESLA INC Consumer Cyclical 12,745.0 $5.4M 0.13% $420.59 -20.1%
120 SMH VANECK ETF TRUST 8,162.0 $5.4M 0.13% -1K -12.6% $655.90 -13.5%
Page 6 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%