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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 7 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VHT VANGUARD WORLD FD 17,534.0 $5.2M 0.13% -813.0 -4.4% $299.00 +6.6%
122 BERKSHIRE HATHAWAY INC DEL 7.0 $5.2M 0.13% $748850.00
123 SII SPROTT INC Financial Services 46,384.0 $5.2M 0.13% -56K -54.8% $112.35 +4.7%
124 CSCO CISCO SYS INC Technology 43,516.0 $5.1M 0.13% -5K -10.7% $117.46 -5.0%
125 IEI ISHARES TR 42,777.0 $5.0M 0.12% -12K -22.6% $117.45 -0.7%
126 XOM EXXON MOBIL CORP Energy 36,405.0 $5.0M 0.12% +272.0 +0.8% $136.72 +21.1%
127 GSUS GOLDMAN SACHS ETF TR 47,796.0 $4.9M 0.12% -431K -90.0% $103.10 +2.9%
128 DBJP DBX ETF TR 41,979.0 $4.8M 0.12% -251.0 -0.6% $114.79 +0.8%
129 ASML ASML HLDG NV Technology 2,417.0 $4.8M 0.12% -278.0 -10.3% $1989.53 -9.4%
130 VGSH VANGUARD SCOTTSDALE FDS 81,967.0 $4.8M 0.12% -13K -13.4% $58.20 -0.1%
131 VIRT VIRTU FINL INC Financial Services 77,998.0 $4.6M 0.11% +3K +4.4% $59.57 +2.5%
132 VB VANGUARD INDEX FDS 14,956.0 $4.5M 0.11% -2K -12.3% $303.13 +0.2%
133 CEF SPROTT ASSET MANAGEMENT LP Financial Services 110,516.0 $4.4M 0.11% +10K +10.3% $40.23 +8.8%
134 TGT TARGET CORP Consumer Defensive 33,929.0 $4.4M 0.11% -568.0 -1.6% $130.61 +16.7%
135 SPYM SPDR SERIES TRUST 50,372.0 $4.4M 0.11% -5K -8.7% $87.88 +2.8%
136 VO VANGUARD INDEX FDS 53,560.0 $4.3M 0.11% +43K +419.9% $80.57 +3.2%
137 SUSA ISHARES TR 27,952.0 $4.3M 0.11% -2K -5.4% $154.30 +2.5%
138 AMD ADVANCED MICRO DEVICES INC Technology 6,837.0 $4.0M 0.10% -425.0 -5.8% $580.91 -16.6%
139 MU MICRON TECHNOLOGY INC Technology 3,422.0 $3.9M 0.10% +737.0 +27.4% $1154.16 -18.5%
140 IWP ISHARES TR 26,910.0 $3.9M 0.10% -342.0 -1.2% $146.41 -1.4%
Page 7 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%