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Portfolio (Quarterly) Guide ↗

Robinhood Asset Management, LLC

· CIK 0002067588
13F Portfolio $1.4B AUM 81 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 35 Added 21 Reduced 24 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SUB ISHARES TR 755,267.0 $80.4M 5.83% -12K -1.6% $106.50 -0.1%
2 KWEB KRANESHARES TRUST 1,534,467.0 $43.6M 3.16% -53K -3.3% $28.43 -4.1%
3 XAR SPDR SERIES TRUST 98,151.0 $24.9M 1.81% -49K -33.5% $253.98 +8.9%
4 FEZ SPDR INDEX SHS FDS 390,740.0 $24.3M 1.76% -305K -43.9% $62.08 +10.0%
5 AVGO BROADCOM INC Technology 58,533.0 $18.1M 1.31% -740.0 -1.2% $309.51 +36.3%
6 WMT WALMART INC Consumer Defensive 97,455.0 $12.1M 0.88% -20K -17.2% $124.28 -3.2%
7 AMAT APPLIED MATLS INC Technology 30,163.0 $10.3M 0.75% -21K -40.9% $341.79 +33.1%
8 XOM EXXON MOBIL CORP Energy 55,123.0 $9.4M 0.68% -13K -18.7% $169.66 -8.7%
9 JNJ JOHNSON & JOHNSON Healthcare 34,384.0 $8.4M 0.61% -23K -40.0% $244.44 -5.8%
10 NTRA NATERA INC Healthcare 35,139.0 $7.0M 0.51% -22K -38.0% $199.99 +0.5%
11 TJX TJX COS INC NEW Consumer Cyclical 40,579.0 $6.5M 0.47% -6K -12.7% $159.70 -0.5%
12 GAP GAP INC Consumer Cyclical 230,998.0 $5.6M 0.41% -75K -24.4% $24.20 -2.9%
13 VONG VANGUARD SCOTTSDALE FDS 6,126.0 $672K 0.05% -4K -39.0% $109.69 +17.9%
14 GILD GILEAD SCIENCES INC Healthcare 4,668.0 $651K 0.05% -164.0 -3.4% $139.37 -4.0%
15 INTU INTUIT Technology 1,498.0 $648K 0.05% -175.0 -10.5% $432.27 -29.6%
16 IEMG ISHARES INC 7,262.0 $507K 0.04% -1K -13.2% $69.75 +19.9%
17 VWO VANGUARD INTL EQUITY INDEX F 6,995.0 $378K 0.03% -315.0 -4.3% $54.05 +11.4%
18 VEA VANGUARD TAX-MANAGED FDS 5,115.0 $328K 0.02% -5K -48.3% $64.07 +12.0%
19 SPMO INVESCO EXCH TRADED FD TR II 2,525.0 $283K 0.02% -3K -57.8% $112.10 +33.7%
20 NOW SERVICENOW INC Technology 2,663.0 $278K 0.02% -3K -53.9% $104.57 -4.4%
Page 1 of 2  ·  21 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 42.6%
Healthcare 15.8%
Consumer Cyclical 13.2%
Industrials 6.6%
Communication Services 6.2%
Energy 5.5%
Consumer Defensive 3.9%
Basic Materials 3.0%
Utilities 3.0%
Financial Services 0.2%