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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 1 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VIG VANGUARD SPECIALIZED FUNDS 768,127.0 $181.8M 4.48% NEW $236.62 +3.4%
2 EMAT EVOLUTION METALS & TECH CORP Basic Materials 2,933,443.0 $19.4M 0.48% NEW $6.61 -53.4%
3 VGK VANGUARD INTL EQUITY INDEX F 188,810.0 $16.7M 0.41% NEW $88.54 +3.5%
4 EA SERIES TRUST 180,115.0 $9.2M 0.23% NEW $51.15
5 SPMO INVESCO EXCH TRADED FD TR II 48,273.0 $7.8M 0.19% NEW $161.54 -6.7%
6 EWT ISHARES INC 61,860.0 $6.7M 0.17% NEW $108.61 -4.0%
7 BLK BLACKROCK INC Financial Services 3,547.0 $3.4M 0.08% NEW $961.67 +20.2%
8 OMF ONEMAIN HLDGS INC Financial Services 28,260.0 $1.7M 0.04% NEW $60.97 +7.0%
9 ISHARES TR 31,399.0 $1.6M 0.04% NEW $49.55
10 CVBF CVB FINL CORP Financial Services 62,964.0 $1.4M 0.04% NEW $22.55 +1.9%
11 DBMF LITMAN GREGORY FDS TR 45,658.0 $1.4M 0.03% NEW $30.61 +2.2%
12 ANET ARISTA NETWORKS INC Technology 8,123.0 $1.4M 0.03% NEW $169.88 +13.3%
13 IBHI ISHARES TR 54,010.0 $1.3M 0.03% NEW $23.39 -0.3%
14 SPACE EXPLORATION TECHN CORP 7,335.0 $1.3M 0.03% NEW $170.86
15 FEGE RBB FUND TRUST 25,088.0 $1.2M 0.03% NEW $48.92 +6.2%
16 LMNR LIMONEIRA CO Consumer Defensive 88,205.0 $1.2M 0.03% NEW $13.13 +7.3%
17 GLW CORNING INC Technology 3,247.0 $829K 0.02% NEW $255.43 -37.4%
18 AMAT APPLIED MATLS INC Technology 953.0 $689K 0.02% NEW $723.02 -30.1%
19 PIPR PIPER SANDLER COMPANIES Financial Services 9,001.0 $651K 0.02% NEW $72.34 +3.7%
20 HAE HAEMONETICS CORP MASS Healthcare 7,939.0 $595K 0.01% NEW $75.00 +41.4%
Page 1 of 4  ·  79 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%