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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 11 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IWV ISHARES TR 1,042.0 $444K 0.01% -107.0 -9.3% $426.48 +2.5%
202 ICVT ISHARES TR 3,562.0 $434K 0.01% -34.0 -0.9% $121.74 -4.4%
203 DDOG DATADOG INC Technology 1,634.0 $425K 0.01% -695.0 -29.8% $260.36 -5.5%
204 AMP AMERIPRISE FINL INC Financial Services 909.0 $417K 0.01% -404.0 -30.8% $458.85 +22.5%
205 URI UNITED RENTALS INC Industrials 364.0 $412K 0.01% -361.0 -49.8% $1132.89 -1.5%
206 WELL WELLTOWER INC Real Estate 1,740.0 $395K 0.01% -119.0 -6.4% $226.92 +3.8%
207 FPE FIRST TR EXCH TRADED FD III 21,920.0 $392K 0.01% -33K -60.3% $17.88 -0.9%
208 FLTR VANECK ETF TRUST 15,227.0 $390K 0.01% -46K -75.3% $25.61 -0.2%
209 ITW ILLINOIS TOOL WKS INC Industrials 1,418.0 $386K 0.01% -998.0 -41.3% $272.02 +4.6%
210 EPOL ISHARES TR 9,889.0 $382K 0.01% -8K -43.3% $38.61 +13.0%
211 DE DEERE & CO Industrials 599.0 $381K 0.01% -30.0 -4.8% $636.04 -7.4%
212 XLRE SELECT SECTOR SPDR TR 8,561.0 $377K 0.01% -55.0 -0.6% $44.03 +1.4%
213 PGR PROGRESSIVE CORP Financial Services 1,676.0 $366K 0.01% -107.0 -6.0% $218.45 -5.1%
214 BLOCK INC 4,605.0 $350K 0.01% -1K -24.4% $76.00
215 NSC NORFOLK SOUTHN CORP Industrials 1,096.0 $345K 0.01% -73.0 -6.2% $314.59 +7.7%
216 OKE ONEOK INC NEW Energy 3,846.0 $334K 0.01% -991.0 -20.5% $86.94 +11.7%
217 GDXJ VANECK ETF TRUST 3,329.0 $327K 0.01% -112.0 -3.2% $98.26 +17.5%
218 IFRA ISHARES TR 5,105.0 $322K 0.01% -5K -48.5% $63.04 -3.0%
219 FXI ISHARES TR 9,889.0 $312K 0.01% -102K -91.2% $31.59 +11.0%
220 MSCI MSCI INC Financial Services 557.0 $312K 0.01% -11.0 -1.9% $560.06 +0.5%
Page 11 of 14  ·  265 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%