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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 2 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWB ISHARES TR 85,161.0 $34.9M 0.86% $409.50 +2.6%
22 XLK SELECT SECTOR SPDR TR 181,427.0 $34.6M 0.85% -30K -14.1% $190.52 -2.6%
23 GLD SPDR GOLD TR Financial Services 92,399.0 $34.0M 0.84% +26K +39.5% $368.38 +8.2%
24 BBUS J P MORGAN EXCHANGE TRADED F 251,982.0 $33.9M 0.84% -540K -68.2% $134.72 +2.8%
25 QQQ INVESCO QQQ TR Financial Services 44,914.0 $33.1M 0.81% +4K +8.9% $737.19 -2.7%
26 DFAC DIMENSIONAL ETF TRUST 729,808.0 $32.4M 0.80% +5K +0.7% $44.36 +2.9%
27 SGOV ISHARES TR 286,216.0 $28.8M 0.71% +187K +187.2% $100.67 -0.1%
28 VGT VANGUARD WORLD FD 217,178.0 $26.0M 0.64% +183K +532.6% $119.52 +0.2%
29 XLI SELECT SECTOR SPDR TR 138,817.0 $25.7M 0.63% +5K +4.0% $185.23 -0.9%
30 GOOGL ALPHABET INC Communication Services 71,079.0 $25.4M 0.63% -4K -5.4% $357.37 -3.7%
31 VTV VANGUARD INDEX FDS 115,022.0 $25.1M 0.62% -14K -10.8% $217.93 +3.9%
32 JPM JPMORGAN CHASE & CO Financial Services 75,156.0 $24.6M 0.61% -23K -23.8% $327.33 +11.0%
33 CAT CATERPILLAR INC Industrials 22,564.0 $24.0M 0.59% $1064.91 -21.0%
34 DGRO ISHARES TR 289,676.0 $22.0M 0.54% -17K -5.5% $75.79 +5.1%
35 VOT VANGUARD INDEX FDS 70,074.0 $21.5M 0.53% +24K +50.5% $306.30 -0.1%
36 VUG VANGUARD INDEX FDS 240,623.0 $20.7M 0.51% +202K +523.0% $86.14 +2.0%
37 EMAT EVOLUTION METALS & TECH CORP Basic Materials 2,933,443.0 $19.4M 0.48% NEW $6.61 -52.2%
38 IJR ISHARES TR 125,562.0 $18.6M 0.46% +36K +40.8% $148.31 -0.4%
39 MUB ISHARES TR 164,242.0 $17.7M 0.43% +36K +28.2% $107.62 -2.1%
40 LLY ELI LILLY & CO Healthcare 14,384.0 $17.3M 0.42% -360.0 -2.4% $1199.46 +2.3%
Page 2 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%