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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 22 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 GCAL GOLDMAN SACHS ETF TR 11,132.0 $570K 0.01% +2K +21.9% $51.20 -1.2%
422 GREK GLOBAL X FDS 7,479.0 $569K 0.01% -6K -45.1% $76.05 +9.3%
423 QQQM INVESCO EXCH TRADED FD TR II 1,858.0 $563K 0.01% +87.0 +4.9% $302.96 -2.7%
424 ROK ROCKWELL AUTOMATION INC Industrials 1,124.0 $556K 0.01% -78.0 -6.5% $495.08 -12.5%
425 XJR ISHARES TR 10,517.0 $555K 0.01% +4K +54.8% $52.75 -1.2%
426 ACN ACCENTURE PLC IRELAND Technology 4,438.0 $552K 0.01% +237.0 +5.6% $124.45 +47.2%
427 IJK ISHARES TR 4,587.0 $539K 0.01% -239.0 -5.0% $117.50 -1.1%
428 SPG SIMON PPTY GROUP INC NEW Real Estate 2,375.0 $531K 0.01% $223.64 -0.2%
429 PSX PHILLIPS 66 Energy 3,102.0 $524K 0.01% +67.0 +2.2% $169.05 +43.3%
430 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 741.0 $522K 0.01% $705.04 -0.4%
431 VSGX VANGUARD WORLD FD 6,315.0 $520K 0.01% $82.34 +0.5%
432 FIRST TR EXCHNG TRADED FD VI 22,200.0 $519K 0.01% NEW $23.36
433 ARTY ISHARES TR 6,765.0 $515K 0.01% +765.0 +12.8% $76.16 -3.4%
434 USFR WISDOMTREE TR 10,206.0 $514K 0.01% -8K -44.9% $50.35 +0.3%
435 RDCM RADCOM LTD Communication Services 36,284.0 $512K 0.01% NEW $14.10 -27.7%
436 SDY SPDR SERIES TRUST 3,352.0 $510K 0.01% -858.0 -20.4% $152.18 +4.5%
437 SO SOUTHERN CO Utilities 5,270.0 $504K 0.01% +103.0 +2.0% $95.70 -3.7%
438 ADBE ADOBE INC Technology 2,433.0 $499K 0.01% -964.0 -28.4% $205.02 +32.9%
439 PAAS PAN AMERN SILVER CORP Basic Materials 11,113.0 $498K 0.01% -8K -41.6% $44.79 +12.3%
440 MCK MCKESSON CORP Healthcare 656.0 $497K 0.01% -91.0 -12.2% $756.89 +12.8%
Page 22 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%