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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 23 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CVS CVS HEALTH CORP Healthcare 4,786.0 $495K 0.01% -319.0 -6.2% $103.46 -9.4%
442 JAAA JANUS DETROIT STR TR 9,710.0 $492K 0.01% -20K -67.2% $50.69 -0.1%
443 CMI CUMMINS INC Industrials 689.0 $492K 0.01% -15.0 -2.1% $713.70 -14.8%
444 TRV TRAVELERS COMPANIES INC Financial Services 1,476.0 $487K 0.01% $330.12 +10.6%
445 WEC WEC ENERGY GROUP INC Utilities 4,160.0 $486K 0.01% $116.77 -6.0%
446 VZ VERIZON COMMUNICATIONS INC Communication Services 11,367.0 $481K 0.01% -2K -14.4% $42.34 +15.9%
447 ISHARES TR 21,000.0 $481K 0.01% $22.89
448 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,127.0 $480K 0.01% -26.0 -1.2% $225.66 +23.2%
449 SNDK SANDISK CORP Technology 210.0 $477K 0.01% NEW $2273.73 -30.2%
450 HOOD ROBINHOOD MKTS INC Financial Services 4,727.0 $474K 0.01% NEW $100.28 -1.8%
451 AIQ GLOBAL X FDS 7,174.0 $471K 0.01% -1K -13.2% $65.61 -3.6%
452 VLUE ISHARES TR 2,351.0 $470K 0.01% $199.81 +1.0%
453 VRSK VERISK ANALYTICS INC Industrials 2,604.0 $467K 0.01% -224.0 -7.9% $179.53 +2.9%
454 NVS NOVARTIS AG Healthcare 2,962.0 $464K 0.01% NEW $156.72 +1.2%
455 IWC ISHARES TR 2,301.0 $460K 0.01% +110.0 +5.0% $200.03 -0.2%
456 FSTA FIDELITY COVINGTON TRUST 8,635.0 $454K 0.01% $52.54 +3.8%
457 VTWO VANGUARD SCOTTSDALE FDS 3,727.0 $453K 0.01% $121.42 +0.7%
458 DOC HEALTHPEAK PROPERTIES INC Real Estate 21,140.0 $452K 0.01% $21.40 -3.6%
459 GJUN FIRST TR EXCHNG TRADED FD VI 10,880.0 $448K 0.01% $41.19 +1.9%
460 FREL FIDELITY COVINGTON TRUST 15,212.0 $446K 0.01% -2K -10.7% $29.30 +1.5%
Page 23 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%