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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 24 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 GCTS GCT SEMICONDUCTOR HLDG INC Technology 150,000.0 $446K 0.01% NEW $2.97 -35.0%
462 IWV ISHARES TR 1,042.0 $444K 0.01% -107.0 -9.3% $426.48 +2.5%
463 QQEW FIRST TR EXCHANGE-TRADED FD 2,775.0 $443K 0.01% $159.60 +2.5%
464 MGV VANGUARD WORLD FD 2,680.0 $438K 0.01% NEW $163.48 +2.9%
465 ICVT ISHARES TR 3,562.0 $434K 0.01% -34.0 -0.9% $121.74 -4.4%
466 DDOG DATADOG INC Technology 1,634.0 $425K 0.01% -695.0 -29.8% $260.36 -5.5%
467 SHEL SHELL PLC Energy 5,477.0 $425K 0.01% +259.0 +5.0% $77.54 +18.7%
468 MSTR STRATEGY INC Technology 4,876.0 $424K 0.01% NEW $86.93 +6.4%
469 IWN ISHARES TR 1,913.0 $423K 0.01% $221.24 +1.4%
470 AMP AMERIPRISE FINL INC Financial Services 909.0 $417K 0.01% -404.0 -30.8% $458.85 +22.5%
471 PNC PNC FINL SVCS GROUP INC Financial Services 1,680.0 $414K 0.01% NEW $246.23 +3.3%
472 URI UNITED RENTALS INC Industrials 364.0 $412K 0.01% -361.0 -49.8% $1132.89 -1.5%
473 PSKY PARAMOUNT SKYDANCE CORP Communication Services 40,052.0 $397K 0.01% +10K +32.3% $9.91 +5.2%
474 WELL WELLTOWER INC Real Estate 1,740.0 $395K 0.01% -119.0 -6.4% $226.92 +3.8%
475 IFN ABERDEEN INDIA FD INC Financial Services 33,500.0 $394K 0.01% +8K +34.0% $11.75 +0.3%
476 FPE FIRST TR EXCH TRADED FD III 21,920.0 $392K 0.01% -33K -60.3% $17.88 -0.9%
477 CARR CARRIER GLOBAL CORPORATION Industrials 5,339.0 $392K 0.01% $73.35 -16.3%
478 IT GARTNER INC Technology 3,009.0 $390K 0.01% +379.0 +14.4% $129.62 +40.5%
479 FLTR VANECK ETF TRUST 15,227.0 $390K 0.01% -46K -75.3% $25.61 -0.2%
480 XYL XYLEM INC Industrials 3,293.0 $389K 0.01% +331.0 +11.2% $118.21 -3.6%
Page 24 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%