Fund HoldingsRobertson Stephens Wealth Management, LLC

Total Portfolio Value
$3.57B
Total Bought
$648.67M
Total Sold
$876.12M
Net Transaction
-$227.45M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD SPECIALIZED FUNDS0717,344+717,3440154,2724.32%+154,272
VANGUARD INDEX FDS414,081632,460+218,379259,683377,92710.59%+118,244
VANGUARD INTL EQUITY INDEX F0503,948+503,948041,5401.16%+41,540
VANGUARD TAX-MANAGED FDS2,162,8442,669,304+506,460135,113171,0494.79%+35,936
ISHARES INC
CORE MSCI EMKT
1,390,0701,685,804+295,73493,441117,5853.29%+24,144
ISHARES TR
CORE MSCI EAFE
546,724801,484+254,76048,91072,5582.03%+23,648
PROSHARES TR
SHOR S&P 500 NEW
0602,863+602,863022,8670.64%+22,867
EVOLUTION METALS & TECH CORP(EMAT)02,962,026+2,962,026022,4820.63%+22,482
ISHARES TR191,416315,590+124,17418,42830,6850.86%+12,257
AMERICAN CENTY ETF TR234,831354,608+119,77718,08728,5740.80%+10,488
HENNESSY FDS TR
SUSTAINABLE ETF
0462,380+462,380015,7030.44%+15,703
ISHARES TR572,621662,299+89,67857,19365,7461.84%+8,553
BANK AMERICA CORP0226,007+226,007011,0180.31%+11,018
ISHARES TR
MSCI POLAND ETF
0202,267+202,26707,3650.21%+7,365
ISHARES TR0136,932+136,932017,0220.48%+17,022
SPDR SERIES TRUST
SP O&G EQP SERV
045,922+45,92205,3420.15%+5,342
RBB FUND TRUST
FIRST EAGLE GBL
0111,951+111,95105,2620.15%+5,262
SELECT SECTOR SPDR TR
ST STR ENERG ETF
60,719120,476+59,7572,7157,3800.21%+4,666
ISHARES TR0228,811+228,81108,2140.23%+8,214
SPDR GOLD TR(GLD)66,23269,304+3,07226,24829,8210.84%+3,572
INVESCO EXCH TRADED FD TR II0198,865+198,86504,7470.13%+4,747
SCHWAB STRATEGIC TR0253,299+253,29907,7710.22%+7,771
CATERPILLAR INC(CAT)22,47522,728+25312,87616,1020.45%+3,226
PIMCO ETF TR
ENHAN SHRT MA AC
062,172+62,17206,2530.18%+6,253
EXXON MOBIL CORP043,037+43,03707,3020.20%+7,302
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
0168,468+168,46802,9180.08%+2,918
ISHARES TR056,679+56,679014,0560.39%+14,056
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
1,055,1481,099,963+44,81588,36991,0222.55%+2,653
ISHARES TR128,103152,802+24,69913,72116,2200.45%+2,499
BLUE OWL CAPITAL CORPORATION(OBDC)0241,300+241,30002,7580.08%+2,758
COSTCO WHOLESALE CORPORATION(COST)018,603+18,603018,5370.52%+18,537
SELECT SECTOR SPDR TR
ST STR INDL ETF
133,494142,489+8,99520,70823,0450.65%+2,337
VANGUARD STAR FDS077,400+77,40005,9680.17%+5,968
GOLDMAN SACHS ETF TR0157,901+157,901015,8200.44%+15,820
VANGUARD INTL EQUITY INDEX F87,139103,305+16,16612,29214,2890.40%+1,997
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
33,66053,949+20,2892,7024,6200.13%+1,918
CHIPOTLE MEXICAN GRILL INC(CMG)0181,065+181,06505,7960.16%+5,796
GLOBALSTAR INC(GSAT)153,964163,515+9,5519,39810,8610.30%+1,463
ISHARES TR033,138+33,13802,5000.07%+2,500
HOME DEPOT INC(HD)027,186+27,18608,9410.25%+8,941
MERCK & CO INC(MRK)92,16592,163-29,77811,1650.31%+1,386
ISHARES TR
ULTRA SHORT DUR
030,746+30,74601,5560.04%+1,556
LIMONEIRA CO088,205+88,20501,1840.03%+1,184
GSK PLC(GSK)161,662164,166+2,5047,9979,1390.26%+1,141
GE AEROSPACE(GE)03,846+3,84601,0930.03%+1,093
GILEAD SCIENCES INC(GILD)51,04552,618+1,5736,2657,3330.21%+1,068
ISHARES TR0562,146+562,146013,0760.37%+13,076
VANGUARD INDEX FDS034,088+34,088010,3030.29%+10,303
VIRTU FINL INC(VIRT)74,70777,972+3,2652,4893,4290.10%+940
VANGUARD INDEX FDS013,596+13,59603,9050.11%+3,905
BLACKROCK ETF TRUST
ISHARES US EQUIT
029,562+29,56201,7200.05%+1,720
BROADCOM INC(AVGO)35,16442,169+7,00512,17113,0520.37%+881
GLOBAL X FDS
US INFR DEV ETF
0261,279+261,279013,2760.37%+13,276
ISHARES TR036,513+36,51308500.02%+850
TARGET CORP(TGT)34,49733,986-5113,3724,1190.12%+747
ISHARES TR
ESG AWARE MSCI
036,347+36,34701,7090.05%+1,709
AMGEN INC(AMGN)24,22024,572+3527,9288,6460.24%+718
ISHARES TR
ESG AWR US AGRGT
0134,911+134,91106,4150.18%+6,415
PIPER SANDLER COMPANIES(PIPR)09,200+9,20007040.02%+704
ISHARES TR030,773+30,77301,4720.04%+1,472
SPROTT ASSET MANAGEMENT LP(CEF)0110,416+110,41605,2690.15%+5,269
PFIZER INC(PFE)151,567158,483+6,9163,7744,4500.12%+676
CHEVRON CORPORATION(CVX)020,617+20,61704,2660.12%+4,266
ISHARES TR
MSCI USA QLT FCT
013,186+13,18602,5290.07%+2,529
SCHWAB STRATEGIC TR0200,124+200,12406,3360.18%+6,336
MADISON SQUARE GRDN SPRT COR(MSGS)8,7848,78402,2722,8230.08%+551
DIMENSIONAL ETF TRUST
WORLD EX US CORE
430,790431,174+38414,10014,6470.41%+547
ROSS STORES INC(ROST)014,837+14,83703,2140.09%+3,214
SELECT SECTOR SPDR TR
ST STR MATER ETF
26,02934,413+8,3841,1801,7200.05%+539
GE VERNOVA INC(GEV)01,165+1,16501,0170.03%+1,017
ISHARES INC022,476+22,47605190.01%+519
FIRST TR EXCHNG TRADED FD VI
FT VE NA 100 CO
023,100+23,10004980.01%+498
RTX CORPORATION(RTX)44,77845,081+3038,2128,6960.24%+484
ALTRIA GROUP INC(MO)53,16753,612+4453,1223,5950.10%+473
NOVARTIS AG(NVS)02,988+2,98804560.01%+456
DIMENSIONAL ETF TRUST
US TARGETED VLU
0175,817+175,817010,9800.31%+10,980
VANECK ETF TRUST
GOLD MINERS ETF
45,49947,401+1,9023,9034,3500.12%+447
SUNCOR ENERGY INC NEW(SU)018,409+18,40901,2170.03%+1,217
WISDOMTREE TR(WT)026,982+26,98201,3580.04%+1,358
VANGUARD INTL EQUITY INDEX F054,549+54,54905,3310.15%+5,331
ISHARES TR093,130+93,13009,0460.25%+9,046
BLOOM ENERGY CORP08,399+8,39901,1380.03%+1,138
ISHARES TR0202,296+202,296013,6610.38%+13,661
ONEMAIN HLDGS INC(OMF)07,000+7,00003740.01%+374
TOOTSIE ROLL INDS INC(TR)030,465+30,46501,3010.04%+1,301
LOCKHEED MARTIN CORP(LMT)02,426+2,42601,4670.04%+1,467
ISHARES TR06,154+6,15403500.01%+350
PNC FINL SVCS GROUP INC(PNC)01,662+1,66203460.01%+346
LAM RESEARCH CORP(LRCX)19,32917,102-2,2273,3143,6590.10%+345
JOHNSON & JOHNSON(JNJ)27,41924,596-2,8235,6746,0120.17%+338
APPLIED MATLS INC0972+97203320.01%+332
ROBINHOOD MKTS INC(HOOD)04,772+4,77203310.01%+331
HAEMONETICS CORP MASS(HAE)05,799+5,79903270.01%+327
NUSCALE PWR CORP(SMR)029,000+29,00003140.01%+314
ISHARES INC
ESG AWR MSCI EM
065,257+65,25702,9670.08%+2,967
ISHARES TR033,662+33,66201,5270.04%+1,527
TOTALENERGIES SE(TTE)010,654+10,65409700.03%+970
EA SERIES TRUST
ALPHA ARCH 1-3
14,65017,150+2,5001,6861,9940.06%+308
UNILEVER PLC(UL)011,677+11,67706720.02%+672
BRISTOL-MYERS SQUIBB CO(BMY)42,88143,070+1892,3132,6120.07%+299
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