Fund HoldingsRobertson Stephens Wealth Management, LLC

Total Portfolio Value
$4.06B
Total Bought
$542.47M
Total Sold
$275.22M
Net Transaction
+$267.25M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD INDEX FDS632,460665,340+32,880377,927456,96211.25%+79,035
VANGUARD TAX-MANAGED FDS2,669,3042,917,758+248,454171,049207,8905.12%+36,841
ISHARES TR315,590565,606+250,01630,68562,3981.54%+31,713
ISHARES TR12,300286,216+273,91626928,8130.71%+28,544
APPLOVIN CORP(APP)242,697242,689-896,594125,0413.08%+28,447
VANGUARD SPECIALIZED FUNDS717,344768,127+50,783154,272181,7544.48%+27,482
AMERICAN CENTY ETF TR354,608515,769+161,16128,57449,7671.23%+21,192
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
152,692231,919+79,22729,30549,3451.22%+20,041
APPLE INC(AAPL)485,483490,322+4,839123,211141,8803.49%+18,669
SELECT SECTOR SPDR TR
ST STR TECHN ETF
179,014181,427+2,41323,79134,5660.85%+10,775
ALPHABET INC(GOOG)137,632140,565+2,93339,48149,6661.22%+10,185
VANGUARD INDEX FDS25,691240,623+214,93211,22120,7270.51%+9,506
VANGUARD INDEX FDS141,067147,726+6,65945,25654,6651.35%+9,409
VANGUARD INDEX FDS46,95170,074+23,12312,08321,4640.53%+9,381
EA SERIES TRUST0180,115+180,11509,2120.23%+9,212
NVIDIA CORPORATION(NVDA)330,497332,607+2,11057,64266,5511.64%+8,909
INVESCO QQQ TR42,18644,914+2,72824,34933,1100.82%+8,762
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
1,099,9631,197,667+97,70491,02298,9872.44%+7,965
CATERPILLAR INC(CAT)22,72822,564-16416,10224,0290.59%+7,927
ISHARES TR12,300373,145+360,8452698,0790.20%+7,809
INVESCO EXCH TRADED FD TR II12,30048,273+35,9732697,7980.19%+7,529
ISHARES TR
MSCI INDIA ETF
11,932161,418+149,4865597,9720.20%+7,414
ISHARES INC
CORE MSCI EMKT
1,685,8041,507,188-178,616117,585124,8553.07%+7,271
SELECT SECTOR SPDR TR
ST STR CARE ETF
48,56888,280+39,7127,12014,0070.34%+6,886
ISHARES INC
MSCI TAIWAN ETF
061,860+61,86006,7190.17%+6,719
STATE STR SPDR S&P 500 ETF T(SPY)71,89771,366-53146,88653,4301.32%+6,545
ISHARES TR177,504162,845-14,659115,947121,9533.00%+6,006
VANGUARD INDEX FDS34,08844,485+10,39710,30316,2680.40%+5,965
AMAZON COM INC(AMZN)166,881170,477+3,59634,75640,6321.00%+5,875
ISHARES TR662,299712,093+49,79465,74670,4831.74%+4,736
ALPHABET INC(GOOG)72,02271,079-94320,71125,4020.63%+4,691
ISHARES TR85,15885,161+330,36434,8740.86%+4,510
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
721,760729,808+8,04828,04832,3740.80%+4,327
LAM RESEARCH CORP(LRCX)17,10218,265+1,1633,6597,9190.20%+4,260
SPDR GOLD TR(GLD)69,30492,399+23,09529,82134,0380.84%+4,217
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
255,650251,982-3,66829,95733,9470.84%+3,990
ELI LILLY & CO(LLY)14,68314,384-29913,50517,2530.42%+3,748
BLACKROCK INC(BLK)03,547+3,54703,4110.08%+3,411
ISHARES TR79,305298,396+219,09133,81637,0520.91%+3,236
ISHARES TR85,63193,405+7,77412,19615,3440.38%+3,147
ISHARES TR
CORE MSCI EAFE
801,484782,729-18,75572,55875,5961.86%+3,038
ISHARES TR56,67956,812+13314,05617,0690.42%+3,013
MICRON TECHNOLOGY INC(MU)2,8663,422+5569693,9500.10%+2,981
QUALCOMM INC(QCOM)52,00751,975-326,6979,6040.24%+2,907
AXON ENTERPRISE INC(AXON)20,69820,850+1528,79011,6890.29%+2,898
ISHARES TR202,296214,214+11,91813,66116,5180.41%+2,857
ISHARES TR12,30035,593+23,2932693,0110.07%+2,742
ISHARES TR93,108115,873+22,7658,70911,4000.28%+2,690
SELECT SECTOR SPDR TR
ST STR INDL ETF
142,489138,817-3,67223,04525,7130.63%+2,668
VANECK ETF TRUST
SEMICONDUCTR ETF
7,2268,162+9362,7705,3530.13%+2,583
ISHARES INC
MSCI EMRG CHN
57,26068,646+11,3864,5047,0220.17%+2,518
ADVANCED MICRO DEVICES INC(AMD)7,2546,837-4171,4763,9720.10%+2,496
INTEL CORP(INTC)30,68725,985-4,7021,3543,6280.09%+2,274
ISHARES TR12,300107,460+95,1602692,5250.06%+2,256
VANGUARD WORLD FD
INF TECH ETF
34,059217,178+183,11923,76425,9570.64%+2,193
ABBVIE INC(ABBV)63,84963,757-9213,88616,0440.40%+2,157
SCHWAB STRATEGIC TR253,299310,258+56,9597,7719,8380.24%+2,067
JPMORGAN CHASE & CO(JPM)76,64575,156-1,48922,54624,6010.61%+2,055
VANECK ETF TRUST
MRNGSTR WDE MOAT
123,900133,988+10,08811,98113,9290.34%+1,948
VANGUARD INTL EQUITY INDEX F103,305103,437+13214,28916,2340.40%+1,945
BANK OF AMER CORP226,007225,797-21011,01812,8660.32%+1,848
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
53,94969,258+15,3094,6206,3690.16%+1,748
ISHARES TR5,9695,753-2161,9623,6860.09%+1,725
ASML HLDG NV
N Y REGISTRY SHS
2,3742,417+433,1364,8090.12%+1,673
ISHARES TR
CUR HD EURZN ETF
257,568257,497-7111,25612,9140.32%+1,658
ISHARES TR12,30036,048+23,7482691,8800.05%+1,611
ISHARES TR136,932125,562-11,37017,02218,6220.46%+1,600
CISCO SYS INC(CSCO)45,29843,516-1,7823,5155,1110.13%+1,597
ISHARES TR67,41967,006-4137,6269,2150.23%+1,590
ISHARES TR
MSCI INTL QUALTY
031,399+31,39901,5560.04%+1,556
ISHARES TR152,802164,242+11,44016,22017,6760.44%+1,456
ISHARES TR12,30029,447+17,1472691,7060.04%+1,437
CVB FINL CORP(CVBF)062,964+62,96401,4200.03%+1,420
VANGUARD STAR FDS77,40086,384+8,9845,9687,3850.18%+1,417
INVESCO EXCH TRADED FD TR II12,30022,269+9,9692691,6680.04%+1,399
BLOOM ENERGY CORP8,3998,379-201,1382,5360.06%+1,398
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
045,658+45,65801,3980.03%+1,398
GENIUS SPORTS LIMITED
SHARES CL A
494,185589,740+95,5552,1893,5740.09%+1,385
ARISTA NETWORKS INC(ANET)08,123+8,12301,3800.03%+1,380
ONEMAIN HLDGS INC(OMF)7,00028,260+21,2603741,7230.04%+1,349
DIMENSIONAL ETF TRUST
US TARGETED VLU
175,817176,118+30110,98012,3110.30%+1,331
ISHARES TR115,621114,803-8186,5667,8540.19%+1,288
VANGUARD INTL EQUITY INDEX F161,661167,853+6,1928,73810,0190.25%+1,281
VISA INC(V)30,69030,755+659,27610,5520.26%+1,276
ISHARES TR
ESG AW MSCI EAFE
89,91895,969+6,0518,5989,8670.24%+1,269
SPACE EXPLORATION TECHN CORP07,335+7,33501,2530.03%+1,253
HENNESSY FDS TR
SUSTAINABLE ETF
462,380440,133-22,24715,70316,9510.42%+1,247
ISHARES TR
ESG MSCI LEADR
80,07577,743-2,3329,09710,3210.25%+1,224
VIRTU FINL INC(VIRT)77,97277,998+263,4294,6460.11%+1,217
PRICE T ROWE GROUP INC(TROW)50,61150,597-144,5625,7520.14%+1,190
DIMENSIONAL ETF TRUST
WORLD EX US CORE
431,174429,593-1,58114,64715,8260.39%+1,179
GLOBAL X FDS
US INFR DEV ETF
261,279244,424-16,85513,27614,4270.36%+1,151
ISHARES TR23,40923,40907,4468,5650.21%+1,119
INVESCO EXCH TRADED FD TR II198,865238,198+39,3334,7475,8380.14%+1,091
FIDELITY COVINGTON TRUST12,81013,061+2512,6653,7300.09%+1,065
ISHARES TR12,30054,010+41,7102691,2630.03%+994
PALO ALTO NETWORKS INC(PANW)6,3985,921-4771,0262,0190.05%+993
VANGUARD INTL EQUITY INDEX F54,54954,636+875,3316,3210.16%+990
LEGG MASON ETF INVT
FRANKLIN INTL LW
28,70352,334+23,6311,1642,1240.05%+960
ISHARES TR16,44425,308+8,8641,8152,7700.07%+955
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