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Portfolio (Quarterly) Guide ↗

Robertson Stephens Wealth Management, LLC

· CIK 0001767307
13F Portfolio $3.8B AUM 654 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 147 New 283 Added 129 Reduced 23 Exited
Page 10 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ESML ISHARES TR 21,214.0 $975K 0.03% +5K +27.3% $45.98 +18.5%
182 IWD ISHARES TR 4,636.0 $975K 0.03% +627.0 +15.6% $210.36 +15.1%
183 GS GOLDMAN SACHS GROUP INC Financial Services 1,071.0 $941K 0.03% +164.0 +18.1% $879.01 +24.7%
184 USFR WISDOMTREE TR 18,517.0 $932K 0.02% +5K +42.1% $50.32 +0.3%
185 LVHI LEGG MASON ETF INVT 24,432.0 $900K 0.02% +4K +22.1% $36.82 +10.1%
186 INDA ISHARES TR 16,498.0 $892K 0.02% +5K +39.8% $54.05 -8.3%
187 MS MORGAN STANLEY Financial Services 4,832.0 $858K 0.02% +243.0 +5.3% $177.54 +25.7%
188 FBT FIRST TR EXCHANGE-TRADED FD 4,118.0 $850K 0.02% +115.0 +2.9% $206.52 +10.8%
189 VV VANGUARD INDEX FDS 2,679.0 $843K 0.02% +386.0 +16.8% $314.84 +9.6%
190 BIL SPDR SERIES TRUST 8,804.0 $805K 0.02% +6K +273.7% $91.38 +0.2%
191 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,555.0 $793K 0.02% +1K +69.5% $310.24 +27.7%
192 IJS ISHARES TR 6,704.0 $762K 0.02% +2K +59.5% $113.72 +17.2%
193 DFAS DIMENSIONAL ETF TRUST 10,919.0 $761K 0.02% +4K +48.1% $69.67 +15.3%
194 LMBS FIRST TR EXCHANGE-TRADED FD 14,842.0 $742K 0.02% +470.0 +3.3% $49.99 -0.3%
195 DG DOLLAR GEN CORP NEW Consumer Defensive 5,581.0 $741K 0.02% +2K +41.9% $132.77 -14.5%
196 IJJ ISHARES TR 5,564.0 $732K 0.02% +79.0 +1.4% $131.61 +10.0%
197 ADI ANALOG DEVICES INC Technology 2,649.0 $719K 0.02% +141.0 +5.6% $271.29 +60.1%
198 MTUM ISHARES TR 2,728.0 $683K 0.02% +336.0 +14.1% $250.31 +35.2%
199 PWR QUANTA SVCS INC Industrials 1,580.0 $667K 0.02% +677.0 +75.0% $422.12 +66.4%
200 IWS ISHARES TR 4,535.0 $640K 0.02% +29.0 +0.6% $141.08 +15.5%
Page 10 of 15  ·  283 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 45.6%
Financial Services 19.8%
Communication Services 8.2%
Healthcare 7.4%
Consumer Cyclical 5.7%
Industrials 4.6%
Consumer Defensive 3.4%
Energy 3.0%
Real Estate 1.0%
Basic Materials 0.8%