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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 3 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC Financial Services 32,387.0 $11.4M 0.30% +5K +19.3% $350.72 -6.7%
42 ISHARES TR 258,993.0 $11.3M 0.29% +80K +44.4% $43.76
43 IJR ISHARES TR 89,195.0 $10.7M 0.28% +912.0 +1.0% $120.18 +19.2%
44 VCSH VANGUARD SCOTTSDALE FDS 130,975.0 $10.4M 0.27% +2K +1.2% $79.73 -1.1%
45 BX BLACKSTONE INC Financial Services 65,849.0 $10.1M 0.27% +57K +677.6% $154.14 -19.7%
46 MRK MERCK & CO INC Healthcare 92,165.0 $9.8M 0.26% +61K +198.0% $106.09 +7.3%
47 GOVT ISHARES TR 419,429.0 $9.7M 0.25% +2K +0.6% $23.03 -1.2%
48 AXP AMERICAN EXPRESS CO Financial Services 25,974.0 $9.6M 0.25% +18K +217.3% $369.96 -8.6%
49 GSAT GLOBALSTAR INC Communication Services 153,964.0 $9.4M 0.24% +19K +14.2% $61.04 +31.7%
50 VBK VANGUARD INDEX FDS 30,650.0 $9.3M 0.24% +2K +7.8% $302.12 +18.0%
51 XLU SELECT SECTOR SPDR TR 211,651.0 $9.0M 0.23% +127K +150.1% $42.69 +4.8%
52 QCOM QUALCOMM INC Technology 52,032.0 $8.9M 0.23% +37K +238.2% $171.05 +32.2%
53 SUSL ISHARES TR 72,632.0 $8.8M 0.23% +8K +13.2% $121.27 +8.7%
54 VFH VANGUARD WORLD FD 65,790.0 $8.8M 0.23% +6K +9.7% $133.49 -1.5%
55 ESGD ISHARES TR 92,276.0 $8.8M 0.23% +21K +29.9% $95.09 +8.5%
56 EFA ISHARES TR 90,239.0 $8.7M 0.23% +2K +2.6% $96.03 +8.7%
57 IXJ ISHARES TR 87,002.0 $8.5M 0.22% +18K +25.5% $97.40 -4.5%
58 OEF ISHARES TR 24,354.0 $8.4M 0.22% +886.0 +3.8% $342.97 +7.5%
59 RTX RTX CORPORATION Industrials 44,778.0 $8.2M 0.21% +20K +81.0% $183.40 +1.2%
60 AMGN AMGEN INC Healthcare 24,220.0 $7.9M 0.21% +20K +500.2% $327.32 +3.1%
Page 3 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%