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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 4 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ISHARES TR 348,128.0 $7.6M 0.20% +43K +14.1% $21.95
62 XLV SELECT SECTOR SPDR TR 48,713.0 $7.5M 0.20% +13K +36.0% $154.80 -3.5%
63 HD HOME DEPOT INC Consumer Cyclical 21,891.0 $7.5M 0.20% +3K +15.3% $344.11 -2.9%
64 IVE ISHARES TR 33,898.0 $7.2M 0.19% +2K +6.8% $212.07 +6.7%
65 NFLX NETFLIX INC Communication Services 74,090.0 $6.9M 0.18% +67K +923.5% $93.76 -17.5%
66 NMRK NEWMARK GROUP INC Real Estate 397,408.0 $6.9M 0.18% +73K +22.6% $17.34 -14.2%
67 ORCL ORACLE CORP Technology 34,615.0 $6.7M 0.18% +30K +644.1% $194.91 -5.4%
68 XLY SELECT SECTOR SPDR TR 53,499.0 $6.4M 0.17% +34K +174.7% $119.41 -1.9%
69 EEM ISHARES TR 115,549.0 $6.3M 0.17% +62K +117.2% $54.71 +29.4%
70 IUSV ISHARES TR 61,602.0 $6.3M 0.17% +50K +422.5% $102.54 +7.0%
71 GILD GILEAD SCIENCES INC Healthcare 51,045.0 $6.3M 0.16% +48K +1515.3% $122.74 +0.8%
72 SCHY SCHWAB STRATEGIC TR 192,597.0 $5.7M 0.15% +19K +10.9% $29.82 +7.2%
73 TSLA TESLA INC Consumer Cyclical 12,750.0 $5.7M 0.15% +133.0 +1.1% $449.75 -11.0%
74 JNJ JOHNSON & JOHNSON Healthcare 27,419.0 $5.7M 0.15% +4K +15.5% $206.95 +10.4%
75 VGSH VANGUARD SCOTTSDALE FDS 94,636.0 $5.6M 0.14% +15K +18.3% $58.73 -1.0%
76 GENI GENIUS SPORTS LIMITED Communication Services 489,835.0 $5.4M 0.14% +212K +76.5% $11.02 -44.6%
77 CIBR FIRST TR EXCHANGE TRADED FD 75,251.0 $5.4M 0.14% +3K +4.2% $71.45 +18.3%
78 VPL VANGUARD INTL EQUITY INDEX F 54,619.0 $4.9M 0.13% +4K +7.3% $90.40 +33.1%
79 SLV ISHARES SILVER TR Financial Services 74,492.0 $4.8M 0.12% +55K +277.5% $64.42 -7.6%
80 FBND FIDELITY MERRIMACK STR TR 99,162.0 $4.6M 0.12% +10K +11.2% $46.31 -1.5%
Page 4 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%