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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 5 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XOM EXXON MOBIL CORP Energy 36,133.0 $4.3M 0.11% +785.0 +2.2% $120.34 +14.5%
82 WFC WELLS FARGO CO NEW Financial Services 43,072.0 $4.0M 0.10% +236.0 +0.6% $93.20 -11.8%
83 MGK VANGUARD WORLD FD 9,705.0 $4.0M 0.10% +4K +72.1% $412.80 -78.5%
84 DBJP DBX ETF TR 42,230.0 $4.0M 0.10% +6K +17.7% $94.66 +23.9%
85 GDX VANECK ETF TRUST 45,499.0 $3.9M 0.10% +37K +468.4% $85.77 -3.8%
86 WM WASTE MGMT INC DEL Industrials 17,656.0 $3.9M 0.10% +9K +99.0% $219.72 -2.3%
87 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,657.0 $3.9M 0.10% +804.0 +13.7% $579.95 -19.9%
88 ABT ABBOTT LABS Healthcare 30,775.0 $3.9M 0.10% +7K +30.7% $125.29 -29.5%
89 PFE PFIZER INC Healthcare 151,567.0 $3.8M 0.10% +123K +426.2% $24.90 +1.3%
90 CSCO CISCO SYS INC Technology 48,701.0 $3.8M 0.10% +6K +14.4% $77.03 +55.2%
91 BINC BLACKROCK ETF TRUST II 70,993.0 $3.7M 0.10% +10K +15.5% $52.77 -0.9%
92 IBHH ISHARES TR 154,727.0 $3.7M 0.10% +22K +16.3% $23.68 -0.7%
93 BA BOEING CO Industrials 16,690.0 $3.6M 0.09% +2K +17.1% $217.13 +2.6%
94 CVX CHEVRON CORP NEW Energy 23,551.0 $3.6M 0.09% +3K +14.4% $152.41 +13.9%
95 DHR DANAHER CORPORATION Healthcare 15,491.0 $3.6M 0.09% +1K +8.7% $229.25 -22.7%
96 SPGI S&P GLOBAL INC Financial Services 6,608.0 $3.5M 0.09% +642.0 +10.8% $522.60 -21.4%
97 TGT TARGET CORP Consumer Defensive 34,497.0 $3.4M 0.09% +30K +713.0% $97.75 +33.7%
98 SMH VANECK ETF TRUST 9,341.0 $3.4M 0.09% +1K +13.2% $360.13 +83.2%
99 LRCX LAM RESEARCH CORP Technology 19,329.0 $3.3M 0.09% +7K +55.5% $171.46 +126.9%
100 IGSB ISHARES TR 59,195.0 $3.1M 0.08% +880.0 +1.5% $52.88 -1.1%
Page 5 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%