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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 6 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MO ALTRIA GROUP INC Consumer Defensive 53,167.0 $3.1M 0.08% +49K +1053.5% $58.72 +17.7%
102 MCD MCDONALDS CORP Consumer Cyclical 9,939.0 $3.0M 0.08% +325.0 +3.4% $305.66 -8.8%
103 JBND J P MORGAN EXCHANGE TRADED F 55,674.0 $3.0M 0.08% +36K +188.2% $54.26 -1.5%
104 SCHB SCHWAB STRATEGIC TR 115,080.0 $3.0M 0.08% +5K +4.6% $26.23 +10.4%
105 DFIV DIMENSIONAL ETF TRUST 59,957.0 $3.0M 0.08% +397.0 +0.7% $49.90 +10.9%
106 VO VANGUARD INDEX FDS 10,301.0 $3.0M 0.08% +1K +14.0% $290.24 -72.4%
107 FNCL FIDELITY COVINGTON TRUST 38,378.0 $3.0M 0.08% +14K +55.8% $77.74 -2.2%
108 UNP UNION PAC CORP Industrials 12,478.0 $2.9M 0.07% +1K +9.8% $231.33 +11.0%
109 ASML ASML HOLDING N V Technology 2,695.0 $2.9M 0.07% +2K +507.0% $1069.88 +80.4%
110 FTEC FIDELITY COVINGTON TRUST 12,657.0 $2.8M 0.07% +6K +97.3% $224.68 +27.5%
111 PG PROCTER AND GAMBLE CO Consumer Defensive 19,754.0 $2.8M 0.07% +3K +16.5% $143.31 +4.9%
112 XLE SELECT SECTOR SPDR TR 60,719.0 $2.7M 0.07% +32K +109.2% $44.71 +20.3%
113 VIS VANGUARD WORLD FD 8,947.0 $2.7M 0.07% +559.0 +6.7% $298.40 +18.5%
114 UBER UBER TECHNOLOGIES INC Technology 32,528.0 $2.7M 0.07% +25K +355.1% $81.71 -12.3%
115 ESGE ISHARES INC 60,077.0 $2.7M 0.07% +15K +32.2% $44.17 +28.1%
116 BAC BANK AMERICA CORP Financial Services 47,927.0 $2.6M 0.07% +9K +24.6% $55.00 +2.2%
117 XBI SPDR SERIES TRUST 21,391.0 $2.6M 0.07% +17K +353.4% $121.93 +15.4%
118 RNG RINGCENTRAL INC Technology 90,311.0 $2.6M 0.07% +50K +124.7% $28.88 +21.3%
119 VTEB VANGUARD MUN BD FDS 51,826.0 $2.6M 0.07% +8K +17.4% $50.29 +0.3%
120 EMB ISHARES TR 26,306.0 $2.5M 0.07% +13K +93.3% $96.28 +0.5%
Page 6 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%