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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 7 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLP SELECT SECTOR SPDR TR 32,131.0 $2.5M 0.07% +7K +29.9% $77.68 +7.2%
122 IDEV ISHARES TR 28,986.0 $2.4M 0.06% +2K +9.1% $82.48 +8.6%
123 BMY BRISTOL-MYERS SQUIBB CO Healthcare 42,881.0 $2.3M 0.06% +32K +296.2% $53.94 +0.1%
124 GGUS GOLDMAN SACHS ETF TR 36,141.0 $2.3M 0.06% +32K +811.0% $63.66 +5.6%
125 NEM NEWMONT CORP Basic Materials 22,480.0 $2.2M 0.06% +3K +17.8% $99.85 +3.9%
126 KO COCA COLA CO Consumer Defensive 31,350.0 $2.2M 0.06% +7K +27.2% $69.91 +13.6%
127 SCHA SCHWAB STRATEGIC TR 75,157.0 $2.1M 0.06% +42K +125.8% $28.48 +23.6%
128 VCLT VANGUARD SCOTTSDALE FDS 28,203.0 $2.1M 0.06% +491.0 +1.8% $75.85 -0.6%
129 EWG ISHARES INC 49,415.0 $2.1M 0.06% +265.0 +0.5% $42.50 -2.3%
130 ZTS ZOETIS INC Healthcare 16,687.0 $2.1M 0.06% +15K +790.9% $125.83 -37.4%
131 NKE NIKE INC Consumer Cyclical 32,033.0 $2.0M 0.05% +27K +542.7% $63.78 -29.1%
132 EWU ISHARES TR 45,219.0 $2.0M 0.05% +14K +42.7% $43.98 +3.4%
133 NEE NEXTERA ENERGY INC Utilities 24,174.0 $1.9M 0.05% +6K +36.1% $80.28 +8.1%
134 IBIF ISHARES TR 74,393.0 $1.9M 0.05% +7K +10.1% $26.03 +1.0%
135 IBB ISHARES TR 11,334.0 $1.9M 0.05% +9K +363.9% $168.77 +2.9%
136 EPD ENTERPRISE PRODS PARTNERS L Energy 59,377.0 $1.9M 0.05% +25K +74.0% $32.06 +14.2%
137 EWC ISHARES INC 35,180.0 $1.9M 0.05% +553.0 +1.6% $53.93 +7.3%
138 ESGV VANGUARD WORLD FD 15,657.0 $1.9M 0.05% +1K +10.5% $120.97 +9.4%
139 ECL ECOLAB INC Basic Materials 7,115.0 $1.9M 0.05% +1K +23.0% $263.26 +2.2%
140 TJX TJX COS INC NEW Consumer Cyclical 11,528.0 $1.8M 0.05% +5K +89.9% $153.61 +6.6%
Page 7 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%