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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 8 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SHW SHERWIN WILLIAMS CO Basic Materials 5,455.0 $1.8M 0.05% +719.0 +15.2% $324.03 -1.0%
142 IHI ISHARES TR 26,710.0 $1.7M 0.04% +2K +10.0% $62.15 -21.0%
143 IAU ISHARES GOLD TR Financial Services 20,438.0 $1.7M 0.04% +1K +5.7% $81.17 -2.3%
144 AMD ADVANCED MICRO DEVICES INC Technology 7,262.0 $1.6M 0.04% +632.0 +9.5% $214.18 +150.9%
145 CMCSA COMCAST CORP NEW Communication Services 51,175.0 $1.5M 0.04% +20K +63.2% $29.89 -25.0%
146 EPP ISHARES INC 29,802.0 $1.5M 0.04% +3K +12.9% $50.47 +6.9%
147 VEU VANGUARD INTL EQUITY INDEX F 19,782.0 $1.5M 0.04% +535.0 +2.8% $73.56 +15.4%
148 VANGUARD MALVERN FDS 18,962.0 $1.5M 0.04% +302.0 +1.6% $76.48
149 HEDJ WISDOMTREE TR 26,797.0 $1.4M 0.04% +12K +85.3% $53.06 +9.6%
150 FDIS FIDELITY COVINGTON TRUST 13,430.0 $1.4M 0.04% +10K +278.1% $102.16 -0.0%
151 MCO MOODYS CORP Financial Services 2,603.0 $1.3M 0.04% +19.0 +0.7% $510.85 -11.8%
152 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4,491.0 $1.3M 0.03% +299.0 +7.1% $287.25 +21.4%
153 BBJP J P MORGAN EXCHANGE TRADED F 19,467.0 $1.3M 0.03% +2K +11.1% $65.91 +18.3%
154 PWZ INVESCO EXCH TRADED FD TR II 52,356.0 $1.3M 0.03% +29K +119.5% $24.16 +1.1%
155 MPLX MPLX LP Energy 23,008.0 $1.2M 0.03% +15K +174.1% $53.37 +6.5%
156 XJH ISHARES TR 27,267.0 $1.2M 0.03% +6K +27.8% $44.65 +14.6%
157 SCHW SCHWAB CHARLES CORP Financial Services 12,000.0 $1.2M 0.03% +212.0 +1.8% $99.91 -8.2%
158 XLB SELECT SECTOR SPDR TR 26,029.0 $1.2M 0.03% +19K +270.2% $45.35 +14.2%
159 ESGU ISHARES TR 7,790.0 $1.2M 0.03% +45.0 +0.6% $148.98 +9.6%
160 INTC INTEL CORP Technology 30,913.0 $1.1M 0.03% +10K +50.5% $36.90 +263.1%
Page 8 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%