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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 9 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EPI WISDOMTREE TR 24,382.0 $1.1M 0.03% +3K +16.3% $46.29 -7.1%
162 ACN ACCENTURE PLC IRELAND Technology 4,201.0 $1.1M 0.03% +2K +86.0% $268.36 -52.3%
163 TLT ISHARES TR 12,930.0 $1.1M 0.03% +10K +290.4% $87.17 -0.5%
164 BN BROOKFIELD CORP Financial Services 24,466.0 $1.1M 0.03% +21K +611.2% $45.89 -3.2%
165 LMT LOCKHEED MARTIN CORP Industrials 2,296.0 $1.1M 0.03% +189.0 +9.0% $483.80 +5.6%
166 EMR EMERSON ELEC CO Industrials 8,230.0 $1.1M 0.03% +190.0 +2.4% $132.73 +13.5%
167 KBWB INVESCO EXCH TRADED FD TR II 12,893.0 $1.1M 0.03% +515.0 +4.2% $84.30 +9.9%
168 RAAX VANECK ETF TRUST 30,947.0 $1.1M 0.03% +4K +13.8% $34.93 +14.6%
169 IDV ISHARES TR 27,330.0 $1.1M 0.03% +947.0 +3.6% $39.45 +6.8%
170 GRMN GARMIN LTD Technology 5,312.0 $1.1M 0.03% +3K +102.4% $202.85 +15.5%
171 BBAX J P MORGAN EXCHANGE TRADED F 19,139.0 $1.1M 0.03% +15K +323.9% $56.30 +8.6%
172 CB CHUBB LIMITED Financial Services 3,330.0 $1.0M 0.03% +2K +203.6% $313.15 +3.3%
173 TMSL T ROWE PRICE ETF INC 28,959.0 $1.0M 0.03% +1K +4.7% $35.90 +19.7%
174 VYMI VANGUARD WHITEHALL FDS 11,513.0 $1.0M 0.03% +3K +42.5% $90.01 +10.3%
175 VCR VANGUARD WORLD FD 2,602.0 $1.0M 0.03% +539.0 +26.1% $393.92 +0.1%
176 PH PARKER-HANNIFIN CORP Industrials 1,163.0 $1.0M 0.03% +118.0 +11.3% $879.03 +8.4%
177 TEL TE CONNECTIVITY PLC Technology 4,483.0 $1.0M 0.03% +537.0 +13.6% $227.54 -4.4%
178 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 13,229.0 $1.0M 0.03% +8K +163.6% $76.23 -28.2%
179 ARM ARM HOLDINGS PLC Technology 9,175.0 $1.0M 0.03% +5K +113.4% $109.31 +302.0%
180 PAAS PAN AMERN SILVER CORP Basic Materials 19,021.0 $985K 0.03% +2K +14.5% $51.81 -5.4%
Page 9 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%