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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	—	EATON VANCE TAX-MANAGED BUY-	—	12,378	$176K	0.01%	SOLD
22	—	ENERFLEX LTD	—	10,625	$115K	0.00%	SOLD
23	—	LITHIUM ARGENTINA AG	—	19,250	$64K	0.00%	SOLD

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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%