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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 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FDX FEDEX CORP Industrials 759.0 $221K 0.01% NEW $290.59 +12.3%
102 SPYV SPDR SERIES TRUST 3,873.0 $220K 0.01% NEW $56.81 +7.1%
103 AEP AMERICAN ELEC PWR CO INC Utilities 1,898.0 $219K 0.01% NEW $115.35 +10.7%
104 THMZ LAZARD ACTIVE ETF TR 6,613.0 $216K 0.01% NEW $32.69 +3.4%
105 SYK STRYKER CORPORATION Healthcare 610.0 $215K 0.01% NEW $352.52 -12.7%
106 CHWY CHEWY INC Consumer Cyclical 6,496.0 $215K 0.01% NEW $33.05 -44.9%
107 HEDG SERIES PORTFOLIOS TR 7,205.0 $211K 0.01% NEW $29.33 +2.5%
108 TLH ISHARES TR 2,061.0 $210K 0.01% NEW $101.67 -1.2%
109 CTVA CORTEVA INC Basic Materials 3,057.0 $205K 0.01% NEW $67.03 +17.2%
110 EXACT SCIENCES CORP 2,000.0 $203K 0.01% NEW $101.56
111 TOST TOAST INC Technology 5,664.0 $201K 0.01% NEW $35.51 -30.6%
112 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,534.0 $200K 0.01% NEW $130.50 -4.2%
113 NVDA PUT NVIDIA CORPORATION Technology 1,000.0 $186K 0.01% NEW $186.50 +13.0%
114 BLUEROCK PVT REAL ESTATE FD 12,025.0 $180K 0.01% NEW $15.00
115 WEN WENDYS CO Consumer Cyclical 21,409.0 $178K 0.01% NEW $8.33 -18.4%
116 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 16,885.0 $176K 0.01% NEW $10.44 -19.0%
117 ET ENERGY TRANSFER L P Energy 10,039.0 $166K 0.00% NEW $16.49 +13.7%
118 VNDA PUT VANDA PHARMACEUTICALS INC Healthcare 18,000.0 $159K 0.00% NEW $8.82 -34.2%
119 PFE CALL PFIZER INC Healthcare 5,400.0 $134K 0.00% NEW $24.90 +1.3%
120 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 24,148.0 $125K 0.00% NEW $5.16 -3.5%
Page 6 of 8  ·  147 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%