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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 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TE T1 ENERGY INC Industrials 17,700.0 $118K 0.00% NEW $6.68 +40.0%
122 VNDA CALL VANDA PHARMACEUTICALS INC Healthcare 12,000.0 $106K 0.00% NEW $8.82 -34.2%
123 SENSTAR TECHNOLOGIES CORP 20,233.0 $98K 0.00% NEW $4.83
124 INV INNVENTURE INC Financial Services 21,600.0 $90K 0.00% NEW $4.18 +58.6%
125 SNAP CALL SNAP INC Communication Services 10,800.0 $87K 0.00% NEW $8.07 -42.4%
126 WRAP WRAP TECHNOLOGIES INC Technology 36,199.0 $86K 0.00% NEW $2.38 -47.9%
127 SLV CALL ISHARES SILVER TR Financial Services 1,000.0 $64K 0.00% NEW $64.42 -7.6%
128 ANVS ANNOVIS BIO INC Healthcare 18,579.0 $64K 0.00% NEW $3.46 -49.4%
129 CALL DIREXION SHS ETF TR 18,000.0 $56K 0.00% NEW $3.13
130 WRAP CALL WRAP TECHNOLOGIES INC Technology 21,000.0 $50K 0.00% NEW $2.38 -47.9%
131 MSOX CALL ADVISORSHARES TR 10,800.0 $48K 0.00% NEW $4.48 -26.6%
132 ESTRELLA IMMUNOPHARMA INC 26,000.0 $41K 0.00% NEW $1.56
133 CRON CALL CRONOS GROUP INC Healthcare 14,000.0 $37K 0.00% NEW $2.63 +3.0%
134 GERN CALL GERON CORP Healthcare 20,200.0 $27K 0.00% NEW $1.32 -4.5%
135 DIREXION SHS ETF TR 8,001.0 $25K 0.00% NEW $3.13
136 MSOX ADVISORSHARES TR 5,401.0 $24K 0.00% NEW $4.48 -26.6%
137 MYPS PLAYSTUDIOS INC Technology 33,800.0 $22K 0.00% NEW $0.65 -17.6%
138 CALL LIFEWARD LTD 29,700.0 $17K NEW $0.58
139 PHIO PHARMACEUTICALS CORP 10,800.0 $11K NEW $1.05
140 AI C3 AI INC Technology 800.0 $11K NEW $13.48 -23.6%
Page 7 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%