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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 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CRON CRONOS GROUP INC Healthcare 4,001.0 $11K NEW $2.63 +3.0%
142 CALL CANOPY GROWTH CORP 9,000.0 $10K NEW $1.14
143 CANOPY GROWTH CORP 5,637.0 $6K NEW $1.14
144 LIFEWARD LTD 10,800.0 $6K NEW $0.58
145 VNDA VANDA PHARMACEUTICALS INC Healthcare 600.0 $5K NEW $8.82 -34.2%
146 SNAP SNAP INC Communication Services 564.0 $5K NEW $8.07 -42.4%
147 GERN GERON CORP Healthcare 1,000.0 $1K NEW $1.32 -4.5%
Page 8 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%