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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 1 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 180,777.0 $123.8M 3.23% -2K -1.3% $684.94 +9.5%
2 SPY SPDR S&P 500 ETF TR Financial Services 83,226.0 $56.9M 1.48% -198K -70.5% $683.91 +9.2%
3 VTI VANGUARD INDEX FDS 168,543.0 $56.5M 1.47% -10K -5.8% $335.27 +10.4%
4 IWF ISHARES TR 80,272.0 $38.0M 0.99% -609.0 -0.8% $473.30 -74.0%
5 DFAC DIMENSIONAL ETF TRUST 724,680.0 $28.7M 0.75% -5K -0.7% $39.59 +11.6%
6 VGT VANGUARD WORLD FD 34,331.0 $25.9M 0.67% -340.0 -1.0% $753.78 -84.1%
7 UUUU ENERGY FUELS INC Energy 1,678,236.0 $24.4M 0.64% -192K -10.3% $14.54 +13.9%
8 DGRO ISHARES TR 306,679.0 $21.3M 0.56% -4K -1.1% $69.42 +7.8%
9 XLF SELECT SECTOR SPDR TR 356,161.0 $19.5M 0.51% -34K -8.8% $54.77 -2.2%
10 ITOT ISHARES TR 128,450.0 $19.1M 0.50% -12K -8.6% $148.69 +10.2%
11 VUG VANGUARD INDEX FDS 38,624.0 $18.8M 0.49% -9K -18.2% $487.86 -82.2%
12 PFF ISHARES TR 444,960.0 $13.8M 0.36% -4K -1.0% $30.96 +0.9%
13 GBIL GOLDMAN SACHS ETF TR 136,656.0 $13.7M 0.36% -2K -1.3% $100.29 -0.2%
14 VGIT VANGUARD SCOTTSDALE FDS 226,749.0 $13.6M 0.35% -15K -6.2% $59.93 -1.8%
15 BERKSHIRE HATHAWAY INC DEL 26,430.0 $13.3M 0.35% -24K -47.9% $502.66
16 HYLB DBX ETF TR 360,556.0 $13.3M 0.35% -23K -6.0% $36.83 -0.9%
17 VYM VANGUARD WHITEHALL FDS 74,502.0 $10.7M 0.28% -4K -5.0% $143.52 +10.2%
18 SII SPROTT INC Financial Services 102,552.0 $10.0M 0.26% -16K -13.3% $97.92 +24.9%
19 SGOV ISHARES TR 99,662.0 $10.0M 0.26% -7K -6.2% $100.38 +0.2%
20 BBEU J P MORGAN EXCHANGE TRADED F 132,352.0 $9.7M 0.25% -1K -0.8% $73.30 +7.0%
Page 1 of 7  ·  129 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%