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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 2 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VWO VANGUARD INTL EQUITY INDEX F 164,223.0 $8.8M 0.23% -10K -5.7% $53.76 +13.0%
22 DFUS DIMENSIONAL ETF TRUST 110,906.0 $8.2M 0.21% -13K -10.2% $74.17 +10.5%
23 IVW ISHARES TR 65,885.0 $8.1M 0.21% -1K -2.2% $123.26 +11.9%
24 WMT WALMART INC Consumer Defensive 72,593.0 $8.1M 0.21% -4K -4.8% $111.65 +5.0%
25 SPTL SPDR SERIES TRUST 251,060.0 $6.6M 0.17% -31K -11.0% $26.47 -0.6%
26 IEI ISHARES TR 55,241.0 $6.6M 0.17% -493.0 -0.9% $119.35 -1.8%
27 STNC HENNESSY FDS TR 192,756.0 $6.4M 0.17% -22K -10.1% $33.14 +14.1%
28 EAGG ISHARES TR 119,154.0 $5.7M 0.15% -2K -1.8% $47.85 -1.0%
29 VOE VANGUARD INDEX FDS 30,911.0 $5.5M 0.14% -1K -3.8% $177.37 +10.4%
30 VHT VANGUARD WORLD FD 18,347.0 $5.3M 0.14% -339.0 -1.8% $287.86 -2.6%
31 EMXC ISHARES INC 63,695.0 $4.6M 0.12% -634.0 -1.0% $72.68 +45.5%
32 COF CAPITAL ONE FINL CORP Financial Services 18,662.0 $4.5M 0.12% -719.0 -3.7% $242.37 -16.9%
33 SCHD SCHWAB STRATEGIC TR 164,774.0 $4.5M 0.12% -4K -2.2% $27.43 +16.1%
34 SPYM SPDR SERIES TRUST 55,189.0 $4.4M 0.12% -2K -2.7% $80.22 +9.6%
35 VB VANGUARD INDEX FDS 17,050.0 $4.4M 0.12% -109.0 -0.6% $257.96 +14.9%
36 SPLV INVESCO EXCH TRADED FD TR II 60,689.0 $4.3M 0.11% -7K -9.7% $71.42 +2.3%
37 FXI ISHARES TR 111,795.0 $4.3M 0.11% -11K -9.1% $38.29 -13.0%
38 SUSA ISHARES TR 29,558.0 $4.1M 0.11% -4K -12.0% $139.35 +10.0%
39 IWP ISHARES TR 27,252.0 $3.7M 0.10% -241.0 -0.9% $136.94 +3.7%
40 VXUS VANGUARD STAR FDS 49,465.0 $3.7M 0.10% -2K -3.6% $75.44 +15.0%
Page 2 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%