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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 3 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFFD GLOBAL X FDS 195,533.0 $3.7M 0.10% -13K -6.0% $19.01 -0.6%
42 IXUS ISHARES TR 42,840.0 $3.6M 0.10% -13K -22.8% $84.64 +14.6%
43 PEP PEPSICO INC Consumer Defensive 23,327.0 $3.4M 0.09% -575.0 -2.4% $144.82 -1.9%
44 MINT PIMCO ETF TR 31,832.0 $3.2M 0.08% -58K -64.8% $100.70 +0.0%
45 PANW PALO ALTO NETWORKS INC Technology 17,387.0 $3.2M 0.08% -776.0 -4.3% $184.20 +56.2%
46 IBM INTERNATIONAL BUSINESS MACHS Technology 9,546.0 $2.8M 0.07% -4K -28.1% $296.23 -15.9%
47 IPAC ISHARES TR 38,621.0 $2.8M 0.07% -507.0 -1.3% $73.21 +14.6%
48 DFUV DIMENSIONAL ETF TRUST 58,794.0 $2.7M 0.07% -5K -8.0% $46.59 +17.2%
49 BFST BUSINESS FIRST BANCSHARES IN Financial Services 95,862.0 $2.5M 0.07% -38K -28.2% $26.14 +10.1%
50 NOBL PROSHARES TR 21,934.0 $2.3M 0.06% -2K -8.6% $104.07 -47.2%
51 JEPI J P MORGAN EXCHANGE TRADED F 35,462.0 $2.0M 0.05% -26K -41.9% $57.67 -2.7%
52 GCOR GOLDMAN SACHS ETF TR 47,993.0 $2.0M 0.05% -11K -18.6% $41.69 -1.4%
53 IWO ISHARES TR 6,064.0 $2.0M 0.05% -66.0 -1.1% $323.02 +20.4%
54 USMV ISHARES TR 20,424.0 $1.9M 0.05% -521.0 -2.5% $94.16 +0.1%
55 QUAL ISHARES TR 9,517.0 $1.9M 0.05% -432.0 -4.3% $198.62 +8.7%
56 CRM SALESFORCE INC Technology 7,012.0 $1.9M 0.05% -291.0 -4.0% $265.33 -42.8%
57 SOXX ISHARES TR 6,078.0 $1.8M 0.05% -48.0 -0.8% $301.15 +112.3%
58 MA MASTERCARD INCORPORATED Financial Services 3,150.0 $1.8M 0.05% -201.0 -6.0% $570.92 -14.2%
59 SHY ISHARES TR 21,008.0 $1.7M 0.04% -4K -17.1% $82.82 -1.0%
60 C CITIGROUP INC Financial Services 14,867.0 $1.7M 0.04% -11K -42.2% $116.69 +22.6%
Page 3 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%