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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 4 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MKC MCCORMICK & CO INC Consumer Defensive 24,107.0 $1.7M 0.04% -365.0 -1.5% $68.59 -32.0%
62 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 97,218.0 $1.6M 0.04% -55K -36.1% $16.24 +7.9%
63 FLTR VANECK ETF TRUST 61,548.0 $1.6M 0.04% -13K -17.9% $25.48 +0.3%
64 JAAA JANUS DETROIT STR TR 29,623.0 $1.5M 0.04% -1K -3.3% $50.58 +0.1%
65 UNH UNITEDHEALTH GROUP INC Healthcare 4,318.0 $1.4M 0.04% -117.0 -2.6% $330.18 +21.4%
66 EVEREST GROUP LTD 4,164.0 $1.4M 0.04% -125.0 -2.9% $339.35
67 OZ BELPOINTE PREP LLC Real Estate 21,203.0 $1.4M 0.04% -221.0 -1.0% $65.03 -28.0%
68 BND VANGUARD BD INDEX FDS 18,598.0 $1.4M 0.04% -3K -15.2% $74.07 -1.0%
69 EMNT PIMCO ETF TR 13,401.0 $1.3M 0.04% -4K -21.0% $98.89 -0.1%
70 VBR VANGUARD INDEX FDS 6,226.0 $1.3M 0.03% -55.0 -0.9% $211.81 +12.6%
71 ADBE ADOBE INC Technology 3,397.0 $1.2M 0.03% -228.0 -6.3% $349.99 -44.2%
72 DGRW WISDOMTREE TR 12,923.0 $1.2M 0.03% -1K -9.0% $89.43 +7.2%
73 HTBK HERITAGE COMM CORP Financial Services 92,556.0 $1.1M 0.03% -22K -19.4% $12.01 +12.0%
74 SCHX SCHWAB STRATEGIC TR 40,103.0 $1.1M 0.03% -7K -15.1% $26.91 +9.6%
75 OUNZ VANECK MERK GOLD ETF Financial Services 25,525.0 $1.1M 0.03% -500.0 -1.9% $41.48 -2.2%
76 EFG ISHARES TR 8,859.0 $1.0M 0.03% -586.0 -6.2% $113.92 +9.8%
77 FPE FIRST TR EXCH TRADED FD III 55,175.0 $1.0M 0.03% -10K -15.3% $18.22 -1.3%
78 IEUR ISHARES TR 13,935.0 $989K 0.03% -410.0 -2.9% $70.98 +5.2%
79 JNK SPDR SERIES TRUST 9,979.0 $970K 0.03% -465.0 -4.5% $97.21 -0.8%
80 MMM 3M CO Industrials 6,035.0 $966K 0.03% -461.0 -7.1% $160.11 +0.3%
Page 4 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%