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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 5 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KKR KKR & CO INC Financial Services 7,400.0 $943K 0.03% -821.0 -10.0% $127.49 -23.9%
82 CGXU CAPITAL GROUP INTL FOCUS EQT 31,766.0 $939K 0.02% -812.0 -2.5% $29.55 +22.2%
83 GREK GLOBAL X FDS 13,626.0 $917K 0.02% -1K -6.8% $67.31 +14.7%
84 FISV FISERV INC Technology 13,640.0 $916K 0.02% -6K -29.0% $67.17 -28.7%
85 SBUX STARBUCKS CORP Consumer Cyclical 10,085.0 $849K 0.02% -1K -11.3% $84.22 +19.5%
86 SU SUNCOR ENERGY INC NEW Energy 17,774.0 $788K 0.02% -218.0 -1.2% $44.36 +24.7%
87 MU MICRON TECHNOLOGY INC Technology 2,685.0 $767K 0.02% -1K -32.2% $285.57 +297.1%
88 BE BLOOM ENERGY CORP Industrials 8,729.0 $758K 0.02% -1K -12.4% $86.89 +278.5%
89 FDS FACTSET RESH SYS INC Financial Services 2,514.0 $730K 0.02% -163.0 -6.1% $290.21 -23.7%
90 QTEC FIRST TR EXCHANGE-TRADED FD 3,059.0 $704K 0.02% -318.0 -9.4% $230.28 +45.6%
91 AVUV AMERICAN CENTY ETF TR 6,813.0 $695K 0.02% -335.0 -4.7% $101.98 +19.6%
92 EWS ISHARES INC 24,373.0 $671K 0.02% -391.0 -1.6% $27.51 +8.3%
93 USB US BANCORP DEL Financial Services 11,722.0 $632K 0.02% -2K -11.5% $53.88 +7.9%
94 SDY SPDR SERIES TRUST 4,210.0 $586K 0.01% -284.0 -6.3% $139.17 +8.1%
95 LOW LOWES COS INC Consumer Cyclical 2,426.0 $585K 0.01% -58.0 -2.3% $241.21 -7.9%
96 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,153.0 $557K 0.01% -12.0 -0.6% $258.93 -15.6%
97 RDVY FIRST TR EXCHANGE TRADED FD 7,737.0 $537K 0.01% -125.0 -1.6% $69.47 +13.9%
98 TCHP T ROWE PRICE ETF INC 9,943.0 $496K 0.01% -3K -24.9% $49.86 +1.6%
99 CRWD CROWDSTRIKE HLDGS INC Technology 1,041.0 $488K 0.01% -8.0 -0.8% $468.76 +46.1%
100 IJK ISHARES TR 4,826.0 $468K 0.01% -582.0 -10.8% $96.89 +19.4%
Page 5 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%