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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 7 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VLTO VERALTO CORP Industrials 2,483.0 $248K 0.01% -116.0 -4.5% $99.93 -17.2%
122 IBDT ISHARES TR 9,514.0 $242K 0.01% -291.0 -3.0% $25.46 -1.0%
123 ICSH ISHARES TR 4,662.0 $236K 0.01% -8K -61.9% $50.59 -0.2%
124 APD AIR PRODS & CHEMS INC Basic Materials 914.0 $226K 0.01% -64.0 -6.5% $247.02 +13.4%
125 VXF VANGUARD INDEX FDS 1,020.0 $213K 0.01% -178.0 -14.9% $209.15 +15.3%
126 AES AES CORP Utilities 14,201.0 $204K 0.01% -2K -12.9% $14.34 +2.0%
127 GSBD GOLDMAN SACHS BDC INC Financial Services 13,669.0 $131K 0.00% -78.0 -0.6% $9.60 -3.0%
128 LYG LLOYDS BANKING GROUP PLC Financial Services 13,540.0 $72K 0.00% -324.0 -2.3% $5.30 +4.5%
129 RC READY CAPITAL CORP Real Estate 27,696.0 $61K 0.00% -18K -40.0% $2.19 -20.1%
Page 7 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%