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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 10 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ROST ROSS STORES INC Consumer Cyclical 14,817.0 $2.7M 0.07% $180.15 +29.2%
182 UBER UBER TECHNOLOGIES INC Technology 32,528.0 $2.7M 0.07% +25K +355.1% $81.71 -12.3%
183 ESGE ISHARES INC 60,077.0 $2.7M 0.07% +15K +32.2% $44.17 +28.1%
184 BAC BANK AMERICA CORP Financial Services 47,927.0 $2.6M 0.07% +9K +24.6% $55.00 +2.2%
185 XBI SPDR SERIES TRUST 21,391.0 $2.6M 0.07% +17K +353.4% $121.93 +15.4%
186 RNG RINGCENTRAL INC Technology 90,311.0 $2.6M 0.07% +50K +124.7% $28.88 +21.3%
187 VTEB VANGUARD MUN BD FDS 51,826.0 $2.6M 0.07% +8K +17.4% $50.29 +0.3%
188 TCAF T ROWE PRICE ETF INC 67,284.0 $2.6M 0.07% $38.22 +5.7%
189 NG NOVAGOLD RES INC Basic Materials 275,712.0 $2.6M 0.07% $9.32 -16.3%
190 EMB ISHARES TR 26,306.0 $2.5M 0.07% +13K +93.3% $96.28 +0.5%
191 BFST BUSINESS FIRST BANCSHARES IN Financial Services 95,862.0 $2.5M 0.07% -38K -28.2% $26.14 +10.1%
192 XLP SELECT SECTOR SPDR TR 32,131.0 $2.5M 0.07% +7K +29.9% $77.68 +7.2%
193 VIRT VIRTU FINL INC Financial Services 74,707.0 $2.5M 0.07% NEW $33.32 +89.3%
194 VOX VANGUARD WORLD FD 12,359.0 $2.4M 0.06% $193.64 -3.5%
195 IDEV ISHARES TR 28,986.0 $2.4M 0.06% +2K +9.1% $82.48 +8.6%
196 BMY BRISTOL-MYERS SQUIBB CO Healthcare 42,881.0 $2.3M 0.06% +32K +296.2% $53.94 +0.1%
197 GGUS GOLDMAN SACHS ETF TR 36,141.0 $2.3M 0.06% +32K +811.0% $63.66 +5.6%
198 NOBL PROSHARES TR 21,934.0 $2.3M 0.06% -2K -8.6% $104.07 -47.2%
199 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 8,784.0 $2.3M 0.06% NEW $258.66 +43.1%
200 NEM NEWMONT CORP Basic Materials 22,480.0 $2.2M 0.06% +3K +17.8% $99.85 +3.9%
Page 10 of 33  ·  654 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%