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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 11 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DIA SPDR DOW JONES INDL AVERAGE Financial Services 4,638.0 $2.2M 0.06% $481.71 +7.0%
202 KO COCA COLA CO Consumer Defensive 31,350.0 $2.2M 0.06% +7K +27.2% $69.91 +13.6%
203 SCHA SCHWAB STRATEGIC TR 75,157.0 $2.1M 0.06% +42K +125.8% $28.48 +23.6%
204 VCLT VANGUARD SCOTTSDALE FDS 28,203.0 $2.1M 0.06% +491.0 +1.8% $75.85 -0.6%
205 EWG ISHARES INC 49,415.0 $2.1M 0.06% +265.0 +0.5% $42.50 -2.3%
206 ZTS ZOETIS INC Healthcare 16,687.0 $2.1M 0.06% +15K +790.9% $125.83 -37.4%
207 STZ CONSTELLATION BRANDS INC Consumer Defensive 15,217.0 $2.1M 0.06% NEW $137.96 +2.3%
208 ETN EATON CORP PLC Industrials 6,545.0 $2.1M 0.05% $318.53 +32.4%
209 JEPI J P MORGAN EXCHANGE TRADED F 35,462.0 $2.0M 0.05% -26K -41.9% $57.67 -2.7%
210 NKE NIKE INC Consumer Cyclical 32,033.0 $2.0M 0.05% +27K +542.7% $63.78 -29.1%
211 GCOR GOLDMAN SACHS ETF TR 47,993.0 $2.0M 0.05% -11K -18.6% $41.69 -1.4%
212 EWU ISHARES TR 45,219.0 $2.0M 0.05% +14K +42.7% $43.98 +3.4%
213 IWO ISHARES TR 6,064.0 $2.0M 0.05% -66.0 -1.1% $323.02 +20.4%
214 NEE NEXTERA ENERGY INC Utilities 24,174.0 $1.9M 0.05% +6K +36.1% $80.28 +8.1%
215 IBIF ISHARES TR 74,393.0 $1.9M 0.05% +7K +10.1% $26.03 +1.0%
216 USMV ISHARES TR 20,424.0 $1.9M 0.05% -521.0 -2.5% $94.16 +0.1%
217 IBB ISHARES TR 11,334.0 $1.9M 0.05% +9K +363.9% $168.77 +2.9%
218 EPD ENTERPRISE PRODS PARTNERS L Energy 59,377.0 $1.9M 0.05% +25K +74.0% $32.06 +14.2%
219 EWC ISHARES INC 35,180.0 $1.9M 0.05% +553.0 +1.6% $53.93 +7.3%
220 ESGV VANGUARD WORLD FD 15,657.0 $1.9M 0.05% +1K +10.5% $120.97 +9.4%
Page 11 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%