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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 13 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 97,218.0 $1.6M 0.04% -55K -36.1% $16.24 +7.9%
242 FLTR VANECK ETF TRUST 61,548.0 $1.6M 0.04% -13K -17.9% $25.48 +0.3%
243 AMD ADVANCED MICRO DEVICES INC Technology 7,262.0 $1.6M 0.04% +632.0 +9.5% $214.18 +150.9%
244 CMCSA COMCAST CORP NEW Communication Services 51,175.0 $1.5M 0.04% +20K +63.2% $29.89 -25.0%
245 EPP ISHARES INC 29,802.0 $1.5M 0.04% +3K +12.9% $50.47 +6.9%
246 JAAA JANUS DETROIT STR TR 29,623.0 $1.5M 0.04% -1K -3.3% $50.58 +0.1%
247 VEU VANGUARD INTL EQUITY INDEX F 19,782.0 $1.5M 0.04% +535.0 +2.8% $73.56 +15.4%
248 VANGUARD MALVERN FDS 18,962.0 $1.5M 0.04% +302.0 +1.6% $76.48
249 UNH UNITEDHEALTH GROUP INC Healthcare 4,318.0 $1.4M 0.04% -117.0 -2.6% $330.18 +21.4%
250 HEDJ WISDOMTREE TR 26,797.0 $1.4M 0.04% +12K +85.3% $53.06 +9.6%
251 EVEREST GROUP LTD 4,164.0 $1.4M 0.04% -125.0 -2.9% $339.35
252 CHKP CHECK POINT SOFTWARE TECH LT Technology 7,561.0 $1.4M 0.04% NEW $185.57 -34.1%
253 OZ BELPOINTE PREP LLC Real Estate 21,203.0 $1.4M 0.04% -221.0 -1.0% $65.03 -28.0%
254 BND VANGUARD BD INDEX FDS 18,598.0 $1.4M 0.04% -3K -15.2% $74.07 -1.0%
255 FDIS FIDELITY COVINGTON TRUST 13,430.0 $1.4M 0.04% +10K +278.1% $102.16 -0.0%
256 MCO MOODYS CORP Financial Services 2,603.0 $1.3M 0.04% +19.0 +0.7% $510.85 -11.8%
257 EMNT PIMCO ETF TR 13,401.0 $1.3M 0.04% -4K -21.0% $98.89 -0.1%
258 VBR VANGUARD INDEX FDS 6,226.0 $1.3M 0.03% -55.0 -0.9% $211.81 +12.6%
259 XSOE WISDOMTREE TR 33,126.0 $1.3M 0.03% $39.02 +30.0%
260 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4,491.0 $1.3M 0.03% +299.0 +7.1% $287.25 +21.4%
Page 13 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%