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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 14 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BBJP J P MORGAN EXCHANGE TRADED F 19,467.0 $1.3M 0.03% +2K +11.1% $65.91 +18.3%
262 PWZ INVESCO EXCH TRADED FD TR II 52,356.0 $1.3M 0.03% +29K +119.5% $24.16 +1.1%
263 MPLX MPLX LP Energy 23,008.0 $1.2M 0.03% +15K +174.1% $53.37 +6.5%
264 AVUS AMERICAN CENTY ETF TR 10,985.0 $1.2M 0.03% $111.78 +14.2%
265 XJH ISHARES TR 27,267.0 $1.2M 0.03% +6K +27.8% $44.65 +14.6%
266 ITA ISHARES TR 5,620.0 $1.2M 0.03% NEW $214.69 +11.3%
267 SCHW SCHWAB CHARLES CORP Financial Services 12,000.0 $1.2M 0.03% +212.0 +1.8% $99.91 -8.2%
268 ADBE ADOBE INC Technology 3,397.0 $1.2M 0.03% -228.0 -6.3% $349.99 -44.2%
269 XLB SELECT SECTOR SPDR TR 26,029.0 $1.2M 0.03% +19K +270.2% $45.35 +14.2%
270 ESGU ISHARES TR 7,790.0 $1.2M 0.03% +45.0 +0.6% $148.98 +9.6%
271 DGRW WISDOMTREE TR 12,923.0 $1.2M 0.03% -1K -9.0% $89.43 +7.2%
272 INTC INTEL CORP Technology 30,913.0 $1.1M 0.03% +10K +50.5% $36.90 +263.1%
273 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 12,539.0 $1.1M 0.03% NEW $90.16 -2.4%
274 EPI WISDOMTREE TR 24,382.0 $1.1M 0.03% +3K +16.3% $46.29 -7.1%
275 ACN ACCENTURE PLC IRELAND Technology 4,201.0 $1.1M 0.03% +2K +86.0% $268.36 -52.3%
276 TLT ISHARES TR 12,930.0 $1.1M 0.03% +10K +290.4% $87.17 -0.5%
277 BN BROOKFIELD CORP Financial Services 24,466.0 $1.1M 0.03% +21K +611.2% $45.89 -3.2%
278 DJAN FIRST TR EXCHNG TRADED FD VI 25,800.0 $1.1M 0.03% NEW $43.41 +4.8%
279 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 2,800.0 $1.1M 0.03% NEW $397.66 -30.1%
280 HTBK HERITAGE COMM CORP Financial Services 92,556.0 $1.1M 0.03% -22K -19.4% $12.01 +12.0%
Page 14 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%