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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 16 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TEL TE CONNECTIVITY PLC Technology 4,483.0 $1.0M 0.03% +537.0 +13.6% $227.54 -4.4%
302 EFG ISHARES TR 8,859.0 $1.0M 0.03% -586.0 -6.2% $113.92 +9.8%
303 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 13,229.0 $1.0M 0.03% +8K +163.6% $76.23 -28.2%
304 BCAL CALIFORNIA BANCORP Financial Services 53,579.0 $1.0M 0.03% $18.77 +5.2%
305 FPE FIRST TR EXCH TRADED FD III 55,175.0 $1.0M 0.03% -10K -15.3% $18.22 -1.3%
306 ARM ARM HOLDINGS PLC Technology 9,175.0 $1.0M 0.03% +5K +113.4% $109.31 +302.0%
307 DWM WISDOMTREE TR 14,511.0 $998K 0.03% $68.76 +8.4%
308 IEUR ISHARES TR 13,935.0 $989K 0.03% -410.0 -2.9% $70.98 +5.2%
309 PAAS PAN AMERN SILVER CORP Basic Materials 19,021.0 $985K 0.03% +2K +14.5% $51.81 -5.4%
310 ESML ISHARES TR 21,214.0 $975K 0.03% +5K +27.3% $45.98 +18.5%
311 IWD ISHARES TR 4,636.0 $975K 0.03% +627.0 +15.6% $210.36 +15.1%
312 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 83,379.0 $973K 0.03% $11.67 +56.1%
313 JNK SPDR SERIES TRUST 9,979.0 $970K 0.03% -465.0 -4.5% $97.21 -0.8%
314 KLAC KLA CORP Technology 796.0 $968K 0.03% NEW $1215.60 -78.6%
315 MMM 3M CO Industrials 6,035.0 $966K 0.03% -461.0 -7.1% $160.11 +0.3%
316 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,729.0 $957K 0.03% $350.55 +10.8%
317 VONG VANGUARD SCOTTSDALE FDS 7,812.0 $951K 0.03% NEW $121.75 +4.2%
318 KKR KKR & CO INC Financial Services 7,400.0 $943K 0.03% -821.0 -10.0% $127.49 -23.9%
319 GS GOLDMAN SACHS GROUP INC Financial Services 1,071.0 $941K 0.03% +164.0 +18.1% $879.01 +24.7%
320 CGXU CAPITAL GROUP INTL FOCUS EQT 31,766.0 $939K 0.02% -812.0 -2.5% $29.55 +22.2%
Page 16 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%