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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 17 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FVD FIRST TR EXCHANGE-TRADED FD 20,355.0 $938K 0.02% $46.08 +2.9%
322 TR TOOTSIE ROLL INDS INC Consumer Defensive 25,475.0 $935K 0.02% NEW $36.72 -1.3%
323 H HYATT HOTELS CORP Consumer Cyclical 5,829.0 $935K 0.02% NEW $160.32 +26.1%
324 ILMN ILLUMINA INC Healthcare 7,122.0 $934K 0.02% NEW $131.17 +23.5%
325 USFR WISDOMTREE TR 18,517.0 $932K 0.02% +5K +42.1% $50.32 +0.3%
326 VOD VODAFONE GROUP PLC NEW Communication Services 68,396.0 $922K 0.02% NEW $13.48 +6.1%
327 GREK GLOBAL X FDS 13,626.0 $917K 0.02% -1K -6.8% $67.31 +14.7%
328 FISV FISERV INC Technology 13,640.0 $916K 0.02% -6K -29.0% $67.17 -28.7%
329 GSAT CALL GLOBALSTAR INC Communication Services 15,000.0 $916K 0.02% NEW $61.04 +31.7%
330 TWLO TWILIO INC Communication Services 6,389.0 $909K 0.02% $142.24 +30.9%
331 AVAV AEROVIRONMENT INC Industrials 3,750.0 $907K 0.02% NEW $241.89 -29.9%
332 LVHI LEGG MASON ETF INVT 24,432.0 $900K 0.02% +4K +22.1% $36.82 +10.1%
333 INDA ISHARES TR 16,498.0 $892K 0.02% +5K +39.8% $54.05 -8.3%
334 DSI ISHARES TR 6,806.0 $877K 0.02% NEW $128.83 +10.1%
335 HLN HALEON PLC Healthcare 86,571.0 $875K 0.02% NEW $10.11 -11.4%
336 TWLO PUT TWILIO INC Communication Services 6,100.0 $868K 0.02% NEW $142.24 +30.9%
337 MS MORGAN STANLEY Financial Services 4,832.0 $858K 0.02% +243.0 +5.3% $177.54 +25.7%
338 FBT FIRST TR EXCHANGE-TRADED FD 4,118.0 $850K 0.02% +115.0 +2.9% $206.52 +10.8%
339 SBUX STARBUCKS CORP Consumer Cyclical 10,085.0 $849K 0.02% -1K -11.3% $84.22 +19.5%
340 AIRR FIRST TR EXCHANGE TRADED FD 8,636.0 $849K 0.02% NEW $98.33 +33.1%
Page 17 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%