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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 18 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VV VANGUARD INDEX FDS 2,679.0 $843K 0.02% +386.0 +16.8% $314.84 +9.6%
342 PIPER SANDLER COMPANIES 2,464.0 $837K 0.02% NEW $339.71
343 DYNF BLACKROCK ETF TRUST 13,497.0 $821K 0.02% NEW $60.81 +11.4%
344 DXJ WISDOMTREE TR 5,625.0 $811K 0.02% NEW $144.16 +23.8%
345 BIL SPDR SERIES TRUST 8,804.0 $805K 0.02% +6K +273.7% $91.38 +0.2%
346 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,555.0 $793K 0.02% +1K +69.5% $310.24 +27.7%
347 SU SUNCOR ENERGY INC NEW Energy 17,774.0 $788K 0.02% -218.0 -1.2% $44.36 +24.7%
348 EMXF ISHARES TR 16,832.0 $783K 0.02% $46.53 +27.6%
349 MU MICRON TECHNOLOGY INC Technology 2,685.0 $767K 0.02% -1K -32.2% $285.57 +297.1%
350 HYMB SPDR SERIES TRUST 30,632.0 $764K 0.02% $24.94 +1.5%
351 IJS ISHARES TR 6,704.0 $762K 0.02% +2K +59.5% $113.72 +17.2%
352 DFAS DIMENSIONAL ETF TRUST 10,919.0 $761K 0.02% +4K +48.1% $69.67 +15.3%
353 FIDELITY COVINGTON TRUST 10,232.0 $760K 0.02% NEW $74.28
354 PII POLARIS INC Consumer Cyclical 12,000.0 $759K 0.02% $63.25 +12.8%
355 BE BLOOM ENERGY CORP Industrials 8,729.0 $758K 0.02% -1K -12.4% $86.89 +278.5%
356 IYF ISHARES TR 5,787.0 $746K 0.02% $128.95 -1.0%
357 LMBS FIRST TR EXCHANGE-TRADED FD 14,842.0 $742K 0.02% +470.0 +3.3% $49.99 -0.3%
358 APG API GROUP CORP Industrials 19,383.0 $742K 0.02% NEW $38.26 +11.2%
359 DG DOLLAR GEN CORP NEW Consumer Defensive 5,581.0 $741K 0.02% +2K +41.9% $132.77 -14.6%
360 AFL AFLAC INC Financial Services 6,709.0 $740K 0.02% $110.27 +4.7%
Page 18 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%