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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 19 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IJJ ISHARES TR 5,564.0 $732K 0.02% +79.0 +1.4% $131.61 +10.0%
362 FDS FACTSET RESH SYS INC Financial Services 2,514.0 $730K 0.02% -163.0 -6.1% $290.21 -23.7%
363 MADISON SQUARE GARDEN ENTMT 13,537.0 $730K 0.02% NEW $53.89
364 SBR SABINE RTY TR Energy 10,600.0 $727K 0.02% $68.57 +5.4%
365 ADI ANALOG DEVICES INC Technology 2,649.0 $719K 0.02% +141.0 +5.6% $271.29 +60.1%
366 RDWR RADWARE LTD Technology 29,430.0 $709K 0.02% NEW $24.09 +12.5%
367 QTEC FIRST TR EXCHANGE-TRADED FD 3,059.0 $704K 0.02% -318.0 -9.4% $230.28 +45.6%
368 INCY INCYTE CORP Healthcare 7,068.0 $698K 0.02% NEW $98.78 -0.6%
369 AVUV AMERICAN CENTY ETF TR 6,813.0 $695K 0.02% -335.0 -4.7% $101.98 +19.6%
370 PDN INVESCO EXCH TRADED FD TR II 16,278.0 $687K 0.02% $42.19 +9.3%
371 MTUM ISHARES TR 2,728.0 $683K 0.02% +336.0 +14.1% $250.31 +35.2%
372 PZA INVESCO EXCH TRADED FD TR II 29,199.0 $677K 0.02% $23.19 +1.3%
373 MFC MANULIFE FINL CORP Financial Services 18,626.0 $676K 0.02% $36.28 +11.9%
374 AZO AUTOZONE INC Consumer Cyclical 198.0 $672K 0.02% NEW $3391.50 -9.6%
375 EWS ISHARES INC 24,373.0 $671K 0.02% -391.0 -1.6% $27.51 +8.3%
376 PWR QUANTA SVCS INC Industrials 1,580.0 $667K 0.02% +677.0 +75.0% $422.12 +66.4%
377 IT GARTNER INC Technology 2,630.0 $663K 0.02% $252.28 -49.5%
378 TOTALENERGIES SE 10,096.0 $661K 0.02% NEW $65.42
379 VTR VENTAS INC Real Estate 8,441.0 $657K 0.02% $77.86 +4.8%
380 AMP AMERIPRISE FINL INC Financial Services 1,313.0 $644K 0.02% NEW $490.59 -4.7%
Page 19 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%