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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 21 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ACWI ISHARES TR 3,956.0 $560K 0.01% +156.0 +4.1% $141.49 +11.5%
402 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,153.0 $557K 0.01% -12.0 -0.6% $258.93 -15.6%
403 MDLZ MONDELEZ INTL INC Consumer Defensive 10,196.0 $554K 0.01% +394.0 +4.0% $54.34 +10.6%
404 EW EDWARDS LIFESCIENCES CORP Healthcare 6,445.0 $549K 0.01% +170.0 +2.7% $85.25 +2.5%
405 EWJ ISHARES INC 6,799.0 $549K 0.01% +855.0 +14.4% $80.75 +19.2%
406 INTU INTUIT Technology 826.0 $548K 0.01% +203.0 +32.6% $662.96 -59.7%
407 IYW ISHARES TR 2,735.0 $546K 0.01% +763.0 +38.7% $199.71 +27.0%
408 VONV VANGUARD SCOTTSDALE FDS 5,916.0 $546K 0.01% $92.30 +15.0%
409 IBHF ISHARES TR 23,490.0 $542K 0.01% $23.08 -1.8%
410 GWW WW GRAINGER INC Industrials 537.0 $542K 0.01% +23.0 +4.5% $1009.05 +35.3%
411 VZ VERIZON COMMUNICATIONS INC Communication Services 13,276.0 $541K 0.01% +2K +19.8% $40.73 +11.4%
412 VNQ VANGUARD INDEX FDS 6,103.0 $540K 0.01% +623.0 +11.4% $88.49 +8.0%
413 MSI MOTOROLA SOLUTIONS INC Technology 1,402.0 $539K 0.01% +228.0 +19.4% $384.54 +2.8%
414 RDVY FIRST TR EXCHANGE TRADED FD 7,737.0 $537K 0.01% -125.0 -1.6% $69.47 +13.9%
415 SCHF SCHWAB STRATEGIC TR 22,224.0 $534K 0.01% +831.0 +3.9% $24.04 +17.4%
416 COP CONOCOPHILLIPS Energy 5,672.0 $531K 0.01% +951.0 +20.1% $93.61 +15.1%
417 MRNA MODERNA INC Healthcare 17,928.0 $529K 0.01% NEW $29.49 +116.9%
418 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,587.0 $526K 0.01% +450.0 +21.1% $203.19 +79.0%
419 VDE VANGUARD WORLD FD 4,153.0 $523K 0.01% +858.0 +26.0% $125.95 +20.5%
420 IFRA ISHARES TR 9,904.0 $521K 0.01% +2K +32.0% $52.62 +17.8%
Page 21 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%