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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 22 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PYPL PAYPAL HLDGS INC Financial Services 8,788.0 $513K 0.01% NEW $58.38 -27.2%
422 IUSB ISHARES TR 11,007.0 $512K 0.01% NEW $46.54 -0.9%
423 DBEU DBX ETF TR 10,655.0 $511K 0.01% $48.00 +11.5%
424 TT TRANE TECHNOLOGIES PLC Industrials 1,283.0 $499K 0.01% +31.0 +2.5% $389.20 +24.2%
425 KMI KINDER MORGAN INC DEL Energy 18,120.0 $498K 0.01% +437.0 +2.5% $27.49 +14.9%
426 SPYG SPDR SERIES TRUST 4,654.0 $497K 0.01% +324.0 +7.5% $106.70 +12.0%
427 TCHP T ROWE PRICE ETF INC 9,943.0 $496K 0.01% -3K -24.9% $49.86 +1.6%
428 FENY FIDELITY COVINGTON TRUST 19,959.0 $494K 0.01% NEW $24.77 +19.7%
429 TRN TRINITY INDS INC Industrials 18,641.0 $493K 0.01% NEW $26.44 +30.4%
430 REGN REGENERON PHARMACEUTICALS Healthcare 636.0 $491K 0.01% NEW $772.07 -21.0%
431 SATS ECHOSTAR CORP Technology 4,500.0 $489K 0.01% $108.70 +0.4%
432 CRWD CROWDSTRIKE HLDGS INC Technology 1,041.0 $488K 0.01% -8.0 -0.8% $468.76 +46.1%
433 APOS APOLLO GLOBAL MGMT INC Financial Services 3,353.0 $485K 0.01% $144.76 -82.3%
434 EEMV ISHARES INC 7,536.0 $483K 0.01% +3K +73.5% $64.04 +19.7%
435 AJG GALLAGHER ARTHUR J & CO Financial Services 1,857.0 $481K 0.01% NEW $258.79 -17.3%
436 ISHARES TR 21,000.0 $480K 0.01% $22.88
437 GEV GE VERNOVA INC Utilities 732.0 $479K 0.01% +159.0 +27.8% $654.41 +69.6%
438 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,570.0 $479K 0.01% +90.0 +6.1% $304.82 +51.6%
439 PM PHILIP MORRIS INTL INC Consumer Defensive 2,954.0 $478K 0.01% +513.0 +21.0% $161.89 +10.2%
440 BNDX VANGUARD CHARLOTTE FDS 9,844.0 $476K 0.01% +879.0 +9.8% $48.32 +0.1%
Page 22 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%