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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 24 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,624.0 $428K 0.01% -64.0 -0.7% $49.65 -28.3%
462 TRV TRAVELERS COMPANIES INC Financial Services 1,475.0 $428K 0.01% +10.0 +0.7% $290.06 +6.1%
463 PLTR PALANTIR TECHNOLOGIES INC Technology 2,403.0 $427K 0.01% +760.0 +46.3% $177.75 -27.7%
464 RPG INVESCO EXCHANGE TRADED FD T 9,119.0 $426K 0.01% $46.67 +34.4%
465 FSTA FIDELITY COVINGTON TRUST 8,635.0 $425K 0.01% +4K +90.5% $49.19 +6.5%
466 AIQ GLOBAL X FDS 8,268.0 $421K 0.01% NEW $50.91 +31.2%
467 MANH MANHATTAN ASSOCIATES INC Technology 2,421.0 $420K 0.01% +17.0 +0.7% $173.35 -23.7%
468 RKT PUT ROCKET COS INC Financial Services 21,300.0 $412K 0.01% NEW $19.36 -25.5%
469 PSKY PARAMOUNT SKYDANCE CORP Communication Services 30,265.0 $407K 0.01% NEW $13.45 -26.1%
470 MSGE SPHERE ENTERTAINMENT CO Communication Services 4,272.0 $406K 0.01% NEW $95.08 -22.8%
471 PGR PROGRESSIVE CORP Financial Services 1,783.0 $406K 0.01% +550.0 +44.6% $227.72 -10.0%
472 CVS CVS HEALTH CORP Healthcare 5,105.0 $405K 0.01% +641.0 +14.4% $79.36 +23.9%
473 XYL XYLEM INC Industrials 2,962.0 $403K 0.01% +232.0 +8.5% $136.18 -18.2%
474 FNF FIDELITY NATIONAL FINANCIAL Financial Services 7,308.0 $399K 0.01% $54.59 -14.2%
475 TXN TEXAS INSTRS INC Technology 2,287.0 $397K 0.01% +44.0 +2.0% $173.52 +86.1%
476 BLOCK INC 6,089.0 $396K 0.01% +2K +39.5% $65.09
477 QQEW FIRST TR EXCHANGE-TRADED FD 2,775.0 $394K 0.01% $142.13 +10.3%
478 PSX PHILLIPS 66 Energy 3,035.0 $392K 0.01% +198.0 +7.0% $129.05 +28.7%
479 GDXJ VANECK ETF TRUST 3,441.0 $392K 0.01% NEW $113.79 -5.8%
480 CG CARLYLE GROUP INC Financial Services 6,595.0 $390K 0.01% +199.0 +3.1% $59.11 -24.2%
Page 24 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%