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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 25 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 SHEL SHELL PLC Energy 5,218.0 $383K 0.01% +217.0 +4.3% $73.49 +7.2%
482 FDN FIRST TR EXCHANGE-TRADED FD 1,408.0 $379K 0.01% $269.18 -1.3%
483 PTC PTC INC Technology 2,167.0 $378K 0.01% NEW $174.23 -34.1%
484 ED CONSOLIDATED EDISON INC Utilities 3,763.0 $374K 0.01% NEW $99.32 +7.1%
485 VTWO VANGUARD SCOTTSDALE FDS 3,727.0 $371K 0.01% +590.0 +18.8% $99.52 +19.9%
486 GRAL GRAIL INC Healthcare 4,328.0 $370K 0.01% NEW $85.59 -25.5%
487 REGCO REGENCY CTRS CORP Real Estate 5,301.0 $370K 0.01% NEW $69.78 -67.8%
488 MRSH MARSH & MCLENNAN COS INC Financial Services 1,991.0 $369K 0.01% +612.0 +44.4% $185.52 -12.5%
489 MLM MARTIN MARIETTA MATLS INC Basic Materials 590.0 $368K 0.01% $623.40 -2.3%
490 TTEC TTEC HLDGS INC Technology 101,795.0 $366K 0.01% +51K +100.1% $3.60 -40.6%
491 UNILEVER PLC 5,593.0 $366K 0.01% NEW $65.40
492 SHOP SHOPIFY INC Technology 2,271.0 $366K 0.01% -8K -77.3% $161.03 -32.4%
493 OTIS OTIS WORLDWIDE CORP Industrials 4,117.0 $360K 0.01% NEW $87.36 -16.1%
494 CMI CUMMINS INC Industrials 704.0 $359K 0.01% +26.0 +3.8% $510.64 +40.4%
495 OKE ONEOK INC NEW Energy 4,837.0 $356K 0.01% +1K +27.0% $73.50 +15.7%
496 ICVT ISHARES TR 3,596.0 $354K 0.01% +34.0 +0.9% $98.50 +26.1%
497 XLRE SELECT SECTOR SPDR TR 8,616.0 $348K 0.01% +683.0 +8.6% $40.35 +8.7%
498 IWN ISHARES TR 1,910.0 $346K 0.01% $181.27 +19.6%
499 IWC ISHARES TR 2,191.0 $346K 0.01% NEW $157.73 +21.8%
500 WELL WELLTOWER INC Real Estate 1,859.0 $345K 0.01% NEW $185.67 +11.3%
Page 25 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%