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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 27 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CME CME GROUP INC Financial Services 1,106.0 $302K 0.01% +40.0 +3.8% $273.17 -9.8%
522 FAST FASTENAL CO Industrials 7,475.0 $300K 0.01% +874.0 +13.2% $40.13 +14.3%
523 IMCB ISHARES TR 3,560.0 $295K 0.01% $82.73 +15.0%
524 DE DEERE & CO Industrials 629.0 $294K 0.01% -120.0 -16.0% $467.32 +26.1%
525 GD GENERAL DYNAMICS CORP Industrials 871.0 $293K 0.01% +112.0 +14.8% $336.79 +3.9%
526 ISHARES TR 5,532.0 $292K 0.01% NEW $52.71
527 XJR ISHARES TR 6,796.0 $289K 0.01% $42.58 +19.1%
528 ARTY ISHARES TR 6,000.0 $289K 0.01% +1K +23.7% $48.18 +63.8%
529 VFMO VANGUARD WELLINGTON FD 1,509.0 $289K 0.01% -107.0 -6.6% $191.34 +26.6%
530 UAL UNITED AIRLS HLDGS INC Industrials 2,579.0 $288K 0.01% -300.0 -10.4% $111.82 +5.8%
531 AVDV AMERICAN CENTY ETF TR 3,065.0 $288K 0.01% $93.99 +13.5%
532 BEACON FINANCIAL CORP. 10,843.0 $286K 0.01% NEW $26.37
533 ACA ARCOSA INC Industrials 2,654.0 $282K 0.01% NEW $106.32 +27.8%
534 CARR CARRIER GLOBAL CORPORATION Industrials 5,325.0 $281K 0.01% -130.0 -2.4% $52.84 +35.9%
535 HAS HASBRO INC Consumer Cyclical 3,418.0 $280K 0.01% NEW $82.00 +3.3%
536 XLF PUT SELECT SECTOR SPDR TR 5,000.0 $274K 0.01% NEW $54.77 -2.2%
537 SETM SPROTT FDS TR 9,440.0 $273K 0.01% +121.0 +1.3% $28.95 +17.9%
538 LHX L3HARRIS TECHNOLOGIES INC Industrials 930.0 $273K 0.01% $293.71 +0.4%
539 IBDV ISHARES TR 12,300.0 $271K 0.01% NEW $22.07 -1.4%
540 BBH VANECK ETF TRUST 1,402.0 $265K 0.01% $189.30 -0.9%
Page 27 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%