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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 4 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VT VANGUARD INTL EQUITY INDEX F 87,139.0 $12.3M 0.32% +32K +56.7% $141.06 +11.8%
62 AVGO BROADCOM INC Technology 35,164.0 $12.2M 0.32% +7K +22.9% $346.11 +18.8%
63 IBDU ISHARES TR 513,648.0 $12.0M 0.31% +45K +9.6% $23.41 -1.3%
64 IWM ISHARES TR 46,299.0 $11.4M 0.30% +4K +8.2% $246.16 +20.1%
65 V VISA INC Financial Services 32,387.0 $11.4M 0.30% +5K +19.3% $350.72 -6.7%
66 ISHARES TR 258,993.0 $11.3M 0.29% +80K +44.4% $43.76
67 AXON AXON ENTERPRISE INC Industrials 19,832.0 $11.3M 0.29% NEW $567.94 -25.4%
68 IJR ISHARES TR 89,195.0 $10.7M 0.28% +912.0 +1.0% $120.18 +19.2%
69 VYM VANGUARD WHITEHALL FDS 74,502.0 $10.7M 0.28% -4K -5.0% $143.52 +10.2%
70 DFAT DIMENSIONAL ETF TRUST 176,755.0 $10.5M 0.27% $59.54 +15.0%
71 VCSH VANGUARD SCOTTSDALE FDS 130,975.0 $10.4M 0.27% +2K +1.2% $79.73 -1.1%
72 BX BLACKSTONE INC Financial Services 65,849.0 $10.1M 0.27% +57K +677.6% $154.14 -19.7%
73 SII SPROTT INC Financial Services 102,552.0 $10.0M 0.26% -16K -13.3% $97.92 +24.9%
74 SGOV ISHARES TR 99,662.0 $10.0M 0.26% -7K -6.2% $100.38 +0.2%
75 MRK MERCK & CO INC Healthcare 92,165.0 $9.8M 0.26% +61K +198.0% $106.09 +7.3%
76 BBEU J P MORGAN EXCHANGE TRADED F 132,352.0 $9.7M 0.25% -1K -0.8% $73.30 +7.0%
77 GOVT ISHARES TR 419,429.0 $9.7M 0.25% +2K +0.6% $23.03 -1.2%
78 AXP AMERICAN EXPRESS CO Financial Services 25,974.0 $9.6M 0.25% +18K +217.3% $369.96 -8.6%
79 GSAT GLOBALSTAR INC Communication Services 153,964.0 $9.4M 0.24% +19K +14.2% $61.04 +31.7%
80 VBK VANGUARD INDEX FDS 30,650.0 $9.3M 0.24% +2K +7.8% $302.12 +18.0%
Page 4 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%