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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 6 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NMRK NEWMARK GROUP INC Real Estate 397,408.0 $6.9M 0.18% +73K +22.6% $17.34 -14.2%
102 ORCL ORACLE CORP Technology 34,615.0 $6.7M 0.18% +30K +644.1% $194.91 -5.4%
103 SPTL SPDR SERIES TRUST 251,060.0 $6.6M 0.17% -31K -11.0% $26.47 -0.6%
104 IEI ISHARES TR 55,241.0 $6.6M 0.17% -493.0 -0.9% $119.35 -1.8%
105 XLY SELECT SECTOR SPDR TR 53,499.0 $6.4M 0.17% +34K +174.7% $119.41 -1.9%
106 STNC HENNESSY FDS TR 192,756.0 $6.4M 0.17% -22K -10.1% $33.14 +14.1%
107 EEM ISHARES TR 115,549.0 $6.3M 0.17% +62K +117.2% $54.71 +29.4%
108 IUSV ISHARES TR 61,602.0 $6.3M 0.17% +50K +422.5% $102.54 +7.0%
109 GILD GILEAD SCIENCES INC Healthcare 51,045.0 $6.3M 0.16% +48K +1515.3% $122.74 +0.8%
110 SCHY SCHWAB STRATEGIC TR 192,597.0 $5.7M 0.15% +19K +10.9% $29.82 +7.2%
111 TSLA TESLA INC Consumer Cyclical 12,750.0 $5.7M 0.15% +133.0 +1.1% $449.75 -11.0%
112 EAGG ISHARES TR 119,154.0 $5.7M 0.15% -2K -1.8% $47.85 -1.0%
113 JNJ JOHNSON & JOHNSON Healthcare 27,419.0 $5.7M 0.15% +4K +15.5% $206.95 +10.4%
114 VGSH VANGUARD SCOTTSDALE FDS 94,636.0 $5.6M 0.14% +15K +18.3% $58.73 -1.0%
115 VOE VANGUARD INDEX FDS 30,911.0 $5.5M 0.14% -1K -3.8% $177.37 +10.4%
116 GENI GENIUS SPORTS LIMITED Communication Services 489,835.0 $5.4M 0.14% +212K +76.5% $11.02 -44.6%
117 CIBR FIRST TR EXCHANGE TRADED FD 75,251.0 $5.4M 0.14% +3K +4.2% $71.45 +18.3%
118 BERKSHIRE HATHAWAY INC DEL 7.0 $5.3M 0.14% $754800.00
119 VHT VANGUARD WORLD FD 18,347.0 $5.3M 0.14% -339.0 -1.8% $287.86 -2.6%
120 TROW PRICE T ROWE GROUP INC Financial Services 50,522.0 $5.2M 0.14% $102.38 +5.1%
Page 6 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%