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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 7 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VPL VANGUARD INTL EQUITY INDEX F 54,619.0 $4.9M 0.13% +4K +7.3% $90.40 +33.1%
122 SLV ISHARES SILVER TR Financial Services 74,492.0 $4.8M 0.12% +55K +277.5% $64.42 -7.6%
123 EMXC ISHARES INC 63,695.0 $4.6M 0.12% -634.0 -1.0% $72.68 +45.5%
124 FBND FIDELITY MERRIMACK STR TR 99,162.0 $4.6M 0.12% +10K +11.2% $46.31 -1.5%
125 CEF SPROTT ASSET MANAGEMENT LP Financial Services 100,166.0 $4.6M 0.12% $45.80 -5.5%
126 COF CAPITAL ONE FINL CORP Financial Services 18,662.0 $4.5M 0.12% -719.0 -3.7% $242.37 -16.9%
127 SCHD SCHWAB STRATEGIC TR 164,774.0 $4.5M 0.12% -4K -2.2% $27.43 +16.1%
128 SPYM SPDR SERIES TRUST 55,189.0 $4.4M 0.12% -2K -2.7% $80.22 +9.6%
129 VB VANGUARD INDEX FDS 17,050.0 $4.4M 0.12% -109.0 -0.6% $257.96 +14.9%
130 XOM EXXON MOBIL CORP Energy 36,133.0 $4.3M 0.11% +785.0 +2.2% $120.34 +14.5%
131 SPLV INVESCO EXCH TRADED FD TR II 60,689.0 $4.3M 0.11% -7K -9.7% $71.42 +2.3%
132 FXI ISHARES TR 111,795.0 $4.3M 0.11% -11K -9.1% $38.29 -13.0%
133 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 111,884.0 $4.1M 0.11% $37.00 -12.2%
134 SUSA ISHARES TR 29,558.0 $4.1M 0.11% -4K -12.0% $139.35 +10.0%
135 WFC WELLS FARGO CO NEW Financial Services 43,072.0 $4.0M 0.10% +236.0 +0.6% $93.20 -11.8%
136 MGK VANGUARD WORLD FD 9,705.0 $4.0M 0.10% +4K +72.1% $412.80 -78.5%
137 DBJP DBX ETF TR 42,230.0 $4.0M 0.10% +6K +17.7% $94.66 +23.9%
138 GDX VANECK ETF TRUST 45,499.0 $3.9M 0.10% +37K +468.4% $85.77 -3.8%
139 WM WASTE MGMT INC DEL Industrials 17,656.0 $3.9M 0.10% +9K +99.0% $219.72 -2.3%
140 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,657.0 $3.9M 0.10% +804.0 +13.7% $579.95 -19.9%
Page 7 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%