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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 8 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ABT ABBOTT LABS Healthcare 30,775.0 $3.9M 0.10% +7K +30.7% $125.29 -29.5%
142 PFE PFIZER INC Healthcare 151,567.0 $3.8M 0.10% +123K +426.2% $24.90 +1.3%
143 CSCO CISCO SYS INC Technology 48,701.0 $3.8M 0.10% +6K +14.4% $77.03 +55.2%
144 BINC BLACKROCK ETF TRUST II 70,993.0 $3.7M 0.10% +10K +15.5% $52.77 -0.9%
145 IWP ISHARES TR 27,252.0 $3.7M 0.10% -241.0 -0.9% $136.94 +3.7%
146 VXUS VANGUARD STAR FDS 49,465.0 $3.7M 0.10% -2K -3.6% $75.44 +15.0%
147 PFFD GLOBAL X FDS 195,533.0 $3.7M 0.10% -13K -6.0% $19.01 -0.6%
148 GBDC GOLUB CAP BDC INC Financial Services 271,290.0 $3.7M 0.10% NEW $13.57 -9.0%
149 IBHH ISHARES TR 154,727.0 $3.7M 0.10% +22K +16.3% $23.68 -0.7%
150 IXUS ISHARES TR 42,840.0 $3.6M 0.10% -13K -22.8% $84.64 +14.6%
151 BA BOEING CO Industrials 16,690.0 $3.6M 0.09% +2K +17.1% $217.13 +2.6%
152 CVX CHEVRON CORP NEW Energy 23,551.0 $3.6M 0.09% +3K +14.4% $152.41 +13.9%
153 DHR DANAHER CORPORATION Healthcare 15,491.0 $3.6M 0.09% +1K +8.7% $229.25 -22.7%
154 VOOG VANGUARD ADMIRAL FDS INC 7,884.0 $3.5M 0.09% NEW $444.62 -81.3%
155 SPGI S&P GLOBAL INC Financial Services 6,608.0 $3.5M 0.09% +642.0 +10.8% $522.60 -21.4%
156 PEP PEPSICO INC Consumer Defensive 23,327.0 $3.4M 0.09% -575.0 -2.4% $144.82 -1.9%
157 TGT TARGET CORP Consumer Defensive 34,497.0 $3.4M 0.09% +30K +713.0% $97.75 +33.7%
158 SMH VANECK ETF TRUST 9,341.0 $3.4M 0.09% +1K +13.2% $360.13 +83.2%
159 LRCX LAM RESEARCH CORP Technology 19,329.0 $3.3M 0.09% +7K +55.5% $171.46 +126.9%
160 MINT PIMCO ETF TR 31,832.0 $3.2M 0.08% -58K -64.8% $100.70 +0.0%
Page 8 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%