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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 9 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PANW PALO ALTO NETWORKS INC Technology 17,387.0 $3.2M 0.08% -776.0 -4.3% $184.20 +56.2%
162 IGSB ISHARES TR 59,195.0 $3.1M 0.08% +880.0 +1.5% $52.88 -1.1%
163 MO ALTRIA GROUP INC Consumer Defensive 53,167.0 $3.1M 0.08% +49K +1053.5% $58.72 +17.7%
164 MCD MCDONALDS CORP Consumer Cyclical 9,939.0 $3.0M 0.08% +325.0 +3.4% $305.66 -8.8%
165 JBND J P MORGAN EXCHANGE TRADED F 55,674.0 $3.0M 0.08% +36K +188.2% $54.26 -1.5%
166 SCHB SCHWAB STRATEGIC TR 115,080.0 $3.0M 0.08% +5K +4.6% $26.23 +10.4%
167 DFIV DIMENSIONAL ETF TRUST 59,957.0 $3.0M 0.08% +397.0 +0.7% $49.90 +10.9%
168 VO VANGUARD INDEX FDS 10,301.0 $3.0M 0.08% +1K +14.0% $290.24 -72.4%
169 FNCL FIDELITY COVINGTON TRUST 38,378.0 $3.0M 0.08% +14K +55.8% $77.74 -2.2%
170 IEF ISHARES TR 30,572.0 $2.9M 0.08% $96.16 -1.9%
171 UNP UNION PAC CORP Industrials 12,478.0 $2.9M 0.07% +1K +9.8% $231.33 +11.0%
172 ASML ASML HOLDING N V Technology 2,695.0 $2.9M 0.07% +2K +507.0% $1069.88 +80.4%
173 FTEC FIDELITY COVINGTON TRUST 12,657.0 $2.8M 0.07% +6K +97.3% $224.68 +27.5%
174 PG PROCTER AND GAMBLE CO Consumer Defensive 19,754.0 $2.8M 0.07% +3K +16.5% $143.31 +4.9%
175 IBM INTERNATIONAL BUSINESS MACHS Technology 9,546.0 $2.8M 0.07% -4K -28.1% $296.23 -15.9%
176 IPAC ISHARES TR 38,621.0 $2.8M 0.07% -507.0 -1.3% $73.21 +14.6%
177 DFUV DIMENSIONAL ETF TRUST 58,794.0 $2.7M 0.07% -5K -8.0% $46.59 +17.2%
178 XLE SELECT SECTOR SPDR TR 60,719.0 $2.7M 0.07% +32K +109.2% $44.71 +20.3%
179 JIVE J P MORGAN EXCHANGE TRADED F 33,660.0 $2.7M 0.07% NEW $80.28 +17.0%
180 VIS VANGUARD WORLD FD 8,947.0 $2.7M 0.07% +559.0 +6.7% $298.40 +18.5%
Page 9 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%