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Portfolio (Quarterly) Guide ↗

Robertson Stephens Wealth Management, LLC

· CIK 0001767307
13F Portfolio $3.3B AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 530 New
Page 17 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IWS ISHARES TR 4,506.0 $629K 0.02% NEW $139.68 +11.3%
322 LOW LOWES COS INC Consumer Cyclical 2,484.0 $624K 0.02% NEW $251.36 -13.1%
323 VRSK VERISK ANALYTICS INC Industrials 2,474.0 $622K 0.02% NEW $251.51 -35.4%
324 ICSH ISHARES TR 12,250.0 $622K 0.02% NEW $50.75 -0.4%
325 MDLZ MONDELEZ INTL INC Consumer Defensive 9,802.0 $617K 0.02% NEW $62.97 -4.0%
326 ADI ANALOG DEVICES INC Technology 2,508.0 $617K 0.02% NEW $245.84 +70.3%
327 INDA ISHARES TR 11,798.0 $614K 0.02% NEW $52.06 -8.1%
328 MTUM ISHARES TR 2,392.0 $613K 0.02% NEW $256.45 +14.8%
329 GDX VANECK ETF TRUST 8,005.0 $612K 0.02% NEW $76.40 +14.1%
330 DDOG DATADOG INC Technology 4,289.0 $611K 0.02% NEW $142.40 +46.1%
331 ARM ARM HOLDINGS PLC Technology 4,300.0 $608K 0.02% NEW $141.49 +52.0%
332 URTH ISHARES INC 3,272.0 $594K 0.02% NEW $181.57 +10.3%
333 HON HONEYWELL INTL INC Industrials 2,819.0 $594K 0.02% NEW $210.59 +1.3%
334 VTR VENTAS INC Real Estate 8,400.0 $592K 0.02% NEW $70.47 +24.1%
335 MFC MANULIFE FINL CORP Financial Services 18,706.0 $583K 0.02% NEW $31.15 +20.6%
336 PWZ INVESCO EXCH TRADED FD TR II 23,848.0 $570K 0.02% NEW $23.92 -0.0%
337 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,688.0 $565K 0.02% NEW $65.00 -33.0%
338 ACN ACCENTURE PLC IRELAND Technology 2,259.0 $557K 0.02% NEW $246.70 -28.0%
339 IBHF ISHARES TR 23,490.0 $549K 0.02% NEW $23.39 -2.8%
340 MSI MOTOROLA SOLUTIONS INC Technology 1,174.0 $538K 0.02% NEW $458.38 -14.2%
Page 17 of 27  ·  530 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 45.0%
Financial Services 28.7%
Communication Services 5.6%
Consumer Cyclical 5.3%
Energy 3.6%
Consumer Defensive 3.4%
Healthcare 3.2%
Industrials 3.1%
Real Estate 1.0%
Basic Materials 0.8%