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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 6 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FXI ISHARES TR 122,960.0 $5.1M 0.15% NEW $41.14 -12.1%
102 XLV SELECT SECTOR SPDR TR 35,828.0 $5.0M 0.15% NEW $139.17 +4.7%
103 SPLV INVESCO EXCH TRADED FD TR II 67,207.0 $4.9M 0.15% NEW $73.48 -0.2%
104 GSAT GLOBALSTAR INC Communication Services 134,837.0 $4.9M 0.15% NEW $36.39 +125.3%
105 VHT VANGUARD WORLD FD 18,686.0 $4.9M 0.15% NEW $259.61 +4.5%
106 SCHY SCHWAB STRATEGIC TR 173,615.0 $4.9M 0.15% NEW $27.94 +16.3%
107 VGSH VANGUARD SCOTTSDALE FDS 79,983.0 $4.7M 0.14% NEW $58.85 -1.1%
108 XLY SELECT SECTOR SPDR TR 19,478.0 $4.7M 0.14% NEW $239.64 -51.5%
109 SCHD SCHWAB STRATEGIC TR 168,523.0 $4.6M 0.14% NEW $27.30 +17.4%
110 IXUS ISHARES TR 55,463.0 $4.6M 0.14% NEW $82.58 +13.7%
111 SUSA ISHARES TR 33,605.0 $4.6M 0.14% NEW $135.65 +10.4%
112 VPL VANGUARD INTL EQUITY INDEX F 50,883.0 $4.5M 0.14% NEW $87.84 +26.1%
113 SPYM SPDR SERIES TRUST 56,740.0 $4.4M 0.13% NEW $78.34 +11.0%
114 JNJ JOHNSON & JOHNSON Healthcare 23,743.0 $4.4M 0.13% NEW $185.42 +22.3%
115 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 112,102.0 $4.4M 0.13% NEW $39.19 -13.9%
116 VB VANGUARD INDEX FDS 17,159.0 $4.4M 0.13% NEW $255.08 +10.3%
117 EMXC ISHARES INC 64,329.0 $4.3M 0.13% NEW $67.51 +38.6%
118 RTX RTX CORPORATION Industrials 24,739.0 $4.1M 0.12% NEW $167.34 +2.3%
119 FBND FIDELITY MERRIMACK STR TR 89,169.0 $4.1M 0.12% NEW $46.41 -2.6%
120 COF CAPITAL ONE FINL CORP Financial Services 19,381.0 $4.1M 0.12% NEW $212.59 -12.0%
Page 6 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%