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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 10 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BAC BANK AMERICA CORP Financial Services 38,472.0 $2.0M 0.06% NEW $51.59 -1.7%
182 ESGE ISHARES INC 45,434.0 $2.0M 0.06% NEW $43.42 +18.4%
183 IWO ISHARES TR 6,130.0 $2.0M 0.06% NEW $320.04 +10.4%
184 WM WASTE MGMT INC DEL Industrials 8,871.0 $2.0M 0.06% NEW $220.83 +0.9%
185 XLP SELECT SECTOR SPDR TR 24,745.0 $1.9M 0.06% NEW $78.37 +9.8%
186 QUAL ISHARES TR 9,949.0 $1.9M 0.06% NEW $194.52 +7.7%
187 FLTR VANECK ETF TRUST 74,956.0 $1.9M 0.06% NEW $25.57 -0.1%
188 MA MASTERCARD INCORPORATED Financial Services 3,351.0 $1.9M 0.06% NEW $568.85 -11.1%
189 FNCL FIDELITY COVINGTON TRUST 24,640.0 $1.9M 0.06% NEW $76.34 -4.7%
190 JMUB J P MORGAN EXCHANGE TRADED F 36,085.0 $1.8M 0.06% NEW $50.47 -1.2%
191 IBIF ISHARES TR 67,575.0 $1.8M 0.05% NEW $26.53 -0.6%
192 EWC ISHARES INC 34,627.0 $1.8M 0.05% NEW $50.55 +13.7%
193 CRM SALESFORCE INC Technology 7,303.0 $1.7M 0.05% NEW $237.42 -24.4%
194 ESGV VANGUARD WORLD FD 14,166.0 $1.7M 0.05% NEW $118.45 +8.7%
195 EMNT PIMCO ETF TR 16,959.0 $1.7M 0.05% NEW $98.88 -0.1%
196 LRCX LAM RESEARCH CORP Technology 12,432.0 $1.7M 0.05% NEW $134.16 +107.2%
197 SOXX ISHARES TR 6,126.0 $1.7M 0.05% NEW $271.12 +83.2%
198 KO COCA COLA CO Consumer Defensive 24,651.0 $1.6M 0.05% NEW $66.83 +21.5%
199 SHW SHERWIN WILLIAMS CO Basic Materials 4,736.0 $1.6M 0.05% NEW $346.26 -12.6%
200 DVY ISHARES TR 11,533.0 $1.6M 0.05% NEW $142.11 +7.5%
Page 10 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%