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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 13 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4,192.0 $1.1M 0.03% NEW $259.44 +22.5%
242 BKNG BOOKING HOLDINGS INC Consumer Cyclical 200.0 $1.1M 0.03% NEW $5421.09 -97.1%
243 EFG ISHARES TR 9,445.0 $1.1M 0.03% NEW $113.89 +4.1%
244 AMD ADVANCED MICRO DEVICES INC Technology 6,630.0 $1.1M 0.03% NEW $161.80 +159.2%
245 KKR KKR & CO INC Financial Services 8,221.0 $1.1M 0.03% NEW $129.96 -28.4%
246 EPD ENTERPRISE PRODS PARTNERS L Energy 34,116.0 $1.1M 0.03% NEW $31.27 +27.5%
247 DMXF ISHARES TR 14,012.0 $1.1M 0.03% NEW $75.74 +7.1%
248 EMR EMERSON ELEC CO Industrials 8,040.0 $1.1M 0.03% NEW $131.18 +1.1%
249 BBIN J P MORGAN EXCHANGE TRADED F 15,013.0 $1.1M 0.03% NEW $70.13 +9.8%
250 LMT LOCKHEED MARTIN CORP Industrials 2,107.0 $1.1M 0.03% NEW $499.40 +5.0%
251 JBND J P MORGAN EXCHANGE TRADED F 19,315.0 $1.0M 0.03% NEW $54.16 -2.5%
252 JNK SPDR SERIES TRUST 10,444.0 $1.0M 0.03% NEW $97.99 -2.5%
253 MMM 3M CO Industrials 6,496.0 $1.0M 0.03% NEW $155.19 -3.6%
254 CMCSA COMCAST CORP NEW Communication Services 31,363.0 $985K 0.03% NEW $31.42 -21.1%
255 IEUR ISHARES TR 14,345.0 $977K 0.03% NEW $68.12 +8.7%
256 TMSL T ROWE PRICE ETF INC 27,669.0 $973K 0.03% NEW $35.17 +12.9%
257 KBWB INVESCO EXCH TRADED FD TR II 12,378.0 $968K 0.03% NEW $78.21 +7.5%
258 OUNZ VANECK MERK GOLD ETF Financial Services 26,025.0 $968K 0.03% NEW $37.19 +16.6%
259 CGXU CAPITAL GROUP INTL FOCUS EQT 32,578.0 $965K 0.03% NEW $29.62 +10.1%
260 IDV ISHARES TR 26,383.0 $964K 0.03% NEW $36.55 +22.6%
Page 13 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%