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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 19 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,822.0 $488K 0.01% NEW $45.10 +27.1%
362 EW EDWARDS LIFESCIENCES CORP Healthcare 6,275.0 $488K 0.01% NEW $77.77 +4.6%
363 VZ VERIZON COMMUNICATIONS INC Communication Services 11,082.0 $487K 0.01% NEW $43.95 +5.5%
364 ISHARES TR 21,000.0 $482K 0.01% NEW $22.95
365 HSY HERSHEY CO Consumer Defensive 2,576.0 $482K 0.01% NEW $187.05 -0.0%
366 EWJ ISHARES INC 5,944.0 $477K 0.01% NEW $80.21 +13.4%
367 XBI SPDR SERIES TRUST 4,718.0 $473K 0.01% NEW $100.20 +27.4%
368 COPX GLOBAL X FDS 7,850.0 $470K 0.01% NEW $59.81 +36.8%
369 IJS ISHARES TR 4,204.0 $465K 0.01% NEW $110.61 +14.1%
370 SO SOUTHERN CO Utilities 4,899.0 $464K 0.01% NEW $94.78 -2.4%
371 MCK MCKESSON CORP Healthcare 588.0 $455K 0.01% NEW $773.86 -1.7%
372 OMF ONEMAIN HLDGS INC Financial Services 8,057.0 $455K 0.01% NEW $56.46 -5.2%
373 SPYG SPDR SERIES TRUST 4,330.0 $453K 0.01% NEW $104.51 +12.5%
374 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 755.0 $451K 0.01% NEW $597.65 +10.2%
375 SPG SIMON PPTY GROUP INC NEW Real Estate 2,383.0 $447K 0.01% NEW $187.68 +6.6%
376 APOS APOLLO GLOBAL MGMT INC Financial Services 3,353.0 $447K 0.01% NEW $133.27 -80.6%
377 COP CONOCOPHILLIPS Energy 4,721.0 $447K 0.01% NEW $94.59 +29.4%
378 FORTINET INC 5,310.0 $446K 0.01% NEW $84.08
379 BNDX VANGUARD CHARLOTTE FDS 8,965.0 $443K 0.01% NEW $49.46 -3.6%
380 FNF FIDELITY NATIONAL FINANCIAL Financial Services 7,278.0 $440K 0.01% NEW $60.49 -20.8%
Page 19 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%