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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 26 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 IMCR IMMUNOCORE HLDGS PLC Healthcare 6,030.0 $219K 0.01% NEW $36.33 -22.1%
502 SSD SIMPSON MFG INC Industrials 1,305.0 $219K 0.01% NEW $167.48 +7.3%
503 BIL SPDR SERIES TRUST 2,356.0 $216K 0.01% NEW $91.75 -0.2%
504 AES AES CORP Utilities 16,313.0 $215K 0.01% NEW $13.16 +10.2%
505 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 2,532.0 $214K 0.01% NEW $84.66 -45.0%
506 GDEC FIRST TR EXCHNG TRADED FD VI 5,781.0 $212K 0.01% NEW $36.68 +7.4%
507 ESS ESSEX PPTY TR INC Real Estate 771.0 $208K 0.01% NEW $270.23 +0.6%
508 ITM VANECK ETF TRUST 4,457.0 $208K 0.01% NEW $46.60 -0.4%
509 BP BP PLC Energy 5,922.0 $204K 0.01% NEW $34.46 +32.3%
510 EQT EQT CORP Energy 3,729.0 $203K 0.01% NEW $54.44 +5.5%
511 AMT AMERICAN TOWER CORP NEW Real Estate 1,045.0 $203K 0.01% NEW $194.11 -10.2%
512 SYY SYSCO CORP Consumer Defensive 2,436.0 $201K 0.01% NEW $82.35 -11.8%
513 SPYI NEOS ETF TRUST 3,831.0 $200K 0.01% NEW $52.30 +2.2%
514 TEADS HLDG CO 116,395.0 $192K 0.01% NEW $1.65
515 PBR PETROLEO BRASILEIRO SA PETRO Energy 15,006.0 $191K 0.01% NEW $12.72 +60.7%
516 RC READY CAPITAL CORP Real Estate 46,148.0 $184K 0.01% NEW $3.99 -57.7%
517 EATON VANCE TAX-MANAGED BUY- 12,378.0 $176K 0.01% NEW $14.25
518 TTEC TTEC HLDGS INC Technology 50,875.0 $171K 0.01% NEW $3.36 -29.0%
519 GSBD GOLDMAN SACHS BDC INC Financial Services 13,747.0 $146K 0.00% NEW $10.65 -17.1%
520 ENERFLEX LTD 10,625.0 $115K 0.00% NEW $10.78
Page 26 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%