Institutions / Robertson Stephens Wealth Management, LLC
Robertson Stephens Wealth Management, LLC
CIK 1767307 · Institution · as of Dec 31, 2025
Portfolio value
$3.55B
Positions
634
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 634 →
| Company | Value | % of portfolio |
|---|---|---|
| AppLovin Corp | $263.46M | 7.4% |
| Vanguard Index Fds | $259.68M | 7.3% |
| Apple Inc. | $138.57M | 3.9% |
| Vanguard Tax-Managed Fds | $135.11M | 3.8% |
| iShares Tr | $123.82M | 3.5% |
| J P Morgan Exchange Traded F | $97.60M | 2.8% |
| iShares Inc | $93.44M | 2.6% |
| Vanguard Scottsdale Fds | $88.37M | 2.5% |
| Microsoft Corp | $81.00M | 2.3% |
| NVIDIA Corp | $61.16M | 1.7% |
| iShares Tr | $57.19M | 1.6% |
| SPDR S&P 500 ETF Tr | $56.92M | 1.6% |
| Vanguard Index Fds | $56.51M | 1.6% |
| iShares Tr | $48.91M | 1.4% |
| Goldman Sachs ETF Tr | $45.20M | 1.3% |
| Alphabet Inc. | $42.61M | 1.2% |
| Amazon.com Inc | $38.53M | 1.1% |
| iShares Tr | $37.99M | 1.1% |
| iShares Tr | $31.80M | 0.9% |
| JPMorgan Chase & Co | $31.79M | 0.9% |
| Select Sector SPDR Tr | $30.42M | 0.9% |
| Invesco Exchange Traded Fd T | $29.93M | 0.8% |
| Dimensional ETF Trust | $28.69M | 0.8% |
| SPDR Gold Tr | $26.25M | 0.7% |
| Vanguard World Fd | $25.88M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.