Robertson Stephens Wealth Management, LLC
All holdings · as of Dec 31, 2025
| 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% |
| INVESCO QQQ TR | $25.34M | 0.7% |
| VANGUARD INDEX FDS | $24.62M | 0.7% |
| Energy Fuels Inc/Canada | $24.40M | 0.7% |
| Alphabet Inc. | $23.52M | 0.7% |
| SELECT SECTOR SPDR TR | $21.67M | 0.6% |
| ISHARES TR | $21.29M | 0.6% |
| SELECT SECTOR SPDR TR | $20.71M | 0.6% |
| SELECT SECTOR SPDR TR | $19.51M | 0.5% |
| iShares MSCI UAE ETF | $19.10M | 0.5% |
| VANGUARD INDEX FDS | $18.84M | 0.5% |
| ISHARES TR | $18.43M | 0.5% |
| AMERICAN CENTY ETF TR | $18.09M | 0.5% |
| BGC Group Inc | $17.91M | 0.5% |
| SCHWAB STRATEGIC TR | $17.43M | 0.5% |
| ISHARES TR | $17.01M | 0.5% |
| GOLDMAN SACHS ETF TR | $16.62M | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $16.12M | 0.5% |
| ELI LILLY & Co | $15.85M | 0.4% |
| AbbVie Inc. | $14.44M | 0.4% |
| DIMENSIONAL ETF TRUST | $14.10M | 0.4% |
| ISHARES TR | $13.78M | 0.4% |
| ISHARES TR | $13.72M | 0.4% |
| GOLDMAN SACHS ETF TR | $13.70M | 0.4% |
| VANGUARD SCOTTSDALE FDS | $13.59M | 0.4% |
| Warren E. Buffett | $13.29M | 0.4% |