CIK 1767307
Robertson Stephens Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
635
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 635
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| APP | APPLOVIN CORP | 391K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 414K | $1M+ | SH |
| AAPL | APPLE INC | 510K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 2.2M | $1M+ | SH |
| IVV | ISHARES TR | 181K | $1M+ | SH |
| BBUS | J P MORGAN EXCHANGE TRADED F | 791K | $1M+ | SH |
| IEMG | ISHARES INC | 1.4M | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 1.1M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 167K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 328K | $1M+ | SH |
| AGG | ISHARES TR | 573K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 83K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 169K | $1M+ | SH |
| IEFA | ISHARES TR | 547K | $1M+ | SH |
| GSUS | GOLDMAN SACHS ETF TR | 479K | $1M+ | SH |
| GOOG | ALPHABET INC | 136K | $1M+ | SH |
| AMZN | AMAZON COM INC | 167K | $1M+ | SH |
| IWF | ISHARES TR | 80K | $1M+ | SH |
| IWB | ISHARES TR | 85K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 99K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 211K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 156K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 725K | $1M+ | SH |
| GLD | SPDR GOLD TR | 66K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 34K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 41K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 129K | $1M+ | SH |
| UUUU | ENERGY FUELS INC | 1.7M | $1M+ | SH |
| GOOGL | ALPHABET INC | 75K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 184K | $1M+ | SH |
| DGRO | ISHARES TR | 307K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 133K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 356K | $1M+ | SH |
| ITOT | ISHARES TR | 128K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 39K | $1M+ | SH |
| IWR | ISHARES TR | 191K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 235K | $1M+ | SH |
| BGC | BGC GROUP INC | 2.0M | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 534K | $1M+ | SH |
| EFV | ISHARES TR | 238K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 387K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 19K | $1M+ | SH |
| LLY | ELI LILLY & CO | 15K | $1M+ | SH |
| ABBV | ABBVIE INC | 63K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 431K | $1M+ | SH |
| PFF | ISHARES TR | 445K | $1M+ | SH |
| MUB | ISHARES TR | 128K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 137K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 227K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 26K | $1M+ | SH |