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 451–500 of 635
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPG | SIMON PPTY GROUP INC NEW | 2K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 4K | $100K–$500K | SH |
| T | AT&T INC | 17K | $100K–$500K | SH |
| GJUN | FIRST TR EXCHNG TRADED FD VI | 11K | $100K–$500K | SH |
| FTNT | FORTINET INC | 5K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 9K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 1K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| RPG | INVESCO EXCHANGE TRADED FD T | 9K | $100K–$500K | SH |
| FSTA | FIDELITY COVINGTON TRUST | 9K | $100K–$500K | SH |
| AIQ | GLOBAL X FDS | 8K | $100K–$500K | SH |
| MANH | MANHATTAN ASSOCIATES INC | 2K | $100K–$500K | SH |
| RKT | ROCKET COS INC | 21K | $100K–$500K | SH (Put) |
| PSKY | PARAMOUNT SKYDANCE CORP | 30K | $100K–$500K | SH |
| SPHR | SPHERE ENTERTAINMENT CO | 4K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 2K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 5K | $100K–$500K | SH |
| XYL | XYLEM INC | 3K | $100K–$500K | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 7K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| XYZ | BLOCK INC | 6K | $100K–$500K | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 3K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 3K | $100K–$500K | SH |
| GDXJ | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| CG | CARLYLE GROUP INC | 7K | $100K–$500K | SH |
| SHEL | SHELL PLC | 5K | $100K–$500K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 1K | $100K–$500K | SH |
| PTC | PTC INC | 2K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 4K | $100K–$500K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| GRAL | GRAIL INC | 4K | $100K–$500K | SH |
| REG | REGENCY CTRS CORP | 5K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 2K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 590 | $100K–$500K | SH |
| TTEC | TTEC HLDGS INC | 102K | $100K–$500K | SH |
| UL | UNILEVER PLC | 6K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 4K | $100K–$500K | SH |
| CMI | CUMMINS INC | 704 | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 5K | $100K–$500K | SH |
| ICVT | ISHARES TR | 4K | $100K–$500K | SH |
| XLRE | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| IWN | ISHARES TR | 2K | $100K–$500K | SH |
| IWC | ISHARES TR | 2K | $100K–$500K | SH |
| WELL | WELLTOWER INC | 2K | $100K–$500K | SH |
| IFN | INDIA FD INC | 25K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 601 | $100K–$500K | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 21K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 1K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 26K | $100K–$500K | SH |