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 501–550 of 635
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 4K | $100K–$500K | SH |
| HDEF | DBX ETF TR | 11K | $100K–$500K | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 12K | $100K–$500K | SH |
| NRG | NRG ENERGY INC | 2K | $100K–$500K | SH |
| MSCI | MSCI INC | 568 | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 916 | $100K–$500K | SH |
| LUMN | LUMEN TECHNOLOGIES INC | 42K | $100K–$500K | SH |
| NUDM | NUSHARES ETF TR | 9K | $100K–$500K | SH |
| VLUE | ISHARES TR | 2K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 7K | $100K–$500K | SH |
| DDOG | DATADOG INC | 2K | $100K–$500K | SH |
| WBD | WARNER BROS DISCOVERY INC | 11K | $100K–$500K | SH |
| EWA | ISHARES INC | 12K | $100K–$500K | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| SCHK | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| CME | CME GROUP INC | 1K | $100K–$500K | SH |
| FAST | FASTENAL CO | 7K | $100K–$500K | SH |
| IMCB | ISHARES TR | 4K | $100K–$500K | SH |
| DE | DEERE & CO | 629 | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 871 | $100K–$500K | SH |
| HEWJ | ISHARES TR | 6K | $100K–$500K | SH |
| XJR | ISHARES TR | 7K | $100K–$500K | SH |
| ARTY | ISHARES TR | 6K | $100K–$500K | SH |
| VFMO | VANGUARD WELLINGTON FD | 2K | $100K–$500K | SH |
| UAL | UNITED AIRLS HLDGS INC | 3K | $100K–$500K | SH |
| AVDV | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| BBT | BEACON FINANCIAL CORP. | 11K | $100K–$500K | SH |
| ACA | ARCOSA INC | 3K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 5K | $100K–$500K | SH |
| HAS | HASBRO INC | 3K | $100K–$500K | SH |
| SETM | SPROTT FDS TR | 9K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 930 | $100K–$500K | SH |
| IBDV | ISHARES TR | 12K | $100K–$500K | SH |
| BBH | VANECK ETF TRUST | 1K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 3K | $100K–$500K | SH |
| FMAT | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| COLB | COLUMBIA BKG SYS INC | 9K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 2K | $100K–$500K | SH |
| HSY | HERSHEY CO | 1K | $100K–$500K | SH |
| HRB | BLOCK H & R INC | 6K | $100K–$500K | SH |
| EUSA | ISHARES INC | 2K | $100K–$500K | SH |
| BUG | GLOBAL X FDS | 8K | $100K–$500K | SH |
| SUB | ISHARES TR | 2K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 1K | $100K–$500K | SH |
| LQD | ISHARES TR | 2K | $100K–$500K | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 2K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| IDA | IDACORP INC | 2K | $100K–$500K | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 4K | $100K–$500K | SH |
| VLTO | VERALTO CORP | 2K | $100K–$500K | SH |