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 551–600 of 635
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JKHY | HENRY JACK & ASSOC INC | 1K | $100K–$500K | SH |
| IGV | ISHARES TR | 2K | $100K–$500K | SH |
| IBDT | ISHARES TR | 10K | $100K–$500K | SH |
| ILF | ISHARES TR | 8K | $100K–$500K | SH |
| SRPT | SAREPTA THERAPEUTICS INC | 11K | $100K–$500K | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| QSR | RESTAURANT BRANDS INTL INC | 3K | $100K–$500K | SH |
| EZU | ISHARES INC | 4K | $100K–$500K | SH |
| CHD | CHURCH & DWIGHT CO INC | 3K | $100K–$500K | SH |
| EPR | EPR PPTYS | 5K | $100K–$500K | SH |
| ICSH | ISHARES TR | 5K | $100K–$500K | SH |
| WYNN | WYNN RESORTS LTD | 2K | $100K–$500K | SH |
| PRI | PRIMERICA INC | 907 | $100K–$500K | SH |
| ICF | ISHARES TR | 4K | $100K–$500K | SH |
| HACK | AMPLIFY ETF TR | 3K | $100K–$500K | SH |
| FETH | FIDELITY ETHEREUM FD | 8K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 3K | $100K–$500K | SH |
| VEEV | VEEVA SYS INC | 1K | $100K–$500K | SH |
| EL | LAUDER ESTEE COS INC | 2K | $100K–$500K | SH |
| WMG | WARNER MUSIC GROUP CORP | 7K | $100K–$500K | SH |
| IIIN | INSTEEL INDS INC | 7K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 914 | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| SCZ | ISHARES TR | 3K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD | 1K | $100K–$500K | SH |
| CRWV | COREWEAVE INC | 3K | $100K–$500K | SH |
| BP | BP PLC | 6K | $100K–$500K | SH |
| FDX | FEDEX CORP | 759 | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 2K | $100K–$500K | SH |
| GDEC | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| THMZ | LAZARD ACTIVE ETF TR | 7K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 610 | $100K–$500K | SH |
| CHWY | CHEWY INC | 6K | $100K–$500K | SH |
| SCHH | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| TLN | TALEN ENERGY CORP | 569 | $100K–$500K | SH |
| SSD | SIMPSON MFG INC | 1K | $100K–$500K | SH |
| HEDG | SERIES PORTFOLIOS TR | 7K | $100K–$500K | SH |
| ITM | VANECK ETF TRUST | 4K | $100K–$500K | SH |
| TLH | ISHARES TR | 2K | $100K–$500K | SH |
| IMCR | IMMUNOCORE HLDGS PLC | 6K | $100K–$500K | SH |
| VST | VISTRA CORP | 1K | $100K–$500K | SH |
| EQT | EQT CORP | 4K | $100K–$500K | SH |
| CTVA | CORTEVA INC | 3K | $100K–$500K | SH |
| AES | AES CORP | 14K | $100K–$500K | SH |
| EXAS | EXACT SCIENCES CORP | 2K | $100K–$500K | SH |
| SPYI | NEOS ETF TRUST | 4K | $100K–$500K | SH |
| ESS | ESSEX PPTY TR INC | 769 | $100K–$500K | SH |
| TOST | TOAST INC | 6K | $100K–$500K | SH |