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 601–635 of 635
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AWK | AMERICAN WTR WKS CO INC NEW | 2K | $100K–$500K | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 12K | $100K–$500K | SH |
| WEN | WENDYS CO | 21K | $100K–$500K | SH |
| MBLY | MOBILEYE GLOBAL INC | 17K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 10K | $100K–$500K | SH |
| CUE | CUE BIOPHARMA INC | 479K | $100K–$500K | SH |
| GSBD | GOLDMAN SACHS BDC INC | 14K | $100K–$500K | SH |
| GGN | GAMCO GLOBAL GOLD NAT RES & | 24K | $100K–$500K | SH |
| RLMD | RELMADA THERAPEUTICS INC | 25K | $100K–$500K | SH |
| TE | T1 ENERGY INC | 18K | $100K–$500K | SH |
| ATAI | ATAI BECKLEY NV | 28K | $100K–$500K | SH |
| ACHV | ACHIEVE LIFE SCIENCES INC | 20K | $50K–$100K | SH |
| SNT | SENSTAR TECHNOLOGIES CORP | 20K | $50K–$100K | SH |
| INV | INNVENTURE INC | 22K | $50K–$100K | SH |
| WRAP | WRAP TECHNOLOGIES INC | 36K | $50K–$100K | SH |
| TEAD | TEADS HLDG CO | 116K | $50K–$100K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 14K | $50K–$100K | SH |
| ANVS | ANNOVIS BIO INC | 19K | $50K–$100K | SH |
| RC | READY CAPITAL CORP | 28K | $50K–$100K | SH |
| ANIX | ANIXA BIOSCIENCES INC | 16K | $15K–$50K | SH |
| ESLAW | ESTRELLA IMMUNOPHARMA INC | 26K | $15K–$50K | SH |
| DYAI | DYADIC INTL INC DEL | 30K | $15K–$50K | SH |
| SOXS | DIREXION SHS ETF TR | 8K | $15K–$50K | SH |
| KOS | KOSMOS ENERGY LTD | 27K | $15K–$50K | SH |
| MSOX | ADVISORSHARES TR | 5K | $15K–$50K | SH |
| MYPS | PLAYSTUDIOS INC | 34K | $15K–$50K | SH |
| CGTX | COGNITION THERAPEUTICS INC | 10K | $1K–$15K | SH |
| PHIO | PHIO PHARMACEUTICALS CORP | 11K | $1K–$15K | SH |
| AI | C3 AI INC | 800 | $1K–$15K | SH |
| CRON | CRONOS GROUP INC | 4K | $1K–$15K | SH |
| CGC | CANOPY GROWTH CORP | 6K | $1K–$15K | SH |
| LFWD | LIFEWARD LTD | 11K | $1K–$15K | SH |
| VNDA | VANDA PHARMACEUTICALS INC | 600 | $1K–$15K | SH |
| SNAP | SNAP INC | 564 | $1K–$15K | SH |
| GERN | GERON CORP | 1K | $1K–$15K | SH |