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 51–100 of 635
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJH | ISHARES TR | 201K | $1M+ | SH |
| HYLB | DBX ETF TR | 361K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 47K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 125K | $1M+ | SH |
| META | META PLATFORMS INC | 20K | $1M+ | SH |
| CAT | CATERPILLAR INC | 22K | $1M+ | SH |
| USIG | ISHARES TR | 246K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 258K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 87K | $1M+ | SH |
| AVGO | BROADCOM INC | 35K | $1M+ | SH |
| IBDU | ISHARES TR | 514K | $1M+ | SH |
| IWM | ISHARES TR | 46K | $1M+ | SH |
| V | VISA INC | 32K | $1M+ | SH |
| HEZU | ISHARES TR | 259K | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 20K | $1M+ | SH |
| IJR | ISHARES TR | 89K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 75K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 177K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 131K | $1M+ | SH |
| BX | BLACKSTONE INC | 66K | $1M+ | SH |
| SII | SPROTT INC | 103K | $1M+ | SH |
| SGOV | ISHARES TR | 100K | $1M+ | SH |
| MRK | MERCK & CO INC | 92K | $1M+ | SH |
| BBEU | J P MORGAN EXCHANGE TRADED F | 132K | $1M+ | SH |
| GOVT | ISHARES TR | 419K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 26K | $1M+ | SH |
| GSAT | GLOBALSTAR INC | 154K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 212K | $1M+ | SH |
| QCOM | QUALCOMM INC | 52K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 164K | $1M+ | SH |
| SUSL | ISHARES TR | 73K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 66K | $1M+ | SH |
| ESGD | ISHARES TR | 92K | $1M+ | SH |
| EFA | ISHARES TR | 90K | $1M+ | SH |
| IXJ | ISHARES TR | 87K | $1M+ | SH |
| OEF | ISHARES TR | 24K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 111K | $1M+ | SH |
| RTX | RTX CORPORATION | 45K | $1M+ | SH |
| IVW | ISHARES TR | 66K | $1M+ | SH |
| WMT | WALMART INC | 73K | $1M+ | SH |
| GSK | GSK PLC | 162K | $1M+ | SH |
| AMGN | AMGEN INC | 24K | $1M+ | SH |
| IBTJ | ISHARES TR | 348K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 49K | $1M+ | SH |
| HD | HOME DEPOT INC | 22K | $1M+ | SH |
| IVE | ISHARES TR | 34K | $1M+ | SH |
| NFLX | NETFLIX INC | 74K | $1M+ | SH |
| NMRK | NEWMARK GROUP INC | 397K | $1M+ | SH |
| ORCL | ORACLE CORP | 35K | $1M+ | SH |