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 101–150 of 635
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPTL | SPDR SERIES TRUST | 251K | $1M+ | SH |
| IEI | ISHARES TR | 55K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 53K | $1M+ | SH |
| STNC | HENNESSY FDS TR | 193K | $1M+ | SH |
| EEM | ISHARES TR | 116K | $1M+ | SH |
| IUSV | ISHARES TR | 62K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 51K | $1M+ | SH |
| SCHY | SCHWAB STRATEGIC TR | 193K | $1M+ | SH |
| TSLA | TESLA INC | 13K | $1M+ | SH |
| EAGG | ISHARES TR | 119K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 27K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 95K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| GENI | GENIUS SPORTS LIMITED | 490K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 75K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 7 | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 18K | $1M+ | SH |
| TROW | PRICE T ROWE GROUP INC | 51K | $1M+ | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 55K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 74K | $1M+ | SH |
| EMXC | ISHARES INC | 64K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 99K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 100K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 19K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 165K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 55K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 36K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 61K | $1M+ | SH |
| FXI | ISHARES TR | 112K | $1M+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 112K | $1M+ | SH |
| SUSA | ISHARES TR | 30K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 43K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 10K | $1M+ | SH |
| DBJP | DBX ETF TR | 42K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 45K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 18K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 7K | $1M+ | SH |
| ABT | ABBOTT LABS | 31K | $1M+ | SH |
| PFE | PFIZER INC | 152K | $1M+ | SH |
| CSCO | CISCO SYS INC | 49K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 71K | $1M+ | SH |
| IWP | ISHARES TR | 27K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 49K | $1M+ | SH |
| PFFD | GLOBAL X FDS | 196K | $1M+ | SH |
| GBDC | GOLUB CAP BDC INC | 271K | $1M+ | SH |
| IBHH | ISHARES TR | 155K | $1M+ | SH |
| IXUS | ISHARES TR | 43K | $1M+ | SH |
| BA | BOEING CO | 17K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 24K | $1M+ | SH |