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 151–200 of 635
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DHR | DANAHER CORPORATION | 15K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 8K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 7K | $1M+ | SH |
| PEP | PEPSICO INC | 23K | $1M+ | SH |
| TGT | TARGET CORP | 34K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 9K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 19K | $1M+ | SH |
| MINT | PIMCO ETF TR | 32K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 17K | $1M+ | SH |
| IGSB | ISHARES TR | 59K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 53K | $1M+ | SH |
| MCD | MCDONALDS CORP | 10K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 56K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 115K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 60K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| FNCL | FIDELITY COVINGTON TRUST | 38K | $1M+ | SH |
| IEF | ISHARES TR | 31K | $1M+ | SH |
| UNP | UNION PAC CORP | 12K | $1M+ | SH |
| ASML | ASML HOLDING N V | 3K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 13K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 20K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 10K | $1M+ | SH |
| IPAC | ISHARES TR | 39K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 59K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 61K | $1M+ | SH |
| JIVE | J P MORGAN EXCHANGE TRADED F | 34K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 9K | $1M+ | SH |
| ROST | ROSS STORES INC | 15K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 33K | $1M+ | SH |
| ESGE | ISHARES INC | 60K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 48K | $1M+ | SH |
| XBI | SPDR SERIES TRUST | 21K | $1M+ | SH |
| RNG | RINGCENTRAL INC | 90K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 52K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 67K | $1M+ | SH |
| NG | NOVAGOLD RES INC | 276K | $1M+ | SH |
| EMB | ISHARES TR | 26K | $1M+ | SH |
| BFST | BUSINESS FIRST BANCSHARES IN | 96K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 32K | $1M+ | SH |
| VIRT | VIRTU FINL INC | 75K | $1M+ | SH |
| VOX | VANGUARD WORLD FD | 12K | $1M+ | SH |
| IDEV | ISHARES TR | 29K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 43K | $1M+ | SH |
| GGUS | GOLDMAN SACHS ETF TR | 36K | $1M+ | SH |
| NOBL | PROSHARES TR | 22K | $1M+ | SH |
| MSGS | MADISON SQUARE GRDN SPRT COR | 9K | $1M+ | SH |
| NEM | NEWMONT CORP | 22K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 5K | $1M+ | SH |
| KO | COCA COLA CO | 31K | $1M+ | SH |