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 201–250 of 635
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHA | SCHWAB STRATEGIC TR | 75K | $1M+ | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 28K | $1M+ | SH |
| EWG | ISHARES INC | 49K | $1M+ | SH |
| ZTS | ZOETIS INC | 17K | $1M+ | SH |
| STZ | CONSTELLATION BRANDS INC | 15K | $1M+ | SH |
| ETN | EATON CORP PLC | 7K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 35K | $1M+ | SH |
| NKE | NIKE INC | 32K | $1M+ | SH |
| GCOR | GOLDMAN SACHS ETF TR | 48K | $1M+ | SH |
| EWU | ISHARES TR | 45K | $1M+ | SH |
| IWO | ISHARES TR | 6K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 24K | $1M+ | SH |
| IBIF | ISHARES TR | 74K | $1M+ | SH |
| USMV | ISHARES TR | 20K | $1M+ | SH |
| IBB | ISHARES TR | 11K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 59K | $1M+ | SH |
| EWC | ISHARES INC | 35K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 16K | $1M+ | SH |
| QUAL | ISHARES TR | 10K | $1M+ | SH |
| ECL | ECOLAB INC | 7K | $1M+ | SH |
| WY | WEYERHAEUSER CO MTN BE | 79K | $1M+ | SH |
| CRM | SALESFORCE INC | 7K | $1M+ | SH |
| LAZ | LAZARD INC | 38K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 36K | $1M+ | SH |
| SOXX | ISHARES TR | 6K | $1M+ | SH |
| TIP | ISHARES TR | 16K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 3K | $1M+ | SH |
| TJX | TJX COS INC NEW | 12K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 5K | $1M+ | SH |
| SHY | ISHARES TR | 21K | $1M+ | SH |
| C | CITIGROUP INC | 15K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 15K | $1M+ | SH |
| MDB | MONGODB INC | 4K | $1M+ | SH |
| IHI | ISHARES TR | 27K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 20K | $1M+ | SH |
| MKC | MCCORMICK & CO INC | 24K | $1M+ | SH |
| DVY | ISHARES TR | 12K | $1M+ | SH |
| DIS | DISNEY WALT CO | 14K | $1M+ | SH |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 97K | $1M+ | SH |
| FLTR | VANECK ETF TRUST | 62K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 7K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 51K | $1M+ | SH |
| EPP | ISHARES INC | 30K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 30K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 20K | $1M+ | SH |
| VSDB | VANGUARD MALVERN FDS | 19K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 4K | $1M+ | SH |
| HEDJ | WISDOMTREE TR | 27K | $1M+ | SH |
| EG | EVEREST GROUP LTD | 4K | $1M+ | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 8K | $1M+ | SH |