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 251–300 of 635
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OZ | BELPOINTE PREP LLC | 21K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 19K | $1M+ | SH |
| FDIS | FIDELITY COVINGTON TRUST | 13K | $1M+ | SH |
| MCO | MOODYS CORP | 3K | $1M+ | SH |
| EMNT | PIMCO ETF TR | 13K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| XSOE | WISDOMTREE TR | 33K | $1M+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 4K | $1M+ | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 19K | $1M+ | SH |
| PWZ | INVESCO EXCH TRADED FD TR II | 52K | $1M+ | SH |
| MPLX | MPLX LP | 23K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 11K | $1M+ | SH |
| XJH | ISHARES TR | 27K | $1M+ | SH |
| ITA | ISHARES TR | 6K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 12K | $1M+ | SH |
| ADBE | ADOBE INC | 3K | $1M+ | SH |
| XLB | SELECT SECTOR SPDR TR | 26K | $1M+ | SH |
| ESGU | ISHARES TR | 8K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 13K | $1M+ | SH |
| INTC | INTEL CORP | 31K | $1M+ | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 13K | $1M+ | SH |
| EPI | WISDOMTREE TR | 24K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 4K | $1M+ | SH |
| TLT | ISHARES TR | 13K | $1M+ | SH |
| BN | BROOKFIELD CORP | 24K | $1M+ | SH |
| DJAN | FIRST TR EXCHNG TRADED FD VI | 26K | $1M+ | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 3K | $1M+ | SH |
| HTBK | HERITAGE COMM CORP | 93K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 24K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 8K | $1M+ | SH |
| KBWB | INVESCO EXCH TRADED FD TR II | 13K | $1M+ | SH |
| BBIN | J P MORGAN EXCHANGE TRADED F | 15K | $1M+ | SH |
| RAAX | VANECK ETF TRUST | 31K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 40K | $1M+ | SH |
| IDV | ISHARES TR | 27K | $1M+ | SH |
| GRMN | GARMIN LTD | 5K | $1M+ | SH |
| BBAX | J P MORGAN EXCHANGE TRADED F | 19K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 200 | $1M+ | SH |
| OUNZ | VANECK MERK GOLD ETF | 26K | $1M+ | SH |
| DMXF | ISHARES TR | 14K | $1M+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 4K | $1M+ | SH |
| CB | CHUBB LIMITED | 3K | $1M+ | SH |
| TMSL | T ROWE PRICE ETF INC | 29K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 12K | $1M+ | SH |
| VCR | VANGUARD WORLD FD | 3K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 23K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 1K | $1M+ | SH |
| TEL | TE CONNECTIVITY PLC | 4K | $1M+ | SH |
| EFG | ISHARES TR | 9K | $1M+ | SH |