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 301–350 of 635
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 13K | $1M+ | SH |
| BCAL | CALIFORNIA BANCORP | 54K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 55K | $1M+ | SH |
| ARM | ARM HOLDINGS PLC | 9K | $1M+ | SH |
| DWM | WISDOMTREE TR | 15K | $500K+ | SH |
| IEUR | ISHARES TR | 14K | $500K+ | SH |
| PAAS | PAN AMERN SILVER CORP | 19K | $500K+ | SH |
| ESML | ISHARES TR | 21K | $500K+ | SH |
| IWD | ISHARES TR | 5K | $500K+ | SH |
| CALY | TOPGOLF CALLAWAY BRANDS CORP | 83K | $500K+ | SH |
| JNK | SPDR SERIES TRUST | 10K | $500K+ | SH |
| KLAC | KLA CORP | 796 | $500K+ | SH |
| MMM | 3M CO | 6K | $500K+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 3K | $500K+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 8K | $500K+ | SH |
| KKR | KKR & CO INC | 7K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $500K+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 32K | $500K+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 20K | $500K+ | SH |
| TR | TOOTSIE ROLL INDS INC | 25K | $500K+ | SH |
| H | HYATT HOTELS CORP | 6K | $500K+ | SH |
| ILMN | ILLUMINA INC | 7K | $500K+ | SH |
| USFR | WISDOMTREE TR | 19K | $500K+ | SH |
| VOD | VODAFONE GROUP PLC NEW | 68K | $500K+ | SH |
| GREK | GLOBAL X FDS | 14K | $500K+ | SH |
| FISV | FISERV INC | 14K | $500K+ | SH |
| TWLO | TWILIO INC | 6K | $500K+ | SH |
| AVAV | AEROVIRONMENT INC | 4K | $500K+ | SH |
| LVHI | LEGG MASON ETF INVT | 24K | $500K+ | SH |
| INDA | ISHARES TR | 16K | $500K+ | SH |
| DSI | ISHARES TR | 7K | $500K+ | SH |
| HLN | HALEON PLC | 87K | $500K+ | SH |
| MS | MORGAN STANLEY | 5K | $500K+ | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 4K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 10K | $500K+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 9K | $500K+ | SH |
| VV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| PIPR | PIPER SANDLER COMPANIES | 2K | $500K+ | SH |
| DYNF | BLACKROCK ETF TRUST | 13K | $500K+ | SH |
| DXJ | WISDOMTREE TR | 6K | $500K+ | SH |
| BIL | SPDR SERIES TRUST | 9K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 3K | $500K+ | SH |
| SU | SUNCOR ENERGY INC NEW | 18K | $500K+ | SH |
| EMXF | ISHARES TR | 17K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |
| HYMB | SPDR SERIES TRUST | 31K | $500K+ | SH |
| IJS | ISHARES TR | 7K | $500K+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 11K | $500K+ | SH |
| FHLC | FIDELITY COVINGTON TRUST | 10K | $500K+ | SH |
| PII | POLARIS INC | 12K | $500K+ | SH |