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 351–400 of 635
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | 9K | $500K+ | SH |
| IYF | ISHARES TR | 6K | $500K+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 15K | $500K+ | SH |
| APG | API GROUP CORP | 19K | $500K+ | SH |
| DG | DOLLAR GEN CORP NEW | 6K | $500K+ | SH |
| AFL | AFLAC INC | 7K | $500K+ | SH |
| IJJ | ISHARES TR | 6K | $500K+ | SH |
| FDS | FACTSET RESH SYS INC | 3K | $500K+ | SH |
| MSGE | MADISON SQUARE GARDEN ENTMT | 14K | $500K+ | SH |
| SBR | SABINE RTY TR | 11K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 3K | $500K+ | SH |
| RDWR | RADWARE LTD | 29K | $500K+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 3K | $500K+ | SH |
| INCY | INCYTE CORP | 7K | $500K+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 7K | $500K+ | SH |
| PDN | INVESCO EXCH TRADED FD TR II | 16K | $500K+ | SH |
| MTUM | ISHARES TR | 3K | $500K+ | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 29K | $500K+ | SH |
| MFC | MANULIFE FINL CORP | 19K | $500K+ | SH |
| AZO | AUTOZONE INC | 198 | $500K+ | SH |
| EWS | ISHARES INC | 24K | $500K+ | SH |
| PWR | QUANTA SVCS INC | 2K | $500K+ | SH |
| IT | GARTNER INC | 3K | $500K+ | SH |
| TTE | TOTALENERGIES SE | 10K | $500K+ | SH |
| VTR | VENTAS INC | 8K | $500K+ | SH |
| AMP | AMERIPRISE FINL INC | 1K | $500K+ | SH |
| IWS | ISHARES TR | 5K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| VRSK | VERISK ANALYTICS INC | 3K | $500K+ | SH |
| USB | US BANCORP DEL | 12K | $500K+ | SH |
| FIDU | FIDELITY COVINGTON TRUST | 8K | $500K+ | SH |
| MCK | MCKESSON CORP | 747 | $500K+ | SH |
| EPOL | ISHARES TR | 17K | $500K+ | SH |
| URTH | ISHARES INC | 3K | $500K+ | SH |
| OKTA | OKTA INC | 7K | $500K+ | SH |
| CSX | CSX CORP | 17K | $500K+ | SH |
| TECK | TECK RESOURCES LTD | 13K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 2K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 4K | $500K+ | SH |
| USHY | ISHARES TR | 16K | $500K+ | SH |
| URI | UNITED RENTALS INC | 725 | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 4K | $500K+ | SH |
| LOW | LOWES COS INC | 2K | $500K+ | SH |
| COPX | GLOBAL X FDS | 8K | $500K+ | SH |
| OWL | BLUE OWL CAPITAL INC | 38K | $500K+ | SH |
| F | FORD MTR CO | 43K | $500K+ | SH |
| ACWI | ISHARES TR | 4K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC | 10K | $500K+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 6K | $500K+ | SH |