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 401–450 of 635
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EWJ | ISHARES INC | 7K | $500K+ | SH |
| INTU | INTUIT | 826 | $500K+ | SH |
| IYW | ISHARES TR | 3K | $500K+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 6K | $500K+ | SH |
| IBHF | ISHARES TR | 23K | $500K+ | SH |
| GWW | WW GRAINGER INC | 537 | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 13K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 6K | $500K+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 1K | $500K+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 8K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 6K | $500K+ | SH |
| MRNA | MODERNA INC | 18K | $500K+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 3K | $500K+ | SH |
| VDE | VANGUARD WORLD FD | 4K | $500K+ | SH |
| IFRA | ISHARES TR | 10K | $500K+ | SH |
| PYPL | PAYPAL HLDGS INC | 9K | $500K+ | SH |
| IUSB | ISHARES TR | 11K | $500K+ | SH |
| DBEU | DBX ETF TR | 11K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 1K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 18K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| TCHP | T ROWE PRICE ETF INC | 10K | $100K–$500K | SH |
| FENY | FIDELITY COVINGTON TRUST | 20K | $100K–$500K | SH |
| TRN | TRINITY INDS INC | 19K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS | 636 | $100K–$500K | SH |
| SATS | ECHOSTAR CORP | 5K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 1K | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT INC | 3K | $100K–$500K | SH |
| EEMV | ISHARES INC | 8K | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 2K | $100K–$500K | SH |
| IBTG | ISHARES TR | 21K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 732 | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 10K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 1K | $100K–$500K | SH |
| IJK | ISHARES TR | 5K | $100K–$500K | SH |
| GCAL | GOLDMAN SACHS ETF TR | 9K | $100K–$500K | SH |
| FREL | FIDELITY COVINGTON TRUST | 17K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 9K | $100K–$500K | SH |
| PDD | PDD HOLDINGS INC | 4K | $100K–$500K | SH |
| WSC | WILLSCOT HLDGS CORP | 24K | $100K–$500K | SH |
| VSGX | VANGUARD WORLD FD | 6K | $100K–$500K | SH |
| SO | SOUTHERN CO | 5K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 741 | $100K–$500K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 2K | $100K–$500K | SH |
| ULTA | ULTA BEAUTY INC | 740 | $100K–$500K | SH |
| IWV | ISHARES TR | 1K | $100K–$500K | SH |
| PBR | PETROLEO BRASILEIRO SA PETRO | 37K | $100K–$500K | SH |