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Robertson Stephens Wealth Management

Latest statistics and disclosures from Robertson Stephens Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, APP, VOO, AAPL, VEA, and represent 29.69% of Robertson Stephens Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPY (+$150M), NVDA (+$44M), BBUS (+$40M), AAPL (+$27M), XLK (+$20M), JPM (+$19M), AVEM (+$18M), MSFT (+$16M), GOOG (+$15M), AGG (+$13M).
Started 128 new stock positions in CRWV, LAZ, GSK, TE, AXON, ED, MYPS, WELL, MSGE, VEEV.
Reduced shares in these 10 stocks: VIG (-$145M), VGK (-$34M), BRK.B (-$12M), MINT (-$5.9M), VUG, BLK, VTI, JEPQ, UUUU, .
Sold out of its positions in ARE, BLK, CTSH, ETV, EFXT, EVRG, IBDQ, JEPQ, KVUE, KTOS. LMNR, NVO, OMF, PPG, TSLX, SYY, Total, Unilever, VIG, VGK, JCI, LAR, FLEX.
Robertson Stephens Wealth Management was a net buyer of stock by $503M.
Robertson Stephens Wealth Management has $3.8B in assets under management (AUM), dropping by 15.92%.
Central Index Key (CIK): 0001767307

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Portfolio Holdings for Robertson Stephens Wealth Management

Robertson Stephens Wealth Management holds 635 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Robertson Stephens Wealth Management has 635 total positions. Only the first 250 positions are shown.

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Download the Robertson Stephens Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	8.9	$343M	+77%	501k	683.91	View chart
Applovin Corp Com Cl A (APP)	6.9	$264M		391k	673.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.8	$260M		414k	627.13	View chart
Apple (AAPL)	3.6	$139M	+23%	510k	271.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.5	$135M	+5%	2.2M	62.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$124M		181k	684.94	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	2.5	$98M	+70%	792k	123.31	View chart
Ishares Core Msci Emkt (IEMG)	2.4	$93M	+8%	1.4M	67.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.3	$88M	+7%	1.1M	83.75	View chart
Microsoft Corporation (MSFT)	2.1	$81M	+23%	168k	483.62	View chart
NVIDIA Corporation (NVDA)	1.6	$61M	+256%	329k	186.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$57M	+29%	573k	99.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$57M	-5%	169k	335.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.3	$49M	+16%	547k	89.46	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	1.2	$45M	+36%	479k	94.40	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$43M	+56%	136k	313.80	View chart
Amazon (AMZN)	1.0	$39M	+21%	167k	230.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$38M		80k	473.30	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.8	$32M		85k	373.44	View chart
JPMorgan Chase & Co. (JPM)	0.8	$32M	+155%	99k	322.22	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.8	$30M	+202%	211k	143.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$30M		156k	191.56	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$29M		725k	39.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$26M	+40%	66k	396.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$26M		34k	753.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$25M	+12%	41k	614.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$25M		129k	190.99	View chart
Energy Fuels Com New (UUUU)	0.6	$24M	-10%	1.7M	14.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$24M	+13%	75k	313.00	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.6	$22M	+7%	184k	117.72	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$21M		307k	69.42	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.5	$21M	+2%	134k	155.12	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.5	$20M	-7%	361k	54.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$19M	-8%	129k	148.69	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$19M	-18%	39k	487.86	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$18M	+14%	191k	96.27	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$18M	NEW	235k	77.02	View chart
Bgc Group Cl A (BGC)	0.5	$18M	+23%	2.0M	8.93	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$17M	+78%	534k	32.62	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$17M		238k	71.41	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$17M		387k	42.94	View chart
Costco Wholesale Corporation (COST)	0.4	$16M	+2%	19k	862.36	View chart
Eli Lilly & Co. (LLY)	0.4	$16M	+120%	15k	1074.74	View chart
Abbvie (ABBV)	0.4	$14M	+118%	63k	228.49	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$14M	+12%	431k	32.73	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$14M		445k	30.96	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$14M	+8%	128k	107.11	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.4	$14M		137k	100.29	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$14M	-6%	227k	59.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$13M	-47%	26k	502.66	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$13M		201k	66.00	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.3	$13M	-5%	361k	36.83	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$13M	+2%	47k	279.14	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$13M		125k	103.56	View chart
Meta Platforms Cl A (META)	0.3	$13M	+137%	20k	660.10	View chart
Caterpillar (CAT)	0.3	$13M	+86%	23k	572.88	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$13M	+3%	246k	51.77	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$12M	+5%	258k	48.12	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$12M	+56%	87k	141.06	View chart
Broadcom (AVGO)	0.3	$12M	+22%	35k	346.11	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.3	$12M	+9%	514k	23.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$11M	+8%	46k	246.16	View chart
Visa Com Cl A (V)	0.3	$11M	+19%	32k	350.72	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.3	$11M	+44%	259k	43.76	View chart
Axon Enterprise (AXON)	0.3	$11M	NEW	20k	567.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$11M		89k	120.18	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$11M	-5%	75k	143.52	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$11M		177k	59.54	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$10M		131k	79.73	View chart
Globalstar Com New (GSAT)	0.3	$10M	+25%	169k	61.04	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$10M	+677%	66k	154.14	View chart
Sprott Com New (SII)	0.3	$10M	-13%	103k	97.92	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$10M	-6%	100k	100.38	View chart
Merck & Co (MRK)	0.3	$9.8M	+198%	92k	106.09	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.3	$9.7M		132k	73.30	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$9.7M		419k	23.02	View chart
American Express Company (AXP)	0.3	$9.6M	+217%	26k	369.96	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$9.3M	+7%	31k	302.12	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$9.0M	+150%	212k	42.69	View chart
Qualcomm (QCOM)	0.2	$8.9M	+238%	52k	171.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$8.8M	-5%	164k	53.76	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$8.8M	+13%	73k	121.27	View chart
Vanguard World Financials Etf (VFH)	0.2	$8.8M	+9%	66k	133.49	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$8.8M	+29%	92k	95.09	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$8.7M	+2%	90k	96.03	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.2	$8.5M	+25%	87k	97.40	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$8.4M	+3%	24k	342.97	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$8.2M	-10%	111k	74.17	View chart
Raytheon Technologies Corp (RTX)	0.2	$8.2M	+81%	45k	183.40	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$8.1M	-2%	66k	123.26	View chart
Wal-Mart Stores (WMT)	0.2	$8.1M	-4%	73k	111.65	View chart
GSK Sponsored Adr (GSK)	0.2	$8.0M	NEW	162k	49.47	View chart
Amgen (AMGN)	0.2	$7.9M	+500%	24k	327.32	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.2	$7.6M	+14%	348k	21.95	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$7.5M	+35%	49k	154.80	View chart
Home Depot (HD)	0.2	$7.5M	+15%	22k	344.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$7.2M	+6%	34k	212.07	View chart
Netflix (NFLX)	0.2	$6.9M	+923%	74k	93.76	View chart
Newmark Group Cl A (NMRK)	0.2	$6.9M	+22%	397k	17.34	View chart
Oracle Corporation (ORCL)	0.2	$6.7M	+644%	35k	194.91	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$6.6M	-10%	251k	26.47	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$6.6M		55k	119.35	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$6.4M	+174%	54k	119.41	View chart
Hennessy Fds Tr Sustainable Etf (STNC)	0.2	$6.4M	-10%	193k	33.14	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$6.3M	+117%	116k	54.71	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$6.3M	+422%	62k	102.54	View chart
Gilead Sciences (GILD)	0.2	$6.3M	+1515%	51k	122.74	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$5.7M	+10%	193k	29.82	View chart
Tesla Motors (TSLA)	0.1	$5.7M		13k	449.75	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$5.7M		119k	47.85	View chart
Johnson & Johnson (JNJ)	0.1	$5.7M	+15%	27k	206.95	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$5.6M	+18%	95k	58.73	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.5M	-3%	31k	177.37	View chart
Genius Sports Shares Cl A (GENI)	0.1	$5.4M	+76%	490k	11.02	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$5.4M	+4%	75k	71.45	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$5.3M		7.00	754800.00	View chart
Vanguard World Health Car Etf (VHT)	0.1	$5.3M		18k	287.86	View chart
T. Rowe Price (TROW)	0.1	$5.2M		51k	102.38	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$4.9M	+7%	55k	90.40	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$4.9M	+282%	76k	64.42	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$4.6M		64k	72.68	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$4.6M	+11%	99k	46.31	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$4.6M		100k	45.80	View chart
Capital One Financial (COF)	0.1	$4.5M	-3%	19k	242.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$4.5M	-2%	165k	27.43	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$4.4M	-2%	55k	80.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$4.4M		17k	257.96	View chart
Exxon Mobil Corporation (XOM)	0.1	$4.3M	+2%	36k	120.34	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$4.3M	-9%	61k	71.42	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.1	$4.3M	-9%	112k	38.29	View chart
Chipotle Mexican Grill (CMG)	0.1	$4.1M		112k	37.00	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$4.1M	-12%	30k	139.35	View chart
Wells Fargo & Company (WFC)	0.1	$4.0M		43k	93.20	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$4.0M	+72%	9.7k	412.80	View chart
Dbx Etf Tr Xtrack Msci Japn (DBJP)	0.1	$4.0M	+17%	42k	94.66	View chart
Pfizer (PFE)	0.1	$3.9M	+444%	157k	24.90	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$3.9M	+468%	46k	85.77	View chart
Waste Management (WM)	0.1	$3.9M	+99%	18k	219.72	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.9M	+13%	6.7k	579.95	View chart
Abbott Laboratories (ABT)	0.1	$3.9M	+30%	31k	125.29	View chart
Cisco Systems (CSCO)	0.1	$3.8M	+14%	49k	77.03	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$3.7M	+15%	71k	52.77	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$3.7M		27k	136.94	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$3.7M	-3%	50k	75.44	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$3.7M	-6%	196k	19.01	View chart
Golub Capital BDC (GBDC)	0.1	$3.7M	NEW	271k	13.57	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.1	$3.7M	+16%	155k	23.68	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$3.6M	-22%	43k	84.64	View chart
Boeing Company (BA)	0.1	$3.6M	+17%	17k	217.13	View chart
Chevron Corporation (CVX)	0.1	$3.6M	+14%	24k	152.41	View chart
Danaher Corporation (DHR)	0.1	$3.6M	+8%	16k	229.25	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$3.5M	NEW	7.9k	444.62	View chart
S&p Global (SPGI)	0.1	$3.5M	+10%	6.6k	522.60	View chart
Pepsi (PEP)	0.1	$3.4M	-2%	23k	144.82	View chart
Target Corporation (TGT)	0.1	$3.4M	+713%	35k	97.75	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$3.4M	+13%	9.3k	360.13	View chart
Lam Research Corp Com New (LRCX)	0.1	$3.3M	+55%	19k	171.46	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$3.2M	-64%	32k	100.70	View chart
Palo Alto Networks (PANW)	0.1	$3.2M	-4%	17k	184.20	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$3.1M		59k	52.88	View chart
Altria (MO)	0.1	$3.1M	+1053%	53k	58.72	View chart
McDonald's Corporation (MCD)	0.1	$3.0M	+3%	9.9k	305.66	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$3.0M	+188%	56k	54.26	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$3.0M	+4%	115k	26.23	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$3.0M		60k	49.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$3.0M	+13%	10k	290.24	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$3.0M	+55%	38k	77.74	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$2.9M		31k	96.16	View chart
Union Pacific Corporation (UNP)	0.1	$2.9M	+9%	13k	231.33	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$2.9M	+506%	2.7k	1069.88	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$2.8M	+97%	13k	224.68	View chart
Procter & Gamble Company (PG)	0.1	$2.8M	+16%	20k	143.31	View chart
International Business Machines (IBM)	0.1	$2.8M	-28%	9.5k	296.23	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$2.8M		39k	73.21	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$2.7M	-7%	59k	46.59	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$2.7M	+109%	61k	44.71	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$2.7M	NEW	34k	80.28	View chart
Vanguard World Industrial Etf (VIS)	0.1	$2.7M	+6%	8.9k	298.40	View chart
Ross Stores (ROST)	0.1	$2.7M		15k	180.15	View chart
Uber Technologies (UBER)	0.1	$2.7M	+355%	33k	81.71	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$2.7M	+32%	60k	44.17	View chart
Bank of America Corporation (BAC)	0.1	$2.6M	+24%	48k	55.00	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$2.6M	+353%	21k	121.93	View chart
Ringcentral Cl A (RNG)	0.1	$2.6M	+124%	90k	28.88	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.6M	+17%	52k	50.29	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$2.6M		67k	38.22	View chart
Novagold Res Com New (NG)	0.1	$2.6M		276k	9.32	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$2.5M	+93%	26k	96.28	View chart
Business First Bancshares (BFST)	0.1	$2.5M	-28%	96k	26.14	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$2.5M	+29%	32k	77.68	View chart
Virtu Finl Cl A (VIRT)	0.1	$2.5M	NEW	75k	33.32	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$2.4M		12k	193.64	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$2.4M	+9%	29k	82.48	View chart
Bristol Myers Squibb (BMY)	0.1	$2.3M	+296%	43k	53.94	View chart
Goldman Sachs Etf Tr Marketbeta Russ (GGUS)	0.1	$2.3M	+811%	36k	63.66	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$2.3M	-8%	22k	104.07	View chart
Madison Square Grdn Sprt Cor Cl A (MSGS)	0.1	$2.3M	NEW	8.8k	258.66	View chart
Newmont Mining Corporation (NEM)	0.1	$2.2M	+17%	23k	99.85	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.2M		4.6k	481.71	View chart
Coca-Cola Company (KO)	0.1	$2.2M	+27%	31k	69.91	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.1M	+125%	75k	28.48	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$2.1M		28k	75.85	View chart
Ishares Msci Germany Etf (EWG)	0.1	$2.1M		49k	42.50	View chart
Zoetis Cl A (ZTS)	0.1	$2.1M	+790%	17k	125.83	View chart
Constellation Brands Cl A (STZ)	0.1	$2.1M	NEW	15k	137.96	View chart
Eaton Corp SHS (ETN)	0.1	$2.1M		6.5k	318.53	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.0M	-41%	36k	57.67	View chart
Nike CL B (NKE)	0.1	$2.0M	+542%	32k	63.78	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$2.0M	-18%	48k	41.69	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$2.0M	+42%	45k	43.98	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.0M		6.1k	323.02	View chart
Nextera Energy (NEE)	0.1	$1.9M	+36%	24k	80.28	View chart
Ishares Tr Ibonds Oct 2029 (IBIF)	0.1	$1.9M	+10%	74k	26.02	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.9M	-2%	20k	94.16	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$1.9M	+363%	11k	168.77	View chart
Enterprise Products Partners (EPD)	0.0	$1.9M	+74%	59k	32.06	View chart
Ishares Msci Cda Etf (EWC)	0.0	$1.9M		35k	53.93	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$1.9M	+10%	16k	120.97	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$1.9M	-4%	9.5k	198.62	View chart
Ecolab (ECL)	0.0	$1.9M	+23%	7.1k	263.26	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.0	$1.9M	NEW	79k	23.69	View chart
salesforce (CRM)	0.0	$1.9M	-3%	7.0k	265.33	View chart
Lazard Ltd Shs -a - (LAZ)	0.0	$1.9M	NEW	38k	48.56	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$1.8M		36k	50.66	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$1.8M		6.1k	301.15	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$1.8M	NEW	16k	109.91	View chart
Mastercard Incorporated Cl A (MA)	0.0	$1.8M	-5%	3.2k	570.92	View chart
Twilio Cl A (TWLO)	0.0	$1.8M	+95%	13k	142.24	View chart
TJX Companies (TJX)	0.0	$1.8M	+89%	12k	153.61	View chart
Sherwin-Williams Company (SHW)	0.0	$1.8M	+15%	5.5k	324.03	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$1.7M	-17%	21k	82.82	View chart
Citigroup Com New (C)	0.0	$1.7M	-42%	15k	116.69	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$1.7M	NEW	15k	115.10	View chart
Mongodb Cl A (MDB)	0.0	$1.7M		4.0k	419.69	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$1.7M	+9%	27k	62.15	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$1.7M	+5%	20k	81.17	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$1.7M		24k	68.59	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$1.6M		12k	141.15	View chart
Walt Disney Company (DIS)	0.0	$1.6M		14k	114.53	View chart
Adaptive Biotechnologies Cor (ADPT)	0.0	$1.6M	-36%	97k	16.24	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.0	$1.6M	-17%	62k	25.48	View chart
Advanced Micro Devices (AMD)	0.0	$1.6M	+9%	7.3k	214.18	View chart
Comcast Corp Cl A (CMCSA)	0.0	$1.5M	+63%	51k	29.89	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$1.5M	+12%	30k	50.47	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$1.5M	-3%	30k	50.58	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$1.5M	+2%	20k	73.56	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	0.0	$1.5M		19k	76.48	View chart
UnitedHealth (UNH)	0.0	$1.4M	-2%	4.3k	330.18	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.0	$1.4M	+85%	27k	53.06	View chart
Everest Re Group (EG)	0.0	$1.4M	-2%	4.2k	339.35	View chart

Past Filings by Robertson Stephens Wealth Management

SEC 13F filings are viewable for Robertson Stephens Wealth Management going back to 2018

Robertson Stephens Wealth Management 2025 Q4 filed Feb. 2, 2026
Robertson Stephens Wealth Management 2025 Q3 filed Nov. 12, 2025
Robertson Stephens Wealth Management 2025 Q2 filed July 24, 2025
Robertson Stephens Wealth Management 2025 Q1 filed April 17, 2025
Robertson Stephens Wealth Management 2024 Q4 filed Jan. 27, 2025
Robertson Stephens Wealth Management 2024 Q3 filed Nov. 12, 2024
Robertson Stephens Wealth Management 2024 Q1 filed May 15, 2024
Robertson Stephens Wealth Management 2023 Q4 filed Feb. 6, 2024
Robertson Stephens Wealth Management 2023 Q3 filed Nov. 13, 2023
Robertson Stephens Wealth Management 2023 Q2 filed Aug. 11, 2023
Robertson Stephens Wealth Management 2023 Q1 filed May 11, 2023
Robertson Stephens Wealth Management 2022 Q4 filed Feb. 14, 2023
Robertson Stephens Wealth Management 2022 Q3 filed Nov. 14, 2022
Robertson Stephens Wealth Management 2022 Q2 filed Aug. 12, 2022
Robertson Stephens Wealth Management 2022 Q1 filed May 16, 2022
Robertson Stephens Wealth Management 2021 Q4 filed Feb. 14, 2022

View all past filings

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