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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 APP, VOO, SPY, VIG, VEA, and represent 29.80% of Robertson Stephens Wealth Management's stock portfolio.
Added to shares of these 10 stocks: GSIE (+$16M), VEA (+$12M), VOO (+$10M), IEFA (+$9.4M), VCIT (+$8.5M), SCHG (+$7.3M), VGK (+$6.9M), VIG (+$6.5M), IXJ (+$6.1M), AGG (+$5.8M).
Started 33 new stock positions in SSD, GWW, EEMV, SCHH, EUSA, TLN, IXJ, HTBK, ACHV, BK.
Reduced shares in these 10 stocks: SPY (-$150M), IEI (-$16M), IVV (-$13M), OEF (-$7.1M), EFV (-$5.5M), SGOV, SCHZ, GBIL, QUAL, DYNF.
Sold out of its positions in REIT, AWK, AMPX, HIMU, DYNF, BAI, THRO, CECO, COIN, CL.
Robertson Stephens Wealth Management was a net seller of stock by $-201M.
Robertson Stephens Wealth Management has $3.3B in assets under management (AUM), dropping by 5.33%.
Central Index Key (CIK): 0001767307

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Portfolio Holdings for Robertson Stephens Wealth Management

Robertson Stephens Wealth Management holds 530 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Robertson Stephens Wealth Management has 530 total positions. Only the first 250 positions are shown.

Sign up to view all of the Robertson Stephens Wealth Management Sept. 30, 2025 positions
Download the Robertson Stephens Wealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Applovin Corp Com Cl A (APP)	8.5	$281M		391k	718.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.6	$250M	+4%	407k	614.12	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.7	$188M	-44%	282k	666.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.4	$145M	+4%	668k	216.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.7	$123M	+11%	2.0M	59.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.7	$123M	-9%	183k	669.30	View chart
Apple (AAPL)	3.2	$105M	-2%	411k	254.63	View chart
Ishares Core Msci Emkt (IEMG)	2.6	$85M	+3%	1.3M	65.92	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.5	$83M	+11%	985k	84.11	View chart
Microsoft Corporation (MSFT)	2.1	$70M		135k	517.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.8	$59M	-3%	179k	329.04	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.7	$56M	+5%	465k	120.66	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$45M	+15%	444k	100.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$41M	+29%	470k	87.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$38M		81k	468.41	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	1.0	$34M	+25%	425k	79.80	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	1.0	$32M	+19%	350k	92.40	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$31M	-2%	86k	365.48	View chart
Amazon (AMZN)	0.9	$30M	-5%	137k	219.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$29M		153k	189.70	View chart
Energy Fuels Com New (UUUU)	0.9	$29M	-6%	1.9M	15.35	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$28M	-4%	730k	38.57	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$26M		35k	746.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$26M	-12%	51k	502.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$24M	-4%	129k	187.43	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$23M	-8%	47k	480.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$22M	+2%	37k	601.05	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$21M		310k	68.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$21M	-4%	87k	243.55	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$21M	-12%	391k	53.87	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$21M	-3%	141k	145.65	View chart
Select Sector Spdr Tr Communication (XLC)	0.6	$20M	-12%	171k	118.37	View chart
Select Sector Spdr Tr Indl (XLI)	0.6	$20M	-11%	130k	154.23	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$20M	+11%	70k	281.86	View chart
NVIDIA Corporation (NVDA)	0.5	$17M	-6%	92k	186.59	View chart
Costco Wholesale Corporation (COST)	0.5	$17M	-15%	18k	925.66	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$17M	+17%	47k	355.47	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$16M	+29%	167k	96.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$16M	-3%	66k	243.10	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$16M	-25%	237k	67.83	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.5	$16M	NEW	385k	41.11	View chart
Bgc Group Cl A (BGC)	0.5	$15M	+3%	1.6M	9.46	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$15M	-17%	242k	60.03	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.4	$14M	-6%	384k	37.11	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$14M		449k	31.62	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.4	$14M	-25%	138k	100.23	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$13M		46k	294.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$13M	-4%	200k	65.26	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$13M	-14%	118k	106.49	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.4	$12M		238k	52.22	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$12M		125k	99.11	View chart
JPMorgan Chase & Co. (JPM)	0.4	$12M	+3%	39k	315.43	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$12M	-2%	382k	31.38	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$12M	+3%	246k	47.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$11M		79k	140.95	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.3	$11M	+7%	469k	23.47	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$11M	-31%	106k	100.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$11M	+14%	88k	118.83	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$10M	+20%	43k	241.96	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$10M		129k	79.93	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$10M	-3%	177k	58.21	View chart
Sprott Com New (SII)	0.3	$9.8M	-14%	118k	83.19	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$9.6M	+4%	417k	23.12	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$9.6M	+315%	300k	31.91	View chart
Broadcom (AVGO)	0.3	$9.4M	-4%	29k	329.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$9.4M		174k	54.18	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.3	$9.3M	+71%	133k	69.61	View chart
Visa Com Cl A (V)	0.3	$9.3M	-2%	27k	341.39	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$9.1M	+70%	90k	100.69	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$8.9M		123k	72.44	View chart
Netflix (NFLX)	0.3	$8.7M		7.2k	1199.14	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$8.5M	+11%	28k	298.06	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$8.2M	+16%	88k	93.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$8.1M	-27%	67k	120.72	View chart
Vanguard World Financials Etf (VFH)	0.2	$7.9M		60k	131.24	View chart
Wal-Mart Stores (WMT)	0.2	$7.9M	-6%	76k	103.06	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$7.8M	-47%	24k	332.85	View chart
Home Depot (HD)	0.2	$7.7M		19k	405.20	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$7.7M		56k	137.80	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.2	$7.6M	-16%	282k	26.95	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.2	$7.6M	-3%	179k	42.16	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$7.5M		64k	117.05	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$7.4M	-12%	85k	87.21	View chart
Hennessy Fds Tr Sustainable Etf (STNC)	0.2	$7.0M	-6%	215k	32.67	View chart
Abbvie (ABBV)	0.2	$6.7M		29k	231.54	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.2	$6.7M	+2%	305k	21.95	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$6.7M	-70%	56k	119.51	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$6.6M	+16%	71k	92.98	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$6.6M	-23%	32k	206.51	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.2	$6.1M	NEW	69k	88.62	View chart
Newmark Group Cl A (NMRK)	0.2	$6.0M		324k	18.65	View chart
Meta Platforms Cl A (META)	0.2	$6.0M	+15%	8.2k	734.42	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$5.8M	-3%	121k	48.03	View chart
Caterpillar (CAT)	0.2	$5.8M	-19%	12k	477.18	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$5.6M	-4%	32k	175.44	View chart
Tesla Motors (TSLA)	0.2	$5.6M	-7%	13k	444.75	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$5.5M	-21%	72k	76.01	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$5.3M		7.00	754200.00	View chart
T. Rowe Price (TROW)	0.2	$5.2M		51k	102.64	View chart
Eli Lilly & Co. (LLY)	0.2	$5.1M	-7%	6.7k	763.06	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.2	$5.1M	-16%	123k	41.14	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$5.0M		36k	139.17	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$4.9M	-14%	67k	73.48	View chart
Globalstar Com New (GSAT)	0.1	$4.9M	-6%	135k	36.39	View chart
Vanguard World Health Car Etf (VHT)	0.1	$4.9M	-4%	19k	259.61	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$4.9M	+13%	174k	27.94	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$4.7M	-7%	80k	58.85	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$4.7M		20k	239.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$4.6M	+5%	169k	27.30	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$4.6M	+37%	56k	82.58	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$4.6M	+3%	34k	135.65	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$4.5M		51k	87.84	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$4.4M	-10%	57k	78.34	View chart
Johnson & Johnson (JNJ)	0.1	$4.4M	-4%	24k	185.42	View chart
Chipotle Mexican Grill (CMG)	0.1	$4.4M	+39%	112k	39.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$4.4M	-50%	17k	255.08	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$4.3M	-17%	64k	67.51	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.1M		25k	167.34	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$4.1M	+170%	89k	46.41	View chart
Capital One Financial (COF)	0.1	$4.1M	-3%	19k	212.59	View chart
Blackrock (BLK)	0.1	$4.0M	-2%	3.5k	1166.00	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$4.0M	-10%	208k	19.43	View chart
Exxon Mobil Corporation (XOM)	0.1	$4.0M	+18%	35k	112.75	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$3.9M		28k	142.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$3.8M	+54%	51k	73.46	View chart
International Business Machines (IBM)	0.1	$3.7M	-4%	13k	282.18	View chart
Palo Alto Networks (PANW)	0.1	$3.7M	-12%	18k	203.62	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$3.7M		100k	36.69	View chart
Wells Fargo & Company (WFC)	0.1	$3.6M	-3%	43k	83.82	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.5M		61k	57.10	View chart
Genius Sports Shares Cl A (GENI)	0.1	$3.4M	+30%	278k	12.38	View chart
Pepsi (PEP)	0.1	$3.4M	-8%	24k	140.44	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$3.3M	+219%	61k	53.24	View chart
Chevron Corporation (CVX)	0.1	$3.2M		21k	155.29	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.1	$3.2M	+12%	133k	23.86	View chart
Abbott Laboratories (ABT)	0.1	$3.2M	+3%	24k	133.94	View chart
Business First Bancshares (BFST)	0.1	$3.2M		134k	23.61	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$3.1M		58k	53.03	View chart
Boeing Company (BA)	0.1	$3.1M	+5%	14k	215.83	View chart
Dbx Etf Tr Xtrack Msci Japn (DBJP)	0.1	$3.0M		36k	84.98	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$2.9M	+49%	31k	96.46	View chart
McDonald's Corporation (MCD)	0.1	$2.9M		9.6k	303.91	View chart
Cisco Systems (CSCO)	0.1	$2.9M	-9%	43k	68.42	View chart
S&p Global (SPGI)	0.1	$2.9M	-6%	6.0k	486.72	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$2.9M	-2%	39k	73.43	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$2.9M		50k	57.52	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$2.9M		64k	44.69	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.8M		5.9k	485.52	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.8M	-14%	53k	53.40	View chart
Danaher Corporation (DHR)	0.1	$2.8M	-2%	14k	198.59	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.8M	-53%	110k	25.71	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$2.7M	-5%	60k	46.12	View chart
American Express Company (AXP)	0.1	$2.7M	-6%	8.2k	332.20	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.7M	-5%	8.3k	326.39	View chart
Union Pacific Corporation (UNP)	0.1	$2.7M	+6%	11k	236.39	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.7M	+3%	9.0k	294.76	View chart
Merck & Co (MRK)	0.1	$2.6M	+19%	31k	84.74	View chart
Citigroup Com New (C)	0.1	$2.6M		26k	101.50	View chart
Procter & Gamble Company (PG)	0.1	$2.6M	+14%	17k	153.66	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.6M	-10%	29k	89.34	View chart
Qualcomm (QCOM)	0.1	$2.6M		15k	166.36	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$2.5M	-5%	67k	37.70	View chart
Vanguard World Industrial Etf (VIS)	0.1	$2.5M		8.4k	296.32	View chart
Fiserv (FI)	0.1	$2.5M	-8%	19k	128.93	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$2.5M		24k	103.07	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$2.5M	-30%	27k	91.37	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$2.5M	-3%	59k	41.78	View chart
Eaton Corp SHS (ETN)	0.1	$2.4M		6.5k	374.29	View chart
Novagold Res Com New (NG)	0.1	$2.4M	-5%	275k	8.80	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$2.3M	+34%	12k	187.74	View chart
Adaptive Biotechnologies Cor (ADPT)	0.1	$2.3M		152k	14.96	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.3M	+46%	5.6k	402.76	View chart
Ross Stores (ROST)	0.1	$2.3M	+2%	15k	152.40	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.2M	-41%	44k	50.07	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$2.2M	-2%	28k	77.65	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.2M		4.6k	465.11	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$2.1M	-9%	27k	80.17	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.1M	+28%	25k	82.96	View chart
Ishares Msci Germany Etf (EWG)	0.1	$2.0M	+8%	49k	41.61	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.0M	-66%	21k	95.14	View chart
Bank of America Corporation (BAC)	0.1	$2.0M	-8%	39k	51.59	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$2.0M	-6%	45k	43.42	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.0M	-2%	6.1k	320.04	View chart
Waste Management (WM)	0.1	$2.0M		8.9k	220.83	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.9M	-54%	25k	78.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.9M	-71%	9.9k	194.52	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$1.9M	-59%	75k	25.57	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.9M	-10%	3.4k	568.85	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$1.9M		25k	76.34	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$1.8M	+16%	36k	50.47	View chart
Ishares Tr Ibonds Oct 2029 (IBIF)	0.1	$1.8M		68k	26.52	View chart
Ishares Msci Cda Etf (EWC)	0.1	$1.8M		35k	50.55	View chart
salesforce (CRM)	0.1	$1.7M		7.3k	237.42	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$1.7M		14k	118.45	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$1.7M	-2%	17k	98.88	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.7M	+4%	12k	134.16	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.7M	-3%	6.1k	271.12	View chart
Coca-Cola Company (KO)	0.0	$1.6M	+29%	25k	66.83	View chart
Sherwin-Williams Company (SHW)	0.0	$1.6M	-4%	4.7k	346.26	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$1.6M	-11%	12k	142.11	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$1.6M		25k	66.91	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.6M		22k	74.37	View chart
Walt Disney Company (DIS)	0.0	$1.6M	-8%	14k	114.50	View chart
Newmont Mining Corporation (NEM)	0.0	$1.6M	-10%	19k	84.31	View chart
Ecolab (ECL)	0.0	$1.6M		5.8k	274.52	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$1.6M		31k	50.78	View chart
UnitedHealth (UNH)	0.0	$1.5M	-28%	4.4k	345.31	View chart
Flex Ord (FLEX)	0.0	$1.5M	-34%	26k	57.97	View chart
Limoneira Company (LMNR)	0.0	$1.5M		102k	14.85	View chart
Everest Re Group (EG)	0.0	$1.5M		4.3k	350.23	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$1.5M	-4%	10k	148.62	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$1.5M	+11%	24k	60.08	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.4M	+18%	8.5k	170.85	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	0.0	$1.4M	+231%	19k	76.64	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$1.4M		6.4k	222.17	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$1.4M	-50%	19k	72.77	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$1.4M		19k	71.37	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.0	$1.4M		21k	64.00	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$1.4M		26k	51.56	View chart
Nextera Energy (NEE)	0.0	$1.3M	-26%	18k	75.49	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.0	$1.3M		32k	41.97	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$1.3M	-3%	6.3k	209.62	View chart
Oracle Corporation (ORCL)	0.0	$1.3M	-5%	4.7k	281.25	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$1.3M	-39%	14k	95.20	View chart
Adobe Systems Incorporated (ADBE)	0.0	$1.3M	-7%	3.6k	352.75	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$1.3M	-10%	14k	88.97	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$1.3M		33k	37.94	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$1.2M		47k	26.34	View chart
Mongodb Cl A (MDB)	0.0	$1.2M	-54%	4.0k	310.38	View chart
Moody's Corporation (MCO)	0.0	$1.2M		2.6k	476.48	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$1.2M		11k	108.71	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$1.2M	-52%	65k	18.24	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$1.2M	+56%	12k	99.95	View chart
Public Storage (PSA)	0.0	$1.2M		4.0k	288.85	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$1.2M		18k	66.32	View chart
Heritage Commerce (HTBK)	0.0	$1.1M	NEW	115k	9.93	View chart
Ringcentral Cl A (RNG)	0.0	$1.1M	NEW	40k	28.34	View chart
Amgen (AMGN)	0.0	$1.1M		4.0k	282.23	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$1.1M	-29%	7.7k	145.61	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.1M	+3%	12k	95.47	View chart
Hilton Worldwide Holdings (HLT)	0.0	$1.1M	-2%	4.2k	259.44	View chart
Booking Holdings (BKNG)	0.0	$1.1M	-13%	200.00	5421.09	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$1.1M	-61%	9.4k	113.89	View chart
Advanced Micro Devices (AMD)	0.0	$1.1M	+7%	6.6k	161.80	View chart
Kkr & Co (KKR)	0.0	$1.1M		8.2k	129.96	View chart
Enterprise Products Partners (EPD)	0.0	$1.1M	+12%	34k	31.27	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$1.1M	-2%	14k	75.74	View chart
Emerson Electric (EMR)	0.0	$1.1M	-9%	8.0k	131.18	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.0	$1.1M	NEW	15k	70.13	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.1M	+2%	2.1k	499.40	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 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
Robertson Stephens Wealth Management 2021 Q3 filed Nov. 10, 2021

View all past filings

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