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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 VOO, VEA, VIG, AAPL, IEMG, and represent 26.45% of Robertson Stephens Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VIG (+$154M), VOO (+$131M), VGK (+$42M), VEA (+$33M), IEFA (+$23M), SH (+$23M), Evolution Metals & Tech Corp (+$23M), IEMG (+$21M), IWR (+$12M), AVEM (+$9.7M).
Started 37 new stock positions in PIPR, EWH, GRAB, HAE, EMLP, IBHI, PDBC, SMR, NOW, XES.
Reduced shares in these 10 stocks: SPY (-$280M), BBUS (-$63M), APP (-$59M), GSUS (-$38M), SCHG (-$14M), UUUU (-$13M), GSIE (-$13M), XLC (-$11M), VTI (-$8.8M), SII (-$8.0M).
Sold out of its positions in MSOX, ALL, HRB, AI, CGC, CHWY, ED, CTVA, CRON, Direxion Shs Etf Tr Daily Semi.
Robertson Stephens Wealth Management was a net seller of stock by $-65M.
Robertson Stephens Wealth Management has $3.6B in assets under management (AUM), dropping by -7.00%.
Central Index Key (CIK): 0001767307

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Portfolio Holdings for Robertson Stephens Wealth Management

Robertson Stephens Wealth Management holds 615 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Robertson Stephens Wealth Management has 615 total positions. Only the first 250 positions are shown.

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Download the Robertson Stephens Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.6	$378M	+52%	633k	597.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.8	$171M	+23%	2.7M	64.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.3	$154M	NEW	717k	215.06	View chart
Apple (AAPL)	3.5	$123M	-4%	486k	253.79	View chart
Ishares Core Msci Emkt (IEMG)	3.3	$118M	+21%	1.7M	69.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$116M		178k	653.21	View chart
Applovin Corp Com Cl A (APP)	2.7	$97M	-37%	243k	398.00	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.6	$91M	+4%	1.1M	82.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$73M	+46%	802k	90.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.8	$66M	+15%	662k	99.27	View chart
Microsoft Corporation (MSFT)	1.7	$59M	-4%	159k	370.17	View chart
NVIDIA Corporation (NVDA)	1.6	$58M		331k	174.41	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$47M	-85%	72k	652.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$45M	-16%	141k	320.81	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	1.2	$42M	NEW	504k	82.43	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$40M		138k	286.86	View chart
Amazon (AMZN)	1.0	$35M		167k	208.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$34M		79k	426.40	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$31M	+64%	316k	97.23	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$30M		85k	356.56	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.8	$30M	-67%	256k	117.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$30M	+4%	69k	430.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$29M	-2%	153k	191.92	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$29M	+51%	355k	80.58	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$28M		722k	38.86	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$25M		126k	196.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$24M	+2%	42k	577.17	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$24M	-15%	179k	132.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$24M		34k	697.73	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.6	$23M	+6%	143k	161.73	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.6	$23M	NEW	603k	37.93	View chart
JPMorgan Chase & Co. (JPM)	0.6	$23M	-22%	77k	294.16	View chart
Evolution Metals & Tech Corp	0.6	$23M	NEW	3.0M	7.59	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$21M		301k	70.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$21M	-4%	72k	287.56	View chart
Costco Wholesale Corporation (COST)	0.5	$19M		19k	996.45	View chart
Energy Fuels Com New (UUUU)	0.5	$17M	-43%	943k	18.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$17M	+53%	137k	124.31	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$17M	-4%	228k	74.35	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$16M	+19%	153k	106.15	View chart
Caterpillar (CAT)	0.5	$16M		23k	708.46	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.4	$16M	+15%	158k	100.19	View chart
Hennessy Fds Tr Sustainable Etf (STNC)	0.4	$16M	+139%	462k	33.96	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$15M		431k	33.97	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$14M	+18%	103k	138.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$14M	+22%	57k	248.00	View chart
Abbvie (ABBV)	0.4	$14M		64k	217.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$14M		202k	67.53	View chart
Eli Lilly & Co. (LLY)	0.4	$14M		15k	919.78	View chart
Bgc Group Cl A (BGC)	0.4	$14M	-31%	1.4M	9.78	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$13M		261k	50.81	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.4	$13M	+9%	562k	23.26	View chart
Broadcom (AVGO)	0.4	$13M	+19%	42k	309.51	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$13M	-4%	426k	30.32	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$12M	-33%	86k	142.43	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$12M	-3%	238k	51.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$12M	-3%	25k	479.20	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$12M		47k	257.35	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$12M		124k	96.70	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.3	$11M		258k	43.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$11M	-33%	26k	436.78	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$11M	-37%	227k	49.37	View chart
Merck & Co (MRK)	0.3	$11M		92k	121.14	View chart
Bank of America Corporation (BAC)	0.3	$11M	+371%	226k	48.75	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$11M		176k	62.45	View chart
Globalstar Com New (GSAT)	0.3	$11M	-3%	164k	66.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$11M	-2%	72k	148.10	View chart
Meta Platforms Cl A (META)	0.3	$10M	-6%	18k	572.12	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$10M	+11%	34k	302.25	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.3	$9.6M	-52%	87k	110.86	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.3	$9.5M		131k	72.41	View chart
Visa Com Cl A (V)	0.3	$9.3M	-5%	31k	302.24	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$9.3M	-10%	117k	79.27	View chart
GSK Sponsored Adr (GSK)	0.3	$9.1M		164k	55.67	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.3	$9.1M	+10%	80k	113.60	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$9.1M	-9%	90k	100.66	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$9.0M	+3%	93k	97.13	View chart
Home Depot (HD)	0.3	$8.9M	+24%	27k	328.89	View chart
Axon Enterprise (AXON)	0.2	$8.8M	+4%	21k	424.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$8.7M		162k	54.05	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.2	$8.7M	+7%	93k	93.54	View chart
Raytheon Technologies Corp (RTX)	0.2	$8.7M		45k	192.90	View chart
Amgen (AMGN)	0.2	$8.6M		25k	351.85	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$8.6M	-2%	90k	95.62	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.2	$8.2M	+104%	229k	35.90	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$8.1M	+7%	71k	114.99	View chart
American Express Company (AXP)	0.2	$7.9M		26k	302.48	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.2	$7.9M	+3%	362k	21.84	View chart
Vanguard World Financials Etf (VFH)	0.2	$7.9M		65k	120.81	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$7.9M		111k	70.91	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$7.8M	-39%	217k	36.16	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$7.8M	+53%	253k	30.68	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$7.6M	+2%	67k	113.11	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$7.4M	-3%	23k	318.07	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$7.4M	+98%	121k	61.26	View chart
Ishares Tr Msci Poland Etf (EPOL)	0.2	$7.4M	+1060%	202k	36.41	View chart
Gilead Sciences (GILD)	0.2	$7.3M	+3%	53k	139.37	View chart
Exxon Mobil Corporation (XOM)	0.2	$7.3M	+19%	43k	169.66	View chart
Wal-Mart Stores (WMT)	0.2	$7.3M	-19%	58k	124.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$7.2M		34k	211.15	View chart
Netflix (NFLX)	0.2	$7.2M		75k	96.15	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$7.1M	-25%	312k	22.91	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$7.1M		49k	146.61	View chart
Qualcomm (QCOM)	0.2	$6.7M		52k	128.78	View chart
Sprott Com New (SII)	0.2	$6.6M	-54%	47k	142.90	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$6.6M		116k	56.79	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$6.4M	+13%	135k	47.55	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.2	$6.3M	+3%	200k	31.66	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$6.3M	+95%	62k	100.57	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$6.1M	-54%	102k	59.55	View chart
Johnson & Johnson (JNJ)	0.2	$6.0M	-10%	25k	244.44	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$6.0M	+56%	77k	77.11	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$5.8M		53k	108.98	View chart
Oracle Corporation (ORCL)	0.2	$5.8M	+13%	39k	147.11	View chart
Chipotle Mexican Grill (CMG)	0.2	$5.8M	+61%	181k	32.01	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$5.6M		30k	184.28	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$5.4M	-14%	53k	102.25	View chart
Spdr Series Trust State Street Spd (XES)	0.1	$5.3M	NEW	46k	116.33	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$5.3M		55k	97.73	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$5.3M	+10%	110k	47.72	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.1	$5.3M	NEW	112k	47.00	View chart
Tesla Motors (TSLA)	0.1	$5.1M	+8%	14k	371.74	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$5.0M		7.00	718140.00	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$5.0M	-23%	42k	118.60	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$5.0M	-9%	85k	58.54	View chart
Vanguard World Health Car Etf (VHT)	0.1	$4.9M		18k	272.33	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$4.8M	-88%	54k	89.59	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$4.7M	+279%	199k	23.87	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$4.6M	+60%	54k	85.64	View chart
T. Rowe Price (TROW)	0.1	$4.6M		51k	90.14	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$4.5M	-10%	57k	78.66	View chart
Pfizer (PFE)	0.1	$4.5M		159k	28.08	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$4.4M	-14%	65k	68.14	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$4.4M		17k	261.92	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$4.3M	+4%	47k	91.77	View chart
Chevron Corporation (CVX)	0.1	$4.3M	-12%	21k	206.90	View chart
Dbx Etf Tr Xtrack Msci Japn (DBJP)	0.1	$4.2M		42k	101.02	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$4.2M	-57%	91k	45.89	View chart
Target Corporation (TGT)	0.1	$4.1M		34k	121.20	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$4.0M	-4%	53k	76.54	View chart
Newmark Group Cl A (NMRK)	0.1	$4.0M	-33%	265k	14.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$3.9M	+31%	14k	287.18	View chart
Waste Management (WM)	0.1	$3.8M	-5%	17k	229.79	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$3.7M	-4%	28k	132.10	View chart
Lam Research Corp Com New (LRCX)	0.1	$3.7M	-11%	17k	213.93	View chart
Altria (MO)	0.1	$3.6M		54k	67.05	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$3.5M	-5%	41k	86.64	View chart
Cisco Systems (CSCO)	0.1	$3.5M	-6%	45k	77.59	View chart
Golub Capital BDC (GBDC)	0.1	$3.5M		276k	12.66	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$3.5M		27k	128.12	View chart
Boeing Company (BA)	0.1	$3.5M	+3%	17k	199.04	View chart
Pepsi (PEP)	0.1	$3.4M	-4%	22k	155.29	View chart
Virtu Finl Cl A (VIRT)	0.1	$3.4M	+4%	78k	43.98	View chart
Capital One Financial (COF)	0.1	$3.4M		19k	182.43	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.4M	+4%	6.9k	491.98	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$3.3M	-80%	76k	43.13	View chart
Wells Fargo & Company (WFC)	0.1	$3.3M	-4%	41k	79.61	View chart
Ross Stores (ROST)	0.1	$3.2M		15k	216.63	View chart
Abbott Laboratories (ABT)	0.1	$3.2M		31k	102.67	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$3.2M	+5%	59k	53.77	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$3.1M		60k	52.78	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$3.1M	-11%	2.4k	1320.87	View chart
Procter & Gamble Company (PG)	0.1	$3.1M	+7%	21k	144.44	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$3.1M		58k	52.56	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$3.0M	+8%	65k	45.47	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$2.9M	NEW	169k	17.32	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.1	$2.9M	-20%	124k	23.47	View chart
Union Pacific Corporation (UNP)	0.1	$2.9M	-4%	12k	242.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.9M	+11%	58k	49.89	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$2.8M		59k	48.46	View chart
Madison Square Grdn Sprt Cor Cl A (MSGS)	0.1	$2.8M		8.8k	321.42	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$2.8M	-22%	152k	18.40	View chart
McDonald's Corporation (MCD)	0.1	$2.8M	-9%	9.0k	310.79	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.8M	-22%	7.2k	383.41	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$2.8M	+829%	241k	11.43	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$2.7M		22k	127.73	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.7M	-5%	109k	25.10	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$2.7M		38k	70.20	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$2.7M	-9%	35k	76.51	View chart
Danaher Corporation (DHR)	0.1	$2.7M	-9%	14k	190.00	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$2.7M		13k	208.04	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$2.6M		32k	81.98	View chart
Vanguard World Industrial Etf (VIS)	0.1	$2.6M	-6%	8.4k	312.23	View chart
Bristol Myers Squibb (BMY)	0.1	$2.6M		43k	60.65	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.5M	+38%	13k	191.80	View chart
Ringcentral Cl A (RNG)	0.1	$2.5M	-25%	67k	37.19	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$2.5M	+136%	33k	75.45	View chart
Uber Technologies (UBER)	0.1	$2.4M	+4%	34k	71.93	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$2.4M		67k	35.59	View chart
Eaton Corp SHS (ETN)	0.1	$2.4M		6.6k	357.68	View chart
Coca-Cola Company (KO)	0.1	$2.3M	-2%	31k	76.58	View chart
International Business Machines (IBM)	0.1	$2.3M		9.7k	242.38	View chart
S&p Global (SPGI)	0.1	$2.3M	-17%	5.4k	425.35	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$2.3M	-51%	37k	62.68	View chart
Constellation Brands Cl A (STZ)	0.1	$2.3M		15k	150.00	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$2.3M		22k	106.01	View chart
Newmont Mining Corporation (NEM)	0.1	$2.3M	-6%	21k	108.25	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$2.3M	-65%	86k	26.30	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$2.2M	-10%	24k	93.93	View chart
Genius Sports Shares Cl A (GENI)	0.1	$2.2M		494k	4.43	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.2M		75k	29.08	View chart
Enterprise Products Partners (EPD)	0.1	$2.2M	-4%	57k	37.84	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$2.1M	+17%	42k	49.99	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$2.1M	-2%	4.5k	464.17	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$2.1M		46k	45.56	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$2.0M	+5%	12k	168.86	View chart
Weyerhaeuser Com New (WY)	0.1	$2.0M	+3%	82k	24.43	View chart
Ishares Tr Ibonds Oct 2029 (IBIF)	0.1	$2.0M	+2%	76k	26.25	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$2.0M	+17%	17k	116.29	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.0M		6.0k	328.66	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$1.9M	-20%	23k	83.57	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.9M	-56%	26k	73.14	View chart
Ishares Msci Cda Etf (EWC)	0.1	$1.9M		35k	54.79	View chart
Ecolab (ECL)	0.1	$1.9M		7.1k	266.76	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$1.9M	-15%	10k	179.84	View chart
Zoetis Cl A (ZTS)	0.1	$1.9M	-5%	16k	118.21	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$1.8M	-7%	44k	41.32	View chart
Nextera Energy (NEE)	0.1	$1.8M	-18%	20k	92.88	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.8M		16k	110.36	View chart
TJX Companies (TJX)	0.1	$1.8M	-2%	11k	159.70	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$1.8M	-6%	19k	92.74	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$1.8M	-7%	5.6k	313.83	View chart
Nike CL B (NKE)	0.0	$1.7M		33k	53.23	View chart
Citigroup Com New (C)	0.0	$1.7M	+2%	15k	113.41	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$1.7M	+119%	30k	58.18	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$1.7M	+32%	34k	49.97	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$1.7M	+71%	36k	47.02	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$1.7M	-3%	15k	112.27	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$1.7M	-7%	19k	88.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$1.6M	-18%	29k	56.68	View chart
Lazard Ltd Shs -a - (LAZ)	0.0	$1.6M		39k	42.48	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	0.0	$1.6M	+10%	21k	76.25	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$1.6M	-8%	11k	151.40	View chart
Sherwin-Williams Company (SHW)	0.0	$1.6M	-9%	4.9k	320.56	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$1.6M		30k	53.14	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$1.6M	+559%	31k	50.62	View chart
Mastercard Incorporated Cl A (MA)	0.0	$1.6M		3.1k	499.62	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$1.5M	+23%	34k	45.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.5M	+11%	21k	73.64	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$1.5M	-66%	33k	45.80	View chart
Comcast Corp Cl A (CMCSA)	0.0	$1.5M	+2%	53k	28.71	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$1.5M	+5%	28k	53.35	View chart
Novagold Resources Com New (NG)	0.0	$1.5M	-39%	166k	8.98	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.0	$1.5M	+11%	15k	98.92	View chart
Advanced Micro Devices (AMD)	0.0	$1.5M		7.3k	203.42	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.0	$1.5M	+82%	31k	47.84	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.5M	+5%	2.4k	604.50	View chart
Walt Disney Company (DIS)	0.0	$1.5M	+7%	15k	96.38	View chart
salesforce (CRM)	0.0	$1.5M	+11%	7.8k	186.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$1.5M	-90%	50k	29.13	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 2026 Q1 filed April 28, 2026
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

View all past filings

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