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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, APP, and represent 27.42% of Robertson Stephens Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IWR (+$28M), IWF (+$27M), VOO (+$23M), VGT (+$22M), SGOV (+$20M), VUG (+$19M), VEA (+$18M), RSP (+$17M), AVEM (+$16M), VIG (+$12M).
Started 60 new stock positions in NAIL, WD, IDEF, CUE, VLO, ESS, GCTS, QQQM, RDCM, TLT.
Reduced shares in these 10 stocks: VGK (-$28M), SH (-$23M), IEMG (-$15M), IVV (-$11M), AVGO (-$8.2M), EPOL (-$7.4M), FXI (-$6.9M), XES (-$5.3M), VFH, IUSV.
Sold out of its positions in AES, AWK, APO, CG, CEG, CRWV, Cue Biopharma, DG, Echostar Corporation, FDS.
Robertson Stephens Wealth Management was a net buyer of stock by $158M.
Robertson Stephens Wealth Management has $4.1B in assets under management (AUM), dropping by 13.76%.
Central Index Key (CIK): 0001767307

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Portfolio Holdings for Robertson Stephens Wealth Management

Robertson Stephens Wealth Management holds 645 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Robertson Stephens Wealth Management has 645 total positions. Only the first 250 positions are shown.

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Download the Robertson Stephens Wealth Management June 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)	11.3	$457M	+5%	665k	686.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.1	$208M	+9%	2.9M	71.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.5	$182M	+7%	768k	236.62	View chart
Apple (AAPL)	3.5	$142M		490k	289.36	View chart
Applovin Corp Com Cl A (APP)	3.1	$125M		243k	515.23	View chart
Ishares Core Msci Emkt (IEMG)	3.1	$125M	-10%	1.5M	82.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$122M	-8%	163k	748.89	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.4	$99M	+8%	1.2M	82.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$76M	-2%	783k	96.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.7	$71M	+7%	712k	98.98	View chart
NVIDIA Corporation (NVDA)	1.6	$67M		333k	200.09	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.5	$62M	+79%	566k	110.32	View chart
Microsoft Corporation (MSFT)	1.4	$58M		156k	373.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$55M	+4%	148k	370.04	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$53M		71k	748.68	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.2	$50M	+45%	516k	96.49	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$50M	+2%	141k	353.33	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.2	$49M	+51%	232k	212.77	View chart
Amazon (AMZN)	1.0	$41M	+2%	171k	238.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$37M	+276%	298k	124.17	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$35M		85k	409.50	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.9	$35M		181k	190.52	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$34M	+33%	92k	368.38	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.8	$34M		252k	134.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$33M	+6%	45k	737.19	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.8	$32M		730k	44.36	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.7	$29M	+216%	286k	100.67	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$26M	+537%	217k	119.52	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.6	$26M	-2%	139k	185.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$25M		71k	357.37	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$25M	-8%	115k	217.93	View chart
JPMorgan Chase & Co. (JPM)	0.6	$25M		75k	327.33	View chart
Caterpillar (CAT)	0.6	$24M		23k	1064.91	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$22M	-3%	290k	75.79	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$22M	+49%	70k	306.30	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$21M	+836%	241k	86.14	View chart
Evolution Metals & Tech Corp (EMAT)	0.5	$19M		2.9M	6.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$19M	-8%	126k	148.31	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$18M	+7%	164k	107.62	View chart
Eli Lilly & Co. (LLY)	0.4	$17M	-2%	14k	1199.46	View chart
Costco Wholesale Corporation (COST)	0.4	$17M		18k	935.45	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$17M		224k	76.55	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$17M		57k	300.45	View chart
Hennessy Fds Tr Sustainable Etf (STNC)	0.4	$17M	-4%	440k	38.51	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$17M	-62%	189k	88.54	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$17M	+5%	214k	77.11	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$16M	+30%	45k	365.70	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$16M		103k	156.95	View chart
Abbvie (ABBV)	0.4	$16M		64k	251.64	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$16M		430k	36.84	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$15M	+9%	93k	164.27	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.4	$15M	-8%	144k	100.16	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$14M	-6%	244k	59.02	View chart
Bgc Group Cl A (BGC)	0.3	$14M	-4%	1.3M	10.69	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.3	$14M	+81%	88k	158.66	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$14M	+8%	134k	103.96	View chart
Energy Fuels Com New (UUUU)	0.3	$14M		951k	14.50	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.3	$13M		258k	50.15	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.3	$13M		556k	23.16	View chart
Bank of America Corporation (BAC)	0.3	$13M		226k	56.98	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$13M		421k	30.49	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$13M	+2%	243k	51.29	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$12M		176k	69.90	View chart
Axon Enterprise (AXON)	0.3	$12M		21k	560.61	View chart
Merck & Co (MRK)	0.3	$12M	-3%	89k	129.35	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.3	$11M	+24%	116k	98.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$11M		71k	158.03	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$11M	-8%	209k	53.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$11M	-12%	22k	500.39	View chart
Meta Platforms Cl A (META)	0.3	$11M	+5%	19k	563.30	View chart
Visa Com Cl A (V)	0.3	$11M		31k	343.09	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.3	$10M	-2%	78k	132.76	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$10M	+3%	168k	59.69	View chart
J P Morgan Exchange Traded F Beta Euro Et Ne (BBEU)	0.2	$10M	-2%	128k	77.77	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$9.9M	+6%	96k	102.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$9.8M	+22%	310k	31.71	View chart
Qualcomm (QCOM)	0.2	$9.6M		52k	184.79	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$9.5M		92k	103.88	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$9.4M	+2%	119k	79.03	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$9.2M		67k	137.53	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.2	$9.2M		86k	107.13	View chart
Ea Series Trust Cambria Global E	0.2	$9.2M	NEW	180k	51.15	View chart
Home Depot (HD)	0.2	$9.2M	-4%	26k	352.68	View chart
Globalstar Com New (GSAT)	0.2	$8.9M	-32%	110k	81.29	View chart
Amgen (AMGN)	0.2	$8.9M		25k	362.13	View chart
American Express Company (AXP)	0.2	$8.7M		26k	338.26	View chart
GSK Sponsored Adr (GSK)	0.2	$8.6M		163k	52.87	View chart
Raytheon Technologies Corp (RTX)	0.2	$8.6M		45k	189.73	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$8.6M		23k	365.88	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$8.4M		71k	117.67	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$8.4M	-7%	102k	81.94	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.2	$8.1M	+3%	373k	21.65	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$8.0M	+1252%	161k	49.39	View chart
Lam Research Corp Com New (LRCX)	0.2	$7.9M	+6%	18k	433.55	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$7.9M		115k	68.41	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$7.8M	NEW	48k	161.54	View chart
Broadcom (AVGO)	0.2	$7.7M	-51%	20k	377.75	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$7.7M		34k	227.06	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$7.5M	-5%	205k	36.52	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$7.4M	+11%	86k	85.49	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$7.0M		309k	22.78	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$7.0M	+19%	69k	102.30	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$6.7M	+5%	142k	47.41	View chart
Ishares Msci Taiwan Etf (EWT)	0.2	$6.7M	NEW	62k	108.61	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.2	$6.7M	+4%	210k	31.73	View chart
Gilead Sciences (GILD)	0.2	$6.6M		53k	126.34	View chart
Wal-Mart Stores (WMT)	0.2	$6.6M		58k	113.26	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.2	$6.6M	+5%	56k	117.28	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.2	$6.4M	+28%	69k	91.95	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.2	$6.3M		55k	115.69	View chart
Johnson & Johnson (JNJ)	0.2	$6.3M		25k	253.97	View chart
Chipotle Mexican Grill (CMG)	0.2	$6.2M		181k	34.00	View chart
Oracle Corporation (ORCL)	0.1	$5.9M	+2%	41k	146.55	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.9M	-2%	30k	197.60	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$5.8M	+19%	238k	24.51	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$5.8M	-7%	57k	100.81	View chart
T. Rowe Price (TROW)	0.1	$5.8M		51k	113.69	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$5.4M	-9%	92k	58.98	View chart
Tesla Motors (TSLA)	0.1	$5.4M	-7%	13k	420.59	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$5.4M	+12%	8.2k	655.90	View chart
Vanguard World Health Car Etf (VHT)	0.1	$5.2M	-2%	18k	299.00	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$5.2M		7.00	748850.00	View chart
Sprott Com New (SII)	0.1	$5.2M		46k	112.35	View chart
Cisco Systems (CSCO)	0.1	$5.1M	-3%	44k	117.46	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$5.0M		43k	117.45	View chart
Exxon Mobil Corporation (XOM)	0.1	$5.0M	-15%	36k	136.72	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$4.9M	-11%	48k	103.10	View chart
Dbx Etf Tr Xtrack Msci Japn (DBJP)	0.1	$4.8M		42k	114.79	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$4.8M		2.4k	1989.53	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$4.8M	-4%	82k	58.20	View chart
Virtu Finl Cl A (VIRT)	0.1	$4.6M		78k	59.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$4.5M	-10%	15k	303.13	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$4.4M		111k	40.23	View chart
Target Corporation (TGT)	0.1	$4.4M		34k	130.61	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$4.4M	-4%	50k	87.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$4.3M	+293%	54k	80.57	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$4.3M		28k	154.30	View chart
Advanced Micro Devices (AMD)	0.1	$4.0M	-5%	6.8k	580.91	View chart
Micron Technology (MU)	0.1	$3.9M	+19%	3.4k	1154.16	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$3.9M		27k	146.41	View chart
Altria (MO)	0.1	$3.9M		53k	73.01	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$3.8M	+7%	70k	54.69	View chart
Netflix (NFLX)	0.1	$3.8M	-28%	54k	71.40	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$3.8M	-2%	40k	95.44	View chart
Capital One Financial (COF)	0.1	$3.8M		19k	200.62	View chart
Waste Management (WM)	0.1	$3.8M		17k	222.88	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$3.7M		13k	285.58	View chart
Boeing Company (BA)	0.1	$3.7M		17k	216.47	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$3.7M	-3%	5.8k	640.76	View chart
Vanguard World Financials Etf (VFH)	0.1	$3.7M	-57%	28k	131.60	View chart
Chevron Corporation (CVX)	0.1	$3.6M	+6%	22k	165.76	View chart
Intel Corporation (INTC)	0.1	$3.6M	-15%	26k	139.63	View chart
Pfizer (PFE)	0.1	$3.6M	-6%	149k	24.08	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$3.6M		47k	75.45	View chart
Genius Sports Shares Cl A (GENI)	0.1	$3.6M	+19%	590k	6.06	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$3.6M	-13%	79k	45.34	View chart
Golub Capital BDC (GBDC)	0.1	$3.6M		276k	12.88	View chart
Newmark Group Cl A (NMRK)	0.1	$3.5M	-11%	234k	15.11	View chart
Madison Square Grdn Sprt Cor Cl A (MSGS)	0.1	$3.5M		8.8k	401.86	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$3.5M	-45%	66k	53.11	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$3.5M		65k	53.47	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$3.4M	+8%	64k	53.50	View chart
Blackrock (BLK)	0.1	$3.4M	NEW	3.5k	961.67	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$3.4M		22k	158.25	View chart
Wells Fargo & Company (WFC)	0.1	$3.4M		41k	82.64	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.3M	-5%	6.6k	501.82	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$3.3M		36k	89.85	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$3.2M		59k	55.01	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$3.2M		60k	54.02	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$3.1M		108k	28.96	View chart
Union Pacific Corporation (UNP)	0.1	$3.0M	-6%	11k	271.99	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$3.0M		58k	52.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.0M	+2%	60k	50.58	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$3.0M	+7%	36k	84.60	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$3.0M		39k	76.56	View chart
Vanguard World Industrial Etf (VIS)	0.1	$3.0M		8.3k	360.39	View chart
Procter & Gamble Company (PG)	0.1	$2.9M	-6%	20k	146.64	View chart
Eaton Corp SHS (ETN)	0.1	$2.8M		6.6k	426.14	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$2.8M	-3%	34k	81.93	View chart
International Business Machines (IBM)	0.1	$2.8M		9.9k	281.20	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$2.8M	+53%	25k	109.43	View chart
Pepsi (PEP)	0.1	$2.8M	-7%	20k	135.40	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.1	$2.8M		67k	41.10	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$2.7M	-21%	60k	45.70	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$2.7M	+19%	28k	96.44	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.7M		76k	36.13	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$2.7M		242k	11.18	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$2.7M	-5%	143k	18.69	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$2.7M		32k	83.07	View chart
Danaher Corporation (DHR)	0.1	$2.7M		14k	190.88	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$2.5M		8.4k	302.70	View chart
Abbott Laboratories (ABT)	0.1	$2.5M	-10%	28k	90.74	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.1	$2.5M	-13%	108k	23.50	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$2.5M	+16%	50k	50.66	View chart
Ringcentral Cl A (RNG)	0.1	$2.5M	-5%	64k	38.98	View chart
Uber Technologies (UBER)	0.1	$2.4M		34k	72.16	View chart
Ross Stores (ROST)	0.1	$2.4M	-23%	11k	212.85	View chart
McDonald's Corporation (MCD)	0.1	$2.4M		8.9k	270.32	View chart
Bristol Myers Squibb (BMY)	0.1	$2.4M	-3%	42k	57.62	View chart
salesforce (CRM)	0.1	$2.3M	+89%	15k	156.98	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$2.3M		12k	190.20	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$2.3M	-2%	4.4k	523.83	View chart
Nike CL B (NKE)	0.1	$2.2M	+64%	54k	41.46	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$2.2M	+83%	40k	56.16	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.2M	-2%	5.5k	393.99	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$2.1M	+5%	31k	68.01	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$2.1M	+82%	52k	40.58	View chart
Constellation Brands Cl A (STZ)	0.1	$2.1M		15k	139.09	View chart
Citigroup Com New (C)	0.1	$2.1M		15k	139.96	View chart
Enterprise Products Partners (EPD)	0.1	$2.1M		57k	36.76	View chart
TJX Companies (TJX)	0.1	$2.1M	+23%	14k	151.50	View chart
Adaptive Biotechnologies Cor (ADPT)	0.1	$2.1M		97k	21.45	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$2.1M	-2%	45k	46.14	View chart
Ishares Tr Ibonds Oct 2029 (IBIF)	0.1	$2.0M	+2%	78k	26.29	View chart
Palo Alto Networks (PANW)	0.0	$2.0M	-7%	5.9k	341.02	View chart
Ishares Msci Cda Etf (EWC)	0.0	$2.0M		35k	57.64	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$2.0M		15k	132.24	View chart
Ecolab (ECL)	0.0	$2.0M		7.1k	279.35	View chart
Weyerhaeuser Com New (WY)	0.0	$2.0M		82k	23.94	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$2.0M	-5%	22k	89.01	View chart
Newmont Mining Corporation (NEM)	0.0	$2.0M		21k	93.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$1.9M	-33%	8.8k	219.43	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.0	$1.9M	-14%	73k	26.23	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$1.9M	-5%	16k	117.09	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$1.9M	+7%	36k	52.15	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$1.8M		19k	96.46	View chart
S&p Global (SPGI)	0.0	$1.8M	-19%	4.4k	407.28	View chart
Onemain Holdings (OMF)	0.0	$1.7M	+303%	28k	60.97	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$1.7M	+420%	20k	87.91	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.0	$1.7M	-4%	29k	57.94	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$1.7M	-16%	30k	55.93	View chart
Mastercard Incorporated Cl A (MA)	0.0	$1.7M	+4%	3.3k	513.66	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$1.7M	-15%	22k	74.90	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$1.7M	-13%	9.0k	183.95	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$1.6M		33k	49.18	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$1.6M	+4%	20k	83.75	View chart
Lazard Ltd Shs -a - (LAZ)	0.0	$1.6M		39k	41.94	View chart
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB)	0.0	$1.6M		21k	76.34	View chart
UnitedHealth (UNH)	0.0	$1.6M	-12%	3.9k	415.62	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$1.6M	-2%	10k	156.30	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.0	$1.6M	-10%	31k	50.83	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$1.6M		29k	53.26	View chart
Callaway Golf Company (CALY)	0.0	$1.6M		83k	18.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.6M	+2%	21k	73.41	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$1.6M	NEW	31k	49.55	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$1.5M	+11%	31k	49.41	View chart
Nextera Energy (NEE)	0.0	$1.5M	-10%	18k	87.77	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.0	$1.5M	-16%	37k	41.16	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.0	$1.5M		27k	57.00	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$1.5M	+6%	20k	75.31	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 Q2 filed July 29, 2026
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

View all past filings

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