Robertson Stephens Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Robertson Stephens Wealth Management, LLC 13F Holdings
CIK 0001767307 · San Francisco, CA
As of Sep 30, 2025, Robertson Stephens Wealth Management, LLC reported
530 positions worth $3.1B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLOVIN CORP | APP | Technology | 391,315 | $281.2M | 9.02% |
| VANGUARD 500 INDEX FUND | VOO | — | 407,397 | $250.2M | 8.03% |
| SPDR S&P 500 ETF TRUST | SPY | — | 281,717 |
|
87.8M6.03% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 667,622 |
44.6M | 4.64% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 2,047,005 |
22.7M | 3.94% |
| ISHARES CORE S&P 500 ETF | IVV | — | 183,207 |
22.6M | 3.93% |
| APPLE INC | AAPL | Technology | 411,271 |
04.7M | 3.36% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 1,284,627 | $84.7M | 2.72% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 985,198 | $82.9M | 2.66% |
| MICROSOFT CORP | MSFT | Technology | 135,419 | $70.1M | 2.25% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 178,821 | $58.8M | 1.89% |
| JPMORGAN BETABUILDERS US EQUITY ETF | BBUS | — | 464,962 | $56.1M | 1.80% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 443,492 | $44.5M | 1.43% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 470,332 | $41.1M | 1.32% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 80,881 | $37.9M | 1.22% |
| VANGUARD EUROPEAN STOCK INDEX FUND | VGK | — | 424,618 | $33.9M | 1.09% |
| GOLDMAN SACHS MARKETBETA US EQUITY ETF | GSUS | — | 349,690 | $32.3M | 1.04% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 85,484 | $31.2M | 1.00% |
| AMAZON.COM INC | AMZN | Equity | 137,275 | $30.1M | 0.97% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 153,283 | $29.1M | 0.93% |
| ENERGY FUELS INC | UUUU | Basic Materials | 1,870,042 | $28.7M | 0.92% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 730,083 | $28.2M | 0.90% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 34,671 | $25.9M | 0.83% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 50,705 | $25.5M | 0.82% |
| VANGUARD VALUE INDEX FUND | VTV | — | 128,523 | $24.1M | 0.77% |