Robertson Stephens Wealth Management, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$3.3T
Holdings
530
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (530 positions)
| Stock | Value |
|---|---|
MCXMCCORMICK & CO INC | $1.6B |
BNDVANGUARD BD INDEX FDS | $1.6B |
DISDISNEY WALT CO | $1.6B |
NEMNEWMONT CORP | $1.6B |
ECLECOLAB INC | $1.6B |
JAAAJANUS DETROIT STR TR | $1.6B |
UNHUNITEDHEALTH GROUP INC | $1.5B |
FLEXFLEX LTD | $1.5B |
LMNRLIMONEIRA CO | $1.5B |
REEVEREST GROUP LTD | $1.5B |
SHOPSHOPIFY INC | $1.5B |
IHIISHARES TR | $1.5B |
BXBLACKSTONE INC | $1.4B |
VSDBVANGUARD MALVERN FDS | $1.4B |
FTECFIDELITY COVINGTON TRUST | $1.4B |
IAU*ISHARES GOLD TR | $1.4B |
VEUVANGUARD INTL EQUITY INDEX F | $1.4B |
OZBELPOINTE PREP LLC | $1.4B |
EPPISHARES INC | $1.4B |
NEENEXTERA ENERGY INC | $1.3B |
EWUISHARES TR | $1.3B |
VBRVANGUARD INDEX FDS | $1.3B |
ORCLORACLE CORP | $1.3B |
EMBISHARES TR | $1.3B |
ADBEADOBE INC | $1.3B |
DGRWWISDOMTREE TR | $1.3B |
XSOEWISDOMTREE TR | $1.3B |
SCHXSCHWAB STRATEGIC TR | $1.2B |
MDBMONGODB INC | $1.2B |
MCOMOODYS CORP | $1.2B |
AVUSAMERICAN CENTY ETF TR | $1.2B |
XFEBFIRST TR EXCH TRADED FD III | $1.2B |
IUSVISHARES TR | $1.2B |
PSAPUBLIC STORAGE OPER CO | $1.2B |
BBJPJ P MORGAN EXCHANGE TRADED F | $1.2B |
HTBKHERITAGE COMM CORP | $1.1B |
RNGRINGCENTRAL INC | $1.1B |
AMGNAMGEN INC | $1.1B |
ESGUISHARES TR | $1.1B |
SCHWSCHWAB CHARLES CORP | $1.1B |
HLTHILTON WORLDWIDE HLDGS INC | $1.1B |
BKNGBOOKING HOLDINGS INC | $1.1B |
EFGISHARES TR | $1.1B |
AMDADVANCED MICRO DEVICES INC | $1.1B |
KKRKKR & CO INC | $1.1B |
EPDENTERPRISE PRODS PARTNERS L | $1.1B |
DMXFISHARES TR | $1.1B |
EMREMERSON ELEC CO | $1.1B |
BBINJ P MORGAN EXCHANGE TRADED F | $1.1B |
LMTLOCKHEED MARTIN CORP | $1.1B |
JBNDJ P MORGAN EXCHANGE TRADED F | $1.0B |
JNKSPDR SERIES TRUST | $1.0B |
MMM3M CO | $1.0B |
CMCSACOMCAST CORP NEW | $985.4M |
IEURISHARES TR | $977.2M |
TMSLT ROWE PRICE ETF INC | $973.1M |
KBWBINVESCO EXCH TRADED FD TR II | $968.1M |
OUNZVANECK MERK GOLD ETF | $967.9M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $965.0M |
IDV*ISHARES TR | $964.3M |
SBUXSTARBUCKS CORP | $962.4M |
DWMWISDOMTREE TR | $960.8M |
FVDFIRST TR EXCHANGE-TRADED FD | $945.4M |
BCCCGLOBAL X FDS | $942.0M |
RAAXVANECK ETF TRUST | $936.8M |
XJHISHARES TR | $935.9M |
SCHASCHWAB STRATEGIC TR | $928.8M |
EPIWISDOMTREE TR | $927.0M |
BCALCALIFORNIA BANCORP | $893.7M |
ELVELEVANCE HEALTH INC FORMERLY | $880.8M |
TJXTJX COS INC NEW | $877.7M |
TELTE CONNECTIVITY PLC | $866.4M |
BEBLOOM ENERGY CORP | $843.1M |
SBRSABINE RTY TR | $842.2M |
SLVISHARES SILVER TR | $836.0M |
JPSTJ P MORGAN EXCHANGE TRADED F | $835.4M |
VCRVANGUARD WORLD FD | $817.3M |
IWDISHARES TR | $816.2M |
PHPARKER-HANNIFIN CORP | $792.7M |
CALYTOPGOLF CALLAWAY BRANDS CORP | $792.1M |
QTECFIRST TR EXCHANGE-TRADED FD | $775.6M |
FDSFACTSET RESH SYS INC | $767.0M |
HYMBSPDR SERIES TRUST | $763.7M |
EMXFISHARES TR | $762.0M |
SUSUNCOR ENERGY INC NEW | $752.3M |
ESMLISHARES TR | $751.3M |
AFLAFLAC INC | $747.0M |
PFEPFIZER INC | $734.0M |
IYFISHARES TR | $732.3M |
DWDMORGAN STANLEY | $729.5M |
HEDJWISDOMTREE TR | $728.8M |
GSGOLDMAN SACHS GROUP INC | $722.3M |
IFNINDIA FD INC | $717.9M |
FBTFIRST TR EXCHANGE-TRADED FD | $717.7M |
LMBSFIRST TR EXCHANGE-TRADED FD | $715.6M |
IJJISHARES TR | $711.6M |
AVUVAMERICAN CENTY ETF TR | $711.4M |
VVVANGUARD INDEX FDS | $707.8M |
EWSISHARES INC | $701.8M |
UBERUBER TECHNOLOGIES INC | $700.3M |