Robertson Stephens Wealth Management, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$3.3B
Holdings
530
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (530 positions)
| Stock | Value |
|---|---|
PIIPOLARIS INC | $698K |
LVHILEGG MASON ETF INVT | $695K |
ITGARTNER INC | $689K |
INTCINTEL CORP | $689K |
VYMIVANGUARD WHITEHALL FDS | $684K |
PZAINVESCO EXCH TRADED FD TR II | $674K |
PDNINVESCO EXCH TRADED FD TR II | $669K |
MUMICRON TECHNOLOGY INC | $663K |
EUSAISHARES INC | $655K |
USFRWISDOMTREE TR | $655K |
USBUS BANCORP DEL | $647K |
TMEDT ROWE PRICE ETF INC | $647K |
GRMNGARMIN LTD | $647K |
PAASPAN AMERN SILVER CORP | $643K |
ADPAUTOMATIC DATA PROCESSING IN | $639K |
TWLOTWILIO INC | $639K |
XLBSELECT SECTOR SPDR TR | $630K |
ITWILLINOIS TOOL WKS INC | $630K |
TTENTOTALENERGIES SE | $630K |
SDYSPDR SERIES TRUST | $629K |
IWSISHARES TR | $629K |
LOWLOWES COS INC | $624K |
VRSKVERISK ANALYTICS INC | $622K |
ICSHISHARES TR | $622K |
MDLZMONDELEZ INTL INC | $617K |
ADIANALOG DEVICES INC | $617K |
INDAISHARES TR | $614K |
MTUMISHARES TR | $613K |
GDXVANECK ETF TRUST | $612K |
DDOGDATADOG INC | $611K |
ARMARM HOLDINGS PLC | $608K |
URTHISHARES INC | $594K |
HONHONEYWELL INTL INC | $594K |
VENVENTAS INC | $592K |
MFCMANULIFE FINL CORP | $583K |
PWZINVESCO EXCH TRADED FD TR II | $570K |
IBITISHARES BITCOIN TRUST ETF | $565K |
ACNACCENTURE PLC IRELAND | $557K |
IBHFISHARES TR | $549K |
MSIMOTOROLA SOLUTIONS INC | $538K |
TAT&T INC | $532K |
APHAMPHENOL CORP NEW | $531K |
RDVYFIRST TR EXCHANGE TRADED FD | $529K |
VONVVANGUARD SCOTTSDALE FDS | $529K |
PDDPDD HOLDINGS INC | $529K |
TTTRANE TECHNOLOGIES PLC | $528K |
ACWIISHARES TR | $525K |
IJKISHARES TR | $519K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $515K |
CRWDCROWDSTRIKE HLDGS INC | $514K |
TECK/BTECK RESOURCES LTD | $511K |
DFASDIMENSIONAL ETF TRUST | $505K |
FFORD MTR CO | $501K |
VNQVANGUARD INDEX FDS | $501K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $501K |
KMIKINDER MORGAN INC DEL | $501K |
SCHFSCHWAB STRATEGIC TR | $498K |
MANHMANHATTAN ASSOCIATES INC | $493K |
DBEUDBX ETF TR | $491K |
GWWGRAINGER W W INC | $490K |
BMYBRISTOL-MYERS SQUIBB CO | $488K |
EWEDWARDS LIFESCIENCES CORP | $488K |
BACVERIZON COMMUNICATIONS INC | $487K |
IBTGISHARES TR | $482K |
HSYHERSHEY CO | $482K |
EWJISHARES INC | $477K |
XBISPDR SERIES TRUST | $473K |
COPXGLOBAL X FDS | $470K |
IJSISHARES TR | $465K |
SOSOUTHERN CO | $464K |
MCKMCKESSON CORP | $455K |
OMFONEMAIN HLDGS INC | $455K |
SPYGSPDR SERIES TRUST | $453K |
MDYSPDR S&P MIDCAP 400 ETF TR | $451K |
SPGSIMON PPTY GROUP INC NEW | $447K |
APOAPOLLO GLOBAL MGMT INC | $447K |
COPCONOCOPHILLIPS | $447K |
FTNTFORTINET INC | $446K |
BNDXVANGUARD CHARLOTTE FDS | $443K |
FNFFIDELITY NATIONAL FINANCIAL | $440K |
VSGXVANGUARD WORLD FD | $438K |
IWVISHARES TR | $435K |
RPGINVESCO EXCHANGE TRADED FD T | $435K |
ASMLASML HOLDING N V | $430K |
INTUINTUIT | $426K |
GJUNFIRST TR EXCHNG TRADED FD VI | $423K |
MPLXMPLX LP | $419K |
KVUEKENVUE INC | $418K |
VDEVANGUARD WORLD FD | $415K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $415K |
TXNTEXAS INSTRS INC | $412K |
ROKROCKWELL AUTOMATION INC | $410K |
TRVTRAVELERS COMPANIES INC | $409K |
DGDOLLAR GEN CORP NEW | $407K |
DOCHEALTHPEAK PROPERTIES INC | $404K |
XYLXYLEM INC | $403K |
CGCARLYLE GROUP INC | $401K |
IFRAISHARES TR | $396K |
4I1PHILIP MORRIS INTL INC | $396K |
FDNFIRST TR EXCHANGE-TRADED FD | $394K |