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 |
|---|---|
MARMARRIOTT INTL INC NEW | $392K |
QQEWFIRST TR EXCHANGE-TRADED FD | $392K |
IYWISHARES TR | $386K |
PSXPHILLIPS 66 | $386K |
DYHTARGET CORP | $381K |
WECWEC ENERGY GROUP INC | $378K |
PWRQUANTA SVCS INC | $374K |
KEYSKEYSIGHT TECHNOLOGIES INC | $374K |
MLMMARTIN MARIETTA MATLS INC | $372K |
FDISFIDELITY COVINGTON TRUST | $365K |
ULUNILEVER PLC | $361K |
SHELSHELL PLC | $358K |
ICVTISHARES TR | $356K |
NRANRG ENERGY INC | $355K |
VLUEISHARES TR | $355K |
GEVGE VERNOVA INC | $353K |
IBBISHARES TR | $353K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $351K |
GILDGILEAD SCIENCES INC | $351K |
NKENIKE INC | $350K |
NSCNORFOLK SOUTHN CORP | $349K |
DEDEERE & CO | $344K |
CUECUE BIOPHARMA INC | $344K |
SATSECHOSTAR CORP | $344K |
CEGCONSTELLATION ENERGY CORP | $341K |
OBDCBLUE OWL CAPITAL CORPORATION | $339K |
CVSCVS HEALTH CORP | $337K |
IWNISHARES TR | $336K |
GISGENERAL MLS INC | $334K |
XLRESELECT SECTOR SPDR TR | $334K |
CARRCARRIER GLOBAL CORPORATION | $326K |
BXSLBLACKSTONE SECD LENDING FD | $325K |
FASTFASTENAL CO | $324K |
CSXCSX CORP | $317K |
SKYYFIRST TR EXCHANGE TRADED FD | $317K |
XYZBLOCK INC | $315K |
HDEFDBX ETF TR | $313K |
MSCIMSCI INC | $313K |
CBCHUBB LIMITED | $311K |
VFMOVANGUARD WELLINGTON FD | $310K |
MOALTRIA GROUP INC | $309K |
NUDMNUSHARES ETF TR | $308K |
VTWOVANGUARD SCOTTSDALE FDS | $307K |
PGRPROGRESSIVE CORP | $304K |
PLTRPALANTIR TECHNOLOGIES INC | $300K |
SCHKSCHWAB STRATEGIC TR | $298K |
HRBBLOCK H & R INC | $297K |
BUGGLOBAL X FDS | $296K |
TLTISHARES TR | $296K |
IMCBISHARES TR | $296K |
EVRGEVERGY INC | $290K |
XJRISHARES TR | $289K |
CMECME GROUP INC | $288K |
CMICUMMINS INC | $286K |
LHXL3HARRIS TECHNOLOGIES INC | $284K |
JCIJOHNSON CTLS INTL PLC | $279K |
MRSHMARSH & MCLENNAN COS INC | $278K |
OKEONEOK INC NEW | $278K |
UALUNITED AIRLS HLDGS INC | $278K |
VLTOVERALTO CORP | $277K |
EEMVISHARES INC | $277K |
SUBISHARES TR | $277K |
FMATFIDELITY COVINGTON TRUST | $277K |
IBDQISHARES TR | $274K |
ZTSZOETIS INC | $274K |
EPREPR PPTYS | $274K |
AVDVAMERICAN CENTY ETF TR | $272K |
ORLYOREILLY AUTOMOTIVE INC | $268K |
APDAIR PRODS & CHEMS INC | $267K |
FRELFIDELITY COVINGTON TRUST | $263K |
GDGENERAL DYNAMICS CORP | $259K |
ISRGINTUITIVE SURGICAL INC | $258K |
BBAXJ P MORGAN EXCHANGE TRADED F | $254K |
LQDISHARES TR | $254K |
USHYISHARES TR | $251K |
GGUSGOLDMAN SACHS ETF TR | $251K |
NVONOVO-NORDISK A S | $251K |
VXFVANGUARD INDEX FDS | $251K |
IGVISHARES TR | $251K |
IBDTISHARES TR | $250K |
PRIPRIMERICA INC | $249K |
CHDCHURCH & DWIGHT CO INC | $248K |
COLBCOLUMBIA BKG SYS INC | $242K |
KNGFIRST TR EXCHANGE-TRADED FD | $242K |
ICFISHARES TR | $241K |
TLNTALEN ENERGY CORP | $239K |
PPGPPG INDS INC | $236K |
BNBROOKFIELD CORP | $236K |
SETMSPROTT FDS TR | $234K |
BBHVANECK ETF TRUST | $232K |
VSTVISTRA CORP | $231K |
EZUISHARES INC | $231K |
BKBANK NEW YORK MELLON CORP | $229K |
ILFISHARES TR | $228K |
QSRRESTAURANT BRANDS INTL INC | $226K |
FSTAFIDELITY COVINGTON TRUST | $226K |
DUKDUKE ENERGY CORP NEW | $224K |
ARTYISHARES TR | $222K |
TSLXSIXTH STREET SPECIALTY LENDI | $222K |
SCHHSCHWAB STRATEGIC TR | $221K |