Robertson Stephens Wealth Management, LLC Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$3.8M
Holdings
635
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (635 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $342K |
APPAPPLOVIN CORP | $263K |
VOOVANGUARD INDEX FDS | $260K |
AAPLAPPLE INC | $139K |
VEAVANGUARD TAX-MANAGED FDS | $135K |
IVVISHARES TR | $124K |
BBUSJ P MORGAN EXCHANGE TRADED F | $98K |
IEMGISHARES INC | $93K |
VCITVANGUARD SCOTTSDALE FDS | $88K |
MSFTMICROSOFT CORP | $81K |
NVDANVIDIA CORPORATION | $61K |
AGGISHARES TR | $57K |
VTIVANGUARD INDEX FDS | $57K |
AQLTISHARES TR | $49K |
GSUSGOLDMAN SACHS ETF TR | $45K |
GOOGALPHABET INC | $43K |
AMZNAMAZON COM INC | $39K |
IWFISHARES TR | $38K |
IWBISHARES TR | $32K |
JPMJPMORGAN CHASE & CO. | $32K |
XLKSELECT SECTOR SPDR TR | $30K |
RSPINVESCO EXCHANGE TRADED FD T | $30K |
DFACDIMENSIONAL ETF TRUST | $29K |
GQ9SPDR GOLD TR | $26K |
VGTVANGUARD WORLD FD | $26K |
NDQINVESCO QQQ TR | $25K |
VTVVANGUARD INDEX FDS | $25K |
EFRENERGY FUELS INC | $24K |
GOOGLALPHABET INC | $24K |
XLCSELECT SECTOR SPDR TR | $22K |
DGROISHARES TR | $21K |
XLISELECT SECTOR SPDR TR | $21K |
XLFSELECT SECTOR SPDR TR | $20K |
ITOTISHARES TR | $19K |
VUGVANGUARD INDEX FDS | $19K |
IWRISHARES TR | $18K |
AVEMAMERICAN CENTY ETF TR | $18K |
BGCBGC GROUP INC | $18K |
SCHGSCHWAB STRATEGIC TR | $17K |
EFVISHARES TR | $17K |
GSIEGOLDMAN SACHS ETF TR | $17K |
COSTCOSTCO WHSL CORP NEW | $16K |
LLYELI LILLY & CO | $16K |
ABBVABBVIE INC | $14K |
DFAXDIMENSIONAL ETF TRUST | $14K |
PFFISHARES TR | $14K |
MUBISHARES TR | $14K |
GBILGOLDMAN SACHS ETF TR | $14K |
VGITVANGUARD SCOTTSDALE FDS | $14K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $13K |
IJHISHARES TR | $13K |
HYLBDBX ETF TR | $13K |
VOTVANGUARD INDEX FDS | $13K |
MOATVANECK ETF TRUST | $13K |
METAMETA PLATFORMS INC | $13K |
CATCATERPILLAR INC | $13K |
USIGISHARES TR | $13K |
BCCCGLOBAL X FDS | $12K |
VTVANGUARD INTL EQUITY INDEX F | $12K |
AVGOBROADCOM INC | $12K |
IBDUISHARES TR | $12K |
IWMISHARES TR | $11K |
VVISA INC | $11K |
HEZUISHARES TR | $11K |
AXONAXON ENTERPRISE INC | $11K |
IJRISHARES TR | $11K |
VYMVANGUARD WHITEHALL FDS | $11K |
DFATDIMENSIONAL ETF TRUST | $11K |
VCSHVANGUARD SCOTTSDALE FDS | $10K |
GSATGLOBALSTAR INC | $10K |
BXBLACKSTONE INC | $10K |
SIISPROTT INC | $10K |
SGOVISHARES TR | $10K |
MRKMERCK & CO INC | $10K |
BBEUJ P MORGAN EXCHANGE TRADED F | $10K |
AQLTISHARES TR | $10K |
AXPAMERICAN EXPRESS CO | $10K |
VBKVANGUARD INDEX FDS | $9K |
XLUSELECT SECTOR SPDR TR | $9K |
QCOMQUALCOMM INC | $9K |
VWOVANGUARD INTL EQUITY INDEX F | $9K |
SUSLISHARES TR | $9K |
VFHVANGUARD WORLD FD | $9K |
ESGDISHARES TR | $9K |
EFAISHARES TR | $9K |
IXJISHARES TR | $8K |
OEFISHARES TR | $8K |
DFUSDIMENSIONAL ETF TRUST | $8K |
RTXRTX CORPORATION | $8K |
IVWISHARES TR | $8K |
WMTWALMART INC | $8K |
GSKGSK PLC | $8K |
AMGNAMGEN INC | $8K |
IBMSISHARES TR | $8K |
XLVSELECT SECTOR SPDR TR | $8K |
HDHOME DEPOT INC | $8K |
IVEISHARES TR | $7K |
NFLXNETFLIX INC | $7K |
NMRKNEWMARK GROUP INC | $7K |
ORCLORACLE CORP | $7K |
Page 1 of 7Next