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 |
|---|---|
SCHASCHWAB STRATEGIC TR | $2K |
VCLTVANGUARD SCOTTSDALE FDS | $2K |
EWGISHARES INC | $2K |
STZCONSTELLATION BRANDS INC | $2K |
ZTSZOETIS INC | $2K |
ETNEATON CORP PLC | $2K |
JEPIJ P MORGAN EXCHANGE TRADED F | $2K |
NKENIKE INC | $2K |
GCORGOLDMAN SACHS ETF TR | $2K |
EWUISHARES TR | $2K |
IWOISHARES TR | $2K |
NEENEXTERA ENERGY INC | $2K |
IBIFISHARES TR | $2K |
USMVISHARES TR | $2K |
IBBISHARES TR | $2K |
EPDENTERPRISE PRODS PARTNERS L | $2K |
EWCISHARES INC | $2K |
ESGVVANGUARD WORLD FD | $2K |
QUALISHARES TR | $2K |
ECLECOLAB INC | $2K |
WYWEYERHAEUSER CO MTN BE | $2K |
CRMSALESFORCE INC | $2K |
LAZLAZARD INC | $2K |
JMUBJ P MORGAN EXCHANGE TRADED F | $2K |
SOXXISHARES TR | $2K |
TIPISHARES TR | $2K |
MAMASTERCARD INCORPORATED | $2K |
TWLOTWILIO INC | $2K |
TJXTJX COS INC NEW | $2K |
SHWSHERWIN WILLIAMS CO | $2K |
SHYISHARES TR | $2K |
TRVCCITIGROUP INC | $2K |
BOXXEA SERIES TRUST | $2K |
MDBMONGODB INC | $2K |
IHIISHARES TR | $2K |
IAU*ISHARES GOLD TR | $2K |
MCXMCCORMICK & CO INC | $2K |
AQLTISHARES TR | $2K |
DISDISNEY WALT CO | $2K |
ADPTADAPTIVE BIOTECHNOLOGIES COR | $2K |
FLTRVANECK ETF TRUST | $2K |
AMDADVANCED MICRO DEVICES INC | $2K |
CMCSACOMCAST CORP NEW | $2K |
EPPISHARES INC | $2K |
JAAAJANUS DETROIT STR TR | $1K |
VEUVANGUARD INTL EQUITY INDEX F | $1K |
VSDBVANGUARD MALVERN FDS | $1K |
UNHUNITEDHEALTH GROUP INC | $1K |
HEDJWISDOMTREE TR | $1K |
REEVEREST GROUP LTD | $1K |
CHKPCHECK POINT SOFTWARE TECH LT | $1K |
OZBELPOINTE PREP LLC | $1K |
BNDVANGUARD BD INDEX FDS | $1K |
FDISFIDELITY COVINGTON TRUST | $1K |
MCOMOODYS CORP | $1K |
EMNTPIMCO ETF TR | $1K |
VBRVANGUARD INDEX FDS | $1K |
XSOEWISDOMTREE TR | $1K |
HLTHILTON WORLDWIDE HLDGS INC | $1K |
BBJPJ P MORGAN EXCHANGE TRADED F | $1K |
PWZINVESCO EXCH TRADED FD TR II | $1K |
MPLXMPLX LP | $1K |
AVUSAMERICAN CENTY ETF TR | $1K |
XJHISHARES TR | $1K |
ITA*ISHARES TR | $1K |
SCHWSCHWAB CHARLES CORP | $1K |
ADBEADOBE INC | $1K |
XLBSELECT SECTOR SPDR TR | $1K |
ESGUISHARES TR | $1K |
DGRWWISDOMTREE TR | $1K |
INTCINTEL CORP | $1K |
ZBHZIMMER BIOMET HOLDINGS INC | $1K |
EPIWISDOMTREE TR | $1K |
TLTISHARES TR | $1K |
ACNACCENTURE PLC IRELAND | $1K |
BNBROOKFIELD CORP | $1K |
DJANFIRST TR EXCHNG TRADED FD VI | $1K |
ALNYALNYLAM PHARMACEUTICALS INC | $1K |
HTBKHERITAGE COMM CORP | $1K |
LMTLOCKHEED MARTIN CORP | $1K |
JPIEJ P MORGAN EXCHANGE TRADED F | $1K |
EMREMERSON ELEC CO | $1K |
KBWBINVESCO EXCH TRADED FD TR II | $1K |
BBINJ P MORGAN EXCHANGE TRADED F | $1K |
RAAXVANECK ETF TRUST | $1K |
SCHXSCHWAB STRATEGIC TR | $1K |
IDV*ISHARES TR | $1K |
GRMNGARMIN LTD | $1K |
BBAXJ P MORGAN EXCHANGE TRADED F | $1K |
BKNGBOOKING HOLDINGS INC | $1K |
OUNZVANECK MERK GOLD ETF | $1K |
DMXFISHARES TR | $1K |
PSAPUBLIC STORAGE OPER CO | $1K |
CBCHUBB LIMITED | $1K |
TMSLT ROWE PRICE ETF INC | $1K |
VYMIVANGUARD WHITEHALL FDS | $1K |
VCRVANGUARD WORLD FD | $1K |
FNDFSCHWAB STRATEGIC TR | $1K |
PHPARKER-HANNIFIN CORP | $1K |
TELTE CONNECTIVITY PLC | $1K |