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 |
|---|---|
ILMNILLUMINA INC | $934K |
HHYATT HOTELS CORP | $934K |
USFRWISDOMTREE TR | $931K |
VODVODAFONE GROUP PLC NEW | $922K |
BCCCGLOBAL X FDS | $917K |
FISVFISERV INC | $916K |
JPXAEROVIRONMENT INC | $907K |
LVHILEGG MASON ETF INVT | $899K |
INDAISHARES TR | $891K |
DSIISHARES TR | $876K |
HLNHALEON PLC | $875K |
DWDMORGAN STANLEY | $857K |
FBTFIRST TR EXCHANGE-TRADED FD | $850K |
AIRRFIRST TR EXCHANGE TRADED FD | $849K |
SBUXSTARBUCKS CORP | $849K |
VVVANGUARD INDEX FDS | $843K |
PIPRPIPER SANDLER COMPANIES | $837K |
DYNFBLACKROCK ETF TRUST | $820K |
DXJWISDOMTREE TR | $810K |
BILSPDR SERIES TRUST | $804K |
MARMARRIOTT INTL INC NEW | $792K |
SUSUNCOR ENERGY INC NEW | $788K |
EMXFISHARES TR | $783K |
MUMICRON TECHNOLOGY INC | $766K |
HYMBSPDR SERIES TRUST | $763K |
IJSISHARES TR | $762K |
FHLCFIDELITY COVINGTON TRUST | $760K |
DFASDIMENSIONAL ETF TRUST | $760K |
PIIPOLARIS INC | $759K |
BEBLOOM ENERGY CORP | $758K |
IYFISHARES TR | $746K |
LMBSFIRST TR EXCHANGE-TRADED FD | $741K |
APGAPI GROUP CORP | $741K |
DGDOLLAR GEN CORP NEW | $740K |
AFLAFLAC INC | $739K |
IJJISHARES TR | $732K |
FDSFACTSET RESH SYS INC | $729K |
MSGEMADISON SQUARE GARDEN ENTMT | $729K |
SBRSABINE RTY TR | $726K |
ADIANALOG DEVICES INC | $718K |
RDWRRADWARE LTD | $708K |
QTECFIRST TR EXCHANGE-TRADED FD | $704K |
INCYINCYTE CORP | $698K |
AVUVAMERICAN CENTY ETF TR | $694K |
PDNINVESCO EXCH TRADED FD TR II | $686K |
MTUMISHARES TR | $682K |
PZAINVESCO EXCH TRADED FD TR II | $677K |
MFCMANULIFE FINL CORP | $675K |
EWSISHARES INC | $670K |
PWRQUANTA SVCS INC | $666K |
ITGARTNER INC | $663K |
TTETOTALENERGIES SE | $660K |
VENVENTAS INC | $657K |
A4SAMERIPRISE FINL INC | $644K |
IWSISHARES TR | $639K |
HONHONEYWELL INTL INC | $635K |
VRSKVERISK ANALYTICS INC | $632K |
USBUS BANCORP DEL | $631K |
FIDUFIDELITY COVINGTON TRUST | $630K |
EPOLISHARES TR | $613K |
OKTAOKTA INC | $612K |
URTHISHARES INC | $612K |
CSXCSX CORP | $608K |
TECK/BTECK RESOURCES LTD | $605K |
ITWILLINOIS TOOL WKS INC | $599K |
APHAMPHENOL CORP NEW | $590K |
USHYISHARES TR | $587K |
SDYSPDR SERIES TRUST | $585K |
LOWLOWES COS INC | $585K |
COPXGLOBAL X FDS | $576K |
OWLBLUE OWL CAPITAL INC | $566K |
FFORD MTR CO | $560K |
ACWIISHARES TR | $559K |
ADPAUTOMATIC DATA PROCESSING IN | $557K |
MDLZMONDELEZ INTL INC | $554K |
EWJISHARES INC | $549K |
EWEDWARDS LIFESCIENCES CORP | $549K |
IYWISHARES TR | $546K |
VONVVANGUARD SCOTTSDALE FDS | $546K |
IBHFISHARES TR | $542K |
VNQVANGUARD INDEX FDS | $540K |
BACVERIZON COMMUNICATIONS INC | $540K |
MSIMOTOROLA SOLUTIONS INC | $539K |
RDVYFIRST TR EXCHANGE TRADED FD | $537K |
SCHFSCHWAB STRATEGIC TR | $534K |
COPCONOCOPHILLIPS | $530K |
MRNAMODERNA INC | $528K |
KEYSKEYSIGHT TECHNOLOGIES INC | $525K |
VDEVANGUARD WORLD FD | $523K |
IFRAISHARES TR | $521K |
PYPLPAYPAL HLDGS INC | $513K |
IUSBISHARES TR | $512K |
DBEUDBX ETF TR | $511K |
TTTRANE TECHNOLOGIES PLC | $499K |
KMIKINDER MORGAN INC DEL | $498K |
SPYGSPDR SERIES TRUST | $496K |
TMEDT ROWE PRICE ETF INC | $495K |
FENYFIDELITY COVINGTON TRUST | $494K |
TRNTRINITY INDS INC | $492K |
SATSECHOSTAR CORP | $489K |