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 |
|---|---|
CRWDCROWDSTRIKE HLDGS INC | $487K |
APOAPOLLO GLOBAL MGMT INC | $485K |
EEMVISHARES INC | $482K |
IBTGISHARES TR | $480K |
AJGGALLAGHER ARTHUR J & CO | $480K |
4I1PHILIP MORRIS INTL INC | $478K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $478K |
BNDXVANGUARD CHARLOTTE FDS | $475K |
IJKISHARES TR | $467K |
ROKROCKWELL AUTOMATION INC | $467K |
AIC3 AI INC | $467K |
GCALGOLDMAN SACHS ETF TR | $466K |
FRELFIDELITY COVINGTON TRUST | $457K |
JPSTJ P MORGAN EXCHANGE TRADED F | $455K |
PDDPDD HOLDINGS INC | $453K |
VSGXVANGUARD WORLD FD | $452K |
WSCWILLSCOT HLDGS CORP | $452K |
SOSOUTHERN CO | $450K |
QQQMINVESCO EXCH TRADED FD TR II | $448K |
IWVISHARES TR | $444K |
PBRPETROLEO BRASILEIRO SA PETRO | $443K |
SPGSIMON PPTY GROUP INC NEW | $438K |
WECWEC ENERGY GROUP INC | $437K |
TAT&T INC | $433K |
GJUNFIRST TR EXCHNG TRADED FD VI | $430K |
FTNTFORTINET INC | $428K |
IBITISHARES BITCOIN TRUST ETF | $428K |
TRVTRAVELERS COMPANIES INC | $427K |
PLTRPALANTIR TECHNOLOGIES INC | $427K |
RPGINVESCO EXCHANGE TRADED FD T | $425K |
FSTAFIDELITY COVINGTON TRUST | $424K |
AIQGLOBAL X FDS | $420K |
MANHMANHATTAN ASSOCIATES INC | $419K |
RKTROCKET COS INC | $412K |
PSKYPARAMOUNT SKYDANCE CORP | $407K |
PGRPROGRESSIVE CORP | $406K |
SPHRSPHERE ENTERTAINMENT CO | $406K |
CVSCVS HEALTH CORP | $405K |
XYLXYLEM INC | $403K |
FNFFIDELITY NATIONAL FINANCIAL | $398K |
TXNTEXAS INSTRS INC | $396K |
XYZBLOCK INC | $396K |
QQEWFIRST TR EXCHANGE-TRADED FD | $394K |
PSXPHILLIPS 66 | $391K |
GDXJVANECK ETF TRUST | $391K |
CGCARLYLE GROUP INC | $389K |
SHELSHELL PLC | $383K |
FDNFIRST TR EXCHANGE-TRADED FD | $379K |
PTCPTC INC | $377K |
EDCONSOLIDATED EDISON INC | $373K |
VTWOVANGUARD SCOTTSDALE FDS | $370K |
GRALGRAIL INC | $370K |
MRSHMARSH & MCLENNAN COS INC | $369K |
REGREGENCY CTRS CORP | $369K |
TTECTTEC HLDGS INC | $366K |
SHOPSHOPIFY INC | $365K |
ULUNILEVER PLC | $365K |
OTISOTIS WORLDWIDE CORP | $359K |
OKEONEOK INC NEW | $355K |
ICVTISHARES TR | $354K |
XLRESELECT SECTOR SPDR TR | $347K |
IWNISHARES TR | $346K |
IWCISHARES TR | $345K |
WELLWELLTOWER INC | $345K |
IFNINDIA FD INC | $342K |
SPYSPDR S&P 500 ETF TR | $342K |
DOCHEALTHPEAK PROPERTIES INC | $339K |
NSCNORFOLK SOUTHN CORP | $337K |
OBDCBLUE OWL CAPITAL CORPORATION | $332K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $331K |
HDEFDBX ETF TR | $330K |
BXSLBLACKSTONE SECD LENDING FD | $327K |
NRANRG ENERGY INC | $326K |
NUDMNUSHARES ETF TR | $323K |
CEGCONSTELLATION ENERGY CORP | $323K |
LUMNLUMEN TECHNOLOGIES INC | $323K |
VLUEISHARES TR | $321K |
GISGENERAL MLS INC | $319K |
DDOGDATADOG INC | $316K |
WBDWARNER BROS DISCOVERY INC | $314K |
EWAISHARES INC | $312K |
SKYYFIRST TR EXCHANGE TRADED FD | $306K |
SCHKSCHWAB STRATEGIC TR | $304K |
CMECME GROUP INC | $302K |
FASTFASTENAL CO | $299K |
IMCBISHARES TR | $294K |
GDGENERAL DYNAMICS CORP | $293K |
DEDEERE & CO | $293K |
HEWJISHARES TR | $291K |
ARTYISHARES TR | $289K |
XJRISHARES TR | $289K |
UALUNITED AIRLS HLDGS INC | $288K |
AVDVAMERICAN CENTY ETF TR | $288K |
VFMOVANGUARD WELLINGTON FD | $288K |
BBTBEACON FINANCIAL CORP. | $285K |
ACAARCOSA INC | $282K |
CARRCARRIER GLOBAL CORPORATION | $281K |
HASHASBRO INC | $280K |
SETMSPROTT FDS TR | $273K |
LHXL3HARRIS TECHNOLOGIES INC | $273K |