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)

StockValue
IBDVISHARES TR
$271K
VNDAVANDA PHARMACEUTICALS INC
$268K
BBHVANECK ETF TRUST
$265K
GMGENERAL MTRS CO
$264K
APPAPPLOVIN CORP
$263K
COLBCOLUMBIA BKG SYS INC
$262K
FMATFIDELITY COVINGTON TRUST
$262K
BKBANK NEW YORK MELLON CORP
$262K
HSYHERSHEY CO
$261K
VOOVANGUARD INDEX FDS
$260K
HRBBLOCK H & R INC
$259K
BUGGLOBAL X FDS
$256K
EUSAISHARES INC
$256K
SUBISHARES TR
$253K
AMTAMERICAN TOWER CORP NEW
$251K
LQDISHARES TR
$251K
WPMWHEATON PRECIOUS METALS CORP
$249K
DUKDUKE ENERGY CORP NEW
$249K
VLTOVERALTO CORP
$248K
OMFLINVESCO EXCH TRD SLF IDX FD
$248K
IDAIDACORP INC
$248K
JKHYHENRY JACK & ASSOC INC
$244K
ILFISHARES TR
$242K
IGVISHARES TR
$242K
IBDTISHARES TR
$242K
SRPTSAREPTA THERAPEUTICS INC
$241K
KNGFIRST TR EXCHANGE-TRADED FD
$240K
QSRRESTAURANT BRANDS INTL INC
$240K
EZUISHARES INC
$240K
CHDCHURCH & DWIGHT CO INC
$237K
ICSHISHARES TR
$235K
EPREPR PPTYS
$235K
PRIPRIMERICA INC
$234K
WYNNWYNN RESORTS LTD
$234K
ICFISHARES TR
$233K
HACKAMPLIFY ETF TR
$232K
FETHFIDELITY ETHEREUM FD
$231K
VEEVVEEVA SYS INC
$231K
ORLYOREILLY AUTOMOTIVE INC
$231K
ELLAUDER ESTEE COS INC
$229K
WMGWARNER MUSIC GROUP CORP
$226K
IIININSTEEL INDS INC
$226K
APDAIR PRODS & CHEMS INC
$225K
ALSALLSTATE CORP
$225K
SCZISHARES TR
$224K
CRWVCOREWEAVE INC
$223K
AEMAGNICO EAGLE MINES LTD
$223K
BPBP PLC
$223K
SPYVSPDR SERIES TRUST
$220K
FDXFEDEX CORP
$220K
AEPAMERICAN ELEC PWR CO INC
$218K
GDECFIRST TR EXCHNG TRADED FD VI
$218K
THMZLAZARD ACTIVE ETF TR
$216K
SYKSTRYKER CORPORATION
$215K
CHWYCHEWY INC
$214K
SCHHSCHWAB STRATEGIC TR
$214K
TLNTALEN ENERGY CORP
$213K
VXFVANGUARD INDEX FDS
$213K
HEDGSERIES PORTFOLIOS TR
$211K
SSDSIMPSON MFG INC
$211K
ITMVANECK ETF TRUST
$210K
IMCRIMMUNOCORE HLDGS PLC
$209K
TLHISHARES TR
$209K
EQTEQT CORP
$206K
VSTVISTRA CORP
$206K
CTVACORTEVA INC
$204K
EXASEXACT SCIENCES CORP
$203K
AESAES CORP
$203K
TOSTTOAST INC
$201K
SPYINEOS ETF TRUST
$201K
ESSESSEX PPTY TR INC
$201K
AWCAMERICAN WTR WKS CO INC NEW
$200K
BPREBLUEROCK PVT REAL ESTATE FD
$180K
WENWENDYS CO
$178K
MBLYMOBILEYE GLOBAL INC
$176K
ETENERGY TRANSFER L P
$165K
WRAPWRAP TECHNOLOGIES INC
$135K
GSBDGOLDMAN SACHS BDC INC
$131K
GGNGAMCO GLOBAL GOLD NAT RES &
$124K
IVVISHARES TR
$124K
RLMDRELMADA THERAPEUTICS INC
$120K
TET1 ENERGY INC
$118K
ATAIATAI BECKLEY NV
$115K
SP4PACHIEVE LIFE SCIENCES INC
$99K
SNTSENSTAR TECHNOLOGIES CORP
$97K
SNAPSNAP INC
$91K
INVINNVENTURE INC
$90K
SOXSDIREXION SHS ETF TR
$81K
TEADTEADS HLDG CO
$81K
MSOXADVISORSHARES TR
$72K
LYGLLOYDS BANKING GROUP PLC
$71K
ANVSANNOVIS BIO INC
$64K
RCREADY CAPITAL CORP
$60K
ANIXANIXA BIOSCIENCES INC
$48K
CRONCRONOS GROUP INC
$46K
ESLAWESTRELLA IMMUNOPHARMA INC
$40K
DYAIDYADIC INTL INC DEL
$28K
GONGERON CORP
$27K
VGTVANGUARD WORLD FD
$26K
NDQINVESCO QQQ TR
$25K
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