Robertson Stephens Wealth Management
$3.6B Assets Reported
670 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 632,460 | $378M | 10.6% |
| VEA | VANGUARD TAX-MANAGED FDS | 2,669,304 | $171M | 4.8% |
| VIG | VANGUARD SPECIALIZED FUNDS | 717,344 | $154M | 4.3% |
| AAPL | APPLE INC | 485,483 | $123M | 3.5% |
| IEMG | ISHARES INC | 1,685,804 | $118M | 3.3% |
| IVV | ISHARES TR | 177,504 | $116M | 3.2% |
| APP | APPLOVIN CORP | 242,697 | $97M | 2.7% |
| VCIT | VANGUARD SCOTTSDALE FDS | 1,099,963 | $91M | 2.6% |
| IEFA | ISHARES TR | 801,484 | $73M | 2.0% |
| AGG | ISHARES TR | 662,299 | $66M | 1.8% |
Track Robertson Stephens Wealth Management's 13F portfolio: $3.6B in reported holdings, 670 positions. Top holdings, AUM, and quarterly changes on SentiSense.