Robertson Stephens Wealth Management
$4.1B 13F equity value
674 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Robertson Stephens Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 665,340 | $457M | 11.3% |
| VEA | VANGUARD TAX-MANAGED FDS | 2,917,758 | $208M | 5.1% |
| VIG | VANGUARD SPECIALIZED FUNDS | 768,127 | $182M | 4.5% |
| AAPL | APPLE INC | 490,322 | $142M | 3.5% |
| APP | APPLOVIN CORP | 242,689 | $125M | 3.1% |
| IEMG | ISHARES INC | 1,507,188 | $125M | 3.1% |
| IVV | ISHARES TR | 162,845 | $122M | 3.0% |
| VCIT | VANGUARD SCOTTSDALE FDS | 1,197,667 | $99M | 2.4% |
| IEFA | ISHARES TR | 782,729 | $76M | 1.9% |
| AGG | ISHARES TR | 712,093 | $70M | 1.7% |
Track Robertson Stephens Wealth Management's 13F portfolio: $4.1B in reported holdings, 674 positions. Top holdings and quarterly changes on SentiSense.
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