Robertson Stephens Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1767307 · latest 13F-HR filed 2026-04-28

Robertson Stephens Wealth Management, LLC manages $3.57B in 13F-reported U.S. long-equity assets across 615 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (10.59%), VEA (4.79%), VIG (4.32%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 37 new positions, exited 56, added to 188, and trimmed 243.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$3.57B

Long-equity book

Holdings

615

Distinct positions

Period

2026-03-31

Filed 2026-04-28

Q/Q Activity

+37 / −56 / ↑188 / ↓243

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$118.2M +45.5%
  • VANGUARD TAX-MANAGED FDS$35.9M +26.6%
  • ISHARES INC$24.1M +25.8%
  • ISHARES TR$23.6M +48.4%
  • ISHARES TR$12.3M +66.5%
Show all 188

Top Trims

  • APPLOVIN CORP-$166.9M -63.3%
  • J P MORGAN EXCHANGE TRADED F-$67.6M -69.3%
  • GOLDMAN SACHS ETF TR-$40.4M -89.3%
  • MICROSOFT CORP-$22.0M -27.1%
  • SCHWAB STRATEGIC TR-$16.0M -91.7%
Show all 243

New Positions

  • VANGUARD SPECIALIZED FUNDS$154.3M
  • VANGUARD INTL EQUITY INDEX F$41.5M
  • PROSHARES TR$22.9M
  • EVOLUTION METALS & TECH CORP$22.5M
  • SPDR SERIES TRUST$5.3M
Show all 37

Exited Positions

  • VANGUARD ADMIRAL FDS INC$3.5M
  • GOLDMAN SACHS ETF TR$2.3M
  • VANGUARD SCOTTSDALE FDS$2.1M
  • MONGODB INC$1.7M
  • ISHARES TR$1.1M
Show all 56
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $377.9M 10.59% 632,460 SH
2 VANGUARD TAX-MANAGED FDS VEA 921943858 $171.0M 4.79% 2,669,304 SH
3 VANGUARD SPECIALIZED FUNDS VIG 921908844 $154.3M 4.32% 717,344 SH
4 APPLE INC AAPL 037833100 $123.2M 3.45% 485,483 SH
5 ISHARES INC IEMG 46434G103 $117.6M 3.29% 1,685,804 SH
6 ISHARES TR IVV 464287200 $115.9M 3.25% 177,504 SH
7 APPLOVIN CORP APP 03831W108 $96.6M 2.71% 242,697 SH
8 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $91.0M 2.55% 1,099,963 SH
9 ISHARES TR IEFA 46432F842 $72.6M 2.03% 801,484 SH
10 ISHARES TR AGG 464287226 $65.7M 1.84% 662,299 SH
11 MICROSOFT CORP MSFT 594918104 $59.0M 1.65% 159,449 SH
12 NVIDIA CORPORATION NVDA 67066G104 $57.6M 1.61% 330,497 SH
13 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $46.9M 1.31% 71,897 SH
14 VANGUARD INDEX FDS VTI 922908769 $45.3M 1.27% 141,067 SH
15 VANGUARD INTL EQUITY INDEX F VGK 922042874 $41.5M 1.16% 503,948 SH
16 ALPHABET INC GOOG 02079K107 $39.5M 1.11% 137,632 SH
17 AMAZON COM INC AMZN 023135106 $34.8M 0.97% 166,881 SH
18 ISHARES TR IWF 464287614 $33.8M 0.95% 79,305 SH
19 ISHARES TR IWR 464287499 $30.7M 0.86% 315,590 SH
20 ISHARES TR IWB 464287622 $30.4M 0.85% 85,158 SH
21 J P MORGAN EXCHANGE TRADED F BBUS 46641Q399 $30.0M 0.84% 255,650 SH
22 SPDR GOLD TR GLD 78463V107 $29.8M 0.84% 69,304 SH
23 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $29.3M 0.82% 152,692 SH
24 AMERICAN CENTY ETF TR AVEM 025072604 $28.6M 0.80% 354,608 SH
25 DIMENSIONAL ETF TRUST DFAC 25434V708 $28.0M 0.79% 721,760 SH
26 VANGUARD INDEX FDS VTV 922908744 $24.8M 0.69% 126,341 SH
27 INVESCO QQQ TR QQQ 46090E103 $24.3M 0.68% 42,186 SH
28 SELECT SECTOR SPDR TR XLK 81369Y803 $23.8M 0.67% 179,014 SH
29 VANGUARD WORLD FD VGT 92204A702 $23.8M 0.67% 34,059 SH
30 SELECT SECTOR SPDR TR XLI 81369Y704 $23.0M 0.65% 142,489 SH
31 PROSHARES TR SH 74349Y753 $22.9M 0.64% 602,863 SH
32 JPMORGAN CHASE & CO JPM 46625H100 $22.5M 0.63% 76,645 SH
33 EVOLUTION METALS & TECH CORP EMAT 30054B107 $22.5M 0.63% 2,962,026 SH
34 ISHARES TR DGRO 46434V621 $21.1M 0.59% 300,748 SH
35 ALPHABET INC GOOGL 02079K305 $20.7M 0.58% 72,022 SH
36 COSTCO WHOLESALE CORPORATION COST 22160K105 $18.5M 0.52% 18,603 SH
37 ENERGY FUELS INC UUUU 292671708 $17.2M 0.48% 942,600 SH
38 ISHARES TR IJR 464287804 $17.0M 0.48% 136,932 SH
39 ISHARES TR EFV 464288877 $17.0M 0.48% 228,105 SH
40 ISHARES TR MUB 464288414 $16.2M 0.45% 152,802 SH
41 CATERPILLAR INC CAT 149123101 $16.1M 0.45% 22,728 SH
42 GOLDMAN SACHS ETF TR GBIL 381430529 $15.8M 0.44% 157,901 SH
43 HENNESSY FDS TR STNC 42588P692 $15.7M 0.44% 462,380 SH
44 DIMENSIONAL ETF TRUST DFAX 25434V880 $14.6M 0.41% 431,174 SH
45 VANGUARD INTL EQUITY INDEX F VT 922042742 $14.3M 0.40% 103,305 SH
46 ISHARES TR IWM 464287655 $14.1M 0.39% 56,679 SH
47 ABBVIE INC ABBV 00287Y109 $13.9M 0.39% 63,849 SH
48 ISHARES TR IJH 464287507 $13.7M 0.38% 202,296 SH
49 ELI LILLY & CO LLY 532457108 $13.5M 0.38% 14,683 SH
50 BGC GROUP INC BGC 088929104 $13.5M 0.38% 1,376,167 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-28 $3.57B 615 0001172661-26-001551
2025-12-31 2026-02-02 $3.84B 654 0001172661-26-000416