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CIK: 0001767307
Total reported value
$4.1B
$4.1B
537 檔
20.5%
At the close of Q1 2025, Robertson Stephens Wealth Management, LLC disclosed equity holdings valued at approximately $4.1B, spread across 537 reported holdings.
In Q1 2025, Robertson Stephens Wealth Management, LLC displayed an active expansion posture, initiating 94 new positions and adding to 85 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 537 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.60% | +0.01% | +383.72% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.70% | +0.66% | +2.09% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.43% | +0.16% | +13.21% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.20% | -0.25% | -2.10% | |
| 5 | APP | Applovin Corp-class A | Stock-Tech | 3.67% | +0.37% | -1.80% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.38% | +0.04% | +2.70% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.16% | +0.33% | +14.12% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.45% | -0.22% | +12.54% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.39% | -0.11% | +1.83% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | -0.21% | -1.95% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.38% | +0.08% | +3.11% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.28% | -0.10% | +0.96% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.19% | -0.04% | -23.17% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.07% | +3.77% | |
| 15 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 1.03% | -0.01% | -3.16% | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.99% | -0.04% | +3307.09% | |
| 17 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.96% | — | +3.16% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.94% | +0.40% | -25.90% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.93% | +0.01% | +0.04% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.03% | -5.48% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.87% | +0.01% | -0.09% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.79% | -0.07% | +1.55% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.10% | +79.53% | |
| 24 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.78% | -0.08% | -16.54% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.75% | +0.18% | -18.09% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.74% | -0.17% | +53.81% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.69% | -0.04% | -18.40% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.66% | -0.03% | +3.19% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.64% | -0.06% | +1.05% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.61% | +0.04% | -7.38% | |
| 31 | STNC | Hennessy Sustainable ETF | ETF-Other | 0.61% | -0.02% | -8.69% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | +0.14% | -1.43% | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.54% | -0.75% | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.11% | -5.28% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.53% | — | +840.44% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-Other | 0.52% | -0.04% | +2.13% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.52% | +0.20% | -32.34% | |
| 38 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.50% | +0.46% | +269.89% | |
| 39 | BGC | Bgc Group Inc-a | Stock-Financials | 0.49% | -0.03% | +0.38% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.48% | -0.03% | -23.09% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.47% | +0.14% | +155.23% | |
| 42 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.47% | -0.03% | +1.27% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | +0.02% | -20.89% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.44% | — | -17.34% | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.43% | -0.01% | +0.74% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | +0.03% | +4.03% | |
| 47 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.40% | — | -1.94% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.05% | -7.85% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.37% | -0.01% | +24.97% | |
| 50 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.37% | +0.19% | +2.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +5.5% | +383.72% | Add |
| 2 | VIG | Vanguard Dividend Apprec ETF | +3.7% | +13.21% | Add |
| 3 | APP | Applovin Corp-class A | +3.2% | -1.80% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +1.4% | +12.54% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | +1.1% | +0.96% | Add |
| 6 | RSP | Invesco S&p 500 Equal Weight | +0.9% | -25.90% | Add |
| 7 | IWB | Ishares Russell 1000 ETF | +0.8% | +0.04% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +3.77% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.6% | -2.10% | Add |
| 10 | VGT | Vanguard Info Tech ETF | +0.6% | +3.19% | Add |
| 11 | IWF | Ishares Russell 1000 Growth | +0.5% | -23.17% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +3.11% | Add |
| 13 | VGK | Vanguard Ftse Europe ETF | +0.5% | — | Add |
| 14 | ITOT | Ishares Core S&p Total U.s. | +0.5% | -7.38% | Add |
| 15 | GLD | Spdr Gold Shares | +0.4% | +840.44% | Add |
| 16 | IEF | Ishares 7-10 Year Treasury B | +0.3% | +0.74% | Add |
| 17 | SPLV | Invesco S&p 500 Low Volatili | +0.3% | +3299.39% | Add |
| 18 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +4.03% | Add |
| 19 | EFV | Ishares Msci Eafe Value ETF | +0.3% | +1.05% | Add |
| 20 | OEF | Ishares S&p 100 ETF | +0.3% | +8.26% | Add |
| 21 | VYM | Vanguard High Dvd Yield ETF | +0.3% | -1.38% | Add |
| 22 | MUB | Ishares National Muni Bond E | +0.3% | +24.97% | Add |
| 23 | WMT | Walmart Inc | +0.3% | +43.54% | Add |
| 24 | NVDA | Nvidia CORP | +0.2% | -17.15% | Add |
| 25 | VWO | Vanguard Ftse Emerging Marke | +0.2% | -9.11% | Add |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +9.71% | Add |
| 27 | EFA | Ishares Msci Eafe ETF | +0.2% | +13.51% | Add |
| 28 | VFH | Vanguard Financials ETF | +0.2% | +0.56% | Add |
| 29 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +0.80% | Add |
| 30 | DFAC | Dimensional US Core Equity 2 | +0.2% | -0.09% | Add |
| 31 | V | Visa Inc-class A Shares | +0.2% | -3.35% | Add |
| 32 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.09% | Add |
| 33 | SUSL | Ishares Esg Msci USA Leaders | +0.1% | +8.42% | Add |
| 34 | IWR | Ishares Russell Mid-cap ETF | +0.1% | -14.20% | Add |
| 35 | CAT | Caterpillar Inc | +0.1% | -8.48% | Add |
| 36 | RTX | Rtx CORP | +0.1% | -2.93% | Add |
| 37 | ABBV | Abbvie Inc | +0.1% | -9.74% | Add |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | -47.01% | Add |
| 39 | IVE | Ishares S&p 500 Value ETF | +0.1% | +11.03% | Add |
| 40 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -0.44% | Add |
| 41 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +53.81% | Add |
| 42 | ABT | Abbott Laboratories | +0.1% | -13.37% | Add |
| 43 | XLP | Ss Consumer Staples Sel Sect | 0% | +223.75% | Add |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | -69.89% | Add |
| 45 | USMV | Ishares Msci USA Min Vol Fac | 0% | +34.04% | Add |
| 46 | UNP | Union Pacific CORP | 0% | +5.94% | Add |
| 47 | DHR | Danaher CORP | 0% | -7.69% | Add |
| 48 | CVX | Chevron CORP | 0% | -10.62% | Add |
| 49 | ETN | Eaton Corporation plc | 0% | -0.23% | Add |
| 50 | XOM | Exxon Mobil CORP | — | -4.09% | Add |
According to official SEC Form 13F filings, Robertson Stephens Wealth Management, LLC reported a total U.S. public equity portfolio value of $4.1B across 537 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VOO, VIG) accounted for 20.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
VCIT
市值: $69.4M
Top Position Liquidated / Trimmed
AYI
前期市值: $47.1M
During Q1 2025, Robertson Stephens Wealth Management, LLC's top holdings by market value included SPY (9.6%)、VOO (6.7%)、VIG (4.4%). The largest single position, SPY, represented 9.6% of total portfolio value.
In Q1 2025, Robertson Stephens Wealth Management, LLC made 199 total portfolio adjustments, initiating 94 new buys, adding to 85 positions, trimming 14 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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