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CIK: 0001767307
Total reported value
$4.1B
$4.1B
635 檔
28.0%
At the close of Q4 2025, Robertson Stephens Wealth Management, LLC disclosed equity holdings valued at approximately $4.1B, spread across 635 reported holdings.
In Q4 2025, Robertson Stephens Wealth Management, LLC displayed an active expansion posture, initiating 46 new positions and adding to 118 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 635 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 | 8.91% | +0.01% | +77.78% | |
| 2 | APP | Applovin Corp-class A | Stock-Tech | 6.87% | +0.37% | -0.08% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.77% | +0.66% | +1.64% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.61% | +0.04% | +23.93% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.52% | +0.33% | +5.66% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.23% | -0.25% | -1.33% | |
| 7 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 2.54% | — | +70.23% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.44% | -0.22% | +8.21% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.30% | -0.11% | +7.10% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | -0.21% | +23.68% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | +0.03% | +256.66% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.49% | -0.10% | +29.12% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.47% | +0.08% | -5.75% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.27% | -0.17% | +16.24% | |
| 15 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 1.18% | -0.01% | +36.92% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | +0.11% | +56.79% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | +0.03% | +21.61% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.99% | -0.04% | -0.75% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.83% | +0.01% | -0.39% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.02% | +155.89% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 0.79% | +0.18% | +202.16% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.78% | +0.40% | +1.94% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.75% | +0.01% | -0.74% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.68% | — | +40.87% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.67% | -0.03% | -0.98% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.14% | +12.90% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | -0.07% | +0.30% | |
| 28 | UUUU | Energy Fuels Inc | Stock-Energy | 0.64% | -0.14% | -10.26% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.05% | +13.15% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.56% | -0.04% | +7.48% | |
| 31 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.55% | -0.05% | -1.14% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-Other | 0.54% | -0.02% | +2.77% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.52% | -0.03% | -7.52% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.50% | +0.04% | -8.58% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.20% | -18.25% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.48% | +0.68% | +14.46% | |
| 37 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.47% | +0.43% | — | |
| 38 | BGC | Bgc Group Inc-a | Stock-Financials | 0.47% | -0.03% | +23.89% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | — | +78.41% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.44% | -0.06% | +0.62% | |
| 41 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.43% | -0.02% | +0.49% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.10% | +2.78% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.04% | +120.36% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.01% | +118.20% | |
| 45 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.37% | -0.02% | +12.86% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-Other | 0.36% | -0.04% | -0.98% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.36% | -0.01% | +8.50% | |
| 48 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.36% | -0.08% | -1.27% | |
| 49 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.35% | -0.04% | -6.24% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.07% | -47.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3.2% | +77.78% | Add |
| 2 | NVDA | Nvidia CORP | +1.1% | +256.66% | Add |
| 3 | BBUS | Jpmorgan Betabuilders US Equ | +0.9% | +70.23% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | +56.79% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.5% | +155.89% | Add |
| 6 | AAPL | Apple Inc | +0.5% | +23.93% | Add |
| 7 | LLY | Eli Lilly & Co | +0.3% | +120.36% | Add |
| 8 | BX | Blackstone Inc | +0.2% | +677.62% | Add |
| 9 | GSUS | Goldman Sachs Marketbeta US | +0.2% | +36.92% | Add |
| 10 | XLK | Ss Technology Select Sector | +0.2% | +202.16% | Add |
| 11 | GLD | Spdr Gold Shares | +0.2% | +40.87% | Add |
| 12 | ABBV | Abbvie Inc | +0.2% | +118.20% | Add |
| 13 | AMGN | Amgen Inc | +0.2% | +500.25% | Add |
| 14 | MRK | Merck & Co. Inc. | +0.2% | +198.02% | Add |
| 15 | CAT | Caterpillar Inc | +0.2% | +86.22% | Add |
| 16 | AXP | American Express Co | +0.2% | +217.34% | Add |
| 17 | SCHG | Schwab US Large-cap Growth | +0.2% | +78.41% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.2% | +137.86% | Add |
| 19 | AGG | Ishares Core U.s. Aggregate | +0.2% | +29.12% | Add |
| 20 | QCOM | Qualcomm Inc | +0.2% | +238.18% | Add |
| 21 | GILD | Gilead Sciences Inc | +0.2% | +1515.35% | Add |
| 22 | ORCL | Oracle CORP | +0.1% | +644.09% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +13.15% | Add |
| 24 | GSAT | Globalstar Inc | +0.1% | +25.31% | Add |
| 25 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +422.49% | Add |
| 26 | SLV | Ishares Silver Trust | +0.1% | +282.61% | Add |
| 27 | AMZN | Amazon.com Inc | +0.1% | +21.61% | Add |
| 28 | VT | Vanguard Tot World Stk ETF | +0.1% | +56.67% | Add |
| 29 | RTX | Rtx CORP | +0.1% | +81.00% | Add |
| 30 | GDX | Vaneck Gold Miners ETF | +0.1% | +468.38% | Add |
| 31 | PFE | Pfizer Inc | +0.1% | +444.91% | Add |
| 32 | TGT | Target CORP | +0.1% | +713.03% | Add |
| 33 | HEZU | Ishares Currency Hedged Msci | +0.1% | +44.36% | Add |
| 34 | EEM | Ishares Msci Emerging Market | +0.1% | +117.19% | Add |
| 35 | MO | Altria Group Inc | +0.1% | +1053.55% | Add |
| 36 | ASML | ASML Holding N.V. | +0.1% | +506.98% | Add |
| 37 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +353.39% | Add |
| 38 | XLV | Ss Health Care Select Sector | +0.1% | +35.96% | Add |
| 39 | GGUS | Goldman Ss Mb Rl 1000 GE ETF | +0.1% | +811.04% | Add |
| 40 | JBND | Jpmorgan Active Bond ETF | +0.1% | +188.24% | Add |
| 41 | UBER | Uber Technologies Inc | +0.1% | +355.06% | Add |
| 42 | BMY | Bristol-myers Squibb Co | +0.1% | +296.24% | Add |
| 43 | GENI | Genius Sports Limited | 0% | +76.53% | Add |
| 44 | WM | Waste Management Inc | 0% | +99.03% | Add |
| 45 | ZTS | Zoetis Inc | 0% | +790.92% | Add |
| 46 | NKE | Nike Inc -cl B | 0% | +542.72% | Add |
| 47 | LRCX | Lam Research CORP | 0% | +55.48% | Add |
| 48 | IBB | Ishares Biotechnology ETF | 0% | +363.94% | Add |
| 49 | RNG | Ringcentral Inc-class A | 0% | +124.72% | Add |
| 50 | IEFA | Ishares Core Msci Eafe ETF | 0% | +16.24% | 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 635 disclosed positions in Q4 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, APP, VOO) accounted for 28.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVEM
市值: $18.1M
Top Position Liquidated / Trimmed
VIG
前期市值: $144.6M
During Q4 2025, Robertson Stephens Wealth Management, LLC's top holdings by market value included SPY (8.9%)、APP (6.9%)、VOO (6.8%). The largest single position, SPY, represented 8.9% of total portfolio value.
In Q4 2025, Robertson Stephens Wealth Management, LLC made 199 total portfolio adjustments, initiating 46 new buys, adding to 118 positions, trimming 27 holdings, and fully liquidating 8 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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