Robertson Stephens Wealth Management, LLC 13F Holdings · Q2 2026
Robertson Stephens Wealth Management, LLC reported 645 securities worth $4.06B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (11.25%), VEA (5.12%), VIG (4.48%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $457.0M | 11.25% | 665,340 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $207.9M | 5.12% | 2.9M | Added |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $181.8M | 4.48% | 768,127 | Added |
| 4 | AAPL | APPLE INC | $141.9M | 3.49% | 490,322 | Added |
| 5 | APP | APPLOVIN CORP | $125.0M | 3.08% | 242,689 | Trimmed |
| 6 | IEMG | ISHARES INC | $124.9M | 3.07% | 1.5M | Trimmed |
| 7 | IVV | ISHARES TR | $122.0M | 3.00% | 162,845 | Trimmed |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | $99.0M | 2.44% | 1.2M | Added |
| 9 | IEFA | ISHARES TR | $75.6M | 1.86% | 782,729 | Trimmed |
| 10 | AGG | ISHARES TR | $70.5M | 1.74% | 712,093 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $66.6M | 1.64% | 332,607 | Added |
| 12 | IWR | ISHARES TR | $62.4M | 1.54% | 565,606 | Added |
| 13 | MSFT | MICROSOFT CORP | $58.4M | 1.44% | 156,449 | Trimmed |
| 14 | VTI | VANGUARD INDEX FDS | $54.7M | 1.35% | 147,726 | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $53.4M | 1.32% | 71,366 | Trimmed |
| 16 | AVEM | AMERICAN CENTY ETF TR | $49.8M | 1.23% | 515,769 | Added |
| 17 | GOOG | ALPHABET INC | $49.7M | 1.22% | 140,565 | Added |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | $49.3M | 1.22% | 231,919 | Added |
| 19 | AMZN | AMAZON COM INC | $40.6M | 1.00% | 170,477 | Added |
| 20 | IWF | ISHARES TR | $37.1M | 0.91% | 298,396 | Added |
| 21 | IWB | ISHARES TR | $34.9M | 0.86% | 85,161 | Added |
| 22 | XLK | SELECT SECTOR SPDR TR | $34.6M | 0.85% | 181,427 | Added |
| 23 | BBUS | J P MORGAN EXCHANGE TRADED F | $33.9M | 0.84% | 251,982 | Trimmed |
| 24 | GLD | SPDR GOLD TR | $34.0M | 0.84% | 92,399 | Added |
| 25 | QQQ | INVESCO QQQ TR | $33.1M | 0.82% | 44,914 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR