Robertson Stephens Wealth Management, LLC - Portfolio Stock Holdings
Robertson Stephens Wealth Management, LLC disclosed 693 stock positions in a recent SEC 13F filing. $4,141,287,451 of stock holdings were filed, with the largest holdings including VOO, VEA, and NDAA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $8,763,969,974 and has 118 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
693Est. Stock Holding Value:
$4,141,287,451Top Stock Holdings By Sector
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Portfolio Stock Holdings - Robertson Stephens Wealth Management, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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