Robertson Stephens Wealth Management, LLC - Portfolio Stock Holdings
Robertson Stephens Wealth Management, LLC disclosed 672 stock positions in a recent SEC 13F filing. $4,059,231,839 of stock holdings were filed, with the largest holdings including VOO, VEA, and VIG. This filing represented positions held on June 30, 2026, and was filed today.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:
June 30, 2026No. of Stocks:
672Est. Stock Holding Value:
$4,059,231,839Top 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 (Shares)
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Change (USD)
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% Change
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