Robertson Stephens Wealth Management, LLC
Robertson Stephens Wealth Management, LLC reported 645 positions worth $4.06B as of June 30, 2026 (13F filed July 29, 2026). Largest holding: VOO (11.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $457.0M | 11.25% | 665,340 | — | — | |
| ▸ 2 | VEA | SH | $207.9M | 5.12% | 2,917,758 | — | — | |
| ▸ 3 | VIG | SH | $181.8M | 4.48% | 768,127 | — | — | |
| ▸ 4 | AAPL | SH | $141.9M | 3.49% | 490,322 | — | — | |
| ▸ 5 | APP | SH | $125.0M | 3.08% | 242,689 | — | — | |
| ▸ 6 | IEMG | SH | $124.9M | 3.07% | 1,507,188 | — | — | |
| ▸ 7 | IVV | SH | $122.0M | 3.00% | 162,845 | — | — | |
| ▸ 8 | VCIT | SH | $99.0M | 2.44% | 1,197,667 | — | — | |
| ▸ 9 | IEFA | SH | $75.6M | 1.86% | 782,729 | — | — | |
| ▸ 10 | AGG | SH | $70.5M | 1.74% | 712,093 | — | — |
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Frequently Asked Questions
What stocks does Robertson Stephens Wealth Management, LLC hold as of Q2 2026?
Robertson Stephens Wealth Management, LLC reported 645 positions worth $4.06B in its Q2 2026 13F filing. Largest positions: VOO (11.3%), VEA (5.1%), VIG (4.5%), AAPL (3.5%) and APP (3.1%).
What did Robertson Stephens Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Robertson Stephens Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.