Robertson Stephens Wealth Management, LLC Purchases in Q3 2025

Robertson Stephens Wealth Management, LLC

  • $3.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
190K
+ 206.1%
$617.65 - $666.84 $117M - $126M
282K $188M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.8K
+ 4.3%
$567.77 - $614.76 $9.54M - $10.3M
407K $249M
VEA
Vanguard Ftse Developed Market

ETFs
205K
+ 11.12%
$56.02 - $60.3 $11.5M - $12.4M
2.05M $123M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
385K
New
N/A
385K $12.1M
IEFA
Ishares Tr

ETFs
108K
+ 29.68%
$81.7 - $87.53 $8.8M - $9.42M
470K $41.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
102K
+ 11.49%
$81.75 - $84.54 $8.3M - $8.59M
985K $82.9M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
87.1K
+ 25.8%
$75.26 - $80.19 $6.55M - $6.98M
425K $33.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
227K
+ 315.48%
$28.92 - $32.19 $6.58M - $7.32M
300K $9.56M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
56.3K
+ 19.21%
$85.43 - $92.81 $4.81M - $5.23M
350K $32.3M
BBUS
J P Morgan Exchg Traded Fd

ETFs
23.7K
+ 5.38%
$111.77 - $121.28 $2.65M - $2.88M
465K $56.1M
IXJ
Ishares Global Healthcare ETF

ETFs
69.3K
New
$82.73 - $89.14 $5.73M - $6.18M
69.3K $6.14M
VIG
Vanguard Dividend Appreciation

ETFs
30.1K
+ 4.73%
N/A
668K $122M
GLD
Spdr Gold Trust

ETFs
6.98K
+ 17.43%
$300.96 - $355.47 $2.1M - $2.48M
47K $16.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
38.4K
+ 29.84%
$92.26 - $97.51 $3.55M - $3.75M
167K $16.1M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
55.7K
+ 71.7%
$65.41 - $69.67 $3.64M - $3.88M
133K $9.28M
MSFT
Microsoft Corp

Technology
2.19K
+ 1.64%
$491.09 - $535.64 $1.08M - $1.17M
135K $70.1M
XLK
Technology Sector Spdr

ETFs
7.26K
+ 11.58%
$250.97 - $282.66 $1.82M - $2.05M
69.9K $19.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
37.2K
+ 70.02%
$100.16 - $100.7 $3.73M - $3.75M
90.3K $9.09M
IWM
Ishares Russell 2000 ETF

ETFs
7.16K
+ 20.11%
$214.92 - $244.84 $1.54M - $1.75M
42.8K $10.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
56.2K
+ 170.42%
$45.26 - $46.63 $2.54M - $2.62M
89.2K $4.12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
870
+ 2.44%
$546.99 - $602.2 $476K - $524K
36.5K $21.9M
IEMG
Ishares Inc

ETFs
39.2K
+ 3.15%
N/A
1.28M $68.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11K
+ 14.22%
$108.46 - $120.63 $1.19M - $1.33M
88.3K $10.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
18.2K
+ 54.79%
$68.24 - $73.73 $1.24M - $1.34M
51.3K $3.77M
IXUS
Ishares Tr

ETFs
15.1K
+ 37.28%
$76.35 - $82.58 $1.15M - $1.24M
55.5K $4.58M
EFA
Ishares Tr Msci Eafe ETF

ETFs
12.2K
+ 16.18%
$87.29 - $93.61 $1.07M - $1.15M
87.9K $8.21M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.92K
+ 11.43%
$276.51 - $305.12 $807K - $890K
28.4K $8.46M
JPM
Jpmorgan Chase & CO

Financial Services
1.32K
+ 3.55%
$282.78 - $316.06 $374K - $418K
38.6K $12.2M
PAVE
Global X Fds Us Infrastructure

ETFs
8.19K
+ 3.45%
$44.02 - $47.63 $361K - $390K
246K $11.7M
GENI
Genius Sports LTD

Communication Services
64.5K
+ 30.27%
$9.74 - $13.55 $628K - $874K
277K $3.44M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
9.92K
+ 16.23%
$87.05 - $93.19 $864K - $925K
71K $6.61M
HTBK
Heritage Commerce Corp

Financial Services
115K
New
$9.25 - $10.69 $1.06M - $1.23M
115K $1.14M
RNG
Ring Central, Inc.

Technology
40.2K
New
$23.62 - $32.44 $949K - $1.3M
40.2K $1.14M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
15K
New
$65.91 - $70.63 $990K - $1.06M
15K $1.05M
IEF
Ishares Barclays

ETFs
10.1K
+ 49.59%
$93.91 - $97.26 $949K - $983K
30.5K $2.94M
RAAX
Vaneck ETF Trust Inflation All

ETFs
27.2K
New
$31.5 - $34.46 $856K - $937K
27.2K $936K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.8K
+ 46.71%
$362.31 - $405.74 $650K - $728K
5.64K $2.27M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
33.1K
+ 7.61%
$23.13 - $23.54 $767K - $780K
469K $11M
META
Meta Platforms, Inc.

Communication Services
1.13K
+ 15.93%
$695.21 - $791.73 $785K - $894K
8.22K $6.03M
HD
Home Depot, Inc.

Consumer Cyclical
148
+ 0.79%
$357.4 - $423.42 $52.9K - $62.7K
19K $7.69M
XOM
Exxon Mobil Corp

Energy
5.6K
+ 18.83%
$105.83 - $117.22 $593K - $657K
35.3K $3.99M
VOX
Vanguard Communication Service

ETFs
3.17K
+ 34.35%
$169.0 - $192.17 $535K - $608K
12.4K $2.32M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
424
+ 0.43%
$30.06 - $36.69 $12.7K - $15.6K
100K $3.68M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
20.7K
+ 13.5%
$26.92 - $28.6 $556K - $591K
174K $4.85M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
6.37K
New
$99.08 - $103.57 $631K - $659K
6.37K $655K
VOT
Vanguard Mid Cap Growth Index

ETFs
676
+ 1.51%
$282.75 - $294.19 $191K - $199K
45.5K $13.4M
INDA
Ishares Msci India Index Fund

ETFs
11.8K
New
$51.98 - $55.84 $613K - $659K
11.8K $614K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
495
+ 0.78%
$108.03 - $117.04 $53.5K - $57.9K
64.2K $7.51M
FDS
Factset Research Systems Inc

Financial Services
2.22K
+ 489.65%
$283.86 - $450.3 $631K - $1M
2.68K $766K
Activity Summary
Buys All Purchases 187 New Holdings 33 Increased Positions 154 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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