Robertson Stephens Wealth Management, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.84 Billion distributed in 544 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $195M, Ishares Core S&P 500 ETF with a value of $122M, Vanguard Dividend Appreciation with a value of $121M, App Lovin Corp with a value of $107M, and Apple Inc. with a value of $96.2M.
Examining the 13F form we can see an increase of $94.4M in the current position value, from $2.75B to 2.84B.
Robertson Stephens Wealth Management, LLC is based out at San Francisco, CA
Below you can find more details about Robertson Stephens Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.84 Billion
ETFs: $2.15 Billion
Technology: $301 Million
Financial Services: $105 Million
Consumer Cyclical: $59.4 Million
Consumer Defensive: $47.6 Million
Communication Services: $45.2 Million
Healthcare: $40.8 Million
Industrials: $29.5 Million
Other: $51.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
