Robertson Stephens Wealth Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.21 Billion distributed in 530 stocks.
Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $281M, Vanguard Index Fds S&P 500 ETF with a value of $249M, Spdr S&P 500 ETF Trust with a value of $188M, Vanguard Ftse Developed Market with a value of $123M, and Ishares Core S&P 500 ETF with a value of $123M.
Examining the 13F form we can see an increase of $146M in the current position value, from $3.07B to 3.21B.
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
$3.21 Billion
ETFs: $2.27 Billion
Technology: $520 Million
Financial Services: $113 Million
Consumer Cyclical: $62.5 Million
Communication Services: $60 Million
Energy: $42.3 Million
Consumer Defensive: $39.2 Million
Healthcare: $37.9 Million
Other: $59.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
