Robertson Stephens Wealth Management, LLC — 13F holdings

Robertson Stephens Wealth Management, LLC reported 639 holdings worth $4.14B in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $472M (11.4%)
  2. VEA VANGUARD TAX-MANAGED FDS — $222M (5.4%)
  3. NDAA TIDAL TRUST I — $185M (4.5%)
  4. VIG VANGUARD SPECIALIZED FUNDS — $183M (4.4%)
  5. AAPL APPLE INC — $160M (3.9%)
  6. IVV ISHARES TR — $126M (3.0%)
  7. IEMG ISHARES INC — $121M (2.9%)
  8. VCIT VANGUARD SCOTTSDALE FDS — $97.0M (2.3%)
  9. MSFT MICROSOFT CORP — $83.7M (2.0%)
  10. NVDA NVIDIA CORPORATION — $76.4M (1.8%)