§ 13F · FUND PROFILE
Robertson Stephens Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.3B (13F)Positions · 530Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$265M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 632K | $378M | 10.6% | +53% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 2.67M | $171M | 4.8% | +23% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 717K | $154M | 4.3% | NEW |
| 4 | AAPL | APPLE INC | 485K | $123M | 3.5% | −5% |
| 5 | IEMG | ISHARES INC | 1.69M | $118M | 3.3% | +21% |
| 6 | IVV | ISHARES TR | 178K | $116M | 3.2% | −2% |
| 7 | APP | APPLOVIN CORP | 243K | $97M | 2.7% | −38% |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | 1.10M | $91M | 2.6% | +4% |
| 9 | IEFA | ISHARES TR | 801K | $73M | 2.0% | +47% |
| 10 | AGG | ISHARES TR | 662K | $66M | 1.8% | +16% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROBERTSON SIGNAL
AC read
Robertson Stephens Wealth Management, LLC is a Other fund managing $3.3 billion in assets. The fund runs a broad portfolio of 530 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed