§ 13F · FUND PROFILE
Robertson Stephens Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3142.7T (13F)Positions · 550Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$111.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | 391K | $263.5T | 6.9% | ±0% |
| 2 | VOO | VANGUARD INDEX FDS | 414K | $259.7T | 6.8% | +2% |
| 3 | SPY | SPDR S&P 500 ETF TR | 211K | $144.2T | 3.8% | −25% |
| 4 | SPY | SPDR S&P 500 ETF TR | 206K | $140.6T | 3.7% | −27% |
| 5 | AAPL | APPLE INC | 510K | $138.6T | 3.6% | +24% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 2.16M | $135.1T | 3.5% | +6% |
| 7 | IVV | ISHARES TR | 181K | $123.8T | 3.2% | −1% |
| 8 | BBUS | J P MORGAN EXCHANGE TRADED F | 791K | $97.6T | 2.5% | +70% |
| 9 | IEMG | ISHARES INC | 1.39M | $93.4T | 2.4% | +8% |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 1.06M | $88.4T | 2.3% | +7% |
§ 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 $3142720.8 trillion in assets. The fund runs a broad portfolio of 550 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed