§ 13F · FUND PROFILE
Robertson Stephens Wealth Management, LLC.
AUM · $4.1B (13F)Positions · 645Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$49M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 665K | $457M | 11.3% | +5% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 2.92M | $208M | 5.1% | +9% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 768K | $182M | 4.5% | +7% |
| 4 | AAPL | APPLE INC | 490K | $142M | 3.5% | +1% |
| 5 | APP | APPLOVIN CORP | 243K | $125M | 3.1% | ±0% |
| 6 | IEMG | ISHARES INC | 1.51M | $125M | 3.1% | −11% |
| 7 | IVV | ISHARES TR | 163K | $122M | 3.0% | −8% |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | 1.20M | $99M | 2.4% | +9% |
| 9 | IEFA | ISHARES TR | 783K | $76M | 1.9% | −2% |
| 10 | AGG | ISHARES TR | 712K | $70M | 1.7% | +8% |
§ 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 $4.1 billion in assets. The fund runs a broad portfolio of 645 positions.
Read the full dossier →