Robertson Stephens Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-17
Total Holdings
537
Total Value
2624933321
Accession Number
0001172661-25-001510
Form Type
13F-HR
CIK
0001767307
Manager Name
Robertson Stephens Wealth Management, LLC
Data Enrichment
67% identified
359 identified178 unidentified

Holdings

537 positions
Manager:
SEC
Search and click to pin securities to the top
Page 1 of 27
922908363
VOO|922908363
Shares:
379096(+2.1%)
Value:
$194.8B(-2.6%)
921908844
VIG|921908844
Shares:
664918(+13.2%)
Value:
$129.0B(+12.1%)
464287200
IVV|464287200
Shares:
217416(-2.1%)
Value:
$122.2B(-6.5%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
205100(+14550.0%)
Value:
$114.7B(+13882.8%)
AppLovin Corp
APP|03831W108
Shares:
403061(-1.8%)
Value:
$106.8B(-19.6%)
921943858
VEA|921943858
Shares:
1807128(+14.1%)
Value:
$91.9B(+21.3%)
46434G103
IEMG|46434G103
Shares:
1321205(+12.5%)
Value:
$71.3B(+16.3%)
92206C870
VCIT|92206C870
Shares:
848701(+1.8%)
Value:
$69.4B(+3.7%)
MICROSOFT CORP
MSFT|594918104
Shares:
124700(-1.9%)
Value:
$46.8B(-12.7%)
922908769
VTI|922908769
Shares:
145865(+3.1%)
Value:
$40.1B(-2.2%)
464287226
464287226
Shares:
377680(+0.9%)
Value:
$37.4B(+3.1%)
464287614
IWF|464287614
Shares:
95766(-23.2%)
Value:
$34.6B(-30.9%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
57553(+3.8%)
Value:
$30.7B(+21.9%)
381430123
381430123
Shares:
390464(-3.2%)
Value:
$30.0B(-7.9%)
92206C706
VGIT|92206C706
Shares:
486226(+3307.1%)
Value:
$28.9B(+3389.4%)
46641Q399
BBUS|46641Q399
Shares:
275608(+3.1%)
Value:
$27.8B(-1.7%)
46137V357
RSP|46137V357
Shares:
157931(-25.9%)
Value:
$27.4B(-26.7%)
464287622
IWB|464287622
Shares:
88101(+0.0%)
Value:
$27.0B(-4.8%)
AMAZON COM INC
AMZN|023135106
Shares:
141249(-5.5%)
Value:
$26.9B(-18.0%)
25434V708
DFAC|25434V708
Shares:
769895(-0.1%)
Value:
$25.4B(-4.7%)