Holdings
Robertson Stephens Wealth Management, LLC
As of Sep 30, 2026, Robertson Stephens Wealth Management, LLC reported 612 positions worth US$4.07B. Largest: Vanguard S&P 500 ETF, Vanguard FTSE Developed Markets ETF and Ned Davis Research 360 Dynamic Allocation ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard S&P 500 ETF | 673K | US$472M | new | Sep 30, 2026 |
| Vanguard FTSE Developed Markets ETF | 3.14M | US$222M | new | Sep 30, 2026 |
| Ned Davis Research 360 Dynamic Allocation ETF | 7.74M | US$185M | new | Sep 30, 2026 |
| Vanguard Dividend Appreciation ETF | 785K | US$183M | new | Sep 30, 2026 |
| Apple Inc | 480K | US$160M | −10,428 | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 165K | US$126M | new | Sep 30, 2026 |
| iShares Core MSCI Emerging Markets ETF | 1.5M | US$121M | new | Sep 30, 2026 |
| Vanguard Intermediate-Term Corporate Bond ETF | 1.24M | US$97M | new | Sep 30, 2026 |
| Microsoft Corp. | 163K | US$83.7M | +6,680 | Sep 30, 2026 |
| Nvidia Corporation | 334K | US$76.4M | +1,424 | Sep 30, 2026 |