Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Robertson Stephens Wealth Management, LLC (CIK 1767307) reported $3.57B across 611 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($377.9M, 10.59%), VEA ($171.0M, 4.79%), VIG ($154.3M, 4.32%), AAPL ($123.2M, 3.45%), IEMG ($117.6M, 3.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $377.9M | 10.59% | 632,460 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $171.0M | 4.79% | 2.7M | Added |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $154.3M | 4.32% | 717,344 | New |
| 4 | AAPL | APPLE INC | $123.2M | 3.45% | 485,483 | Trimmed |
| 5 | IEMG | ISHARES INC | $117.6M | 3.29% | 1.7M | Added |
| 6 | IVV | ISHARES TR | $115.9M | 3.25% | 177,504 | Trimmed |
| 7 | APP | APPLOVIN CORP | $96.6M | 2.71% | 242,697 | Trimmed |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | $91.0M | 2.55% | 1.1M | Added |
| 9 | IEFA | ISHARES TR | $72.6M | 2.03% | 801,484 | Added |
| 10 | AGG | ISHARES TR | $65.7M | 1.84% | 662,299 | Added |
| 11 | MSFT | MICROSOFT CORP | $59.0M | 1.65% | 159,449 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $57.6M | 1.61% | 330,497 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $46.9M | 1.31% | 71,897 | Trimmed |
| 14 | VTI | VANGUARD INDEX FDS | $45.3M | 1.27% | 141,067 | Trimmed |
| 15 | VGK | VANGUARD INTL EQUITY INDEX F | $41.5M | 1.16% | 503,948 | New |
| 16 | GOOG | ALPHABET INC | $39.5M | 1.11% | 137,632 | Added |
| 17 | AMZN | AMAZON COM INC | $34.8M | 0.97% | 166,881 | Trimmed |
| 18 | IWF | ISHARES TR | $33.8M | 0.95% | 79,305 | Trimmed |
| 19 | IWR | ISHARES TR | $30.7M | 0.86% | 315,590 | Added |
| 20 | IWB | ISHARES TR | $30.4M | 0.85% | 85,158 | Added |
| 21 | GLD | SPDR GOLD TR | $29.8M | 0.84% | 69,304 | Added |
| 22 | BBUS | J P MORGAN EXCHANGE TRADED F | $30.0M | 0.84% | 255,650 | Trimmed |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $29.3M | 0.82% | 152,692 | Trimmed |
| 24 | AVEM | AMERICAN CENTY ETF TR | $28.6M | 0.80% | 354,608 | Added |
| 25 | DFAC | DIMENSIONAL ETF TRUST | $28.0M | 0.79% | 721,760 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31