Robertson Stephens Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$2.72B
Signature - Title
Vikram Chugh - Chief Operating Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Robertson Stephens Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Robertson Stephens Wealth Management, LLC reported 616 stock holdings with total value $2.72B as of Q3 2024. Top holdings included VOO, IVV, AAPL, VIG, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 616 $2.72B +$832M -$144M +$688M VOO, IVV, AAPL, VIG, VEA 13F-HR 11/12/2024, 04:30 PM
Q2 2024 487 $1.91B +$250M -$209M +$41.3M IVV, VOO, AAPL, SPY, MSFT 13F-HR 8/13/2024, 08:51 AM
Q1 2024 488 $1.82B +$194M -$83.4M +$111M VOO, IVV, SPY, AAPL, MSFT 13F-HR 5/15/2024, 10:51 AM
Q4 2023 441 $1.6B +$174M -$209M -$34.4M VOO, IVV, AAPL, SPY, VEA 13F-HR 2/6/2024, 09:57 AM
Q3 2023 442 $1.48B +$265M -$112M +$153M IVV, VOO, AAPL, SPY, GBIL 13F-HR 11/13/2023, 09:15 AM
Q2 2023 416 $1.37B +$182M -$119M +$63.6M VOO, AAPL, IVV, MSFT, VEA 13F-HR 8/11/2023, 04:22 PM
Q1 2023 439 $1.16B +$212M -$82.8M +$130M VOO, IVV, MSFT, IEMG, VEA 13F-HR 5/11/2023, 01:27 PM
Q4 2022 403 $1.02B +$209M -$118M +$90.3M VOO, IVV, AAPL, SPY, MSFT 13F-HR 2/14/2023, 11:29 AM
Q3 2022 356 $888M +$85.9M -$123M -$37.2M VOO, AAPL, IVV, MINT, SPY 13F-HR 11/14/2022, 10:22 AM
Q2 2022 371 $1.01B +$157M -$99.8M +$57.2M IVV, VOO, AAPL, VEA, MINT 13F-HR 8/12/2022, 04:32 PM
Q1 2022 378 $1.16B +$177M -$95.5M +$81.2M VOO, AAPL, IVV, VEA, SPY 13F-HR 5/16/2022, 02:09 PM
Q4 2021 378 $1.17B +$303M -$65.2M +$238M AAPL, VOO, APP, IVV, SPY 13F-HR 2/14/2022, 02:31 PM
Q3 2021 307 $860M +$116M -$76.6M +$39.1M VOO, APP, SPY, AAPL, VEA 13F-HR 11/10/2021, 10:02 AM
Q2 2021 333 $832M +$194M -$32.6M +$162M VOO, AYI, AAPL, SPY, QQQ 13F-HR 8/16/2021, 06:23 PM
Q1 2021 282 $625M +$158M -$28.4M +$129M VOO, AAPL, VEA, IVV, SPY 13F-HR 5/7/2021, 03:46 PM
Q4 2020 245 $478M +$68.2M -$42M +$26.2M VOO, IVV, AAPL, QQQ, VEA 13F-HR 2/9/2021, 05:41 PM
Q3 2020 237 $407M +$99.9M -$49.4M +$50.6M VOO, IVV, AAPL, QQQ, SPY 13F-HR 11/10/2020, 12:35 PM
Q2 2020 187 $347M +$71M -$76.5M -$5.55M ADPT, VOO, IVV, AAPL, QQQ 13F-HR 8/12/2020, 01:59 PM
Q1 2020 179 $293M +$145M -$14.6M +$130M FOCS, ADPT, SPY, IVV, VOO 13F-HR 5/1/2020, 12:32 PM
Q4 2019 104 $198M +$19M -$36.1M -$17.1M FOCS, SPY, XLK, QQQ, IVV 13F-HR 2/13/2020, 07:30 PM
Q3 2019 121 $198M +$112M -$18.1M +$93.7M FOCS, SPY, QQQ, IVV, VIG 13F-HR 11/14/2019, 08:52 AM
Q2 2019 68 $103M +$15.3M -$32.8M -$17.4M SPY, IVV, IEFA, LQD, TLT 13F-HR 7/31/2019, 04:01 PM
Q1 2019 61 $117M +$12.2M -$7.06M +$5.18M XLK, IEFA, SPY, XLV, IVV 13F-HR 5/15/2019, 01:11 PM
Q4 2018 56 $100M $0 $0 SPY, XLK, IEFA, XLV, IVV 13F-HR 2/12/2019, 04:21 PM