Notify me when Robertson Stephens Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 530 | $3.31B | +$290M | -$213M | +$76.4M | APP, VOO, SPY, VIG, VEA | 13F-HR | 11/12/2025, 01:45 PM |
| Q2 2025 | 542 | $2.89B | +$244M | -$268M | -$24M | VOO, APP, VIG, IVV, VEA | 13F-HR | 7/24/2025, 01:57 PM |
| Q1 2025 | 537 | $2.67B | +$243M | -$276M | -$33.1M | VOO, VIG, IVV, APP, AAPL | 13F-HR | 4/17/2025, 05:03 PM |
| Q4 2024 | 554 | $2.81B | +$323M | -$306M | +$17.2M | VOO, APP, IVV, VIG, AAPL | 13F-HR | 1/27/2025, 02:21 PM |
| 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 |