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 | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 634 | $3,548,326,055 | +$607,427,078 | -$394,226,092 | +$213,200,986 | APP, VOO, AAPL, VEA, IVV | 13F-HR | 02 Feb 2026, 08:14 |
| Q3 2025 | 530 | $3,310,794,633 | +$289,640,592 | -$213,264,594 | +$76,375,998 | APP, VOO, SPY, VIG, VEA | 13F-HR | 12 Nov 2025, 13:45 |
| Q2 2025 | 542 | $2,885,133,409 | +$243,765,917 | -$267,758,064 | -$23,992,147 | VOO, APP, VIG, IVV, VEA | 13F-HR | 24 Jul 2025, 13:57 |
| Q1 2025 | 537 | $2,671,441,457 | +$242,752,040 | -$275,874,022 | -$33,121,982 | VOO, VIG, IVV, APP, AAPL | 13F-HR | 17 Apr 2025, 17:03 |
| Q4 2024 | 554 | $2,808,639,854 | +$323,192,645 | -$305,988,755 | +$17,203,890 | VOO, APP, IVV, VIG, AAPL | 13F-HR | 27 Jan 2025, 14:21 |
| Q3 2024 | 616 | $2,715,734,103 | +$832,056,753 | -$143,806,010 | +$688,250,743 | VOO, IVV, AAPL, VIG, VEA | 13F-HR | 12 Nov 2024, 16:30 |
| Q2 2024 | 487 | $1,912,760,309 | +$250,308,812 | -$208,962,433 | +$41,346,379 | IVV, VOO, AAPL, SPY, MSFT | 13F-HR | 13 Aug 2024, 08:51 |
| Q1 2024 | 488 | $1,824,493,298 | +$194,309,883 | -$83,407,301 | +$110,902,582 | VOO, IVV, SPY, AAPL, MSFT | 13F-HR | 15 May 2024, 10:51 |
| Q4 2023 | 441 | $1,595,350,282 | +$174,161,651 | -$208,570,767 | -$34,409,116 | VOO, IVV, AAPL, SPY, VEA | 13F-HR | 06 Feb 2024, 09:57 |
| Q3 2023 | 442 | $1,482,544,407 | +$265,433,387 | -$112,038,805 | +$153,394,582 | IVV, VOO, AAPL, SPY, GBIL | 13F-HR | 13 Nov 2023, 09:15 |
| Q2 2023 | 416 | $1,372,143,338 | +$182,312,491 | -$118,682,123 | +$63,630,368 | VOO, AAPL, IVV, MSFT, VEA | 13F-HR | 11 Aug 2023, 16:22 |
| Q1 2023 | 439 | $1,159,469,647 | +$212,397,789 | -$82,831,475 | +$129,566,314 | VOO, IVV, MSFT, IEMG, VEA | 13F-HR | 11 May 2023, 13:27 |
| Q4 2022 | 403 | $1,024,364,113 | +$208,625,732 | -$118,289,643 | +$90,336,089 | VOO, IVV, AAPL, SPY, MSFT | 13F-HR | 14 Feb 2023, 11:29 |
| Q3 2022 | 356 | $888,454,000 | +$85,861,798 | -$123,097,396 | -$37,235,598 | VOO, AAPL, IVV, MINT, SPY | 13F-HR | 14 Nov 2022, 10:22 |
| Q2 2022 | 371 | $1,007,504,000 | +$156,975,970 | -$99,751,282 | +$57,224,688 | IVV, VOO, AAPL, VEA, MINT | 13F-HR | 12 Aug 2022, 16:32 |
| Q1 2022 | 378 | $1,159,245,000 | +$176,661,261 | -$95,499,537 | +$81,161,724 | VOO, AAPL, IVV, VEA, SPY | 13F-HR | 16 May 2022, 14:09 |
| Q4 2021 | 378 | $1,171,999,000 | +$303,450,237 | -$65,175,257 | +$238,274,980 | AAPL, VOO, APP, IVV, SPY | 13F-HR | 14 Feb 2022, 14:31 |
| Q3 2021 | 307 | $859,846,000 | +$115,706,276 | -$76,597,077 | +$39,109,199 | VOO, APP, SPY, AAPL, VEA | 13F-HR | 10 Nov 2021, 10:02 |
| Q2 2021 | 333 | $832,463,000 | +$194,295,345 | -$32,608,494 | +$161,686,851 | VOO, AYI, AAPL, SPY, QQQ | 13F-HR | 16 Aug 2021, 18:23 |
| Q1 2021 | 282 | $625,180,000 | +$157,816,622 | -$28,449,512 | +$129,367,110 | VOO, AAPL, VEA, IVV, SPY | 13F-HR | 07 May 2021, 15:46 |
| Q4 2020 | 245 | $478,480,000 | +$68,209,042 | -$41,987,093 | +$26,221,949 | VOO, IVV, AAPL, QQQ, VEA | 13F-HR | 09 Feb 2021, 17:41 |
| Q3 2020 | 237 | $407,033,000 | +$99,916,757 | -$49,365,643 | +$50,551,114 | VOO, IVV, AAPL, QQQ, SPY | 13F-HR | 10 Nov 2020, 12:35 |
| Q2 2020 | 187 | $346,507,000 | +$70,974,581 | -$76,522,671 | -$5,548,090 | ADPT, VOO, IVV, AAPL, QQQ | 13F-HR | 12 Aug 2020, 13:59 |
| Q1 2020 | 179 | $292,538,000 | +$144,848,159 | -$14,572,306 | +$130,275,853 | FOCS, ADPT, SPY, IVV, VOO | 13F-HR | 01 May 2020, 12:32 |
| Q4 2019 | 104 | $198,283,000 | +$19,013,660 | -$36,096,757 | -$17,083,097 | FOCS, SPY, XLK, QQQ, IVV | 13F-HR | 13 Feb 2020, 19:30 |
| Q3 2019 | 121 | $197,534,000 | +$111,862,049 | -$18,149,011 | +$93,713,038 | FOCS, SPY, QQQ, IVV, VIG | 13F-HR | 14 Nov 2019, 08:52 |
| Q2 2019 | 68 | $102,799,000 | +$15,342,004 | -$32,783,293 | -$17,441,289 | SPY, IVV, IEFA, LQD, TLT | 13F-HR | 31 Jul 2019, 16:01 |
| Q1 2019 | 61 | $116,990,000 | +$12,244,711 | -$7,061,932 | +$5,182,779 | XLK, IEFA, SPY, XLV, IVV | 13F-HR | 15 May 2019, 13:11 |
| Q4 2018 | 56 | $99,973,000 | $0 | $0 | $0 | SPY, XLK, IEFA, XLV, IVV | 13F-HR | 12 Feb 2019, 16:21 |