Robertson Stephens Wealth Management, LLC

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title: Vikram Chugh - Chief Operating Officer
Location: San Francisco, CA
Holdings as of: March 31, 2025
Value $: $2.67B
Num holdings: 537
Date filed: 4/17/2025, 05:03 PM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included VOO, VIG, IVV, APP, and AAPL.
Previous filing: Q4 2024 - Jan 27, 2025
Next filing: Q2 2025 - Jul 24, 2025
SEC: View on sec.gov
Options Holdings: Showing stock holdings, see here for options holdings

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares	Principal
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Filing 2025 Q1 compared to 2024 Q4 by default.

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* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Vikram Chugh	Chief Operating Officer	New York, New York	4/17/2025