Robertson Stephens Wealth Management, LLC: 13F holdings
CIK 17673072026Q2
| Positions | 645 |
|---|
| Reported value | $4.1bn |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 645 (+30 vs prior quarter) |
|---|
| Reported value | $4.1bn (+13.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 665,340 | $457.0m | 11.3% |
| VEA VANGUARD TAX-MANAGED FDS | 2,917,758 | $207.9m | 5.1% |
| VIG VANGUARD SPECIALIZED FUNDS | 768,127 | $181.8m | 4.5% |
| AAPL APPLE INC | 490,322 | $141.9m | 3.5% |
| APP APPLOVIN CORP | 242,689 | $125.0m | 3.1% |
| IEMG ISHARES INC | 1,507,188 | $124.9m | 3.1% |
| IVV ISHARES TR | 162,845 | $122.0m | 3.0% |
| VCIT VANGUARD SCOTTSDALE FDS | 1,197,667 | $99.0m | 2.4% |
| IEFA ISHARES TR | 782,729 | $75.6m | 1.9% |
| AGG ISHARES TR | 712,093 | $70.5m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1767307")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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