Robertson Stephens Wealth Management, LLC
•CIK: 1767307•Filing: Q4 2025
Robertson Stephens Wealth Management, LLC, currently manages $3.5 billion in assets with a diversified portfolio, prominently featuring top holdings in Apple, SPDR S&P 500 ETF, and Vanguard Total Stock Market ETF. The fund, known for its active management style, recently made notable moves by adding Aveta, Axon Enterprise, and GlaxoSmithKline, while significantly increasing positions in Biogen and Amgen, and exiting from VIG and VGK.
Total AUM
$3.5B
+ $2.5M in options
QoQ Performance
+4.9%
Positions
381
+ 11 options
Top 10 Concentration
42.0%
Latest Filing
Q4 2025
Top Holdings Allocation
APP
VOO
APP7.6%
VOO7.5%
AAPL4.0%
VEA3.9%
IVV3.6%
BBUS2.8%
IEMG2.7%
VCIT2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.5%
ETF13.8%
Technology10.6%
Consumer2.7%
Financial2.6%
Healthcare2.3%
Industrial0.9%
Consumer Staples0.3%
🚪 Exited Positionssold since Q3 2025
+332 more exited positions
Changes from Q3 2025
NEW8 new positions
↑135 increased
↓55 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023