13F Insight
DOSSIER · 13F-HR · Q2 2026

Robertson Stephens Wealth Management, LLC

$4.1B in tracked AUM across 645 positions as of Q2 2026.

RS
CIK 0001767307 · last filed Jun 30, 2026
Total AUM
$4.1B
as of Q2 2026
Holdings
645
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Robertson Stephens Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$457M665K11.3%02
VEA
VANGUARD TAX-MANAGED FDS
$208M2.9M5.1%03
VIG
VANGUARD SPECIALIZED FUNDS
$182M768K4.5%04
AAPL
APPLE INC
$142M490K3.5%05
APP
APPLOVIN CORP
$125M243K3.1%06
IEMG
ISHARES INC
$125M1.5M3.1%07
IVV
ISHARES TR
$122M163K3.0%08
VCIT
VANGUARD SCOTTSDALE FDS
$99M1.2M2.4%09
IEFA
ISHARES TR
$76M783K1.9%10
AGG
ISHARES TR
$70M712K1.7%

Filing history

2026Q2Jun 30
$4.1B▲ 13.8%
645 positionsView →2026Q1Mar 31
$3.6B▼ 7.0%
615 positionsView →2025Q4Dec 31
$3.8B▲ 15.9%
654 positionsView →2025Q3Sep 30
$3.3B▲ 5.3%
530 positionsView →2025Q2Jun 30
$3.1B▲ 8.0%
550 positionsLocked2025Q1Mar 31
$2.9B▲ 3.0%
544 positionsLocked2024Q4Dec 31
$2.8B▲ 2.4%
557 positionsLocked2024Q3Sep 30
$2.8B▲ 38.9%
619 positionsLocked2024Q2Jun 30
$2.0B▲ 5.3%
491 positionsLocked2024Q1Mar 31
$1.9B▲ 14.6%
490 positionsLocked2023Q4Dec 31
$1.6B▲ 11.0%
442 positionsLocked2023Q3Sep 30
$1.5B▲ 4.9%
442 positionsLocked
Showing 12 of 31