13F Insight
DOSSIER · 13F-HR · Q3 2026

Robertson Stephens Wealth Management, LLC

$4.1B in tracked AUM across 639 positions as of Q3 2026.

RS
CIK 0001767307 · last filed Sep 30, 2026
Total AUM
$4.1B
as of Q3 2026
Holdings
639
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Robertson Stephens Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$472M673K11.4%02
VEA
VANGUARD TAX-MANAGED FDS
$222M3.1M5.4%03
NDAA
TIDAL TRUST I
$185M7.7M4.5%04
VIG
VANGUARD SPECIALIZED FUNDS
$183M785K4.4%05
AAPL
APPLE INC
$160M480K3.9%06
IVV
ISHARES TR
$126M165K3.0%07
IEMG
ISHARES INC
$121M1.5M2.9%08
VCIT
VANGUARD SCOTTSDALE FDS
$97M1.2M2.3%09
MSFT
MICROSOFT CORP
$84M163K2.0%10
NVDA
NVIDIA CORPORATION
$76M334K1.8%

Filing history

2026Q3Sep 30
$4.1B▲ 2.0%
639 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
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