Robertson Stephens Wealth Management, LLC
CIK 1767307
13F filing for Q2 2026・No. 1,056
- Holdings
- US$4.06B
- Quarter change
- +US$491.17M
- Entries
- 645
- Net bought (estimate)
- +US$83.24M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 60
- Sold out 30
- Cut 314
- Added 194
- Corporate actions 4
- Unchanged 77
Largest holdings
645 stocks worth US$4.06B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 665,340 | US$456.96M | 11.25% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 2,917,758 | US$207.89M | 5.12% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Added | 768,127 | US$181.75M | 4.48% |
| AAPLAppleCOM | Added | 490,322 | US$141.88M | 3.49% |
| APPAPPLOVIN CORPCOM CL A | Cut | 242,689 | US$125.04M | 3.08% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 1,507,188 | US$124.86M | 3.07% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 162,845 | US$121.95M | 3.00% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 1,197,667 | US$98.99M | 2.44% |
| ISHARES TRCORE MSCI EAFE | Cut | 782,729 | US$75.6M | 1.86% |
| ISHARES TRCORE US AGGBD ET | Added | 712,093 | US$70.48M | 1.74% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.