Robertson Stephens Wealth Management, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$3.3T
Holdings
530
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (530 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | MCXMCCORMICK & CO INC | 24,472 | $1.6B | 0.05% | |
| 202 | BNDVANGUARD BD INDEX FDS | 21,937 | $1.6B | 0.05% | |
| 203 | DISDISNEY WALT CO | 14,136 | $1.6B | 0.05% | |
| 204 | NEMNEWMONT CORP | 19,088 | $1.6B | 0.05% | |
| 205 | ECLECOLAB INC | 5,784 | $1.6B | 0.05% | |
| 206 | JAAAJANUS DETROIT STR TR | 30,627 | $1.6B | 0.05% | |
| 207 | UNHUNITEDHEALTH GROUP INC | 4,435 | $1.5B | 0.05% | |
| 208 | FLEXFLEX LTD | 26,035 | $1.5B | 0.05% | |
| 209 | LMNRLIMONEIRA CO | 101,460 | $1.5B | 0.05% | |
| 210 | REEVEREST GROUP LTD | 4,289 | $1.5B | 0.05% | |
| 211 | SHOPSHOPIFY INC | 9,993 | $1.5B | 0.04% | |
| 212 | IHIISHARES TR | 24,285 | $1.5B | 0.04% | |
| 213 | BXBLACKSTONE INC | 8,468 | $1.4B | 0.04% | |
| 214 | VSDBVANGUARD MALVERN FDS | 18,660 | $1.4B | 0.04% | |
| 215 | FTECFIDELITY COVINGTON TRUST | 6,415 | $1.4B | 0.04% | |
| 216 | IAU*ISHARES GOLD TR | 19,328 | $1.4B | 0.04% | |
| 217 | VEUVANGUARD INTL EQUITY INDEX F | 19,247 | $1.4B | 0.04% | |
| 218 | OZBELPOINTE PREP LLC | 21,424 | $1.4B | 0.04% | |
| 219 | EPPISHARES INC | 26,403 | $1.4B | 0.04% | |
| 220 | NEENEXTERA ENERGY INC | 17,763 | $1.3B | 0.04% | |
| 221 | EWUISHARES TR | 31,695 | $1.3B | 0.04% | |
| 222 | VBRVANGUARD INDEX FDS | 6,281 | $1.3B | 0.04% | |
| 223 | ORCLORACLE CORP | 4,652 | $1.3B | 0.04% | |
| 224 | EMBISHARES TR | 13,608 | $1.3B | 0.04% | |
| 225 | ADBEADOBE INC | 3,625 | $1.3B | 0.04% | |
| 226 | DGRWWISDOMTREE TR | 14,204 | $1.3B | 0.04% | |
| 227 | XSOEWISDOMTREE TR | 33,087 | $1.3B | 0.04% | |
| 228 | SCHXSCHWAB STRATEGIC TR | 47,211 | $1.2B | 0.04% | |
| 229 | MDBMONGODB INC | 4,000 | $1.2B | 0.04% | |
| 230 | MCOMOODYS CORP | 2,584 | $1.2B | 0.04% | |
| 231 | AVUSAMERICAN CENTY ETF TR | 10,953 | $1.2B | 0.04% | |
| 232 | XFEBFIRST TR EXCH TRADED FD III | 65,172 | $1.2B | 0.04% | |
| 233 | IUSVISHARES TR | 11,790 | $1.2B | 0.04% | |
| 234 | PSAPUBLIC STORAGE OPER CO | 4,033 | $1.2B | 0.04% | |
| 235 | BBJPJ P MORGAN EXCHANGE TRADED F | 17,519 | $1.2B | 0.04% | |
| 236 | HTBKHERITAGE COMM CORP | 114,880 | $1.1B | 0.03% | |
| 237 | RNGRINGCENTRAL INC | 40,189 | $1.1B | 0.03% | |
| 238 | AMGNAMGEN INC | 4,035 | $1.1B | 0.03% | |
| 239 | ESGUISHARES TR | 7,745 | $1.1B | 0.03% | |
| 240 | SCHWSCHWAB CHARLES CORP | 11,788 | $1.1B | 0.03% | |
| 241 | HLTHILTON WORLDWIDE HLDGS INC | 4,192 | $1.1B | 0.03% | |
| 242 | BKNGBOOKING HOLDINGS INC | 200 | $1.1B | 0.03% | |
| 243 | EFGISHARES TR | 9,445 | $1.1B | 0.03% | |
| 244 | AMDADVANCED MICRO DEVICES INC | 6,630 | $1.1B | 0.03% | |
| 245 | KKRKKR & CO INC | 8,221 | $1.1B | 0.03% | |
| 246 | EPDENTERPRISE PRODS PARTNERS L | 34,116 | $1.1B | 0.03% | |
| 247 | DMXFISHARES TR | 14,012 | $1.1B | 0.03% | |
| 248 | EMREMERSON ELEC CO | 8,040 | $1.1B | 0.03% | |
| 249 | BBINJ P MORGAN EXCHANGE TRADED F | 15,013 | $1.1B | 0.03% | |
| 250 | LMTLOCKHEED MARTIN CORP | 2,107 | $1.1B | 0.03% | |
| 251 | JBNDJ P MORGAN EXCHANGE TRADED F | 19,315 | $1.0B | 0.03% | |
| 252 | JNKSPDR SERIES TRUST | 10,444 | $1.0B | 0.03% | |
| 253 | MMM3M CO | 6,496 | $1.0B | 0.03% | |
| 254 | CMCSACOMCAST CORP NEW | 31,363 | $985.4M | 0.03% | |
| 255 | IEURISHARES TR | 14,345 | $977.2M | 0.03% | |
| 256 | TMSLT ROWE PRICE ETF INC | 27,669 | $973.1M | 0.03% | |
| 257 | KBWBINVESCO EXCH TRADED FD TR II | 12,378 | $968.1M | 0.03% | |
| 258 | OUNZVANECK MERK GOLD ETF | 26,025 | $967.9M | 0.03% | |
| 259 | CGXUCAPITAL GROUP INTL FOCUS EQT | 32,578 | $965.0M | 0.03% | |
| 260 | IDV*ISHARES TR | 26,383 | $964.3M | 0.03% | |
| 261 | SBUXSTARBUCKS CORP | 11,375 | $962.4M | 0.03% | |
| 262 | DWMWISDOMTREE TR | 14,509 | $960.8M | 0.03% | |
| 263 | FVDFIRST TR EXCHANGE-TRADED FD | 20,446 | $945.4M | 0.03% | |
| 264 | BCCCGLOBAL X FDS | 14,628 | $942.0M | 0.03% | |
| 265 | RAAXVANECK ETF TRUST | 27,185 | $936.8M | 0.03% | |
| 266 | XJHISHARES TR | 21,344 | $935.9M | 0.03% | |
| 267 | SCHASCHWAB STRATEGIC TR | 33,288 | $928.8M | 0.03% | |
| 268 | EPIWISDOMTREE TR | 20,972 | $927.0M | 0.03% | |
| 269 | BCALCALIFORNIA BANCORP | 53,579 | $893.7M | 0.03% | |
| 270 | ELVELEVANCE HEALTH INC FORMERLY | 2,726 | $880.8M | 0.03% | |
| 271 | TJXTJX COS INC NEW | 6,072 | $877.7M | 0.03% | |
| 272 | TELTE CONNECTIVITY PLC | 3,946 | $866.4M | 0.03% | |
| 273 | BEBLOOM ENERGY CORP | 9,969 | $843.1M | 0.03% | |
| 274 | SBRSABINE RTY TR | 10,600 | $842.2M | 0.03% | |
| 275 | SLVISHARES SILVER TR | 19,731 | $836.0M | 0.03% | |
| 276 | JPSTJ P MORGAN EXCHANGE TRADED F | 16,467 | $835.4M | 0.03% | |
| 277 | VCRVANGUARD WORLD FD | 2,063 | $817.3M | 0.02% | |
| 278 | IWDISHARES TR | 4,009 | $816.2M | 0.02% | |
| 279 | PHPARKER-HANNIFIN CORP | 1,045 | $792.7M | 0.02% | |
| 280 | CALYTOPGOLF CALLAWAY BRANDS CORP | 83,379 | $792.1M | 0.02% | |
| 281 | QTECFIRST TR EXCHANGE-TRADED FD | 3,377 | $775.6M | 0.02% | |
| 282 | FDSFACTSET RESH SYS INC | 2,677 | $767.0M | 0.02% | |
| 283 | HYMBSPDR SERIES TRUST | 30,632 | $763.7M | 0.02% | |
| 284 | EMXFISHARES TR | 16,832 | $762.0M | 0.02% | |
| 285 | SUSUNCOR ENERGY INC NEW | 17,992 | $752.3M | 0.02% | |
| 286 | ESMLISHARES TR | 16,666 | $751.3M | 0.02% | |
| 287 | AFLAFLAC INC | 6,688 | $747.0M | 0.02% | |
| 288 | PFEPFIZER INC | 28,806 | $734.0M | 0.02% | |
| 289 | IYFISHARES TR | 5,782 | $732.3M | 0.02% | |
| 290 | DWDMORGAN STANLEY | 4,589 | $729.5M | 0.02% | |
| 291 | HEDJWISDOMTREE TR | 14,461 | $728.8M | 0.02% | |
| 292 | GSGOLDMAN SACHS GROUP INC | 907 | $722.3M | 0.02% | |
| 293 | IFNINDIA FD INC | 49,000 | $717.9M | 0.02% | |
| 294 | FBTFIRST TR EXCHANGE-TRADED FD | 4,003 | $717.7M | 0.02% | |
| 295 | LMBSFIRST TR EXCHANGE-TRADED FD | 14,372 | $715.6M | 0.02% | |
| 296 | IJJISHARES TR | 5,485 | $711.6M | 0.02% | |
| 297 | AVUVAMERICAN CENTY ETF TR | 7,148 | $711.4M | 0.02% | |
| 298 | VVVANGUARD INDEX FDS | 2,293 | $707.8M | 0.02% | |
| 299 | EWSISHARES INC | 24,764 | $701.8M | 0.02% | |
| 300 | UBERUBER TECHNOLOGIES INC | 7,148 | $700.3M | 0.02% |