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 |
|---|---|---|---|---|---|
| 301 | PIIPOLARIS INC | 12,000 | $697.6M | 0.02% | |
| 302 | LVHILEGG MASON ETF INVT | 20,004 | $695.1M | 0.02% | |
| 303 | ITGARTNER INC | 2,621 | $689.0M | 0.02% | |
| 304 | INTCINTEL CORP | 20,535 | $689.0M | 0.02% | |
| 305 | VYMIVANGUARD WHITEHALL FDS | 8,077 | $684.0M | 0.02% | |
| 306 | PZAINVESCO EXCH TRADED FD TR II | 29,199 | $674.2M | 0.02% | |
| 307 | PDNINVESCO EXCH TRADED FD TR II | 16,278 | $669.2M | 0.02% | |
| 308 | MUMICRON TECHNOLOGY INC | 3,962 | $663.0M | 0.02% | |
| 309 | EUSAISHARES INC | 6,365 | $655.4M | 0.02% | |
| 310 | USFRWISDOMTREE TR | 13,027 | $654.9M | 0.02% | |
| 311 | USBUS BANCORP DEL | 13,247 | $647.1M | 0.02% | |
| 312 | TMEDT ROWE PRICE ETF INC | 13,232 | $646.8M | 0.02% | |
| 313 | GRMNGARMIN LTD | 2,625 | $646.5M | 0.02% | |
| 314 | PAASPAN AMERN SILVER CORP | 16,610 | $643.3M | 0.02% | |
| 315 | ADPAUTOMATIC DATA PROCESSING IN | 2,165 | $638.8M | 0.02% | |
| 316 | TWLOTWILIO INC | 6,380 | $638.6M | 0.02% | |
| 317 | XLBSELECT SECTOR SPDR TR | 7,031 | $630.2M | 0.02% | |
| 318 | ITWILLINOIS TOOL WKS INC | 2,401 | $630.2M | 0.02% | |
| 319 | TTENTOTALENERGIES SE | 10,378 | $630.0M | 0.02% | |
| 320 | SDYSPDR SERIES TRUST | 4,494 | $629.5M | 0.02% | |
| 321 | IWSISHARES TR | 4,506 | $629.4M | 0.02% | |
| 322 | LOWLOWES COS INC | 2,484 | $624.4M | 0.02% | |
| 323 | VRSKVERISK ANALYTICS INC | 2,474 | $622.2M | 0.02% | |
| 324 | ICSHISHARES TR | 12,250 | $621.7M | 0.02% | |
| 325 | MDLZMONDELEZ INTL INC | 9,802 | $617.2M | 0.02% | |
| 326 | ADIANALOG DEVICES INC | 2,508 | $616.6M | 0.02% | |
| 327 | INDAISHARES TR | 11,798 | $614.2M | 0.02% | |
| 328 | MTUMISHARES TR | 2,392 | $613.4M | 0.02% | |
| 329 | GDXVANECK ETF TRUST | 8,005 | $611.6M | 0.02% | |
| 330 | DDOGDATADOG INC | 4,289 | $610.8M | 0.02% | |
| 331 | ARMARM HOLDINGS PLC | 4,300 | $608.4M | 0.02% | |
| 332 | URTHISHARES INC | 3,272 | $594.1M | 0.02% | |
| 333 | HONHONEYWELL INTL INC | 2,819 | $593.7M | 0.02% | |
| 334 | VENVENTAS INC | 8,400 | $591.9M | 0.02% | |
| 335 | MFCMANULIFE FINL CORP | 18,706 | $582.7M | 0.02% | |
| 336 | PWZINVESCO EXCH TRADED FD TR II | 23,848 | $570.4M | 0.02% | |
| 337 | IBITISHARES BITCOIN TRUST ETF | 8,688 | $564.7M | 0.02% | |
| 338 | ACNACCENTURE PLC IRELAND | 2,259 | $557.3M | 0.02% | |
| 339 | IBHFISHARES TR | 23,490 | $549.4M | 0.02% | |
| 340 | MSIMOTOROLA SOLUTIONS INC | 1,174 | $538.1M | 0.02% | |
| 341 | TAT&T INC | 18,828 | $531.7M | 0.02% | |
| 342 | APHAMPHENOL CORP NEW | 4,285 | $531.0M | 0.02% | |
| 343 | RDVYFIRST TR EXCHANGE TRADED FD | 7,862 | $528.8M | 0.02% | |
| 344 | VONVVANGUARD SCOTTSDALE FDS | 5,916 | $528.7M | 0.02% | |
| 345 | PDDPDD HOLDINGS INC | 4,000 | $528.7M | 0.02% | |
| 346 | TTTRANE TECHNOLOGIES PLC | 1,252 | $528.3M | 0.02% | |
| 347 | ACWIISHARES TR | 3,800 | $525.4M | 0.02% | |
| 348 | IJKISHARES TR | 5,408 | $518.6M | 0.02% | |
| 349 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 7,675 | $514.8M | 0.02% | |
| 350 | CRWDCROWDSTRIKE HLDGS INC | 1,049 | $514.4M | 0.02% | |
| 351 | TECK/BTECK RESOURCES LTD | 11,637 | $510.7M | 0.02% | |
| 352 | DFASDIMENSIONAL ETF TRUST | 7,373 | $504.8M | 0.02% | |
| 353 | FFORD MTR CO | 41,922 | $501.4M | 0.02% | |
| 354 | VNQVANGUARD INDEX FDS | 5,480 | $501.0M | 0.02% | |
| 355 | FBTCFIDELITY WISE ORIGIN BITCOIN | 5,018 | $500.8M | 0.02% | |
| 356 | KMIKINDER MORGAN INC DEL | 17,683 | $500.6M | 0.02% | |
| 357 | SCHFSCHWAB STRATEGIC TR | 21,393 | $498.0M | 0.02% | |
| 358 | MANHMANHATTAN ASSOCIATES INC | 2,404 | $492.9M | 0.01% | |
| 359 | DBEUDBX ETF TR | 10,655 | $490.7M | 0.01% | |
| 360 | GWWGRAINGER W W INC | 514 | $489.8M | 0.01% | |
| 361 | BMYBRISTOL-MYERS SQUIBB CO | 10,822 | $488.1M | 0.01% | |
| 362 | EWEDWARDS LIFESCIENCES CORP | 6,275 | $488.0M | 0.01% | |
| 363 | BACVERIZON COMMUNICATIONS INC | 11,082 | $487.1M | 0.01% | |
| 364 | IBTGISHARES TR | 21,000 | $481.9M | 0.01% | |
| 365 | HSYHERSHEY CO | 2,576 | $481.8M | 0.01% | |
| 366 | EWJISHARES INC | 5,944 | $476.8M | 0.01% | |
| 367 | XBISPDR SERIES TRUST | 4,718 | $472.8M | 0.01% | |
| 368 | COPXGLOBAL X FDS | 7,850 | $469.5M | 0.01% | |
| 369 | IJSISHARES TR | 4,204 | $465.0M | 0.01% | |
| 370 | SOSOUTHERN CO | 4,899 | $464.3M | 0.01% | |
| 371 | MCKMCKESSON CORP | 588 | $455.0M | 0.01% | |
| 372 | OMFONEMAIN HLDGS INC | 8,057 | $454.9M | 0.01% | |
| 373 | SPYGSPDR SERIES TRUST | 4,330 | $452.5M | 0.01% | |
| 374 | MDYSPDR S&P MIDCAP 400 ETF TR | 755 | $451.2M | 0.01% | |
| 375 | SPGSIMON PPTY GROUP INC NEW | 2,383 | $447.2M | 0.01% | |
| 376 | APOAPOLLO GLOBAL MGMT INC | 3,353 | $446.9M | 0.01% | |
| 377 | COPCONOCOPHILLIPS | 4,721 | $446.6M | 0.01% | |
| 378 | FTNTFORTINET INC | 5,310 | $446.5M | 0.01% | |
| 379 | BNDXVANGUARD CHARLOTTE FDS | 8,965 | $443.4M | 0.01% | |
| 380 | FNFFIDELITY NATIONAL FINANCIAL | 7,278 | $440.2M | 0.01% | |
| 381 | VSGXVANGUARD WORLD FD | 6,315 | $438.1M | 0.01% | |
| 382 | IWVISHARES TR | 1,148 | $435.4M | 0.01% | |
| 383 | RPGINVESCO EXCHANGE TRADED FD T | 9,119 | $435.2M | 0.01% | |
| 384 | ASMLASML HOLDING N V | 444 | $429.8M | 0.01% | |
| 385 | INTUINTUIT | 623 | $425.9M | 0.01% | |
| 386 | GJUNFIRST TR EXCHNG TRADED FD VI | 10,880 | $423.0M | 0.01% | |
| 387 | MPLXMPLX LP | 8,393 | $419.2M | 0.01% | |
| 388 | KVUEKENVUE INC | 25,777 | $418.4M | 0.01% | |
| 389 | VDEVANGUARD WORLD FD | 3,295 | $414.8M | 0.01% | |
| 390 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,480 | $414.8M | 0.01% | |
| 391 | TXNTEXAS INSTRS INC | 2,243 | $412.2M | 0.01% | |
| 392 | ROKROCKWELL AUTOMATION INC | 1,174 | $410.4M | 0.01% | |
| 393 | TRVTRAVELERS COMPANIES INC | 1,465 | $409.1M | 0.01% | |
| 394 | DGDOLLAR GEN CORP NEW | 3,934 | $406.6M | 0.01% | |
| 395 | DOCHEALTHPEAK PROPERTIES INC | 21,100 | $404.1M | 0.01% | |
| 396 | XYLXYLEM INC | 2,730 | $402.7M | 0.01% | |
| 397 | CGCARLYLE GROUP INC | 6,396 | $401.1M | 0.01% | |
| 398 | IFRAISHARES TR | 7,503 | $396.3M | 0.01% | |
| 399 | 4I1PHILIP MORRIS INTL INC | 2,441 | $395.9M | 0.01% | |
| 400 | FDNFIRST TR EXCHANGE-TRADED FD | 1,408 | $394.0M | 0.01% |