RS

Robertson Stephens Wealth Management, LLC

13F
Robertson Stephens Wealth Management, LLC
Last update 2025-04-18 543 Stocks (39 new)
Value $2.91 Bil Turnover 8 %
Countries:
Top Holdings: VOO(6.70%)VIG(4.44%)IVV(4.20%)APP(3.67%)AAPL(3.31%)
Summary Stock Picks Current Portfolio
Robertson Stephens Wealth Mana... Top Holdings of 2025-03-31 View Full List
Ticker
VOO
VIG
IVV
SPY CALL
SPY PUT
APP
AAPL
VEA
IEMG
VCIT
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
379,096
194,819.4
+2.09%
6.700
+0.14%
0.030
+19.59%
+7.78%
660,834.1
 
VIG
Vanguard Dividend Appreciation FTF
664,918
128,987.5
+13.21%
4.440
+0.52%
0.140
+12.58%
+6.21%
89,349.2
 
IVV
iShares Core S&P 500 ETF
217,416
122,166.1
-2.10%
4.200
-0.10%
0.020
+19.67%
+7.80%
634,518.9
 
SPY CALL
SPDR S&P 500 ETF Trust
206,500
115,514.0
0%
3.970
0%
0.020
+19.57%
+7.72%
643,289.7
 
SPY PUT
SPDR S&P 500 ETF Trust
205,100
114,730.9
0%
3.940
0%
0.020
+19.57%
+7.72%
643,289.7
 
APP
AppLovin Corp
403,061
106,799.1
-1.80%
3.670
-0.08%
0.120
+52.99%
+12.55%
123,328.5
Media - Diversified
AAPL
Apple Inc
432,884
96,156.7
+0.45%
3.310
+0.01%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
VEA
Vanguard FTSE Developed Markets ETF
1,807,128
91,856.3
+14.12%
3.160
+0.39%
0.060
+12.49%
+19.94%
157,607.2
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
1,321,205
71,307.0
+12.54%
2.450
+0.27%
0.090
+18.91%
+18.34%
99,158.0
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
848,701
69,389.8
+1.83%
2.390
+0.04%
0.130
+3.07%
+4.86%
53,338.9
 

Robertson Stephens Wealth Management, LLC's Historical Top Holdings Breakdowns

Robertson Stephens Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+0.96%
●
57.44 ($58.5) 59.4
$59.23
1.25%
Add 3307.09%
486,226
471,955
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
2025-03-31
Reduce
Reduce
-0.67%
●
51.45 ($55.7) 58.51
$54.69
-1.81%
Reduce -84.45%
60,937
-330,990
VGK
Vanguard FTSE Europe ETF
2025-03-31
New Buy
New Buy
+0.54%
●
63.07 ($68.94) 73.5
$77.17
11.94%
New holding
225,319
225,319
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Add
Add
+0.52%
●
190.34 ($198.85) 205.23
$206.10
3.65%
Add 13.21%
664,918
77,592
GLD
SPDR Gold Shares ETF
2025-03-31
Add
Add
+0.47%
●
243.19 ($264.45) 288.14
$308.39
16.62%
Add 840.44%
53,097
47,451
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Reduce
Reduce
-0.41%
●
360.07 ($394.62) 417.26
$434.26
10.05%
Reduce -23.17%
95,766
-28,888
GPIX
Goldman Sachs S&P 500 Core Premium Income ETF
Goldman Sachs S&P 500 Core Premium Income ETF
2025-03-31
Reduce
Reduce
-0.40%
●
45.8 ($48.96) 50.81
$50.17
2.47%
Reduce -97.92%
4,834
-227,452
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.39%
●
47.4 ($50.6) 52.99
$56.64
11.94%
Add 14.12%
1,807,128
223,556
AYI
Acuity Inc
2025-03-31
Sold Out
Sold Out
-0.37%
●
257.8 ($302.42) 337.07
$292.66
-3.23%
Sold Out
0
-36,000
SPLV
Invesco S&P 500 Low Volatility ETF
2025-03-31
Add
Add
+0.36%
●
68.32 ($72.22) 75.06
$72.80
0.80%
Add 3299.39%
144,202
139,960

Robertson Stephens Wealth Management, LLC Total Holding History ($B)

To

Robertson Stephens Wealth Management, LLC's Asset Allocation

To

Robertson Stephens Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Robertson Stephens Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Robertson Stephens Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Robertson Stephens Wealth Management, LLC's Holdings Heat Map

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Robertson Stephens Wealth Management, LLC's Holdings Bubble Chart

Robertson Stephens Wealth Management, LLC News

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