StockDriftsStockDriftsTop 50 Robertson Stephens Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.59% | 632.5K | $377.9M | +52.74%(+218.38K) | $480.08(+42.14%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.79% | 2.67M | $171.0M | +23.42%(+506.46K) | $52.20(+35.30%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.32% | 717.3K | $154.3M | new | $192.82(+18.60%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.45% | 485.5K | $123.2M | -4.75%(-24.21K) | $151.71(+97.00%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.29% | 1.69M | $117.6M | +21.27%(+295.73K) | $55.98(+46.56%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.25% | 177.5K | $115.9M | -1.81%(-3.27K) | $415.81(+79.35%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 2.71% | 242.7K | $96.6M | -37.93%(-148.29K) | $52.38(+765.85%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.55% | 1.10M | $91.0M | +4.25%(+44.81K) | $81.43(+1.39%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.03% | 801.5K | $72.6M | +46.60%(+254.76K) | $80.02(+21.39%) | 2026-03-31 | |
| AGG | ISHARES TR | 1.84% | 662.3K | $65.7M | +15.66%(+89.68K) | $99.46(-0.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.89% | +72.34% |
| Top 20 Holdings Unweighted | +20.39% | +74.49% |
Sign up free to track Robertson Stephens Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.