StockDriftsStockDriftsTop 50 Robertson Stephens Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 11.39% | 673.4K | $472.0M | +1.22%(+8.10K) | $490.16(+43.75%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.35% | 3.14M | $221.7M | +7.60%(+221.82K) | $54.67(+26.88%) | 2026-09-30 | |
| NDAA | TIDAL TRUST I | 4.46% | 7.74M | $184.9M | new | $23.86(+0.02%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.42% | 784.7K | $183.1M | +2.15%(+16.53K) | $195.70(+23.16%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.86% | 479.9K | $159.8M | -2.13%(-10.43K) | $152.86(+124.35%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.05% | 164.7K | $126.2M | +1.15%(+1.87K) | $419.70(+83.47%) | 2026-09-30 | |
| IEMG | ISHARES INC | 2.93% | 1.50M | $121.5M | -0.71%(-10.67K) | $55.98(+38.15%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.34% | 1.24M | $97.0M | +3.44%(+41.14K) | $81.49(-3.48%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.02% | 163.1K | $83.7M | +4.27%(+6.68K) | $326.39(+63.46%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.84% | 334.0K | $76.4M | +0.43%(+1.42K) | $149.91(+44.81%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.43% | +83.51% | +10.57% | +65.29% |
| Top 20 Holdings Unweighted | +22.23% | +82.62% | +10.07% | +61.54% |
Robertson Stephens Wealth Management LLC reports $4.14B in US-listed equity holdings across 639 positions in its most recent 13F filing. Its largest disclosed positions are VOO (11.4%), VEA (5.3%) and NDAA (4.5%). The top 20 holdings account for 54.98% of reported assets. Its disclosed equity book has returned +83.51% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Robertson Stephens Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767307). View Robertson Stephens Wealth Management LLC’s 13F filings on SEC