account_balance
Investment manager · 13F filer · SEC CIK 1767307
Robertson Stephens Wealth Management, LLC
Reported value$4.14Bas of Sep 30, 2026
Positions639 49 new, 55 sold out
Top 10 weight41.7%VOO alone is 11%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
11.4%
VEAVanguard Tax-Managed FDS
5.4%Added +8%
NDAATidal Trust I
4.5%New
VIGVanguard Specialized Funds
4.4%Added +2%
AAPLApple Inc.
3.9%Trimmed −2%
IVViShares Tr
3.0%
IEMGiShares Inc
2.9%
VCITVanguard Scottsdale FDS
2.3%Added +3%
MSFTMicrosoft Corp
2.0%+4%
NVDANVIDIA Corp
1.8%
IEFAiShares Tr
1.8%
IWRiShares Tr
1.5%
VOOVanguard Index FDS
11.4%
VEAVanguard Tax-Managed FDS
5.4%
NDAATidal Trust I
4.5%
VIGVanguard Specialized Funds
4.4%
AAPLApple Inc.
3.9%−2%
IVViShares Tr
3.0%
IEMGiShares Inc
2.9%
VCIT2.3%
MSFTNVDAIEFA1.8%
IWR1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 11.4% Held
VEA Vanguard Tax-Managed FDS 5.4% Added +8%
NDAA Tidal Trust I 4.5% New
VIG Vanguard Specialized Funds 4.4% Added +2%
AAPL Apple Inc. 3.9% Trimmed −2%IVV iShares Tr 3.0% Held
IEMG iShares Inc 2.9% Held
VCIT Vanguard Scottsdale FDS 2.3% Added +3%
MSFT Microsoft Corp 2.0% Added +4%NVDA NVIDIA Corp 1.8% HeldIEFA iShares Tr 1.8% Held
IWR iShares Tr 1.5% Added +6%
What changed
Biggest moves since Jun 30, 2026
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