Robertson Stephens Wealth Management, LLC - Portfolio overview

Robertson Stephens Wealth Management, LLC has 654 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 10.50%
2. VEA - VANGUARD TAX-MANAGED FDS, 4.75%
3. VIG - VANGUARD SPECIALIZED FUNDS, 4.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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