SEC Form 13F

Robertson Stephens Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-30
Reported value$4,060,485,556
Positions645

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$456,961,871665,340
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$207,890,2412,917,758
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$181,754,213768,127
APPLE INCAAPLCOM$141,879,509490,322
APPLOVIN CORPAPPCOM CL A$125,040,653242,689
ISHARES INCIEMGCORE MSCI EMKT$124,855,4691,507,188
ISHARES TRIVVCORE S&P500 ETF$121,953,310162,845
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$98,987,2151,197,667
ISHARES TRIEFACORE MSCI EAFE$75,595,946782,729
ISHARES TRAGGCORE US AGGBD ET$70,482,917712,093

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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