Robertson Stephens Wealth Management, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 4,060,486
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 645 | 4,060,486 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q1 2026 | 4/28/2026 | 615 | 3,569,320 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q4 2025 | 2/2/2026 | 654 | 3,837,005 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 530 | 3,310,795 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q2 2025 | 7/24/2025 | 550 | 3,142,721 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q1 2025 | 4/17/2025 | 544 | 2,908,699 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q4 2024 | 1/27/2025 | 557 | 2,824,322 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q3 2024 | 11/12/2024 | 619 | 2,759,285 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q2 2024 | 8/13/2024 | 491 | 1,986,347 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q1 2024 | 5/15/2024 | 490 | 1,885,665 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q4 2023 | 2/6/2024 | 442 | 1,645,800 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q3 2023 | 11/13/2023 | 442 | 1,482,544 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q2 2023 | 8/11/2023 | 417 | 1,413,496 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q1 2023 | 5/11/2023 | 439 | 1,299,563 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q4 2022 | 2/14/2023 | 406 | 1,026,899 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q3 2022 | 11/14/2022 | 358 | 958,271 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q2 2022 | 8/12/2022 | 373 | 1,060,061 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q1 2022 | 5/16/2022 | 379 | 1,190,674 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q4 2021 | 2/14/2022 | 380 | 1,188,699 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q3 2021 | 11/10/2021 | 309 | 885,476 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q2 2021 | 8/17/2021 | 334 | 832,709 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q1 2021 | 5/7/2021 | 282 | 625,180 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q4 2020 | 2/10/2021 | 245 | 478,480 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q3 2020 | 11/10/2020 | 237 | 407,033 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q2 2020 | 8/12/2020 | 188 | 346,602 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q1 2020 | 5/1/2020 | 180 | 292,823 | 13F-HR | Robertson Stephens Wealth Management, LLC |
| Q4 2019 | 2/14/2020 | 104 | 198,283 | 13F-HR | Robertson Stephens Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.193 M | 29.4% | 126.1 K | 0 | 126.1 K |
| ETFs | 2.836 M | 69.8% | 365.2 K | 0 | 365.2 K |
| Debt | 30.97 K | 0.8% | 0 | 162 | -162 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
4,060,486
Holdings
645
QoQ value change ($000)
491,166
(13.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.