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Home > Institutional Investor > Robertson Stephens Wealth Management, Llc > Profile

Instuitional Investor - Robertson Stephens Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Robertson Stephens Wealth Management, Llc
Portfolio Value $2,908,699,389
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 379,096 $194,819,345 6.7%
2.
Vanguard Specialized Funds - DIV APP ETF
 664,918 $128,987,507 4.43%
3.
Ishares Trust
 IEF 217,416 $122,166,052 4.2%
4.
Spdr S & P 500 Etf TrustCALL
 SPY 206,500 $115,514,035 3.97%
5.
Spdr S & P 500 Etf TrustPUT
 SPY 205,100 $114,730,889 3.94%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)