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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 $2,824,321,624
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 371,333 $200,078,034 7.08%
2.
Applovin Corp
 APP 410,435 $132,911,166 4.7%
3.
Ishares Trust
 IEF 222,077 $130,732,306 4.62%
4.
Vanguard Specialized Funds - DIV APP ETF
 587,326 $115,016,084 4.07%
5.
Apple Inc.
 AAPL 430,945 $107,917,155 3.82%
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)