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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 $3,142,720,776
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 390,586 $222,500,079 7.08%
2.
Applovin Corp
 APP 391,585 $137,086,077 4.36%
3.
Vanguard Specialized Funds - DIV APP ETF
 637,496 $131,030,868 4.17%
4.
Spdr S & P 500 Etf TrustPUT
 SPY 208,000 $128,512,800 4.09%
5.
Spdr S & P 500 Etf TrustCALL
 SPY 206,500 $127,586,025 4.06%
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)