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Manager record

Robertson Stephens Wealth Management, LLC

San Francisco, CA · CIK 1767307 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$4.14BReported 13F valueQ3 2026 · as filed
639Holdings listed
+2.0%vs prior quartervalue change includes market moves
6Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $3.1B$3.1BQ2 2025550 holdingsQ3 2025: $3.3B$3.3BQ3 2025530 holdingsQ4 2025: $3.8B$3.8BQ4 2025654 holdingsQ1 2026: $3.6B$3.6BQ1 2026615 holdingsQ2 2026: $4.1B$4.1BQ2 2026645 holdingsQ3 2026: $4.1B$4.1BQ3 2026639 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$4.14B · 639 holdings listed · View original SEC filing ↗
Jul 29 2026 13F-HR · period Q2 2026

$4.06B · 645 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$3.57B · 615 holdings listed · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$3.84B · 654 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$3.31B · 530 holdings listed · View original SEC filing ↗
Jul 24 2025 13F-HR · period Q2 2025

$3.14B · 550 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology