Robertson Stephens Wealth Management, LLC
Top Portfolio Positions
310 positions ·
$1,573,331,647 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
500,826 | $341,523,265 | 21.71% |
| APP |
AppLovin Corp
Communication Services
|
390,989 | $263,456,207 | 16.75% |
| AAPL |
Apple Inc.
Technology
|
509,692 | $138,564,867 | 8.81% |
| MSFT |
Microsoft Corp
Technology
|
167,483 | $80,998,128 | 5.15% |
| NVDA |
Nvidia Corp
Technology
|
328,941 | $61,347,496 | 3.90% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
166,935 | $38,531,936 | 2.45% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
98,645 | $31,785,391 | 2.02% |
| GLD |
Spdr Gold Trust
|
66,232 | $26,248,403 | 1.67% |
| QQQ |
Invesco Qqq Trust, Series 1
|
41,245 | $25,337,215 | 1.61% |
| UUUU |
Energy Fuels Inc
Energy
|
1,678,236 | $24,401,551 | 1.55% |
Portfolio Trend
Holdings in GBDC
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $3,681,405 | 271,290 | Shares | Sole | 2026-02-02 | |
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