Robertson Stephens Wealth Management, LLC
Top Portfolio Positions
322 positions ·
$1,099,538,795 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
485,483 | $123,210,730 | 11.21% | |
| APP |
AppLovin Corp
Communication Services
|
242,697 | $96,593,406 | 8.78% | |
| MSFT |
Microsoft Corp
Technology
|
159,449 | $59,023,236 | 5.37% | |
| NVDA |
Nvidia Corp
Technology
|
330,497 | $57,638,676 | 5.24% | |
| SPY |
Spdr S&P 500 ETF Trust
|
71,897 | $46,757,494 | 4.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
166,881 | $34,756,305 | 3.16% | |
| GLD |
Spdr Gold Trust
|
69,304 | $29,820,818 | 2.71% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
42,186 | $24,348,915 | 2.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
76,645 | $22,545,893 | 2.05% | |
| EMAT |
Evolution Metals & Technologies Corp.
Basic Materials
|
2,962,026 | $22,481,777 | 2.04% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HTBK
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,155,098 | 92,556 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,111,597 | 92,556 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,140,758 | 114,880 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||