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 NMRK
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,967,388 | 264,669 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,891,054 | 397,408 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,045,751 | 324,169 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,969,696 | 326,724 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,945,611 | 324,208 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,088,759 | 319,185 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,876,404 | 313,999 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,151,054 | 308,021 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,230,073 | 291,260 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,140,412 | 286,534 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,839,815 | 286,130 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,649,861 | 265,251 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,652,868 | 233,456 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,826,644 | 229,190 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,745,820 | 216,603 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,047,448 | 211,732 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,376,186 | 212,072 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,814,687 | 203,994 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,065,931 | 214,251 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,496,434 | 207,863 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $2,678,298 | 267,696 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,950,847 | 267,606 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $960,647 | 222,372 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,016,823 | 209,223 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,101,935 | 259,279 | Shares | Sole | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||