Robertson Stephens Wealth Management, LLC
Top Portfolio Positions
321 positions ·
$1,087,676,719 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
485,483 | $123,210,730 | 11.33% | |
| APP |
AppLovin Corp
Communication Services
|
242,697 | $96,593,406 | 8.88% | |
| MSFT |
Microsoft Corp
Technology
|
159,449 | $59,023,236 | 5.43% | |
| NVDA |
Nvidia Corp
Technology
|
330,497 | $57,638,676 | 5.30% | |
| SPY |
Spdr S&P 500 ETF Trust
|
71,897 | $46,757,494 | 4.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
166,881 | $34,756,305 | 3.20% | |
| GLD |
Spdr Gold Trust
|
69,304 | $29,820,818 | 2.74% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
42,186 | $24,348,915 | 2.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
76,645 | $22,545,893 | 2.07% | |
| EMAT |
Evolution Metals & Technologies Corp.
Basic Materials
|
2,962,026 | $22,481,777 | 2.07% |
Portfolio Trend
Holdings in SNT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,305 | 20,233 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $97,725 | 20,233 | Shares | Sole | 2026-02-02 | |
| No 13F history on record for this holder in this stock. | ||||||