Robertson Stephens Wealth Management, LLC ETF holdings
San Francisco, CA
Reported $2.9B in 318 ETFs in its Form 13F for June 30, 2026.
ETF value
$2.9B
ETFs held
318
Change from prior quarter
+14.8%
With price moves
ETFs as a share of its 13F
71.7%
of $4.1B
Top 10 of 318 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $457.0M | 665,340 | +32,880 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $207.9M | 2,917,758 | +248,454 shares |
| VIG | Vanguard Dividend Appreciation ETF | $181.8M | 768,127 | +50,783 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $124.9M | 1,507,188 | −178,616 shares |
| IVV | iShares Core S&P 500 ETF | $122.0M | 162,845 | −14,659 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $99.0M | 1,197,667 | +97,704 shares |
| IEFA | iShares Core MSCI EAFE ETF | $75.6M | 782,729 | −18,755 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $70.5M | 712,093 | +49,794 shares |
| IWR | iShares Russell Mid-Cap ETF | $62.4M | 565,606 | +250,016 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $54.7M | 147,726 | +6,659 shares |
308 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001767307. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Robertson Stephens Wealth Management, LLC own?
Robertson Stephens Wealth Management, LLC reported 318 ETF positions worth $2.9B in its Form 13F for June 30, 2026. The largest was VOO, at $457.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.