Robertson Stephens Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 639 separate equity positions held by the firm.
The largest position disclosed in the filing is Apple Inc., for which the firm holds 159,814,337 shares. Other notable holdings include Alphabet Inc. Class A shares (24,816,998 shares), Amazon.com Inc. (43,239,394 shares), and Microsoft Corporation (not explicitly listed in the provided table excerpt, though implied by the filing header context).
The portfolio is diversified across various sectors. Significant positions include:
- Healthcare: AbbVie Inc. (63,926 shares), Eli Lilly & Co. (16,803,686 shares), and Gilead Sciences Inc. (7,631,140 shares).
- Technology: Broadcom Inc. (7,585,073 shares), Adobe Inc. (551,622 shares), and Applied Materials Inc. (1,428,101 shares).
- Financials: Bank of America Corp. (13,758,322 shares) and Blackstone Inc. (8,700,420 shares).
- Energy: ExxonMobil Holdings Corp. (6,698,175 shares) and Chevron Corporation (3,946,880 shares).
The filing also includes a substantial number of exchange-traded funds (ETFs) and other investment vehicles, such as iShares Core S&P 500 ETF, Fidelity Ethereum Fund, and various First Trust exchange-traded funds covering sectors like cloud computing, biotechnology, and energy.
