13F
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Robertson Stephens Wealth Management, LLC

13F equity value
$3.6B
Positions
615
Top 10 concentration
38.8%
Quarters / total new picks
27 / 651
13F equity value over time
$0M$2B$4B201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 27 quarters, returned +3.6% per quarter — versus +3.3% per quarter from simply owning every 13F stock. It beat that baseline in only 44.4% of quarters (excess t = -0.39, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-0.9%
t-stat
-0.39
Quarterly win rate
44%
Annualized excess
+2.1%
$1 → follow vs universe
$2.42 vs $2.14
Cumulative return: $1 invested in new picks vs universe
1.00 20190630: universe 1.07520190930: universe 1.15620191231: universe 0.93320200331: universe 1.12420200630: universe 1.24220200930: universe 1.52320201231: universe 1.59320210331: universe 1.60720210630: universe 1.73520210930: universe 1.55820211231: universe 1.32620220331: universe 1.42320220630: universe 1.31820220930: universe 1.41620221231: universe 1.31520230331: universe 1.38620230630: universe 1.33620230930: universe 1.51720231231: universe 1.58520240331: universe 1.62020240630: universe 1.76720240930: universe 1.75220241231: universe 1.63520250331: universe 1.78320250630: universe 1.83920250930: universe 2.06820251231: universe 2.139 20190630: follow 1.02120190930: follow 1.06520191231: follow 1.31820200331: follow 1.49820200630: follow 1.61620200930: follow 1.71720201231: follow 1.70620210331: follow 1.81320210630: follow 1.88820210930: follow 1.70720211231: follow 1.52420220331: follow 1.52920220630: follow 1.66120220930: follow 1.78420221231: follow 1.69520230331: follow 1.84820230630: follow 1.79120230930: follow 1.89920231231: follow 1.96420240331: follow 2.01020240630: follow 1.91920240930: follow 1.88620241231: follow 1.97720250331: follow 2.09020250630: follow 2.19820250930: follow 2.52820251231: follow 2.422 0.86 1.79 2.73 2019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 615 · 2026 Q1

Ticker Value Weight QoQ
VOO $378M
10.6%
ADD
VEA $171M
4.8%
ADD
VIG $154M
4.3%
NEW
AAPL $123M
3.5%
TRIM
IEMG $118M
3.3%
ADD
IVV $116M
3.3%
HOLD
APP $97M
2.7%
TRIM
VCIT $91M
2.5%
ADD
IEFA $73M
2.0%
ADD
AGG $66M
1.8%
ADD
MSFT $59M
1.7%
TRIM
NVDA $58M
1.6%
HOLD
SPY $47M
1.3%
TRIM
VTI $45M
1.3%
TRIM
VGK $42M
1.2%
NEW
GOOG $39M
1.1%
HOLD
AMZN $35M
1.0%
HOLD
IWF $34M
0.9%
HOLD
IWR $31M
0.9%
ADD
IWB $30M
0.9%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

AMATARKKBAICLCMFEMLPEWHFEGEGEGLWGOLFGRABHAEHOODIBHILARLMNRLSTRNOWNVSOMFPCARPDBCPNCQSRBCSHSMRSRETTC

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.