ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BCAL | 54K | $893.70K |
 | TTEC | 51K | $170.94K |
 | BRK-B | 51K | $25.49M |
 | TROW | 50K | $5.18M |
 | RC | 46K | $184.36K |
 | WFC | 43K | $3.59M |
 | CSCO | 43K | $2.91M |
 | F | 42K | $501.39K |
 | RNG | 40K | $1.14M |
 | JPM | 39K | $12.16M |
 | BAC | 38K | $1.98M |
 | XOM | 35K | $3.99M |
 | EPD | 34K | $1.07M |
 | CMCSA | 31K | $985.43K |
 | MRK | 31K | $2.62M |
 | DYAI | 30K | $35.36K |
 | ABBV | 29K | $6.71M |
 | PFE | 29K | $733.99K |
 | AVGO | 29K | $9.44M |
 | V | 27K | $9.27M |
Southern California Bancorp
BCAL
Shares Held
54K
Value
$893.70K
TTEC Holdings, Inc.
TTEC
Shares Held
51K
Value
$170.94K
Berkshire Hathaway Inc.
BRK-B
Shares Held
51K
Value
$25.49M
T. Rowe Price Group, Inc.
TROW
Shares Held
50K
Value
$5.18M
Ready Capital Corporation
RC
Shares Held
46K
Value
$184.36K
Wells Fargo & Company
WFC
Shares Held
43K
Value
$3.59M
Cisco Systems, Inc.
CSCO
Shares Held
43K
Value
$2.91M
Ford Motor Company
F
Shares Held
42K
Value
$501.39K
RingCentral, Inc.
RNG
Shares Held
40K
Value
$1.14M
JPMorgan Chase & Co.
JPM
Shares Held
39K
Value
$12.16M
Bank of America Corporation
BAC
Shares Held
38K
Value
$1.98M
Exxon Mobil Corporation
XOM
Shares Held
35K
Value
$3.99M
Enterprise Products Partners L.P.
EPD
Shares Held
34K
Value
$1.07M
Comcast Corporation
CMCSA
Shares Held
31K
Value
$985.43K
Merck & Co., Inc.
MRK
Shares Held
31K
Value
$2.62M
Dyadic International, Inc.
DYAI
Shares Held
30K
Value
$35.36K
AbbVie Inc.
ABBV
Shares Held
29K
Value
$6.71M
Pfizer Inc.
PFE
Shares Held
29K
Value
$733.99K
Broadcom Inc.
AVGO
Shares Held
29K
Value
$9.44M
Visa Inc.
V
Shares Held
27K
Value
$9.27M