ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LYG | 14K | $62.95K |
 | GSBD | 14K | $146.41K |
 | IBM | 13K | $3.75M |
 | USB | 13K | $647.13K |
 | TSLA | 13K | $5.61M |
 | LRCX | 12K | $1.67M |
 | CAT | 12K | $5.76M |
 | PII | 12K | $697.56K |
 | SCHW | 12K | $1.13M |
 | TECK | 12K | $510.75K |
 | SBUX | 11K | $962.37K |
 | UNP | 11K | $2.69M |
 | VZ | 11K | $487.09K |
 | BMY | 11K | $488.07K |
 | TTE | 10K | $629.97K |
 | CGTX | 10K | $13.50K |
 | ACHV | 10K | $31.50K |
 | SHOP | 10K | $1.49M |
 | BE | 10K | $843.08K |
 | MDLZ | 10K | $617.24K |
Lloyds Banking Group plc
LYG
Shares Held
14K
Value
$62.95K
Goldman Sachs BDC, Inc.
GSBD
Shares Held
14K
Value
$146.41K
International Business Machines Corporation
IBM
Shares Held
13K
Value
$3.75M
U.S. Bancorp
USB
Shares Held
13K
Value
$647.13K
Tesla, Inc.
TSLA
Shares Held
13K
Value
$5.61M
Lam Research Corporation
LRCX
Shares Held
12K
Value
$1.67M
Caterpillar Inc.
CAT
Shares Held
12K
Value
$5.76M
Polaris Inc.
PII
Shares Held
12K
Value
$697.56K
The Charles Schwab Corporation
SCHW
Shares Held
12K
Value
$1.13M
Teck Resources Limited
TECK
Shares Held
12K
Value
$510.75K
Starbucks Corporation
SBUX
Shares Held
11K
Value
$962.37K
Union Pacific Corporation
UNP
Shares Held
11K
Value
$2.69M
Verizon Communications Inc.
VZ
Shares Held
11K
Value
$487.09K
Bristol-Myers Squibb Company
BMY
Shares Held
11K
Value
$488.07K
TotalEnergies SE
TTE
Shares Held
10K
Value
$629.97K
Cognition Therapeutics, Inc.
CGTX
Shares Held
10K
Value
$13.50K
Achieve Life Sciences, Inc.
ACHV
Shares Held
10K
Value
$31.50K
Shopify Inc.
SHOP
Shares Held
10K
Value
$1.49M
Bloom Energy Corporation
BE
Shares Held
10K
Value
$843.08K
Mondelez International, Inc.
MDLZ
Shares Held
10K
Value
$617.24K