Robertson Stephens Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Robertson Stephens Wealth Management, LLC reported 633 stock positions worth $3.5 billion. Its top holding was AppLovin Class A (APP) at 7.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.3%) and Apple (AAPL, 3.9%). Compared with Q3 2025, it opened 124 new positions, sold out of 20, added to 313 and reduced 142. The biggest buy was Nvidia (NVDA, shares +256%) and the biggest sale an exit from Vanguard Dividend Apprec ETF (VIG).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001767307
- Portfolio Value
- $3.5B (Q4 2025)
- SEC Filing
- 0001172661-26-000416 ↗ filed Feb 2, 2026
Holdings Value
Holdings 633 stocks · $3.5B
| APP AppLovin Corp. Class A | 7.42% | 390,989 | $263.5M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 7.32% | 414,081 | $259.7M | Add +1.6% |
| AAPL Apple Inc. | 3.91% | 509,692 | $138.6M | Add +23.9% |
| VEA Vanguard Ftse Developed ETF | 3.81% | 2,162,844 | $135.1M | Add +5.7% |
| IVV iShares Core S&P 500 ETF | 3.49% | 180,777 | $123.8M | Reduce -1.3% |
| BBUS JPMorgan Betabuilders US Equ | 2.75% | 791,483 | $97.6M | Add +70.2% |
| IEMG iShares Core MSCI Emerging | 2.63% | 1,390,070 | $93.4M | Add +8.2% |
| VCIT Vanguard Int-Term Corporate | 2.49% | 1,055,148 | $88.4M | Add +7.1% |
| MSFT Microsoft Corp. | 2.28% | 167,483 | $81.0M | Add +23.7% |
| NVDA Nvidia Corp. | 1.72% | 327,941 | $61.2M | Add +255.6% |
| AGG iShares Core U.S. Aggregate | 1.61% | 572,621 | $57.2M | Add +29.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.60% | 83,226 | $56.9M | Reduce -70.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.59% | 168,543 | $56.5M | Reduce -5.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.38% | 546,724 | $48.9M | Add +16.2% |
| GSUS Goldman Sachs Marketbeta US | 1.27% | 478,806 | $45.2M | Add +36.9% |
| GOOG Alphabet Inc. Class C | 1.20% | 135,778 | $42.6M | Add +56.8% |
| AMZN Amazon.com Inc. | 1.09% | 166,935 | $38.5M | Add +21.6% |
| IWF iShares Russell 1000 Growth | 1.07% | 80,272 | $38.0M | Reduce -0.8% |
| IWB iShares Russell 1000 ETF | 0.90% | 85,154 | $31.8M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 0.90% | 98,645 | $31.8M | Add +155.9% |
| XLK SS Technology Select Sector | 0.86% | 211,272 | $30.4M | Add +51.1% |
| RSP Invesco S&P 500 Equal Weight | 0.84% | 156,253 | $29.9M | Add +1.9% |
| DFAC Dimensional US Core Equity 2 | 0.81% | 724,680 | $28.7M | Reduce -0.7% |
| GLD SPDR Gold Shares | 0.74% | 66,232 | $26.2M | Add +40.9% |
| VGT Vanguard Info Tech ETF | 0.73% | 34,331 | $25.9M | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.71% | 41,245 | $25.3M | Add +12.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.69% | 128,907 | $24.6M | Add +0.3% |
| UUUU Energy Fuels Inc. | 0.69% | 1,678,236 | $24.4M | Reduce -10.3% |
| GOOGL Alphabet Inc. Class A | 0.66% | 75,151 | $23.5M | Add +13.2% |
| XLC SS Comm Select Sector SPDR | 0.61% | 184,052 | $21.7M | Add +7.5% |
| DGRO iShares Core Dividend Growth | 0.60% | 306,679 | $21.3M | Reduce -1.1% |
| XLI SS Industrial Select Sector | 0.58% | 133,494 | $20.7M | Add +2.8% |
| XLF SS Financial Select Sector | 0.55% | 356,161 | $19.5M | Reduce -8.8% |
| ITOT iShares Core S&P Total U.S. | 0.54% | 128,450 | $19.1M | Reduce -8.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.53% | 38,624 | $18.8M | Reduce -18.3% |
| IWR iShares Russell Mid-Cap ETF | 0.52% | 191,416 | $18.4M | Add +14.5% |
| AVEM Avantis Emerging Markets Eq | 0.51% | 234,831 | $18.1M | New |
| BGC BGC Group Inc. Class A | 0.50% | 2,005,576 | $17.9M | Add +23.9% |
| SCHG Schwab US Large-Cap Growth | 0.49% | 534,351 | $17.4M | Add +78.4% |
| EFV iShares MSCI Eafe Value ETF | 0.48% | 238,239 | $17.0M | Add +0.6% |
| GSIE Goldman Sachs Activebeta Int | 0.47% | 387,081 | $16.6M | Add +0.5% |
| COST Costco Wholesale Corp. | 0.45% | 18,689 | $16.1M | Add +2.8% |
| LLY Eli Lilly & Co. | 0.45% | 14,744 | $15.8M | Add +120.4% |
| ABBV Abbvie Inc. | 0.41% | 63,218 | $14.4M | Add +118.2% |
| DFAX Dimensional World Ex US Core | 0.40% | 430,790 | $14.1M | Add +12.9% |
| PFF iShares Preferred & Income S | 0.39% | 444,960 | $13.8M | Reduce -1.0% |
| MUB iShares National Muni Bond E | 0.39% | 128,103 | $13.7M | Add +8.5% |
| GBIL Goldman Sachs Access Treasur | 0.39% | 136,656 | $13.7M | Reduce -1.3% |
| VGIT Vanguard Intermediate-Term T | 0.38% | 226,749 | $13.6M | Reduce -6.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 26,430 | $13.3M | Reduce -47.9% |
| IJH iShares Core S&P Midcap ETF | 0.37% | 201,258 | $13.3M | Add +0.8% |
| HYLB Xtrackers Usd High Yield Cor | 0.37% | 360,556 | $13.3M | Reduce -6.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.37% | 46,551 | $13.0M | Add +2.2% |
| MOAT Vaneck Morningstar Wide Moat | 0.36% | 124,895 | $12.9M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.36% | 19,540 | $12.9M | Add +137.9% |
| CAT Caterpillar Inc. | 0.36% | 22,475 | $12.9M | Add +86.2% |
| USIG iShares Broad Usd Investment | 0.36% | 245,962 | $12.7M | Add +3.3% |
| PAVE Global X US Infrastructure | 0.35% | 258,026 | $12.4M | Add +5.0% |
| VT Vanguard Tot World STK ETF | 0.35% | 87,139 | $12.3M | Add +56.7% |
| AVGO Broadcom Inc. | 0.34% | 35,164 | $12.2M | Add +22.9% |
| IBDU iShares Ibonds Dec 2029 Term | 0.34% | 513,648 | $12.0M | Add +9.6% |
| IWM iShares Russell 2000 ETF | 0.32% | 46,299 | $11.4M | Add +8.3% |
| V Visa Inc. Class A | 0.32% | 32,387 | $11.4M | Add +19.3% |
| HEZU iShares Currency Hedged MSCI | 0.32% | 258,993 | $11.3M | Add +44.4% |
| AXON Axon Enterprise Inc. | 0.32% | 19,832 | $11.3M | New |
| IJR iShares Core S&P Small-Cap E | 0.30% | 89,195 | $10.7M | Add +1.0% |
| VYM Vanguard High DVD Yield ETF | 0.30% | 74,502 | $10.7M | Reduce -5.0% |
| DFAT Dimensional US Target Value | 0.30% | 176,755 | $10.5M | Reduce -0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.29% | 130,975 | $10.4M | Add +1.2% |
| BX Blackstone Inc. | 0.29% | 65,849 | $10.1M | Add +677.6% |
| SII Sprott Inc. | 0.28% | 102,552 | $10.0M | Reduce -13.3% |
| SGOV iShares 0-3 Month Treasury B | 0.28% | 99,662 | $10.0M | Reduce -6.2% |
| MRK Merck & Co. Inc. | 0.28% | 92,165 | $9.8M | Add +198.0% |
| BBEU JPMorgan Betabuilders Europe | 0.27% | 132,352 | $9.7M | Reduce -0.8% |
| GOVT iShares US Treasury Bond ETF | 0.27% | 419,429 | $9.7M | Add +0.6% |
| AXP American Express Co. | 0.27% | 25,974 | $9.6M | Add +217.3% |
| GSAT Globalstar Inc. | 0.26% | 153,964 | $9.4M | Add +14.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.26% | 30,650 | $9.3M | Add +7.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.25% | 211,651 | $9.0M | Add +25.1% |
| QCOM Qualcomm Inc. | 0.25% | 52,032 | $8.9M | Add +238.2% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 164,223 | $8.8M | Reduce -5.7% |
| SUSL iShares ESG MSCI USA Leaders | 0.25% | 72,632 | $8.8M | Add +13.2% |
| VFH Vanguard Financials ETF | 0.25% | 65,790 | $8.8M | Add +9.7% |
| ESGD iShares Trust iShares ESG Aw | 0.25% | 92,276 | $8.8M | Add +29.9% |
| EFA iShares MSCI Eafe ETF | 0.24% | 90,239 | $8.7M | Add +2.6% |
| IXJ iShares Global Healthcare Et | 0.24% | 87,002 | $8.5M | Add +25.5% |
| OEF iShares S&P 100 ETF | 0.24% | 24,354 | $8.4M | Add +3.8% |
| DFUS Dimensional US Eq MKT ETF | 0.23% | 110,906 | $8.2M | Reduce -10.2% |
| RTX RTX Corp. | 0.23% | 44,778 | $8.2M | Add +81.0% |
| IVW iShares S&P 500 Growth ETF | 0.23% | 65,885 | $8.1M | Reduce -2.2% |
| WMT Walmart Inc. | 0.23% | 72,593 | $8.1M | Reduce -4.8% |
| GSK GSK PLC-Spon ADR | 0.23% | 161,662 | $8.0M | New |
| AMGN Amgen Inc. | 0.22% | 24,220 | $7.9M | Add +500.3% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.22% | 348,128 | $7.6M | Add +14.1% |
| XLV SS Health Care Select Sector | 0.21% | 48,713 | $7.5M | Add +36.0% |
| HD Home Depot Inc. | 0.21% | 21,891 | $7.5M | Add +15.3% |
| IVE iShares S&P 500 Value ETF | 0.20% | 33,898 | $7.2M | Add +6.8% |
| NFLX Netflix Inc. | 0.20% | 74,090 | $6.9M | Add +2.4% |
| NMRK Newmark Group Inc. Class A | 0.19% | 397,408 | $6.9M | Add +22.6% |
| ORCL Oracle Corp. | 0.19% | 34,615 | $6.7M | Add +644.1% |
Options reported separately and not counted above: SPY puts ($144.2M), SPY calls ($140.6M), GSAT calls ($916K), TWLO puts ($868K), AI calls ($457K), RKT puts ($412K), XLF puts ($274K), NVDA puts ($187K), VNDA puts ($159K), PFE calls ($134K), VNDA calls ($106K), SNAP calls ($87K), and 8 more.
Other holdings (1): bonds, preferreds, convertibles and warrants · $41K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ESLAW Tradeup Acquisition Corp.-CW | *W EXP 09/29/202 | 26,000 | $41K | New |
Total filed on the 13F, all lines: $3.5B.
Portfolio Sells Q3 2025 → Q4 2025
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −4.37 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -70.5% | 1.60% | −4.07 |
| APP AppLovin Corp. Class A | Reduce -0.1% | 7.42% | −1.07 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −1.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -47.9% | 0.37% | −0.40 |
| IVV iShares Core S&P 500 ETF | Reduce -1.3% | 3.49% | −0.21 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.8% | 1.59% | −0.18 |
| MINT PIMCO Enhanced Short Maturit | Reduce -64.8% | 0.09% | −0.18 |
| UUUU Energy Fuels Inc. | Reduce -10.3% | 0.69% | −0.18 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -18.3% | 0.53% | −0.15 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.12 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.09 |
| XLF SS Financial Select Sector | Reduce -8.8% | 0.55% | −0.09 |
| ITOT iShares Core S&P Total U.S. | Reduce -8.6% | 0.54% | −0.08 |
| KTOS Kratos Defense & Security | Sold out | 0.00% | −0.07 |
| IWF iShares Russell 1000 Growth | Reduce -0.8% | 1.07% | −0.07 |
| HYLB Xtrackers Usd High Yield Cor | Reduce -6.0% | 0.37% | −0.06 |
| VGIT Vanguard Intermediate-Term T | Reduce -6.2% | 0.38% | −0.06 |
| VGT Vanguard Info Tech ETF | Reduce -1.0% | 0.73% | −0.05 |
| FISV Fiserv Inc. | Reduce -29.0% | 0.03% | −0.05 |
| JEPI JPMorgan Equity Premium Inco | Reduce -41.9% | 0.06% | −0.05 |
| IWB iShares Russell 1000 ETF | Reduce -0.4% | 0.90% | −0.05 |
| FLEX Flex Ltd. | Sold out | 0.00% | −0.05 |
| LMNR Limoneira Co. | Sold out | 0.00% | −0.05 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -11.0% | 0.19% | −0.04 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.7% | 0.81% | −0.04 |
| SGOV iShares 0-3 Month Treasury B | Reduce -6.2% | 0.28% | −0.04 |
| PFF iShares Preferred & Income S | Reduce -1.0% | 0.39% | −0.04 |
| DFUS Dimensional US Eq MKT ETF | Reduce -10.2% | 0.23% | −0.04 |
| DGRO iShares Core Dividend Growth | Reduce -1.1% | 0.60% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.7% | 0.25% | −0.04 |
| IXUS iShares Core Intl Stock ETF | Reduce -22.8% | 0.10% | −0.04 |
| SHOP Shopify Inc. Class A | Reduce -77.3% | 0.01% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -28.1% | 0.08% | −0.03 |
| GBIL Goldman Sachs Access Treasur | Reduce -1.3% | 0.39% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -5.0% | 0.30% | −0.03 |
| FXI iShares China Large-Cap ETF | Reduce -9.1% | 0.12% | −0.03 |
| STNC Hennessy Sustainable ETF | Reduce -10.1% | 0.18% | −0.03 |
| C Citigroup Inc. | Reduce -42.2% | 0.05% | −0.03 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -9.7% | 0.12% | −0.03 |
| BFST Business First Bancshares | Reduce -28.2% | 0.07% | −0.02 |
| ADPT Adaptive Biotechnologies | Reduce -36.1% | 0.04% | −0.02 |
| SUSA iShares ESG Optimized MSCI U | Reduce -12.0% | 0.12% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -4.3% | 0.09% | −0.02 |
| GCOR Goldman Sachs Access US Agg | Reduce -18.6% | 0.06% | −0.02 |
| PFFD Global X US Preferred ETF | Reduce -6.0% | 0.10% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.2% | 0.23% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.2% | 0.12% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -3.8% | 0.15% | −0.02 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Add +255.6% | 1.72% | +1.20 |
| BBUS JPMorgan Betabuilders US Equ | Add +70.2% | 2.75% | +1.06 |
| AAPL Apple Inc. | Add +23.9% | 3.91% | +0.74 |
| GOOG Alphabet Inc. Class C | Add +56.8% | 1.20% | +0.56 |
| JPM JPMorgan Chase & Co. | Add +155.9% | 0.90% | +0.53 |
| AVEM Avantis Emerging Markets Eq | New | 0.51% | +0.51 |
| AXON Axon Enterprise Inc. | New | 0.32% | +0.32 |
| GSUS Goldman Sachs Marketbeta US | Add +36.9% | 1.27% | +0.30 |
| LLY Eli Lilly & Co. | Add +120.4% | 0.45% | +0.29 |
| AGG iShares Core U.S. Aggregate | Add +29.1% | 1.61% | +0.27 |
| XLK SS Technology Select Sector | Add +51.1% | 0.86% | +0.26 |
| BX Blackstone Inc. | Add +677.6% | 0.29% | +0.24 |
| GLD SPDR Gold Shares | Add +40.9% | 0.74% | +0.23 |
| GSK GSK PLC-Spon ADR | New | 0.23% | +0.23 |
| ABBV Abbvie Inc. | Add +118.2% | 0.41% | +0.20 |
| SCHG Schwab US Large-Cap Growth | Add +78.4% | 0.49% | +0.20 |
| MRK Merck & Co. Inc. | Add +198.0% | 0.28% | +0.20 |
| AMGN Amgen Inc. | Add +500.3% | 0.22% | +0.19 |
| CAT Caterpillar Inc. | Add +86.2% | 0.36% | +0.19 |
| AXP American Express Co. | Add +217.3% | 0.27% | +0.19 |
| META Meta Platforms Inc. Class A | Add +137.9% | 0.36% | +0.18 |
| AMZN Amazon.com Inc. | Add +21.6% | 1.09% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +13.2% | 0.66% | +0.18 |
| QCOM Qualcomm Inc. | Add +238.2% | 0.25% | +0.17 |
| GILD Gilead Sciences Inc. | Add +1515.3% | 0.18% | +0.17 |
| MSFT Microsoft Corp. | Add +23.7% | 2.28% | +0.16 |
| ORCL Oracle Corp. | Add +644.1% | 0.19% | +0.15 |
| IUSV iShares Core S&P U.S. Value | Add +422.5% | 0.18% | +0.14 |
| IEFA iShares Core MSCI Eafe ETF | Add +16.2% | 1.38% | +0.14 |
| GSAT Globalstar Inc. | Add +14.2% | 0.26% | +0.12 |
| VT Vanguard Tot World STK ETF | Add +56.7% | 0.35% | +0.11 |
| SLV iShares Silver Trust | Add +277.5% | 0.14% | +0.11 |
| RTX RTX Corp. | Add +81.0% | 0.23% | +0.11 |
| GBDC Golub Capital BDC Inc. | New | 0.10% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +5.7% | 3.81% | +0.10 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.10% | +0.10 |
| EEM iShares MSCI Emerging Market | Add +117.2% | 0.18% | +0.09 |
| GDX Vaneck Gold Miners ETF | Add +468.4% | 0.11% | +0.09 |
| HEZU iShares Currency Hedged MSCI | Add +44.4% | 0.32% | +0.09 |
| PFE Pfizer Inc. | Add +426.2% | 0.11% | +0.08 |
| TGT Target Corp. | Add +713.0% | 0.10% | +0.08 |
| MO Altria Group Inc. | Add +1053.5% | 0.09% | +0.08 |
| JIVE JPM Interntl Value ETF | New | 0.08% | +0.08 |
| IEMG iShares Core MSCI Emerging | Add +8.2% | 2.63% | +0.08 |
| VIRT Virtu Financial Inc. Class A | New | 0.07% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Add +507.0% | 0.08% | +0.07 |
| MSGS Madison Square Garden Sports | New | 0.06% | +0.06 |
| XLV SS Health Care Select Sector | Add +36.0% | 0.21% | +0.06 |
| STZ Constellation Brands Inc. Class A | New | 0.06% | +0.06 |
| XBI SS SPDR S&P Biotech ETF | Add +353.4% | 0.07% | +0.06 |
Options Activity Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 211,400 | $144.2M |
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 206,200 | $140.6M |
| GSAT Globalstar Inc. | call | New | 15,000 | $916K |
| TWLO Twilio Inc. Class A | put | New | 6,100 | $868K |
| AI C3.AI Inc. Class A | call | New | 29,700 | $457K |
| RKT Rocket Cos Inc. Class A | put | New | 21,300 | $412K |
| XLF SS Financial Select Sector | put | New | 5,000 | $274K |
| NVDA Nvidia Corp. | put | New | 1,000 | $187K |
| VNDA Vanda Pharmaceuticals Inc. | put | New | 18,000 | $159K |
| PFE Pfizer Inc. | call | New | 5,400 | $134K |
| VNDA Vanda Pharmaceuticals Inc. | call | New | 12,000 | $106K |
| SNAP Snap Inc. Class A | call | New | 10,800 | $87K |
| SLV iShares Silver Trust | call | New | 1,000 | $64K |
| DIREXION DAILY SEMI BEAR 3X | call | New | 18,000 | $56K |
| WRAP Wrap Technologies Inc. | call | New | 21,000 | $50K |
| MSOX Advisorshare Msos DLY LVR-US | call | New | 10,800 | $48K |
| CRON Cronos Group Inc. | call | New | 14,000 | $37K |
| GERN Geron Corp. | call | New | 20,200 | $27K |
| LFWD Lifeward Ltd. | call | New | 29,700 | $17K |
| CGC Canopy Growth Corp. | call | New | 9,000 | $10K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2025 → Q4 2025
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Sold out | 10,885 | $274Kbefore exit |
| ESLAW Tradeup Acquisition Corp.-CW | *W EXP 09/29/202 | New | 26,000 | $41K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 644 | $4.1B | VOO, VEA, VIG, AAPL, APP |
| Q1 2026 | 614 | $3.6B | VOO, VEA, VIG, AAPL, IEMG |
| Q4 2025 | 633 | $3.5B | APP, VOO, AAPL, VEA, IVV |
| Q3 2025 | 529 | $3.3B | APP, VOO, SPY, VIG, VEA |
| Q2 2025 | 541 | $2.9B | VOO, APP, VIG, IVV, VEA |
| Q1 2025 | 535 | $2.7B | VOO, VIG, IVV, APP, AAPL |
| Q4 2024 | 551 | $2.8B | VOO, APP, IVV, VIG, AAPL |
| Q3 2024 | 612 | $2.7B | VOO, IVV, AAPL, VIG, VEA |
| Q2 2024 | 483 | $1.9B | IVV, VOO, AAPL, SPY, MSFT |
| Q1 2024 | 484 | $1.8B | VOO, IVV, SPY, AAPL, MSFT |