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Vikram Chugh

Robertson Stephens Wealth Management, Llc

Assets Managed
$3.569B
Holdings
615
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
-6.97%(2Q avg: 4.46%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Robertson Stephens Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 615 positions.

Assets under management

The assets under management (AUM) of Robertson Stephens Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.569B in assets, with a quarterly growth rate of -6.97% and a 2-quarter average growth rate of 4.46%. The portfolio is managed by Vikram Chugh, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 52.74%
10.59%
$377.927M
632,460 shares@ $597.56 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 23.42%
4.8%
$171.049M
2.669M shares@ $64.09 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
New Position
4.33%
$154.272M
717,344 shares@ $215.06 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.74%
3.46%
$123.211M
485,483 shares@ $253.8 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 21.28%
3.3%
$117.585M
1.686M shares@ $69.75 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.81%
3.25%
$115.947M
177,504 shares@ $653.21 avg price
APP
Applovin Corp-class A
Recent Activity
Decreased -37.92%
2.71%
$96.594M
242,697 shares@ $398.01 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 4.25%
2.56%
$91.022M
1.1M shares@ $82.76 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 46.6%
2.04%
$72.558M
801,484 shares@ $90.53 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 15.67%
1.85%
$65.746M
662,299 shares@ $99.27 avg price

1-10 of 615