Robertson Stephens Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Robertson Stephens Wealth Management, LLC held in its portfolio 500 assets valued at $3,837,005,300 (i.e. $3.84B).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($341.69M), APPLOVIN CORP ($263.46M), and VANGUARD INDEX FDS ($259.68M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Robertson Stephens Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 500826 | 341689279 | TR UNIT |
| APPLOVIN CORP | 390989 | 263456393 | COM CL A |
| VANGUARD INDEX FDS | 414081 | 259682854 | S&P 500 ETF SHS |
| APPLE INC | 509692 | 138565009 | COM |
| VANGUARD TAX-MANAGED FDS | 2162844 | 135112888 | VAN FTSE DEV MKT |
| ISHARES TR | 180777 | 123821422 | CORE S&P500 ETF |
| J P MORGAN EXCHANGE TRADED F | 791483 | 97597847 | BETABUILDRS US |
| ISHARES INC | 1390070 | 93440568 | CORE MSCI EMKT |
| VANGUARD SCOTTSDALE FDS | 1055148 | 88368660 | INT-TERM CORP |
| MICROSOFT CORP | 167483 | 80998704 | COM |
| NVIDIA CORPORATION | 328941 | 61347611 | COM |
| ISHARES TR | 572621 | 57193407 | CORE US AGGBD ET |
| VANGUARD INDEX FDS | 168543 | 56507549 | TOTAL STK MKT |
| ISHARES TR | 546724 | 48910008 | CORE MSCI EAFE |
| GOLDMAN SACHS ETF TR | 478806 | 45199311 | MARKETBETA US EQ |
| ALPHABET INC | 135778 | 42607401 | CAP STK CL C |
| AMAZON COM INC | 166935 | 38532094 | COM |
| ISHARES TR | 80272 | 37993103 | RUS 1000 GRW ETF |
| ISHARES TR | 85154 | 31800003 | RUS 1000 ETF |
| JPMORGAN CHASE & CO. | 98645 | 31785608 | COM |
| SELECT SECTOR SPDR TR | 211272 | 30416898 | STATE STREET TEC |
| INVESCO EXCHANGE TRADED FD T | 156253 | 29931997 | S&P500 EQL WGT |
| DIMENSIONAL ETF TRUST | 724680 | 28690111 | US CORE EQUITY 2 |
| SPDR GOLD TR | 66232 | 26248404 | GOLD SHS |
| VANGUARD WORLD FD | 34331 | 25878162 | INF TECH ETF |
| INVESCO QQQ TR | 41245 | 25337805 | UNIT SER 1 |
| VANGUARD INDEX FDS | 128907 | 24620020 | VALUE ETF |
| ENERGY FUELS INC | 1678236 | 24401551 | COM NEW |
| ALPHABET INC | 75151 | 23522562 | CAP STK CL A |
| SELECT SECTOR SPDR TR | 184052 | 21666645 | STATE STREET COM |
| ISHARES TR | 306679 | 21289667 | CORE DIV GRWTH |
| SELECT SECTOR SPDR TR | 133494 | 20707728 | STATE STREET IND |
| SELECT SECTOR SPDR TR | 361161 | 19780814 | STATE STREET FIN |
| ISHARES TR | 128450 | 19099331 | CORE S&P TTL STK |
| VANGUARD INDEX FDS | 38624 | 18843280 | GROWTH ETF |
| ISHARES TR | 191416 | 18427675 | RUS MID CAP ETF |
| AMERICAN CENTY ETF TR | 234831 | 18086700 | AVANTIS EMGMKT |
| BGC GROUP INC | 2005576 | 17909802 | CL A |
| SPDR SERIES TRUST | 389792 | 17522225 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 534351 | 17430552 | US LCAP GR ETF |
| ISHARES TR | 238239 | 17012693 | EAFE VALUE ETF |
| GOLDMAN SACHS ETF TR | 387081 | 16621281 | ACTIVEBETA INT |
| COSTCO WHSL CORP NEW | 18689 | 16116621 | COM |
| ELI LILLY & CO | 14744 | 15845916 | COM |
| ABBVIE INC | 63218 | 14444692 | COM |
| DIMENSIONAL ETF TRUST | 430790 | 14099775 | WORLD EX US CORE |
| ISHARES TR | 444960 | 13775965 | PFD AND INCM SEC |
| ISHARES TR | 128103 | 13721180 | NATIONAL MUN ETF |
| GOLDMAN SACHS ETF TR | 136656 | 13704865 | ACCES TREASURY |
| VANGUARD SCOTTSDALE FDS | 226749 | 13589073 | INTER TERM TREAS |
| BERKSHIRE HATHAWAY INC DEL | 26430 | 13285433 | CL B NEW |
| ISHARES TR | 201258 | 13283043 | CORE S&P MCP ETF |
| DBX ETF TR | 360556 | 13279277 | XTRACK USD HIGH |
| VANGUARD INDEX FDS | 46551 | 12994246 | MCAP GR IDXVIP |
| VANECK ETF TRUST | 124895 | 12934135 | MRNGSTR WDE MOAT |
| META PLATFORMS INC | 19540 | 12898391 | CL A |
| CATERPILLAR INC | 22475 | 12875524 | COM |
| ISHARES TR | 245962 | 12733494 | USD INV GRDE ETF |
| GLOBAL X FDS | 258026 | 12415667 | US INFR DEV ETF |
| VANGUARD INTL EQUITY INDEX F | 87139 | 12291852 | TT WRLD ST ETF |
| BROADCOM INC | 35164 | 12170562 | COM |
| ISHARES TR | 513648 | 12021953 | IBONDS DEC 29 |
| ISHARES TR | 46299 | 11397072 | RUSSELL 2000 ETF |
| VISA INC | 32387 | 11358615 | COM CL A |
| ISHARES TR | 258993 | 11333534 | CUR HD EURZN ETF |
| AXON ENTERPRISE INC | 19832 | 11263307 | COM |
| ISHARES TR | 89195 | 10719523 | CORE S&P SCP ETF |
| VANGUARD WHITEHALL FDS | 74502 | 10692628 | HIGH DIV YLD |
| DIMENSIONAL ETF TRUST | 176755 | 10524023 | US TARGETED VLU |
| VANGUARD SCOTTSDALE FDS | 130975 | 10442653 | SHRT TRM CORP BD |
| GLOBALSTAR INC | 168964 | 10313612 | COM NEW |
| BLACKSTONE INC | 65849 | 10149974 | COM |
| SPROTT INC | 102552 | 10041892 | COM NEW |
| ISHARES TR | 99662 | 10004124 | 0-3 MNTH TREASRY |
| MERCK & CO INC | 92165 | 9778154 | COM |
| J P MORGAN EXCHANGE TRADED F | 132352 | 9701437 | BETABUILDERS EUR |
| ISHARES TR | 419429 | 9657371 | US TREAS BD ETF |
| AMERICAN EXPRESS CO | 25974 | 9609239 | COM |
| VANGUARD INDEX FDS | 30650 | 9259859 | SML CP GRW ETF |
| SELECT SECTOR SPDR TR | 211651 | 9035421 | STATE STREET UTI |
| QUALCOMM INC | 52032 | 8900185 | COM |
| SELECT SECTOR SPDR TR | 85630 | 8884262 | STATE STREET CON |
| VANGUARD INTL EQUITY INDEX F | 164223 | 8828637 | FTSE EMR MKT ETF |
| ISHARES TR | 72632 | 8807901 | ESG MSCI LEADR |
| VANGUARD WORLD FD | 65790 | 8782341 | FINANCIALS ETF |
| ISHARES TR | 92276 | 8774560 | ESG AW MSCI EAFE |
| ISHARES TR | 90239 | 8665725 | MSCI EAFE ETF |
| ISHARES TR | 87002 | 8473995 | GLOB HLTHCRE ETF |
| ISHARES TR | 24354 | 8352734 | S&P 100 ETF |
| DIMENSIONAL ETF TRUST | 110906 | 8225900 | US EQUITY MARKET |
| RTX CORPORATION | 44778 | 8212376 | COM |
| ISHARES TR | 65885 | 8121024 | S&P 500 GRWT ETF |
| WALMART INC | 72593 | 8104717 | COM |
| GSK PLC | 161662 | 7997399 | SPONSORED ADR |
| AMGEN INC | 24220 | 7927710 | COM |
| ISHARES TR | 348128 | 7639688 | IBONDS 29 TRM TS |
| SELECT SECTOR SPDR TR | 48713 | 7540802 | STATE STREET HEA |
| HOME DEPOT INC | 21891 | 7532860 | COM |
| ISHARES TR | 33898 | 7188803 | S&P 500 VAL ETF |
| NETFLIX INC | 74090 | 6946800 | COM |
| NEWMARK GROUP INC | 397408 | 6891063 | CL A |
| ORACLE CORP | 34615 | 6746967 | COM |
| ISHARES TR | 55241 | 6593096 | 3 7 YR TREAS BD |
| HENNESSY FDS TR | 192756 | 6387947 | SUSTAINABLE ETF |
| ISHARES TR | 115549 | 6321714 | MSCI EMG MKT ETF |
| ISHARES TR | 61602 | 6316669 | CORE S&P US VLU |
| GILEAD SCIENCES INC | 51045 | 6265347 | COM |
| SCHWAB STRATEGIC TR | 192597 | 5743266 | INTERNL DIVID |
| TESLA INC | 12750 | 5734267 | COM |
| ISHARES TR | 119154 | 5701566 | ESG AWR US AGRGT |
| JOHNSON & JOHNSON | 27419 | 5674478 | COM |
| VANGUARD SCOTTSDALE FDS | 94636 | 5557990 | SHORT TERM TREAS |
| VANGUARD INDEX FDS | 30911 | 5482684 | MCAP VL IDXVIP |
| GENIUS SPORTS LIMITED | 489835 | 5397982 | SHARES CL A |
| FIRST TR EXCHANGE TRADED FD | 75251 | 5376712 | NASDAQ CYB ETF |
| BERKSHIRE HATHAWAY INC DEL | 7 | 5283600 | CL A |
| VANGUARD WORLD FD | 18347 | 5281338 | HEALTH CAR ETF |
| PRICE T ROWE GROUP INC | 50522 | 5172514 | COM |
| VANGUARD INTL EQUITY INDEX F | 54619 | 4937631 | FTSE PACIFIC ETF |
| ISHARES SILVER TR | 75492 | 4863195 | ISHARES |
| ISHARES INC | 63695 | 4629404 | MSCI EMRG CHN |
| FIDELITY MERRIMACK STR TR | 99162 | 4591920 | TOTAL BD ETF |
| SPROTT ASSET MANAGEMENT LP | 100166 | 4587603 | PHYSICAL GOLD AN |
| CAPITAL ONE FINL CORP | 18662 | 4523145 | COM |
| SCHWAB STRATEGIC TR | 164774 | 4519772 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 17050 | 4398183 | SMALL CP ETF |
| EXXON MOBIL CORP | 36133 | 4348247 | COM |
| INVESCO EXCH TRADED FD TR II | 60689 | 4334408 | S&P500 LOW VOL |
| ISHARES TR | 111795 | 4280637 | CHINA LG-CAP ETF |
| CHIPOTLE MEXICAN GRILL INC | 111884 | 4139708 | COM |
| ISHARES TR | 29558 | 4118764 | ESG OPTIMIZED |
| WELLS FARGO CO NEW | 43072 | 4014343 | COM |
| VANGUARD WORLD FD | 9705 | 4006256 | MEGA GRWTH IND |
| DBX ETF TR | 42230 | 3997479 | XTRACK MSCI JAPN |
| PFIZER INC | 156967 | 3908491 | COM |
| VANECK ETF TRUST | 45499 | 3902505 | GOLD MINERS ETF |
| WASTE MGMT INC DEL | 17656 | 3879349 | COM |
| THERMO FISHER SCIENTIFIC INC | 6657 | 3860753 | COM |
| ABBOTT LABS | 30775 | 3855892 | COM |
| CISCO SYS INC | 48701 | 3751514 | COM |
| BLACKROCK ETF TRUST II | 70993 | 3746301 | ISHARES FLEXIBLE |
| ISHARES TR | 27252 | 3731909 | RUS MD CP GR ETF |
| VANGUARD STAR FDS | 49465 | 3731667 | VG TL INTL STK F |
| GLOBAL X FDS | 195533 | 3717094 | US PFD ETF |
| GOLUB CAP BDC INC | 271290 | 3681407 | COM |
| ISHARES TR | 154727 | 3663173 | IBONDS 28 TR HI |
| ISHARES TR | 42840 | 3625984 | CORE MSCI TOTAL |
| BOEING CO | 16690 | 3623865 | COM |
| CHEVRON CORP NEW | 23551 | 3589509 | COM |
| DANAHER CORPORATION | 15491 | 3551339 | COM |
| VANGUARD ADMIRAL FDS INC | 7884 | 3505353 | 500 GRTH IDX F |
| S&P GLOBAL INC | 6608 | 3453347 | COM |
| PEPSICO INC | 23327 | 3378156 | COM |
| TARGET CORP | 34497 | 3372103 | COM |
| VANECK ETF TRUST | 9341 | 3364009 | SEMICONDUCTR ETF |
| LAM RESEARCH CORP | 19329 | 3314056 | COM NEW |
| PIMCO ETF TR | 31832 | 3205573 | ENHAN SHRT MA AC |
| PALO ALTO NETWORKS INC | 17387 | 3202685 | COM |
| ISHARES TR | 59195 | 3130258 | ISHS 1-5YR INVS |
| ALTRIA GROUP INC | 53167 | 3121997 | COM |
| MCDONALDS CORP | 9939 | 3037938 | COM |
| J P MORGAN EXCHANGE TRADED F | 55674 | 3020646 | ACTIVE BOND ETF |
| SCHWAB STRATEGIC TR | 115080 | 3018562 | US BRD MKT ETF |
| DIMENSIONAL ETF TRUST | 59957 | 2991863 | INTERNATNAL VAL |
| VANGUARD INDEX FDS | 10301 | 2989748 | MID CAP ETF |
| FIDELITY COVINGTON TRUST | 38378 | 2983570 | MSCI FINLS IDX |
| ISHARES TR | 30572 | 2939846 | 7-10 YR TRSY BD |
| UNION PAC CORP | 12478 | 2886501 | COM |
| ASML HOLDING N V | 2695 | 2883329 | N Y REGISTRY SHS |
| FIDELITY COVINGTON TRUST | 12657 | 2843741 | MSCI INFO TECH I |
| PROCTER AND GAMBLE CO | 19754 | 2830996 | COM |
| INTERNATIONAL BUSINESS MACHS | 9546 | 2827814 | COM |
| ISHARES TR | 38621 | 2827443 | CORE MSCI PAC |
| DIMENSIONAL ETF TRUST | 58794 | 2739258 | US MKTWIDE VALUE |
| SELECT SECTOR SPDR TR | 60719 | 2714772 | STATE STREET ENE |
| J P MORGAN EXCHANGE TRADED F | 33660 | 2702174 | JPMORGAN INTL VL |
| VANGUARD WORLD FD | 8947 | 2669817 | INDUSTRIAL ETF |
| ROSS STORES INC | 14817 | 2669269 | COM |
| UBER TECHNOLOGIES INC | 32528 | 2657868 | COM |
| ISHARES INC | 60077 | 2653632 | ESG AWR MSCI EM |
| BANK AMERICA CORP | 47927 | 2636008 | COM |
| RINGCENTRAL INC | 90311 | 2608182 | CL A |
| VANGUARD MUN BD FDS | 51826 | 2606343 | TAX EXEMPT BD |
| T ROWE PRICE ETF INC | 67284 | 2571629 | CAP APPRECIATION |
| NOVAGOLD RES INC | 275712 | 2569636 | COM NEW |
| ISHARES TR | 26306 | 2532798 | JPMORGAN USD EMG |
| BUSINESS FIRST BANCSHARES IN | 95862 | 2505833 | COM |
| VIRTU FINL INC | 74707 | 2489269 | CL A |
| VANGUARD WORLD FD | 12359 | 2393144 | COMM SRVC ETF |
| ISHARES TR | 28986 | 2390777 | CORE MSCI INTL |
| BRISTOL-MYERS SQUIBB CO | 42881 | 2313029 | COM |
| GOLDMAN SACHS ETF TR | 36141 | 2300782 | MARKETBETA RUSS |
| PROSHARES TR | 21934 | 2282671 | S&P 500 DV ARIST |
| MADISON SQUARE GRDN SPRT COR | 8784 | 2272100 | CL A |
| NEWMONT CORP | 22480 | 2244726 | COM |
| SPDR DOW JONES INDL AVERAGE | 4638 | 2234184 | UT SER 1 |
| COCA COLA CO | 31350 | 2191714 | COM |
| SCHWAB STRATEGIC TR | 75157 | 2140473 | US SML CAP ETF |
| VANGUARD SCOTTSDALE FDS | 28203 | 2139206 | LG-TERM COR BD |
| ISHARES INC | 49415 | 2100138 | MSCI GERMANY ETF |
| ZOETIS INC | 16687 | 2099643 | CL A |
| CONSTELLATION BRANDS INC | 15217 | 2099373 | CL A |
| EATON CORP PLC | 6545 | 2084807 | SHS |
| J P MORGAN EXCHANGE TRADED F | 35462 | 2045009 | EQUITY PREMIUM |
| NIKE INC | 32033 | 2042931 | CL B |
| GOLDMAN SACHS ETF TR | 47993 | 2000984 | ACCESS US AGRAT |
| ISHARES TR | 45219 | 1988732 | MSCI UK ETF NEW |
| ISHARES TR | 6064 | 1958814 | RUS 2000 GRW ETF |
| NEXTERA ENERGY INC | 24174 | 1940702 | COM |
| ISHARES TR | 74393 | 1936078 | IBONDS OCT 2029 |
| ISHARES TR | 20424 | 1923148 | MSCI USA MIN VOL |
| ISHARES TR | 11334 | 1912878 | ISHARES BIOTECH |
| ENTERPRISE PRODS PARTNERS L | 59377 | 1903641 | COM |
| ISHARES INC | 35180 | 1897272 | MSCI CDA ETF |
| VANGUARD WORLD FD | 15657 | 1893964 | ESG US STK ETF |
| ISHARES TR | 9517 | 1890289 | MSCI USA QLT FCT |
| ECOLAB INC | 7115 | 1873084 | COM |
| WEYERHAEUSER CO MTN BE | 78875 | 1868569 | COM NEW |
| SALESFORCE INC | 7012 | 1860527 | COM |
| LAZARD INC | 38220 | 1855963 | COM |
| J P MORGAN EXCHANGE TRADED F | 36188 | 1833166 | MUNICIPAL ETF |
| ISHARES TR | 6078 | 1830390 | ISHARES SEMICDTR |
| ISHARES TR | 16443 | 1807320 | TIPS BD ETF |
| MASTERCARD INCORPORATED | 3150 | 1798390 | CL A |
| TWILIO INC | 12489 | 1776435 | CL A |
| TJX COS INC NEW | 11528 | 1770828 | COM |
| SHERWIN WILLIAMS CO | 5455 | 1767603 | COM |
| ISHARES TR | 21008 | 1739959 | 1 3 YR TREAS BD |
| CITIGROUP INC | 14867 | 1734872 | COM NEW |
| EA SERIES TRUST | 14650 | 1686215 | ALPHA ARCH 1-3 |
| MONGODB INC | 4016 | 1685475 | CL A |
| ISHARES TR | 26710 | 1660038 | U.S. MED DVC ETF |
| ISHARES GOLD TR | 20438 | 1658952 | ISHARES NEW |
| MCCORMICK & CO INC | 24107 | 1653499 | COM NON VTG |
| FIRST TR EXCHANGE-TRADED FD | 23414 | 1642397 | SHS |
| ISHARES TR | 11505 | 1623889 | SELECT DIVID ETF |
| DISNEY WALT CO | 14072 | 1611631 | COM |
| ADAPTIVE BIOTECHNOLOGIES COR | 97218 | 1578820 | COM |
| VANECK ETF TRUST | 61548 | 1568254 | IG FLOATING RATE |
| ADVANCED MICRO DEVICES INC | 7262 | 1555344 | COM |
| COMCAST CORP NEW | 51175 | 1529631 | CL A |
| ISHARES INC | 29802 | 1504146 | MSCI PAC JP ETF |
| JANUS DETROIT STR TR | 29623 | 1498331 | HENDRSON AAA CL |
| VANGUARD INTL EQUITY INDEX F | 19782 | 1455229 | ALLWRLD EX US |
| VANGUARD MALVERN FDS | 18962 | 1450261 | SHORT DURATION B |
| UNITEDHEALTH GROUP INC | 4318 | 1425699 | COM |
| WISDOMTREE TR | 26797 | 1421849 | EUROPE HEDGED EQ |
| EVEREST GROUP LTD | 4164 | 1413053 | COM |
| CHECK POINT SOFTWARE TECH LT | 7561 | 1403118 | ORD |
| BELPOINTE PREP LLC | 21203 | 1378831 | UNIT RP LTD LB A |
| VANGUARD BD INDEX FDS | 18598 | 1377597 | TOTAL BND MRKT |
| FIDELITY COVINGTON TRUST | 13430 | 1372014 | MSCI CONSM DIS |
| MOODYS CORP | 2603 | 1329745 | COM |
| PIMCO ETF TR | 13401 | 1325196 | ENHANCD SHORT |
| VANGUARD INDEX FDS | 6226 | 1318732 | SM CP VAL ETF |
| WISDOMTREE TR | 33126 | 1292595 | EM EX ST-OWNED |
| HILTON WORLDWIDE HLDGS INC | 4491 | 1290040 | COM |
| J P MORGAN EXCHANGE TRADED F | 19467 | 1283077 | BETABULDRS JAPAN |
| INVESCO EXCH TRADED FD TR II | 52356 | 1264921 | CALIF AMT MUN |
| MPLX LP | 23008 | 1227937 | COM UNIT REP LTD |
| AMERICAN CENTY ETF TR | 10985 | 1227908 | US EQT ETF |
| ISHARES TR | 27267 | 1217477 | ESG SELECT SCRE |
| ISHARES TR | 5620 | 1206585 | US AER DEF ETF |
| SCHWAB CHARLES CORP | 12000 | 1198920 | COM |
| ADOBE INC | 3397 | 1188916 | COM |
| SELECT SECTOR SPDR TR | 26029 | 1180459 | STATE STREET MAT |
| ISHARES TR | 7790 | 1160578 | ESG AWR MSCI USA |
| WISDOMTREE TR | 12923 | 1155710 | US QTLY DIV GRT |
| INTEL CORP | 30913 | 1140702 | COM |
| ZIMMER BIOMET HOLDINGS INC | 12539 | 1130523 | COM |
| WISDOMTREE TR | 24382 | 1128643 | INDIA ERNGS FD |
| ACCENTURE PLC IRELAND | 4201 | 1127372 | SHS CLASS A |
| ISHARES TR | 12930 | 1127054 | 20 YR TR BD ETF |
| BROOKFIELD CORP | 24466 | 1122774 | CL A LTD VT SH |
| FIRST TR EXCHNG TRADED FD VI | 25800 | 1120107 | FT VEST US |
| ALNYLAM PHARMACEUTICALS INC | 2800 | 1113458 | COM |
| HERITAGE COMM CORP | 92556 | 1111598 | COM |
| LOCKHEED MARTIN CORP | 2296 | 1110807 | COM |
| J P MORGAN EXCHANGE TRADED F | 23595 | 1097266 | INCOME ETF |
| EMERSON ELEC CO | 8230 | 1092360 | COM |
| INVESCO EXCH TRADED FD TR II | 12893 | 1086832 | KBW BK ETF |
| J P MORGAN EXCHANGE TRADED F | 15013 | 1085740 | BETABUILDERS I |
| VANECK ETF TRUST | 30947 | 1080989 | REAL ASSETS ETF |
| SCHWAB STRATEGIC TR | 40103 | 1079195 | US LRG CAP ETF |
| ISHARES TR | 27330 | 1078169 | INTL SEL DIV ETF |
| GARMIN LTD | 5312 | 1077565 | SHS |
| J P MORGAN EXCHANGE TRADED F | 19139 | 1077536 | BETABUILDERS DEV |
| BOOKING HOLDINGS INC | 200 | 1072939 | COM |
| VANECK MERK GOLD ETF | 25525 | 1058777 | GOLD SHS |
| ISHARES TR | 14012 | 1053142 | ESG EAFE ETF |
| PUBLIC STORAGE OPER CO | 4033 | 1046564 | COM |
| CHUBB LIMITED | 3330 | 1042793 | COM |
| T ROWE PRICE ETF INC | 28959 | 1039631 | SMALL MID CAP |
| VANGUARD WHITEHALL FDS | 11513 | 1036233 | INTL HIGH ETF |
| VANGUARD WORLD FD | 2602 | 1024980 | CONSUM DIS ETF |
| SCHWAB STRATEGIC TR | 22657 | 1024360 | FUNDAMENTAL INTL |
| PARKER-HANNIFIN CORP | 1163 | 1022309 | COM |
| TE CONNECTIVITY PLC | 4483 | 1020074 | ORD SHS |
| ISHARES TR | 8859 | 1009251 | EAFE GRWTH ETF |
| FIDELITY WISE ORIGIN BITCOIN | 13229 | 1008447 | SHS |
| CALIFORNIA BANCORP | 53579 | 1005678 | COM |
| FIRST TR EXCH TRADED FD III | 55175 | 1005292 | PFD SECS INC ETF |
| ARM HOLDINGS PLC | 9175 | 1002919 | SPONSORED ADS |
| WISDOMTREE TR | 14511 | 997836 | INTL EQUITY FD |
| ISHARES TR | 13935 | 989129 | CORE MSCI EURO |
| PAN AMERN SILVER CORP | 19021 | 985478 | COM |
| ISHARES TR | 21214 | 975424 | ESG AWARE MSCI |
| ISHARES TR | 4636 | 975252 | RUS 1000 VAL ETF |
| TOPGOLF CALLAWAY BRANDS CORP | 83379 | 973033 | COM |
| KLA CORP | 796 | 967616 | COM NEW |
| 3M CO | 6035 | 966234 | COM |
| ELEVANCE HEALTH INC FORMERLY | 2729 | 956651 | COM |
| VANGUARD SCOTTSDALE FDS | 7812 | 951111 | VNG RUS1000GRW |
| KKR & CO INC | 7400 | 943437 | COM |
| GOLDMAN SACHS GROUP INC | 1071 | 941417 | COM |
| CAPITAL GROUP INTL FOCUS EQT | 31766 | 938702 | SHS CREATION UNI |
| TOOTSIE ROLL INDS INC | 25475 | 935442 | COM |
| HYATT HOTELS CORP | 5829 | 934505 | COM CL A |
| ILLUMINA INC | 7122 | 934184 | COM |
| WISDOMTREE TR | 18517 | 931794 | FLOATNG RAT TREA |
| VODAFONE GROUP PLC NEW | 68396 | 922107 | SPONSORED ADR |
| GLOBAL X FDS | 13626 | 917182 | MSCI GREECE ETF |
| FISERV INC | 13640 | 916199 | COM |
| AEROVIRONMENT INC | 3750 | 907088 | COM |
| LEGG MASON ETF INVT | 24432 | 899620 | FRANKLIN INTL LW |
| ISHARES TR | 16498 | 891735 | MSCI INDIA ETF |
| ISHARES TR | 6806 | 876817 | ESG MSCI KLD 400 |
| HALEON PLC | 86571 | 875234 | SPON ADS |
| MORGAN STANLEY | 4832 | 857892 | COM NEW |
| FIRST TR EXCHANGE-TRADED FD | 4118 | 850449 | NY ARCA BIOTECH |
| STARBUCKS CORP | 10085 | 849326 | COM |
| FIRST TR EXCHANGE TRADED FD | 8636 | 849138 | RBA INDL ETF |
| VANGUARD INDEX FDS | 2679 | 843464 | LARGE CAP ETF |
| PIPER SANDLER COMPANIES | 2464 | 837045 | COM |
| BLACKROCK ETF TRUST | 13497 | 820774 | ISHARES US EQUIT |
| WISDOMTREE TR | 5625 | 810900 | JAPN HEDGE EQT |
| MARRIOTT INTL INC NEW | 2555 | 792663 | CL A |
| SUNCOR ENERGY INC NEW | 17774 | 788475 | COM |
| ISHARES TR | 16832 | 783220 | EGSADVNCDMSCI EM |
| MICRON TECHNOLOGY INC | 2685 | 766753 | COM |
| ISHARES TR | 6704 | 762390 | SP SMCP600VL ETF |
| DIMENSIONAL ETF TRUST | 10919 | 760737 | US SMALL CAP ETF |
| FIDELITY COVINGTON TRUST | 10232 | 760062 | MSCI HLTH CARE I |
| POLARIS INC | 12000 | 759000 | COM |
| BLOOM ENERGY CORP | 8729 | 758463 | COM CL A |
| ISHARES TR | 5787 | 746210 | U.S. FINLS ETF |
| FIRST TR EXCHANGE-TRADED FD | 14842 | 741952 | FST LOW OPPT EFT |
| API GROUP CORP | 19383 | 741594 | COM STK |
| DOLLAR GEN CORP NEW | 5581 | 740989 | COM |
| AFLAC INC | 6709 | 739801 | COM |
| ISHARES TR | 5564 | 732294 | S&P MC 400VL ETF |
| FACTSET RESH SYS INC | 2514 | 729579 | COM |
| MADISON SQUARE GARDEN ENTMT | 13537 | 729509 | COM CL A |
| SABINE RTY TR | 10600 | 726842 | UNIT BEN INT |
| ANALOG DEVICES INC | 2649 | 718650 | COM |
| RADWARE LTD | 29430 | 708969 | ORD |
| INCYTE CORP | 7068 | 698176 | COM |
| AMERICAN CENTY ETF TR | 6813 | 694790 | US SML CP VALU |
| INVESCO EXCH TRADED FD TR II | 16278 | 686700 | RAFI DVLPD MRKTS |
| ISHARES TR | 2728 | 682846 | MSCI USA MMENTM |
| INVESCO EXCH TRADED FD TR II | 29199 | 677125 | NATL AMT MUNI |
| MANULIFE FINL CORP | 18626 | 675776 | COM |
| AUTOZONE INC | 198 | 671517 | COM |
| ISHARES INC | 24373 | 670501 | MSCI SINGPOR ETF |
| QUANTA SVCS INC | 1580 | 666956 | COM |
| GARTNER INC | 2630 | 663496 | COM |
| TOTALENERGIES SE | 10096 | 660523 | ACT |
| VENTAS INC | 8441 | 657216 | COM |
| AMERIPRISE FINL INC | 1313 | 644144 | COM |
| ISHARES TR | 4535 | 639793 | RUS MDCP VAL ETF |
| HONEYWELL INTL INC | 3255 | 635333 | COM |
| VERISK ANALYTICS INC | 2828 | 632595 | COM |
| US BANCORP DEL | 11722 | 631619 | COM NEW |
| FIDELITY COVINGTON TRUST | 7643 | 630446 | MSCI INDL INDX |
| MCKESSON CORP | 747 | 614028 | COM |
| ISHARES TR | 17431 | 613397 | MSCI POLAND ETF |
| ISHARES INC | 3298 | 612791 | MSCI WORLD ETF |
| OKTA INC | 7084 | 612559 | CL A |
| CSX CORP | 16784 | 608451 | COM |
| TECK RESOURCES LTD | 12637 | 605186 | CL B |
| ILLINOIS TOOL WKS INC | 2416 | 599077 | COM |
| AMPHENOL CORP NEW | 4361 | 590504 | CL A |
| ISHARES TR | 15723 | 587962 | BROAD USD HIGH |
| UNITED RENTALS INC | 725 | 586757 | COM |
| LOWES COS INC | 2426 | 585173 | COM |
| GLOBAL X FDS | 7850 | 576680 | GLOBAL X COPPER |
| BLUE OWL CAPITAL INC | 37936 | 566769 | COM CL A |
| FORD MTR CO | 42683 | 560008 | COM |
| ISHARES TR | 3956 | 559743 | MSCI ACWI ETF |
| AUTOMATIC DATA PROCESSING IN | 2153 | 557482 | COM |
| MONDELEZ INTL INC | 10196 | 554000 | CL A |
| EDWARDS LIFESCIENCES CORP | 6445 | 549436 | COM |
| ISHARES INC | 6799 | 549026 | MSCI JAPAN ETF |
| INTUIT | 826 | 547603 | COM |
| ISHARES TR | 2735 | 546207 | U.S. TECH ETF |
| VANGUARD SCOTTSDALE FDS | 5916 | 546047 | VNG RUS1000VAL |
| ISHARES TR | 23490 | 542149 | IBONDS 2026 TERM |
| WW GRAINGER INC | 537 | 541860 | COM |
| VERIZON COMMUNICATIONS INC | 13276 | 540742 | COM |
| VANGUARD INDEX FDS | 6103 | 540063 | REAL ESTATE ETF |
| MOTOROLA SOLUTIONS INC | 1402 | 539121 | COM NEW |
| FIRST TR EXCHANGE TRADED FD | 7737 | 537489 | RISNG DIVD ACHIV |
| SCHWAB STRATEGIC TR | 22224 | 534271 | INTL EQTY ETF |
| CONOCOPHILLIPS | 5672 | 530959 | COM |
| MODERNA INC | 17928 | 528697 | COM |
| KEYSIGHT TECHNOLOGIES INC | 2587 | 525653 | COM |
| VANGUARD WORLD FD | 4153 | 523066 | ENERGY ETF |
| ISHARES TR | 9904 | 521150 | US INFRASTRUC |
| PAYPAL HLDGS INC | 8788 | 513071 | COM |
| ISHARES TR | 11007 | 512266 | CORE UNIVRSL USD |
| DBX ETF TR | 10655 | 511440 | XTRACK MSCI EURP |
| TRANE TECHNOLOGIES PLC | 1283 | 499344 | SHS |
| KINDER MORGAN INC DEL | 18120 | 498135 | COM |
| T ROWE PRICE ETF INC | 9943 | 495758 | PRICE BLUE CHIP |
| FIDELITY COVINGTON TRUST | 19959 | 494402 | MSCI ENERGY IDX |
| TRINITY INDS INC | 18641 | 492868 | COM |
| REGENERON PHARMACEUTICALS | 636 | 491037 | COM |
| ECHOSTAR CORP | 4500 | 489150 | CL A |
| CROWDSTRIKE HLDGS INC | 1041 | 487979 | CL A |
| APOLLO GLOBAL MGMT INC | 3353 | 485380 | COM |
| ISHARES INC | 7536 | 482634 | MSCI EMERG MRKT |
| GALLAGHER ARTHUR J & CO | 1857 | 480573 | COM |
| ISHARES TR | 21000 | 480375 | IBONDS 26 TRM TS |
| GE VERNOVA INC | 732 | 479031 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1570 | 478562 | SPONSORED ADS |
| PHILIP MORRIS INTL INC | 2954 | 478212 | COM |
| VANGUARD CHARLOTTE FDS | 9844 | 475662 | TOTAL INT BD ETF |
| C3 AI INC | 30500 | 468046 | CL A |
| ROCKWELL AUTOMATION INC | 1202 | 467719 | COM |
| ISHARES TR | 4826 | 467612 | S&P MC 400GR ETF |
| GOLDMAN SACHS ETF TR | 9132 | 466290 | DYNAMIC CAL MUNI |
| FIDELITY COVINGTON TRUST | 17030 | 457937 | MSCI RL EST ETF |
| J P MORGAN EXCHANGE TRADED F | 8978 | 455809 | ULTRA SHRT ETF |
| PDD HOLDINGS INC | 4000 | 453560 | SPONSORED ADS |
| WILLSCOT HLDGS CORP | 24053 | 452918 | COM CL A |
| VANGUARD WORLD FD | 6315 | 452280 | ESG INTL STK ETF |
| SOUTHERN CO | 5167 | 450593 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 741 | 448649 | UTSER1 S&PDCRP |
| INVESCO EXCH TRADED FD TR II | 1771 | 448063 | NASDAQ 100 ETF |
| ULTA BEAUTY INC | 740 | 447713 | COM |
| ISHARES TR | 1149 | 444569 | RUSSELL 3000 ETF |
| PETROLEO BRASILEIRO SA PETRO | 36506 | 443766 | SPONSORED ADR |
| SIMON PPTY GROUP INC NEW | 2371 | 438906 | COM |
| WEC ENERGY GROUP INC | 4149 | 437554 | COM |
| AT&T INC | 17434 | 433071 | COM |
| FIRST TR EXCHNG TRADED FD VI | 10880 | 430846 | FT VEST U.S EQT |
| FORTINET INC | 5395 | 428417 | COM |
| ISHARES BITCOIN TRUST ETF | 8624 | 428182 | SHS BEN INT |
| TRAVELERS COMPANIES INC | 1475 | 427844 | COM |
| PALANTIR TECHNOLOGIES INC | 2403 | 427133 | CL A |
| INVESCO EXCHANGE TRADED FD T | 9119 | 425629 | S&P500 PUR GWT |
| FIDELITY COVINGTON TRUST | 8635 | 424756 | CONSMR STAPLES |
| GLOBAL X FDS | 8268 | 420883 | ARTIFICIAL ETF |
| MANHATTAN ASSOCIATES INC | 2421 | 419679 | COM |
| ROCKET COS INC | 21300 | 412368 | COM CL A |
| PARAMOUNT SKYDANCE CORP | 30265 | 407066 | COM CL B |
| SPHERE ENTERTAINMENT CO | 4272 | 406182 | CL A |
| PROGRESSIVE CORP | 1783 | 406025 | COM |
| CVS HEALTH CORP | 5105 | 405153 | COM |
| XYLEM INC | 2962 | 403365 | COM |
| FIDELITY NATIONAL FINANCIAL | 7308 | 398953 | COM SHS |
| TEXAS INSTRS INC | 2287 | 396842 | COM |
| BLOCK INC | 6089 | 396333 | CL A |
| FIRST TR EXCHANGE-TRADED FD | 2775 | 394409 | NASDAQ-100 SEL |
| PHILLIPS 66 | 3035 | 391677 | COM |
| VANECK ETF TRUST | 3441 | 391559 | JUNIOR GOLD MINE |
| CARLYLE GROUP INC | 6595 | 389859 | COM |
| SHELL PLC | 5218 | 383484 | SPON ADS |
| FIRST TR EXCHANGE-TRADED FD | 1408 | 379005 | DJ INTERNT IDX |
| PTC INC | 2167 | 377551 | COM |
| CONSOLIDATED EDISON INC | 3763 | 373741 | COM |
| VANGUARD SCOTTSDALE FDS | 3727 | 370911 | VNG RUS2000IDX |
| GRAIL INC | 4328 | 370434 | COM |
| REGENCY CTRS CORP | 5301 | 369930 | COM |
| MARSH & MCLENNAN COS INC | 1991 | 369370 | COM |
| MARTIN MARIETTA MATLS INC | 590 | 367805 | COM |
| TTEC HLDGS INC | 101795 | 366462 | COM |
| UNILEVER PLC | 5593 | 365782 | SPON ADR NEW |
| SHOPIFY INC | 2271 | 365705 | CL A SUB VTG SHS |
| OTIS WORLDWIDE CORP | 4117 | 359670 | COM |
| CUMMINS INC | 704 | 359491 | COM |
| ONEOK INC NEW | 4837 | 355528 | COM |
| ISHARES TR | 3596 | 354206 | CONV BD ETF |
| SELECT SECTOR SPDR TR | 8616 | 347686 | STATE STREET REA |
| ISHARES TR | 1910 | 346233 | RUS 2000 VAL ETF |
| ISHARES TR | 2191 | 345594 | MICRO-CAP ETF |
| WELLTOWER INC | 1859 | 345166 | COM |
| INDIA FD INC | 25000 | 342750 | COM |
| INTUITIVE SURGICAL INC | 601 | 340666 | COM NEW |
| HEALTHPEAK PROPERTIES INC | 21100 | 339288 | COM |
| NORFOLK SOUTHN CORP | 1169 | 337514 | COM |
| BLUE OWL CAPITAL CORPORATION | 25950 | 332160 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 4130 | 331684 | COM |
| DBX ETF TR | 10655 | 330198 | XTRACK MSCI EAFE |
| BLACKSTONE SECD LENDING FD | 12100 | 327910 | COMMON STOCK |
| NRG ENERGY INC | 2051 | 326634 | COM NEW |
| MSCI INC | 568 | 325882 | COM |
| CONSTELLATION ENERGY CORP | 916 | 323651 | COM |
| LUMEN TECHNOLOGIES INC | 41641 | 323558 | COM |
| NUSHARES ETF TR | 8931 | 323392 | NUVEEN ESG INTL |
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