Kaufman Rossin Wealth, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 157 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $28.9B, Ishares Core S&P Total U.S. St with a value of $18.6B, American Centy ETF Tr Avantis with a value of $15.7B, Dimensional ETF Tr Emerging Mk with a value of $11.2B, and Dimensional ETF Tr Dimensional with a value of $8.55B.
Examining the 13F form we can see an increase of $9.39B in the current position value, from $183B to 192B.
Kaufman Rossin Wealth, LLC is based out at Miami, FL
Below you can find more details about Kaufman Rossin Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$192 Billion
ETFs: $105 Billion
Technology: $18.8 Billion
Healthcare: $9.33 Billion
Consumer Cyclical: $7.45 Billion
Industrials: $6.74 Billion
Financial Services: $4.64 Billion
Communication Services: $2.49 Billion
Consumer Defensive: $2.03 Billion
Other: $3.18 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
