Kaufman Rossin Wealth, LLC Portfolio Holdings

Kaufman Rossin Wealth, LLC

  • $158 Billion
  • Q2 2025

Kaufman Rossin Wealth, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $23.8B, Ishares Core S&P Total U.S. St with a value of $14.5B, American Centy ETF Tr Avantis with a value of $12.6B, Dimensional ETF Tr Emerging Mk with a value of $9.55B, and Dimensional ETF Tr Dimensional with a value of $7.12B.

Examining the 13F form we can see an increase of $18.1B in the current position value, from $140B to 158B.

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 $158 Billion
ETFs: $86.8 Billion
Technology: $15.8 Billion
Consumer Cyclical: $6.77 Billion
Industrials: $5.07 Billion
Healthcare: $3.87 Billion
Financial Services: $3.79 Billion
Communication Services: $3.31 Billion
Consumer Defensive: $2.39 Billion
Other: $3.84 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Ea Series Trust
-
$23.8 Billion 15.07% of portfolio
-
Q2 2025 Added 16.88%
$0
$14.5 Billion 9.18% of portfolio
107,354
Q2 2025 Added 5.02%
$0
$12.6 Billion 7.95% of portfolio
158,410
Q2 2025 Added 10.49%
$0
$9.55 Billion 6.04% of portfolio
321,614
Q2 2025 Added 7.74%
$0
$7.12 Billion 4.51% of portfolio
200,363
Q2 2025 Added 9.58%
$0
$6.49 Billion 4.11% of portfolio
181,175
Q2 2025 Reduced 3.31%
$0
$6.11 Billion 3.87% of portfolio
80,329
Q2 2025 Added 10.55%
$0
$5.63 Billion 3.57% of portfolio
190,974
Q2 2025 Added 12.38%
$0
$4.51 Billion 2.85% of portfolio
136,966
Q2 2025 Added 4.35%
$0
$3.66 Billion 2.32% of portfolio
61,202
Q2 2025 Added 15.85%
$0
$3 Billion 1.9% of portfolio
9,865
Q2 2025 Added 151.15%
$0
$2.56 Billion 1.62% of portfolio
59,841
Q2 2025 Reduced 3.71%
$3.38T
$2.32 Billion 1.47% of portfolio
11,319
Q2 2025 Added 39.53%
$170B
$2.12 Billion 1.34% of portfolio
5,471
Q2 2025 Reduced 5.7%
$431B
$1.81 Billion 1.14% of portfolio
11,444
Q2 2025 Added 3.32%
$0
$1.55 Billion 0.98% of portfolio
32,274
Q2 2025 Reduced 3.31%
$66.6B
$1.41 Billion 0.89% of portfolio
13,386
Q2 2025 Added 4.44%
$0
$1.34 Billion 0.85% of portfolio
14,748
Q2 2025 Reduced 3.74%
$0
$1.2 Billion 0.76% of portfolio
28,349
Q2 2025 Reduced 4.59%
$67.7B
$1.09 Billion 0.69% of portfolio
4,892
Q2 2025 Added 0.45%
$3.81T
$988 Million 0.63% of portfolio
1,985
Q2 2025 Reduced 26.43%
$0
$996 Million 0.63% of portfolio
19,813
Q2 2025 Reduced 5.67%
$79.2B
$866 Million 0.55% of portfolio
4,643
Q2 2025 Added 23.42%
Arista Networks Inc
-
$846 Million 0.54% of portfolio
-
Q2 2025 Added 6.75%
$422B
$851 Million 0.54% of portfolio
860
Q2 2025 Added 9.83%
$29.8B
$805 Million 0.51% of portfolio
2,786
Q2 2025 Added 5.53%
$15.3B
$784 Million 0.5% of portfolio
11,507
Q2 2025 Reduced 1.51%
$116B
$778 Million 0.49% of portfolio
2,822
Q2 2025 Added 12.93%
$2.28T
$763 Million 0.48% of portfolio
3,476
Q2 2025 Reduced 2.44%
$284B
$761 Million 0.48% of portfolio
2,957
Q2 2025 Reduced 17.56%
$278B
$738 Million 0.47% of portfolio
4,051
Q2 2025 Added 44.42%
Ge Vernova Inc
-
$713 Million 0.45% of portfolio
-
Q2 2025 Reduced 5.74%
$0
$716 Million 0.45% of portfolio
20,698
Q2 2025 Reduced 3.31%
$226B
$672 Million 0.43% of portfolio
116
Q2 2025 Reduced 2.52%
$0
$670 Million 0.42% of portfolio
22,799
Q2 2025 Reduced 3.74%
$84.1B
$651 Million 0.41% of portfolio
2,639
Q2 2025 Reduced 5.58%
$0
$581 Million 0.37% of portfolio
10,760
Q4 2024 New
$82.7B
$578 Million 0.37% of portfolio
5,468
Q2 2025 Reduced 34.94%
$207B
$561 Million 0.36% of portfolio
7,086
Q2 2025 Added 92.76%
$53.1B
$557 Million 0.35% of portfolio
1,800
Q2 2025 Added 124.44%
$75.6B
$537 Million 0.34% of portfolio
10,911
Q2 2025 Reduced 14.38%
$19.6B
$528 Million 0.33% of portfolio
10,228
Q2 2025 Added 60.99%
$19.7B
$521 Million 0.33% of portfolio
971
Q2 2025 Added 12.65%
$12.2B
$515 Million 0.33% of portfolio
2,749
Q2 2025 Added 20.73%
$194B
$504 Million 0.32% of portfolio
490
Q2 2025 Reduced 16.38%
$5.08B
$507 Million 0.32% of portfolio
32,188
Q2 2025 Added 93.09%
$75B
$476 Million 0.3% of portfolio
4,503
Q2 2025 Added 29.06%
$38.8B
$471 Million 0.3% of portfolio
1,635
Q2 2025 New
$60.6B
$453 Million 0.29% of portfolio
4,583
Q2 2025 Reduced 3.07%

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $158 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 44 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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