Kaufman Rossin Wealth, LLC Portfolio Holdings

Kaufman Rossin Wealth, LLC

  • $140 Billion
  • Q1 2025

Kaufman Rossin Wealth, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $140 Billion distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $19.4B, Ishares Core S&P Total U.S. St with a value of $12.5B, American Centy ETF Tr Avantis with a value of $10B, Dimensional ETF Tr Emerging Mk with a value of $7.9B, and Dimensional ETF Tr U S Core Eq with a value of $6.18B.

Examining the 13F form we can see an increase of $42.7B in the current position value, from $97.2B to 140B.

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 $140 Billion
ETFs: $71.9 Billion
Technology: $13.3 Billion
Healthcare: $7.3 Billion
Consumer Cyclical: $6.26 Billion
Financial Services: $6.11 Billion
Industrials: $5.15 Billion
Communication Services: $2.66 Billion
Consumer Defensive: $2.19 Billion
Other: $3.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Ea Series Trust
-
$19.4 Billion 13.89% of portfolio
-
Q1 2025 Reduced 0.05%
$0
$12.5 Billion 8.92% of portfolio
102,227
Q1 2025 Added 3.19%
$0
$10 Billion 7.15% of portfolio
143,373
Q1 2025 Added 5.16%
$0
$7.9 Billion 5.65% of portfolio
298,519
Q1 2025 Added 4.95%
$0
$6.18 Billion 4.42% of portfolio
187,378
Q1 2025 Reduced 0.38%
$0
$6.06 Billion 4.33% of portfolio
182,841
Q1 2025 Added 3.93%
$0
$5.01 Billion 3.58% of portfolio
72,661
Q1 2025 Added 4.36%
$0
$4.58 Billion 3.27% of portfolio
169,938
Q1 2025 Added 5.43%
$0
$3.82 Billion 2.73% of portfolio
131,251
Q1 2025 Added 0.33%
$0
$3.14 Billion 2.24% of portfolio
52,830
Q1 2025 Reduced 3.46%
$0
$2.45 Billion 1.75% of portfolio
62,145
Q1 2025 Reduced 0.2%
$193B
$2.23 Billion 1.59% of portfolio
5,802
Q1 2025 Added 348.72%
$3.23T
$1.8 Billion 1.29% of portfolio
8,112
Q1 2025 Added 90.33%
$0
$1.59 Billion 1.13% of portfolio
33,380
Q1 2025 Reduced 15.52%
$0
$1.35 Billion 0.97% of portfolio
35,232
Q4 2024 New
$0
$1.34 Billion 0.95% of portfolio
15,321
Q1 2025 Added 172.91%
$337B
$1.2 Billion 0.86% of portfolio
11,076
Q1 2025 Added 196.55%
$0
$1.08 Billion 0.77% of portfolio
3,928
Q1 2025 Added 25.1%
$0
$1.05 Billion 0.75% of portfolio
21,003
Q1 2025 Reduced 15.88%
$3.43T
$1.01 Billion 0.72% of portfolio
2,698
Q1 2025 Added 33.04%
$80.3B
$809 Million 0.58% of portfolio
8,404
Q1 2025 Added 259.15%
$47.4B
$747 Million 0.53% of portfolio
12,817
Q1 2025 New
$460B
$741 Million 0.53% of portfolio
783
Q1 2025 Added 46.9%
$14.5B
$707 Million 0.51% of portfolio
11,683
Q1 2025 New
$65.8B
$712 Million 0.51% of portfolio
4,870
Q1 2025 New
$269B
$718 Million 0.51% of portfolio
3,587
Q1 2025 New
$28.9B
$670 Million 0.48% of portfolio
2,640
Q1 2025 New
$0
$669 Million 0.48% of portfolio
21,407
Q1 2025 Added 1.69%
$2.09T
$678 Million 0.48% of portfolio
3,563
Q1 2025 Added 78.6%
$70.2B
$661 Million 0.47% of portfolio
3,762
Q1 2025 New
$0
$621 Million 0.44% of portfolio
23,684
Q1 2025 Added 0.02%
$74.6B
$599 Million 0.43% of portfolio
1,169
Q1 2025 New
$32B
$606 Million 0.43% of portfolio
9,987
Q1 2025 New
Arista Networks Inc
-
$600 Million 0.43% of portfolio
-
Q1 2025 New
$70.5B
$599 Million 0.43% of portfolio
12,743
Q1 2025 New
$51.5B
$582 Million 0.42% of portfolio
4,872
Q1 2025 New
$0
$554 Million 0.4% of portfolio
10,760
Q4 2024 New
$219B
$548 Million 0.39% of portfolio
119
Q1 2025 New
$74.7B
$511 Million 0.37% of portfolio
2,795
Q1 2025 New
$146B
$505 Million 0.36% of portfolio
7,111
Q1 2025 New
$45.1B
$485 Million 0.35% of portfolio
858
Q1 2025 New
$29.5B
$475 Million 0.34% of portfolio
1,794
Q1 2025 New
$10.8B
$461 Million 0.33% of portfolio
6,519
Q1 2025 New
$204B
$467 Million 0.33% of portfolio
586
Q1 2025 New
Atlassian Corporation
-
$447 Million 0.32% of portfolio
-
Q1 2025 New
$7.01B
$446 Million 0.32% of portfolio
9,457
Q1 2025 New
$280B
$445 Million 0.32% of portfolio
2,805
Q1 2025 New
$109B
$435 Million 0.31% of portfolio
4,143
Q1 2025 New
$8.79B
$428 Million 0.31% of portfolio
4,270
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $140 Billion
  • Prior Value $97.2 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 116 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
Track This Portfolio

Track Kaufman Rossin Wealth, LLC Portfolio

Follow Kaufman Rossin Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kaufman Rossin Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kaufman Rossin Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email