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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$66.6B
$1.41 Billion 0.89% of portfolio
13,386
Q2 2025 Added 4.44%
$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%
$79.2B
$866 Million 0.55% of portfolio
4,643
Q2 2025 Added 23.42%
$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%
$226B
$672 Million 0.43% of portfolio
116
Q2 2025 Reduced 2.52%
$84.1B
$651 Million 0.41% of portfolio
2,639
Q2 2025 Reduced 5.58%
$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%
$8.21B
$445 Million 0.28% of portfolio
4,288
Q2 2025 Added 0.42%
$15.4B
$444 Million 0.28% of portfolio
4,653
Q2 2025 Added 1.39%
$104B
$424 Million 0.27% of portfolio
970
Q2 2025 Reduced 0.41%
$13.3B
$431 Million 0.27% of portfolio
3,773
Q2 2025 New
$36.1B
$427 Million 0.27% of portfolio
8,683
Q2 2025 New
$32.7B
$395 Million 0.25% of portfolio
3,076
Q2 2025 New
$12.7B
$401 Million 0.25% of portfolio
2,032
Q2 2025 New
$13.9B
$371 Million 0.24% of portfolio
2,198
Q2 2025 Added 10.18%
$93.6B
$359 Million 0.23% of portfolio
16,016
Q2 2025 New
$17.2B
$364 Million 0.23% of portfolio
4,765
Q2 2025 Reduced 4.74%
$25.1B
$359 Million 0.23% of portfolio
768
Q2 2025 Added 12.61%
$46.4B
$342 Million 0.22% of portfolio
593
Q2 2025 Reduced 30.89%
$58.7B
$340 Million 0.22% of portfolio
1,660
Q2 2025 Reduced 11.56%
$11.4B
$331 Million 0.21% of portfolio
8,622
Q2 2025 Added 6.06%
$9.27B
$333 Million 0.21% of portfolio
8,115
Q2 2025 Reduced 33.24%
$123B
$334 Million 0.21% of portfolio
722
Q2 2025 Added 0.56%
$24.7B
$339 Million 0.21% of portfolio
3,862
Q2 2025 Reduced 14.63%
$2.97B
$335 Million 0.21% of portfolio
6,330
Q2 2025 Reduced 2.84%
$21.5B
$326 Million 0.21% of portfolio
10,254
Q2 2025 New
$2.25B
$333 Million 0.21% of portfolio
29,142
Q2 2025 Added 24.95%
$4.62B
$319 Million 0.2% of portfolio
7,765
Q2 2025 Added 15.24%
$11.6B
$318 Million 0.2% of portfolio
10,696
Q2 2025 New

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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