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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.44B
$446 Million 0.32% of portfolio
9,457
Q1 2025 New
$8.86B
$428 Million 0.31% of portfolio
4,270
Q1 2025 New
$7.58B
$400 Million 0.29% of portfolio
12,156
Q1 2025 New
$4.91B
$368 Million 0.26% of portfolio
6,738
Q1 2025 New
$2.83B
$362 Million 0.26% of portfolio
6,515
Q1 2025 New
$2.46B
$341 Million 0.24% of portfolio
23,323
Q1 2025 New
$9.89B
$308 Million 0.22% of portfolio
3,263
Q1 2025 New
$5.03B
$291 Million 0.21% of portfolio
6,908
Q1 2025 New
$7.78B
$298 Million 0.21% of portfolio
4,090
Q1 2025 New
$2.22B
$278 Million 0.2% of portfolio
17,601
Q1 2025 New
$7.08B
$255 Million 0.18% of portfolio
5,855
Q1 2025 New
$9.3B
$233 Million 0.17% of portfolio
5,441
Q1 2025 New
$6.43B
$235 Million 0.17% of portfolio
2,501
Q1 2025 New
$7.77B
$218 Million 0.16% of portfolio
2,446
Q1 2025 New
$6.54B
$224 Million 0.16% of portfolio
14,790
Q1 2025 New
$2.08B
$218 Million 0.16% of portfolio
3,765
Q1 2025 New
$2.1B
$209 Million 0.15% of portfolio
9,577
Q1 2025 New
$5.44B
$206 Million 0.15% of portfolio
4,929
Q1 2025 New
$5.26B
$198 Million 0.14% of portfolio
16,670
Q1 2025 New
$3.37B
$195 Million 0.14% of portfolio
13,070
Q1 2025 New
$4.75B
$162 Million 0.12% of portfolio
10,447
Q1 2025 New
$3.97B
$159 Million 0.11% of portfolio
15,850
Q1 2025 New
$2.09B
$144 Million 0.1% of portfolio
23,259
Q1 2025 New
$3.58B
$122 Million 0.09% of portfolio
11,497
Q1 2025 New
$7.35B
$106 Million 0.08% of portfolio
12,961
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
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