Kaufman Rossin Wealth, LLC - Portfolio Stock Holdings
Kaufman Rossin Wealth, LLC disclosed 187 stock positions in a recent SEC 13F filing. $247,124,110 of stock holdings were filed, with the largest holdings including BSVO, ITOT, and AVDV. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $506,702,684 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
187Est. Stock Holding Value:
$247,124,110Top Stock Holdings By Sector
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Portfolio Stock Holdings - Kaufman Rossin Wealth, LLC
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% of Portfolio
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