Kaufman Rossin Wealth, LLC - Portfolio Stock Holdings
Kaufman Rossin Wealth, LLC disclosed 116 stock positions in a recent SEC 13F filing. $212,205,242 of stock holdings were filed, with the largest holdings including BSVO, ITOT, and AVDV. This filing represented positions held on June 30, 2026, and was filed yesterday.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:
June 30, 2026No. of Stocks:
116Est. Stock Holding Value:
$212,205,242Top Stock Holdings By Sector
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Portfolio Stock Holdings - Kaufman Rossin Wealth, LLC
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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