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CIK: 0002049750
Total reported value
$247.1M
$247.1M
150 檔
22.7%
During the Q1 2025 filing period, Kaufman Rossin Wealth, LLC (CIK: 0002049750) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $247.1M across 150 reported positions.
During Q1 2025, Kaufman Rossin Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 13.89% | -2.67% | -0.05% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 8.92% | -0.98% | +3.19% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 7.15% | -0.62% | +5.16% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.65% | -0.92% | +4.95% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.42% | -0.45% | -0.38% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.33% | -5.71% | EXIT | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.58% | -0.54% | +4.37% | |
| 8 | DIHP | Dimensional International Hi | ETF-Other | 3.27% | -0.60% | +5.43% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 2.73% | -0.20% | +0.33% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.24% | -0.64% | -3.46% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 1.75% | -0.14% | -0.20% | |
| 12 | ADBE | Adobe Inc | Stock-Tech | 1.59% | -0.05% | +348.72% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.29% | +0.25% | +90.33% | |
| 14 | DFSD | Dimensional Short Duration | ETF-Other | 1.13% | -0.09% | -15.52% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.97% | -0.11% | — | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.95% | -0.15% | +172.91% | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.88% | -0.06% | +0.51% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | +0.47% | +196.55% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | -0.32% | +25.10% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.75% | -0.03% | -15.88% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | +0.44% | +33.04% | |
| 22 | FTNT | Fortinet Inc | Stock-Tech | 0.58% | +0.17% | NEW | |
| 23 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.53% | +0.09% | NEW | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | — | +46.90% | |
| 25 | GE | General Electric | Stock-Industrials | 0.51% | -0.04% | — | |
| 26 | SNOW | Snowflake Inc | Stock-Tech | 0.51% | — | — | |
| 27 | INCY | Incyte CORP | Stock-Healthcare | 0.51% | -0.10% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.26% | +78.60% | |
| 29 | VRSN | Verisign Inc | Stock-Tech | 0.48% | +0.09% | NEW | |
| 30 | DFAI | Dimensional International Co | ETF-Other | 0.48% | -0.05% | +1.69% | |
| 31 | PNC | Pnc Financial Services Group | Stock-Financials | 0.47% | -0.02% | — | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.44% | -0.05% | +0.02% | |
| 33 | CNC | Centene CORP | Stock-Healthcare | 0.43% | +0.05% | — | |
| 34 | ANET | Arista Networks Inc | Stock-Tech | 0.43% | -0.04% | — | |
| 35 | GM | General Motors Co | Stock-Consumer Disc | 0.43% | -0.02% | — | |
| 36 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.43% | +0.11% | NEW | |
| 37 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.42% | +0.16% | NEW | |
| 38 | DFAT | Dimensional US Target Value | ETF-Other | 0.40% | — | — | |
| 39 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.39% | — | — | |
| 40 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.37% | — | — | |
| 41 | C | Citigroup Inc | Stock-Financials | 0.36% | +0.10% | NEW | |
| 42 | MSCI | Msci Inc | Stock-Financials | 0.35% | — | — | |
| 43 | HUM | Humana Inc | Stock-Healthcare | 0.34% | — | — | |
| 44 | NOW | Servicenow Inc | Stock-Tech | 0.33% | — | — | |
| 45 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 0.33% | — | — | |
| 46 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.32% | +0.17% | NEW | |
| 47 | ETSY | Etsy Inc | Stock-Consumer Disc | 0.32% | — | — | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.32% | — | — | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.31% | — | — | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.31% | -0.13% | — |
According to official SEC Form 13F filings, Kaufman Rossin Wealth, LLC reported a total U.S. public equity portfolio value of $247.1M across 150 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BSVO, ITOT, AVDV) accounted for 22.7% of total reported equity market value during Q1 2025.
During Q1 2025, Kaufman Rossin Wealth, LLC's top holdings by market value included BSVO (13.9%)、ITOT (8.9%)、AVDV (7.2%). The largest single position, BSVO, represented 13.9% of total portfolio value.
In Q1 2025, Kaufman Rossin Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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