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CIK: 0002049750
Total reported value
$247.1M
$247.1M
139 檔
27.3%
As reported in its official Q2 2025 Form 13F filing, Kaufman Rossin Wealth, LLC's tracked investment portfolio stood at $247.1M with 139 total positions.
During Q2 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 | 15.07% | -2.67% | +16.88% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.18% | -0.98% | +5.02% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 7.95% | -0.62% | +10.49% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.04% | -0.92% | +7.74% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.51% | -5.71% | EXIT | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.11% | -0.45% | -3.31% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.87% | -0.54% | +10.55% | |
| 8 | DIHP | Dimensional International Hi | ETF-Other | 3.57% | -0.60% | +12.38% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 2.85% | -0.20% | +4.35% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.32% | -0.64% | +15.85% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.90% | -0.32% | +151.15% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 1.62% | -0.14% | -3.71% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.47% | +0.25% | +39.53% | |
| 14 | ADBE | Adobe Inc | Stock-Tech | 1.34% | -0.05% | -5.70% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | +0.47% | +3.32% | |
| 16 | DFSD | Dimensional Short Duration | ETF-Other | 0.98% | -0.09% | -3.31% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.90% | -0.11% | -5.03% | |
| 18 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.89% | +0.09% | NEW | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.85% | -0.15% | -3.74% | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.76% | -0.06% | -4.59% | |
| 21 | SNOW | Snowflake Inc | Stock-Tech | 0.69% | — | +0.45% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.63% | -0.03% | -5.67% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | +0.44% | -26.43% | |
| 24 | PNC | Pnc Financial Services Group | Stock-Financials | 0.55% | -0.02% | +23.42% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | — | +9.83% | |
| 26 | ANET | Arista Networks Inc | Stock-Tech | 0.54% | -0.04% | +6.75% | |
| 27 | VRSN | Verisign Inc | Stock-Tech | 0.51% | +0.09% | NEW | |
| 28 | INCY | Incyte CORP | Stock-Healthcare | 0.50% | -0.10% | -1.51% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | -0.05% | +12.93% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.26% | -2.44% | |
| 31 | GE | General Electric | Stock-Industrials | 0.48% | -0.04% | -17.56% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.47% | — | +44.42% | |
| 33 | DFAI | Dimensional International Co | ETF-Other | 0.45% | -0.05% | -3.31% | |
| 34 | GEV | GE Vernova Inc | Stock-Industrials | 0.45% | -0.13% | -5.74% | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.43% | — | -2.52% | |
| 36 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.42% | -0.05% | -3.74% | |
| 37 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.41% | — | -5.58% | |
| 38 | DFAT | Dimensional US Target Value | ETF-Other | 0.37% | — | — | |
| 39 | FTNT | Fortinet Inc | Stock-Tech | 0.37% | +0.17% | NEW | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.36% | +0.03% | +92.76% | |
| 41 | ADSK | Autodesk Inc | Stock-Tech | 0.35% | — | +124.44% | |
| 42 | GM | General Motors Co | Stock-Consumer Disc | 0.34% | -0.02% | -14.38% | |
| 43 | EIX | Edison International | Stock-Utilities | 0.33% | -0.15% | +60.99% | |
| 44 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.33% | -0.24% | +12.64% | |
| 45 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 0.33% | — | +20.73% | |
| 46 | LYFT | Lyft Inc-a | Stock-Tech | 0.32% | — | +93.09% | |
| 47 | NOW | Servicenow Inc | Stock-Tech | 0.32% | — | -16.38% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.02% | +29.06% | |
| 49 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.30% | — | — | |
| 50 | APH | Amphenol Corp-cl A | Stock-Tech | 0.29% | -0.03% | -3.07% |
According to official SEC Form 13F filings, Kaufman Rossin Wealth, LLC reported a total U.S. public equity portfolio value of $247.1M across 139 disclosed positions in Q2 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 27.3% of total reported equity market value during Q2 2025.
During Q2 2025, Kaufman Rossin Wealth, LLC's top holdings by market value included BSVO (15.1%)、ITOT (9.2%)、AVDV (8.0%). The largest single position, BSVO, represented 15.1% of total portfolio value.
In Q2 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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