Kaufman Rossin Wealth, LLC Portfolio Holdings

Kaufman Rossin Wealth, LLC

  • $192 Billion
  • Q4 2025

Kaufman Rossin Wealth, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $28.9B, Ishares Core S&P Total U.S. St with a value of $18.6B, American Centy ETF Tr Avantis with a value of $15.7B, Dimensional ETF Tr Emerging Mk with a value of $11.2B, and Dimensional ETF Tr Dimensional with a value of $8.55B.

Examining the 13F form we can see an increase of $9.39B in the current position value, from $183B to 192B.

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 $192 Billion
ETFs: $105 Billion
Technology: $18.8 Billion
Healthcare: $9.33 Billion
Consumer Cyclical: $7.45 Billion
Industrials: $6.74 Billion
Financial Services: $4.64 Billion
Communication Services: $2.49 Billion
Consumer Defensive: $2.03 Billion
Other: $3.18 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$3.57 Billion 1.86% of portfolio
13,129
Q4 2025 Reduced 1.17%
$465B
$2.87 Billion 1.49% of portfolio
15,391
Q4 2025 Added 16.17%
$151B
$1.92 Billion 1.0% of portfolio
5,493
Q4 2025 Reduced 1.13%
$3.78T
$1.24 Billion 0.64% of portfolio
2,555
Q4 2025 Reduced 6.72%
$23.2B
$1.12 Billion 0.59% of portfolio
11,381
Q3 2025 Reduced 1.09%
$55.8B
$1.06 Billion 0.55% of portfolio
13,123
Q4 2025 Added 0.24%
$74.3B
$1.03 Billion 0.54% of portfolio
4,955
Q4 2025 Added 0.02%
$139B
$980 Million 0.51% of portfolio
2,832
Q4 2025 Reduced 9.11%
$32.5B
$956 Million 0.5% of portfolio
1,024
Q3 2025 Added 5.46%
$328B
$936 Million 0.49% of portfolio
3,039
Q4 2025 Reduced 1.14%
$82.2B
$904 Million 0.47% of portfolio
4,122
Q4 2025 Reduced 5.04%
$20.6B
$840 Million 0.44% of portfolio
20,419
Q4 2025 Added 98.47%
$235B
$811 Million 0.42% of portfolio
7,704
Q3 2025 Added 8.72%
$100B
$807 Million 0.42% of portfolio
9,928
Q3 2025 Reduced 9.01%
$143B
$762 Million 0.4% of portfolio
20,654
Q4 2025 Reduced 5.81%
$2.39T
$748 Million 0.39% of portfolio
3,242
Q4 2025 Reduced 4.14%
$32.8B
$680 Million 0.35% of portfolio
42,342
Q4 2025 Added 266.76%
$40.2B
$657 Million 0.34% of portfolio
2,320
Q4 2025 Added 2.38%
$7.96B
$638 Million 0.33% of portfolio
32,930
Q4 2025 Reduced 1.24%
$99.5B
$629 Million 0.33% of portfolio
11,653
Q4 2025 New
$19B
$641 Million 0.33% of portfolio
4,885
Q4 2025 Added 0.7%
$22.4B
$602 Million 0.31% of portfolio
10,025
Q4 2025 Added 51.05%
$191B
$593 Million 0.31% of portfolio
111
Q4 2025 Reduced 3.48%
$37.5B
$596 Million 0.31% of portfolio
8,593
Q4 2025 Added 2.16%
$74.3B
$534 Million 0.28% of portfolio
691
Q4 2025 Added 13.09%
$81.8B
$543 Million 0.28% of portfolio
4,531
Q3 2025 Added 0.62%
$32.7B
$513 Million 0.27% of portfolio
3,168
Q3 2025 Added 2.99%
$14.8B
$515 Million 0.27% of portfolio
3,811
Q4 2025 Reduced 1.24%
$1.65T
$493 Million 0.26% of portfolio
1,575
Q4 2025 Added 1.94%
$26.8B
$503 Million 0.26% of portfolio
2,070
Q4 2025 Reduced 30.47%
$13.3B
$477 Million 0.25% of portfolio
13,843
Q4 2025 Added 114.42%
$24.5B
$488 Million 0.25% of portfolio
3,822
Q4 2025 Reduced 9.09%
$53.1B
$481 Million 0.25% of portfolio
1,626
Q4 2025 Added 6.41%
$21.1B
$467 Million 0.24% of portfolio
5,407
Q4 2025 Added 59.08%
$204B
$455 Million 0.24% of portfolio
3,171
Q4 2025 Reduced 12.04%
$27.1B
$469 Million 0.24% of portfolio
775
Q3 2025 Added 0.91%
$1.74T
$444 Million 0.23% of portfolio
1,415
Q4 2025 Added 5.52%
$18.4B
$447 Million 0.23% of portfolio
795
Q4 2025 Added 3.38%
$50.1B
$419 Million 0.22% of portfolio
2,431
Q3 2025 New
$404B
$406 Million 0.21% of portfolio
471
Q4 2025 Reduced 5.61%
$123B
$403 Million 0.21% of portfolio
1,291
Q4 2025 Added 68.54%
$96.9B
$377 Million 0.2% of portfolio
968
Q4 2025 Reduced 4.72%
$23.5B
$384 Million 0.2% of portfolio
10,493
Q4 2025 Reduced 2.89%
$6.59B
$376 Million 0.2% of portfolio
2,074
Q4 2025 New
$11.8B
$377 Million 0.2% of portfolio
8,177
Q3 2025 Added 0.76%
$342B
$367 Million 0.19% of portfolio
2,067
Q4 2025 Reduced 4.92%
$19.8B
$357 Million 0.19% of portfolio
1,558
Q4 2025 Added 13.56%
$46.9B
$357 Million 0.19% of portfolio
2,630
Q4 2025 New
$8.64B
$364 Million 0.19% of portfolio
4,828
Q4 2025 Added 78.88%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $192 Billion
  • Prior Value $183 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 24 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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