Kaufman Rossin Wealth, LLC
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationmiami, FL
- CIK0002049750
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
155 | $182.66M | BSVO, ITOT, AVDV, DFEM | 13F-HR | Oct 14, 2025 | 000172554725004113 | ||
139 | $157.97M | BSVO, ITOT, AVDV, DFEM | 13F-HR | Jul 11, 2025 | 000172554725003408 | ||
150 | $139.88M | BSVO, ITOT, AVDV, DFEM | 13F-HR | May 14, 2025 | 000172554725002245 | ||
37 | $97.17M | BSVO, ITOT, AVDV, DFEM | 13F-HR | Jan 23, 2025 | 000172554725000164 |