Kaufman Rossin Wealth, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    miami, FL
  • CIK
    0002049750
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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
Kaufman Rossin Wealth, Llc 13F Filings