Kaufman Rossin Wealth, LLC Q2 2025 Filing
Filed July 11, 2025
Portfolio Value
$158.0M
Holdings
139
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (139 positions)
| Stock | Value |
|---|---|
CTEFEA SERIES TRUST | $23.8M |
ITOTISHARES TR | $14.5M |
AVDVAMERICAN CENTY ETF TR | $12.6M |
DFEMDIMENSIONAL ETF TRUST | $9.5M |
DUHPDIMENSIONAL ETF TRUST | $7.1M |
DFACDIMENSIONAL ETF TRUST | $6.5M |
IDEVISHARES TR | $6.1M |
DIHPDIMENSIONAL ETF TRUST | $5.6M |
DISVDIMENSIONAL ETF TRUST | $4.5M |
VGITVANGUARD SCOTTSDALE FDS | $3.7M |
VTIVANGUARD INDEX FDS | $3.0M |
DFIVDIMENSIONAL ETF TRUST | $2.6M |
AAPLAPPLE INC | $2.3M |
ADBEADOBE INC | $2.1M |
NVDANVIDIA CORPORATION | $1.8M |
DFSDDIMENSIONAL ETF TRUST | $1.5M |
DFAUDIMENSIONAL ETF TRUST | $1.4M |
RBLXROBLOX CORP | $1.4M |
AVUVAMERICAN CENTY ETF TR | $1.3M |
DFUVDIMENSIONAL ETF TRUST | $1.2M |
SNOWSNOWFLAKE INC | $1.1M |
VTIPVANGUARD MALVERN FDS | $996K |
MSFTMICROSOFT CORP | $988K |
PNCPNC FINL SVCS GROUP INC | $866K |
COSTCOSTCO WHSL CORP NEW | $851K |
ANETARISTA NETWORKS INC | $846K |
VRSNVERISIGN INC | $805K |
INCYINCYTE CORP | $784K |
AVGOBROADCOM INC | $778K |
AMZNAMAZON COM INC | $763K |
GEGE AEROSPACE | $761K |
4I1PHILIP MORRIS INTL INC | $738K |
DFAIDIMENSIONAL ETF TRUST | $716K |
GEVGE VERNOVA INC | $713K |
BKNGBOOKING HOLDINGS INC | $672K |
DFAXDIMENSIONAL ETF TRUST | $670K |
DASHDOORDASH INC | $651K |
DFATDIMENSIONAL ETF TRUST | $581K |
FTNTFORTINET INC | $578K |
MRKMERCK & CO INC | $561K |
ADSKAUTODESK INC | $557K |
GMGENERAL MTRS CO | $537K |
EIXEDISON INTL | $528K |
FIXCOMFORT SYS USA INC | $521K |
TXRHTEXAS ROADHOUSE INC | $515K |
LYFTLYFT INC | $507K |
NOWSERVICENOW INC | $504K |
JCIJOHNSON CTLS INTL PLC | $476K |
VEEVVEEVA SYS INC | $471K |
APHAMPHENOL CORP NEW | $453K |
AXSAXIS CAP HLDGS LTD | $445K |
ILMNILLUMINA INC | $444K |
QUALISHARES TR | $431K |
TOLTOLL BROTHERS INC | $431K |
DALDELTA AIR LINES INC DEL | $427K |
TTTRANE TECHNOLOGIES PLC | $424K |
IVLUISHARES TR | $421K |
MANHMANHATTAN ASSOCIATES INC | $401K |
VRTVERTIV HOLDINGS CO | $395K |
NTRANATERA INC | $371K |
NTNXNUTANIX INC | $364K |
ULTAULTA BEAUTY INC | $359K |
INTCINTEL CORP | $359K |
AVEMAMERICAN CENTY ETF TR | $353K |
MSCIMSCI INC | $342K |
PANWPALO ALTO NETWORKS INC | $340K |
TPRTAPESTRY INC | $339K |
IWFISHARES TR | $338K |
CNXCCONCENTRIX CORP | $335K |
LMTLOCKHEED MARTIN CORP | $334K |
DINOHF SINCLAIR CORP | $333K |
WENWENDYS CO | $333K |
ORIOLD REP INTL CORP | $331K |
DVNDEVON ENERGY CORP NEW | $326K |
TEAMATLASSIAN CORPORATION | $319K |
RHIROBERT HALF INC. | $319K |
NWSANEWS CORP NEW | $318K |
IVVISHARES TR | $313K |
OSKOSHKOSH CORP | $311K |
FCXFREEPORT-MCMORAN INC | $309K |
PCGPG&E CORP | $309K |
USFDUS FOODS HLDG CORP | $302K |
RGLDROYAL GOLD INC | $302K |
EXPEEXPEDIA GROUP INC | $300K |
IXUSISHARES TR | $297K |
DDOGDATADOG INC | $291K |
PEPPEPSICO INC | $289K |
JPMJPMORGAN CHASE & CO. | $286K |
EX9EXELIXIS INC | $282K |
HASHASBRO INC | $272K |
DDDUPONT DE NEMOURS INC | $272K |
ZSZSCALER INC | $269K |
TRVCCITIGROUP INC | $266K |
LNGCHENIERE ENERGY INC | $265K |
CITCINTAS CORP | $265K |
PINSPINTEREST INC | $263K |
ARWARROW ELECTRS INC | $263K |
AG8AGILENT TECHNOLOGIES INC | $262K |
ETSYETSY INC | $261K |
CMGCHIPOTLE MEXICAN GRILL INC | $260K |
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