Kaufman Rossin Wealth, LLC Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$182.7M
Holdings
155
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (155 positions)
| Stock | Value |
|---|---|
CTEFEA SERIES TRUST | $28.3M |
ITOTISHARES TR | $17.3M |
AVDVAMERICAN CENTY ETF TR | $14.8M |
DFEMDIMENSIONAL ETF TRUST | $10.7M |
DUHPDIMENSIONAL ETF TRUST | $8.2M |
IDEVISHARES TR | $6.8M |
DFACDIMENSIONAL ETF TRUST | $6.6M |
DIHPDIMENSIONAL ETF TRUST | $6.4M |
VGITVANGUARD SCOTTSDALE FDS | $4.2M |
DISVDIMENSIONAL ETF TRUST | $4.2M |
AAPLAPPLE INC | $3.4M |
VTIVANGUARD INDEX FDS | $3.2M |
DFIVDIMENSIONAL ETF TRUST | $2.6M |
NVDANVIDIA CORPORATION | $2.5M |
ADBEADOBE INC | $2.0M |
DFSDDIMENSIONAL ETF TRUST | $1.9M |
RBLXROBLOX CORP | $1.8M |
DFAUDIMENSIONAL ETF TRUST | $1.5M |
MSFTMICROSOFT CORP | $1.4M |
AVUVAMERICAN CENTY ETF TR | $1.4M |
ANETARISTA NETWORKS INC | $1.2M |
VTIPVANGUARD MALVERN FDS | $1.2M |
DFUVDIMENSIONAL ETF TRUST | $1.1M |
AVGOBROADCOM INC | $1.0M |
PNCPNC FINL SVCS GROUP INC | $995K |
SNOWSNOWFLAKE INC | $979K |
INCYINCYTE CORP | $965K |
GEGE AEROSPACE | $925K |
GEVGE VERNOVA INC | $859K |
FIXCOMFORT SYS USA INC | $845K |
VRSNVERISIGN INC | $832K |
AMZNAMAZON COM INC | $743K |
INTCINTEL CORP | $736K |
LYFTLYFT INC | $734K |
DASHDOORDASH INC | $719K |
DFAIDIMENSIONAL ETF TRUST | $718K |
4I1PHILIP MORRIS INTL INC | $679K |
MRKMERCK & CO INC | $647K |
DFAXDIMENSIONAL ETF TRUST | $638K |
DFATDIMENSIONAL ETF TRUST | $626K |
APHAMPHENOL CORP NEW | $625K |
BKNGBOOKING HOLDINGS INC | $620K |
GMGENERAL MTRS CO | $605K |
MOHMOLINA HEALTHCARE INC | $536K |
TOLTOLL BROTHERS INC | $533K |
VEEVVEEVA SYS INC | $529K |
PEPPEPSICO INC | $506K |
DFICDIMENSIONAL ETF TRUST | $500K |
JCIJOHNSON CTLS INTL PLC | $498K |
ADSKAUTODESK INC | $485K |
EXPEEXPEDIA GROUP INC | $484K |
VRTVERTIV HOLDINGS CO | $478K |
DALDELTA AIR LINES INC DEL | $477K |
TPRTAPESTRY INC | $476K |
COSTCOSTCO WHSL CORP NEW | $462K |
ILMNILLUMINA INC | $461K |
IVLUISHARES TR | $449K |
QUALISHARES TR | $442K |
MANHMANHATTAN ASSOCIATES INC | $440K |
TTTRANE TECHNOLOGIES PLC | $429K |
DINOHF SINCLAIR CORP | $428K |
ULTAULTA BEAUTY INC | $424K |
REEVEREST GROUP LTD | $420K |
WMTWALMART INC | $397K |
PLTRPALANTIR TECHNOLOGIES INC | $397K |
MEDPMEDPACE HLDGS INC | $395K |
NDQINVESCO QQQ TR | $394K |
METAMETA PLATFORMS INC | $388K |
DVNDEVON ENERGY CORP NEW | $379K |
TSLATESLA INC | $377K |
GOOGLALPHABET INC | $376K |
IWFISHARES TR | $372K |
VLUEISHARES TR | $371K |
CNCCENTENE CORP DEL | $367K |
EIXEDISON INTL | $367K |
OSKOSHKOSH CORP | $356K |
CHWYCHEWY INC | $351K |
NBIXNEUROCRINE BIOSCIENCES INC | $349K |
AVEMAMERICAN CENTY ETF TR | $348K |
ADTADT INC DEL | $345K |
REGNREGENERON PHARMACEUTICALS | $344K |
NWSANEWS CORP NEW | $343K |
IVVISHARES TR | $337K |
BAHBOOZ ALLEN HAMILTON HLDG COR | $332K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $331K |
GOOGALPHABET INC | $326K |
ETSYETSY INC | $325K |
ORIOLD REP INTL CORP | $322K |
TRVCCITIGROUP INC | $318K |
IXUSISHARES TR | $317K |
ABBVABBVIE INC | $317K |
BBYBEST BUY INC | $316K |
DDDUPONT DE NEMOURS INC | $313K |
ZSZSCALER INC | $309K |
USFDUS FOODS HLDG CORP | $304K |
DDOGDATADOG INC | $300K |
AG8AGILENT TECHNOLOGIES INC | $293K |
WDCWESTERN DIGITAL CORP | $292K |
HASHASBRO INC | $291K |
CNXCCONCENTRIX CORP | $289K |
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