Kaufman Rossin Wealth, LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$192.0M
Holdings
157
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (157 positions)
| Stock | Value |
|---|---|
CTEFEA SERIES TRUST | $28.9M |
ITOTISHARES TR | $18.6M |
AVDVAMERICAN CENTY ETF TR | $15.7M |
DFEMDIMENSIONAL ETF TRUST | $11.2M |
DUHPDIMENSIONAL ETF TRUST | $8.5M |
IDEVISHARES TR | $7.1M |
DIHPDIMENSIONAL ETF TRUST | $6.8M |
DFACDIMENSIONAL ETF TRUST | $6.7M |
VGITVANGUARD SCOTTSDALE FDS | $4.6M |
DISVDIMENSIONAL ETF TRUST | $4.4M |
AAPLAPPLE INC | $3.6M |
VTIVANGUARD INDEX FDS | $3.2M |
NVDANVIDIA CORPORATION | $2.9M |
DFIVDIMENSIONAL ETF TRUST | $2.7M |
DFSDDIMENSIONAL ETF TRUST | $2.1M |
ADBEADOBE INC | $1.9M |
DFAUDIMENSIONAL ETF TRUST | $1.5M |
AVUVAMERICAN CENTY ETF TR | $1.4M |
VTIPVANGUARD MALVERN FDS | $1.4M |
MSFTMICROSOFT CORP | $1.2M |
DFUVDIMENSIONAL ETF TRUST | $1.2M |
INCYINCYTE CORP | $1.1M |
ANETARISTA NETWORKS INC | $1.1M |
RBLXROBLOX CORP | $1.1M |
PNCPNC FINL SVCS GROUP INC | $1.0M |
AVGOBROADCOM INC | $980K |
FIXCOMFORT SYS USA INC | $955K |
GEGE AEROSPACE | $936K |
SNOWSNOWFLAKE INC | $904K |
GEVGE VERNOVA INC | $898K |
CNCCENTENE CORP DEL | $840K |
MRKMERCK & CO INC | $810K |
GMGENERAL MTRS CO | $807K |
TEAMATLASSIAN CORPORATION | $783K |
INTCINTEL CORP | $762K |
DFAIDIMENSIONAL ETF TRUST | $753K |
AMZNAMAZON COM INC | $748K |
IWNISHARES TR | $690K |
APHAMPHENOL CORP NEW | $682K |
PCGPG&E CORP | $680K |
EXPEEXPEDIA GROUP INC | $657K |
DFATDIMENSIONAL ETF TRUST | $640K |
DFAXDIMENSIONAL ETF TRUST | $640K |
ILMNILLUMINA INC | $640K |
LYFTLYFT INC | $637K |
BMYBRISTOL-MYERS SQUIBB CO | $628K |
EIXEDISON INTL | $601K |
DALDELTA AIR LINES INC DEL | $596K |
BKNGBOOKING HOLDINGS INC | $593K |
JCIJOHNSON CTLS INTL PLC | $542K |
DFICDIMENSIONAL ETF TRUST | $537K |
REGNREGENERON PHARMACEUTICALS | $533K |
TOLTOLL BROTHERS INC | $515K |
VRTVERTIV HOLDINGS CO | $513K |
VRSNVERISIGN INC | $502K |
GOOGLALPHABET INC | $492K |
TPRTAPESTRY INC | $488K |
ADSKAUTODESK INC | $481K |
DKNGDRAFTKINGS INC NEW | $477K |
ULTAULTA BEAUTY INC | $469K |
ZMZOOM COMMUNICATIONS INC | $466K |
VLUEISHARES TR | $460K |
PEPPEPSICO INC | $455K |
QUALISHARES TR | $451K |
NDQINVESCO QQQ TR | $446K |
MEDPMEDPACE HLDGS INC | $446K |
GOOGALPHABET INC | $443K |
IVLUISHARES TR | $431K |
WDCWESTERN DIGITAL CORP | $418K |
COSTCOSTCO WHSL CORP NEW | $406K |
CBCHUBB LIMITED | $402K |
DVNDEVON ENERGY CORP NEW | $384K |
DFNMDIMENSIONAL ETF TRUST | $382K |
IWFISHARES TR | $376K |
TTTRANE TECHNOLOGIES PLC | $376K |
DINOHF SINCLAIR CORP | $376K |
MKTXMARKETAXESS HLDGS INC | $375K |
PLTRPALANTIR TECHNOLOGIES INC | $367K |
ESTCELASTIC N V | $364K |
CIENCIENA CORP | $356K |
ABNBAIRBNB INC | $356K |
NTRANATERA INC | $356K |
NBIXNEUROCRINE BIOSCIENCES INC | $353K |
TSLATESLA INC | $353K |
FDXFEDEX CORP | $346K |
ORIOLD REP INTL CORP | $345K |
IVVISHARES TR | $345K |
OSKOSHKOSH CORP | $344K |
AVEMAMERICAN CENTY ETF TR | $329K |
IXUSISHARES TR | $324K |
FCXFREEPORT-MCMORAN INC | $324K |
FTITECHNIPFMC PLC | $322K |
JBHTHUNT J B TRANS SVCS INC | $320K |
WMTWALMART INC | $319K |
LVSLAS VEGAS SANDS CORP | $319K |
KDPKEURIG DR PEPPER INC | $318K |
MANHMANHATTAN ASSOCIATES INC | $318K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $315K |
CMGCHIPOTLE MEXICAN GRILL INC | $313K |
ABBVABBVIE INC | $310K |
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