The Analysis of Kaufman Rossin Wealth, LLC's Holdings


Currently, Kaufman Rossin Wealth, LLC holds 155 types of securities in its portfolio with a total value $182.7M. In the most recent quarter, they have increased their positions in BSVO (+81.3K shares, valued at $1.8M), ITOT (+11.1K shares, valued at $1.6M), AVDV (+7.6K shares, valued at $679.4K); decreased their positions in DISV (-18.6K shares, valued at $665.5K), DFAC (-10.5K shares, valued at $403.2K), COST (-361 shares, valued at $334.3K); initiated new positions in MOH (+2.8K shares, valued at $536.2K), EG (+1.2K shares, valued at $419.9K), WMT (+3.9K shares, valued at $397.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BSVO EA SERIES TRUST1.2M shares6.96%2025-09-302025-10-14history
ITOT ISHARES TR118.5K shares10.37%2025-09-302025-10-14history
AVDV AMERICAN CENTY ETF TR166.0K shares4.82%2025-09-302025-10-14history
DFEM DIMENSIONAL ETF TRUST333.6K shares3.73%2025-09-302025-10-14history
DUHP DIMENSIONAL ETF TRUST216.0K shares7.80%2025-09-302025-10-14history
IDEV ISHARES TR84.5K shares5.23%2025-09-302025-10-14history
DFAC DIMENSIONAL ETF TRUST170.7K shares-5.77%2025-09-302025-10-14history
DIHP DIMENSIONAL ETF TRUST210.4K shares10.18%2025-09-302025-10-14history
Sponsored
VGIT VANGUARD SCOTTSDALE FDS70.8K shares15.62%2025-09-302025-10-14history
DISV DIMENSIONAL ETF TRUST118.3K shares-13.61%2025-09-302025-10-14history
AAPL APPLE INC13.3K shares17.37%2025-09-302025-10-14history
VTI VANGUARD INDEX FDS9.7K shares-1.95%2025-09-302025-10-14history
DFIV DIMENSIONAL ETF TRUST57.1K shares-4.54%2025-09-302025-10-14history
NVDA NVIDIA CORPORATION13.2K shares15.77%2025-09-302025-10-14history
ADBE ADOBE INC5.6K shares1.55%2025-09-302025-10-14history
DFSD DIMENSIONAL ETF TRUST39.5K shares22.24%2025-09-302025-10-14history
Sponsored
RBLX ROBLOX CORP13.1K shares-2.20%2025-09-302025-10-14history
DFAU DIMENSIONAL ETF TRUST33.5K shares0.00%2025-09-302025-10-14history
MSFT MICROSOFT CORP2.7K shares37.98%2025-09-302025-10-14history
AVUV AMERICAN CENTY ETF TR13.7K shares-6.99%2025-09-302025-10-14history
ANET ARISTA NETWORKS INC8.4K shares1.97%2025-09-302025-10-14history
VTIP VANGUARD MALVERN FDS24.2K shares22.28%2025-09-302025-10-14history
DFUV DIMENSIONAL ETF TRUST25.7K shares-9.33%2025-09-302025-10-14history
AVGO BROADCOM INC3.1K shares10.42%2025-09-302025-10-14history
Sponsored
PNC PNC FINL SVCS GROUP INC5.0K shares6.70%2025-09-302025-10-14history
SNOW SNOWFLAKE INC4.3K shares-11.26%2025-09-302025-10-14history
INCY INCYTE CORP11.4K shares-1.09%2025-09-302025-10-14history
GE GE AEROSPACE3.1K shares3.96%2025-09-302025-10-14history
GEV GE VERNOVA INC1.4K shares3.64%2025-09-302025-10-14history
FIX COMFORT SYS USA INC1.0K shares5.46%2025-09-302025-10-14history
VRSN VERISIGN INC3.0K shares6.86%2025-09-302025-10-14history
AMZN AMAZON COM INC3.4K shares-2.70%2025-09-302025-10-14history
Sponsored
INTC INTEL CORP21.9K shares36.91%2025-09-302025-10-14history
LYFT LYFT INC33.3K shares3.59%2025-09-302025-10-14history
DASH DOORDASH INC2.6K shares0.15%2025-09-302025-10-14history
DFAI DIMENSIONAL ETF TRUST19.8K shares-4.54%2025-09-302025-10-14history
PM PHILIP MORRIS INTL INC4.2K shares3.28%2025-09-302025-10-14history
MRK MERCK & CO INC7.7K shares8.72%2025-09-302025-10-14history
DFAX DIMENSIONAL ETF TRUST20.3K shares-10.83%2025-09-302025-10-14history
DFAT DIMENSIONAL ETF TRUST10.8K shares0.00%2025-09-302025-10-14history
Sponsored
APH AMPHENOL CORP NEW5.0K shares10.15%2025-09-302025-10-14history
BKNG BOOKING HOLDINGS INC115 shares-0.86%2025-09-302025-10-14history
GM GENERAL MTRS CO9.9K shares-9.01%2025-09-302025-10-14history
MOH MOLINA HEALTHCARE INC2.8K sharesnew addition2025-09-302025-10-14history
TOL TOLL BROTHERS INC3.9K shares2.28%2025-09-302025-10-14history
VEEV VEEVA SYS INC1.8K shares8.50%2025-09-302025-10-14history
PEP PEPSICO INC3.6K shares64.99%2025-09-302025-10-14history
DFIC DIMENSIONAL ETF TRUST15.2K shares104.30%2025-09-302025-10-14history
Sponsored
JCI JOHNSON CTLS INTL PLC4.5K shares0.62%2025-09-302025-10-14history
ADSK AUTODESK INC1.5K shares-15.11%2025-09-302025-10-14history
EXPE EXPEDIA GROUP INC2.3K shares27.37%2025-09-302025-10-14history
VRT VERTIV HOLDINGS CO3.2K shares2.99%2025-09-302025-10-14history
DAL DELTA AIR LINES INC DEL8.4K shares-3.13%2025-09-302025-10-14history
TPR TAPESTRY INC4.2K shares8.86%2025-09-302025-10-14history
COST COSTCO WHSL CORP NEW499 shares-41.98%2025-09-302025-10-14history
ILMN ILLUMINA INC4.9K shares4.26%2025-09-302025-10-14history
Sponsored
IVLU ISHARES TR12.7K shares-1.16%2025-09-302025-10-14history
QUAL ISHARES TR2.3K shares-3.65%2025-09-302025-10-14history
MANH MANHATTAN ASSOCIATES INC2.1K shares5.56%2025-09-302025-10-14history
TT TRANE TECHNOLOGIES PLC1.0K shares4.74%2025-09-302025-10-14history
DINO HF SINCLAIR CORP8.2K shares0.76%2025-09-302025-10-14history
ULTA ULTA BEAUTY INC775 shares0.91%2025-09-302025-10-14history
EG EVEREST GROUP LTD1.2K sharesnew addition2025-09-302025-10-14history
WMT WALMART INC3.9K sharesnew addition2025-09-302025-10-14history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC2.2K shares17.70%2025-09-302025-10-14history
MEDP MEDPACE HLDGS INC769 sharesnew addition2025-09-302025-10-14history
QQQ INVESCO QQQ TR656 shares69.95%2025-09-302025-10-14history
META META PLATFORMS INC529 shares55.59%2025-09-302025-10-14history
DVN DEVON ENERGY CORP NEW10.8K shares5.37%2025-09-302025-10-14history
TSLA TESLA INC848 shares28.68%2025-09-302025-10-14history
GOOGL ALPHABET INC1.5K shares27.27%2025-09-302025-10-14history
IWF ISHARES TR795 shares0.00%2025-09-302025-10-14history
Sponsored
VLUE ISHARES TR3.0K sharesnew addition2025-09-302025-10-14history
CNC CENTENE CORP DEL10.3K sharesnew addition2025-09-302025-10-14history
EIX EDISON INTL6.6K shares-35.11%2025-09-302025-10-14history
OSK OSHKOSH CORP2.7K shares0.00%2025-09-302025-10-14history
CHWY CHEWY INC8.7K sharesnew addition2025-09-302025-10-14history
NBIX NEUROCRINE BIOSCIENCES INC2.5K sharesnew addition2025-09-302025-10-14history
AVEM AMERICAN CENTY ETF TR4.6K shares-10.12%2025-09-302025-10-14history
ADT ADT INC DEL39.6K shares107.20%2025-09-302025-10-14history
Sponsored
REGN REGENERON PHARMACEUTICALS611 sharesnew addition2025-09-302025-10-14history
NWSA NEWS CORP NEW11.2K shares4.35%2025-09-302025-10-14history
IVV ISHARES TR504 shares0.00%2025-09-302025-10-14history
BAH BOOZ ALLEN HAMILTON HLDG COR3.3K sharesnew addition2025-09-302025-10-14history
BRK.B BERKSHIRE HATHAWAY INC DEL659 shares25.76%2025-09-302025-10-14history
GOOG ALPHABET INC1.3K shares16.71%2025-09-302025-10-14history
ETSY ETSY INC4.9K shares-6.14%2025-09-302025-10-14history
ORI OLD REP INTL CORP7.6K shares-12.07%2025-09-302025-10-14history
Sponsored
C CITIGROUP INC3.1K shares0.35%2025-09-302025-10-14history
IXUS ISHARES TR3.8K shares0.00%2025-09-302025-10-14history
ABBV ABBVIE INC1.4K shares25.87%2025-09-302025-10-14history
BBY BEST BUY INC4.2K sharesnew addition2025-09-302025-10-14history
DD DUPONT DE NEMOURS INC4.0K shares1.41%2025-09-302025-10-14history
ZS ZSCALER INC1.0K shares20.40%2025-09-302025-10-14history
USFD US FOODS HLDG CORP4.0K shares1.12%2025-09-302025-10-14history
DDOG DATADOG INC2.1K shares-2.59%2025-09-302025-10-14history
Sponsored
A AGILENT TECHNOLOGIES INC2.3K shares2.52%2025-09-302025-10-14history
WDC WESTERN DIGITAL CORP2.4K sharesnew addition2025-09-302025-10-14history
HAS HASBRO INC3.8K shares4.09%2025-09-302025-10-14history
CNXC CONCENTRIX CORP6.3K shares-1.18%2025-09-302025-10-14history
FDX FEDEX CORP1.2K sharesnew addition2025-09-302025-10-14history
EME EMCOR GROUP INC443 shares0.00%2025-09-302025-10-14history
ZM ZOOM COMMUNICATIONS INC3.4K sharesnew addition2025-09-302025-10-14history
ORCL ORACLE CORP986 sharesnew addition2025-09-302025-10-14history
Sponsored
COF CAPITAL ONE FINL CORP1.3K shares5.85%2025-09-302025-10-14history
FTI TECHNIPFMC PLC6.8K sharesnew addition2025-09-302025-10-14history
WEN WENDYS CO29.1K shares0.00%2025-09-302025-10-14history
ARW ARROW ELECTRS INC2.2K shares6.70%2025-09-302025-10-14history
NOW SERVICENOW INC281 shares-42.65%2025-09-302025-10-14history
THC TENET HEALTHCARE CORP1.3K sharesnew addition2025-09-302025-10-14history
SPTM SPDR SERIES TRUST3.2K shares0.00%2025-09-302025-10-14history
AWI ARMSTRONG WORLD INDS INC NEW1.3K sharesnew addition2025-09-302025-10-14history
Sponsored
IT GARTNER INC968 sharesnew addition2025-09-302025-10-14history
BMRN BIOMARIN PHARMACEUTICAL INC4.6K sharesnew addition2025-09-302025-10-14history
PEGA PEGASYSTEMS INC4.3K shares-0.65%2025-09-302025-10-14history
SPY SPDR S&P 500 ETF TR371 sharesnew addition2025-09-302025-10-14history
AXS AXIS CAP HLDGS LTD2.6K shares-40.00%2025-09-302025-10-14history
TRV TRAVELERS COMPANIES INC882 shares-6.07%2025-09-302025-10-14history
GL GLOBE LIFE INC1.7K shares-17.20%2025-09-302025-10-14history
ARE ALEXANDRIA REAL ESTATE EQ IN3.0K shares6.26%2025-09-302025-10-14history
Sponsored
VUG VANGUARD INDEX FDS512 sharesnew addition2025-09-302025-10-14history
LECO LINCOLN ELEC HLDGS INC1.0K shares3.32%2025-09-302025-10-14history
DKNG DRAFTKINGS INC NEW6.5K sharesnew addition2025-09-302025-10-14history
APTV APTIV PLC2.8K sharesnew addition2025-09-302025-10-14history
CME CME GROUP INC867 shares2.60%2025-09-302025-10-14history
EFAV ISHARES TR2.8K shares0.00%2025-09-302025-10-14history
PINS PINTEREST INC7.3K shares-1.17%2025-09-302025-10-14history
IQV IQVIA HLDGS INC1.2K sharesnew addition2025-09-302025-10-14history
Sponsored
CCK CROWN HLDGS INC2.4K shares1.70%2025-09-302025-10-14history
MTZ MASTEC INC1.1K sharesnew addition2025-09-302025-10-14history
DFSV DIMENSIONAL ETF TRUST7.2K shares0.00%2025-09-302025-10-14history
ESTC ELASTIC N V2.7K sharesnew addition2025-09-302025-10-14history
ACN ACCENTURE PLC IRELAND924 sharesnew addition2025-09-302025-10-14history
CIEN CIENA CORP1.5K sharesnew addition2025-09-302025-10-14history
EXEL EXELIXIS INC5.4K shares-16.13%2025-09-302025-10-14history
MTCH MATCH GROUP INC NEW6.3K sharesnew addition2025-09-302025-10-14history
Sponsored
NTRA NATERA INC1.4K shares-37.58%2025-09-302025-10-14history
ALNY ALNYLAM PHARMACEUTICALS INC483 sharesnew addition2025-09-302025-10-14history
NTNX NUTANIX INC2.9K shares-38.47%2025-09-302025-10-14history
HOOD ROBINHOOD MKTS INC1.5K sharesnew addition2025-09-302025-10-14history
CB CHUBB LIMITED766 sharesnew addition2025-09-302025-10-14history
NYT NEW YORK TIMES CO3.7K sharesnew addition2025-09-302025-10-14history
HLT HILTON WORLDWIDE HLDGS INC820 shares2.37%2025-09-302025-10-14history
JPM JPMORGAN CHASE & CO.665 shares-32.69%2025-09-302025-10-14history
Sponsored
TTC TORO CO2.7K sharesnew addition2025-09-302025-10-14history
MOS MOSAIC CO NEW6.0K sharesnew addition2025-09-302025-10-14history
DHR DANAHER CORPORATION1.1K sharesnew addition2025-09-302025-10-14history
ELV ELEVANCE HEALTH INC FORMERLY642 sharesnew addition2025-09-302025-10-14history
DHI D R HORTON INC1.2K sharesnew addition2025-09-302025-10-14history
UPS UNITED PARCEL SERVICE INC2.4K sharesnew addition2025-09-302025-10-14history
PCG PG&E CORP11.5K shares-47.96%2025-09-302025-10-14history
PK PARK HOTELS & RESORTS INC11.1K shares0.60%2025-09-302025-10-14history
Sponsored
VTRS VIATRIS INC11.2K sharesnew addition2025-09-302025-10-14history
TLRY TILRAY BRANDS INC12.2K shares0.00%2025-09-302025-10-14history
IRWD IRONWOOD PHARMACEUTICALS INC10.5K sharesnew addition2025-09-302025-10-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available