Sponsored

The Analysis of Kaufman Rossin Wealth, LLC's Holdings & P&L

Currently, Kaufman Rossin Wealth, LLC holds 98 types of securities in its portfolio with a total value $174.5M. In the most recent quarter, they have increased their positions in VTI (+4.0K shares, valued at $1.3M), VGIT (+20.6K shares, valued at $1.2M), ITOT (+8.0K shares, valued at $1.1M); decreased their positions in DFAC (-26.6K shares, valued at $1.0M), DFIV (-16.1K shares, valued at $848.2K), PNC (-3.6K shares, valued at $751.1K); initiated new positions in HAL (+6.4K shares, valued at $247.8K), BWA (+3.9K shares, valued at $209.6K), DELL (+1.2K shares, valued at $204.0K).

1M P&L

+4.9M+2.68%

3M P&L

+5.8M+3.17%

HY P&L

+24.5M+15.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A140.9M

83.3%

2Semiconductors3.4M

2.0%

3Consumer Electronics3.3M

1.9%

Top Industries by Stock Count

1N/A34 stocks

38.6%

2Drug Manufacturers - General3 stocks

3.4%

3Auto Manufacturers3 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BSVO EA SERIES TRUST1.3M shares2.90%2026-03-312026-04-17

ITOT ISHARES TR133.1K shares6.42%2026-03-312026-04-17

AVDV AMERICAN CENTY ETF TR164.3K shares-1.66%2026-03-312026-04-17

DFEM DIMENSIONAL ETF TRUST342.8K shares1.50%2026-03-312026-04-17

DUHP DIMENSIONAL ETF TRUST247.9K shares10.33%2026-03-312026-04-17

DIHP DIMENSIONAL ETF TRUST239.1K shares10.90%2026-03-312026-04-17

IDEV ISHARES TR90.4K shares4.74%2026-03-312026-04-17

VGIT VANGUARD SCOTTSDALE FDS96.9K shares27.09%2026-03-312026-04-17

Sponsored

DFAC DIMENSIONAL ETF TRUST142.4K shares-15.73%2026-03-312026-04-17

VTI VANGUARD INDEX FDS13.6K shares41.84%2026-03-312026-04-17

DISV DIMENSIONAL ETF TRUST100.9K shares-11.94%2026-03-312026-04-17

AAPL APPLE INC13.0K shares-1.36%2026-03-312026-04-17

DFSD DIMENSIONAL ETF TRUST59.9K shares35.74%2026-03-312026-04-17

NVDA NVIDIA CORPORATION13.9K shares-9.93%2026-03-312026-04-17

DFIV DIMENSIONAL ETF TRUST38.9K shares-29.24%2026-03-312026-04-17

VTIP VANGUARD MALVERN FDS39.2K shares40.48%2026-03-312026-04-17

Sponsored

AVUV AMERICAN CENTY ETF TR13.4K shares-1.92%2026-03-312026-04-17

DFAU DIMENSIONAL ETF TRUST32.0K shares-2.37%2026-03-312026-04-17

FIX COMFORT SYS USA INC927 shares-9.47%2026-03-312026-04-17

ADBE ADOBE INC5.1K shares-7.99%2026-03-312026-04-17

MSFT MICROSOFT CORP3.0K shares19.02%2026-03-312026-04-17

GEV GE VERNOVA INC1.3K shares-8.01%2026-03-312026-04-17

INCY INCYTE CORP10.4K shares-8.71%2026-03-312026-04-17

ARISTA NETWORKS INC ARISTA NETWORKS INC7.4K shares-12.71%2026-03-312026-04-17

Sponsored

MERCK & CO INC MERCK & CO INC7.5K shares-2.57%2026-03-312026-04-17

BROADCOM INC BROADCOM INC2.7K shares-3.99%2026-03-312026-04-17

AMZN AMAZON COM INC4.0K shares23.29%2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE2.7K shares-10.76%2026-03-312026-04-17

DFAI DIMENSIONAL ETF TRUST18.9K shares-4.56%2026-03-312026-04-17

DFUV DIMENSIONAL ETF TRUST15.0K shares-42.29%2026-03-312026-04-17

IWN ISHARES TR3.8K shares0.00%2026-03-312026-04-17

DFAX DIMENSIONAL ETF TRUST19.3K shares-1.43%2026-03-312026-04-17

Sponsored

APH AMPHENOL CORP5.1K shares0.36%2026-03-312026-04-17

INTC INTEL CORP14.4K shares-30.28%2026-03-312026-04-17

GM GENERAL MTRS CO8.2K shares-17.21%2026-03-312026-04-17

EIX EDISON INTL8.2K shares-17.86%2026-03-312026-04-17

VRT VERTIV HOLDINGS CO2.4K shares-25.63%2026-03-312026-04-17

ALPHABET INC ALPHABET INC1.9K shares18.41%2026-03-312026-04-17

ILMN ILLUMINA INC4.3K shares-12.08%2026-03-312026-04-17

JCI JOHNSON CONTROLS INTERNATION3.8K shares-16.80%2026-03-312026-04-17

Sponsored

TPR TAPESTRY INC3.4K shares-10.52%2026-03-312026-04-17

VLUE ISHARES TR3.4K shares0.00%2026-03-312026-04-17

WDC WESTERN DIGITAL CORP1.7K shares-31.35%2026-03-312026-04-17

DVN DEVON ENERGY CORP NEW8.8K shares-16.24%2026-03-312026-04-17

QUAL ISHARES TR2.3K shares0.00%2026-03-312026-04-17

TOL TOLL BROTHERS INC3.2K shares-16.66%2026-03-312026-04-17

REGN REGENERON PHARMACEUTICALS559 shares-19.10%2026-03-312026-04-17

FDX FEDEX CORP1.2K shares0.50%2026-03-312026-04-17

Sponsored

ALPHABET INC ALPHABET INC1.5K shares5.72%2026-03-312026-04-17

AVEM AMERICAN CENTY ETF TR5.2K shares21.75%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR728 shares0.14%2026-03-312026-04-17

OSK OSHKOSH CORP2.7K shares-0.84%2026-03-312026-04-17

DAL DELTA AIR LINES INC5.9K shares-30.83%2026-03-312026-04-17

FTI TECHNIPFMC PLC5.6K shares-22.22%2026-03-312026-04-17

IVLU ISHARES TR9.7K shares-14.64%2026-03-312026-04-17

EXPE EXPEDIA GROUP INC1.6K shares-30.69%2026-03-312026-04-17

Sponsored

USFD US FOODS HLDG CORP3.8K shares-2.76%2026-03-312026-04-17

DINO HF SINCLAIR CORP5.6K shares-31.05%2026-03-312026-04-17

IWF ISHARES TR795 shares0.00%2026-03-312026-04-17

DFNM DIMENSIONAL ETF TRUST7.1K shares-11.10%2026-03-312026-04-17

JBHT HUNT J B TRANS SVCS INC1.6K shares-4.48%2026-03-312026-04-17

PEP PEPSICO INC2.1K shares-32.42%2026-03-312026-04-17

IXUS ISHARES TR3.8K shares0.00%2026-03-312026-04-17

IVV ISHARES TR504 shares0.00%2026-03-312026-04-17

Sponsored

GLW CORNING INC2.4K shares0.80%2026-03-312026-04-17

TSLA TESLA INC861 shares9.68%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL643 shares2.23%2026-03-312026-04-17

HAS HASBRO INC3.2K shares-11.98%2026-03-312026-04-17

FCX FREEPORT MCMORAN INC5.2K shares-19.32%2026-03-312026-04-17

DFIC DIMENSIONAL ETF TRUST8.5K shares-45.61%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC890 shares1.60%2026-03-312026-04-17

ULTA ULTA BEAUTY INC571 shares-26.32%2026-03-312026-04-17

Sponsored

WMT WALMART INC2.3K shares-18.91%2026-03-312026-04-17

PNC PNC FINL SVCS GROUP INC1.3K shares-72.84%2026-03-312026-04-17

MEDP MEDPACE HLDGS INC581 shares-26.92%2026-03-312026-04-17

VUG VANGUARD INDEX FDS631 shares3.61%2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC1.9K shares-9.63%2026-03-312026-04-17

LECO LINCOLN ELEC HLDGS INC1.1K shares0.00%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T419 shares0.00%2026-03-312026-04-17

NYT NEW YORK TIMES CO MTN BE3.2K shares-13.58%2026-03-312026-04-17

Sponsored

META META PLATFORMS INC463 shares30.79%2026-03-312026-04-17

BMY BRISTOL-MYERS SQUIBB CO4.3K shares-63.01%2026-03-312026-04-17

EME EMCOR GROUP INC354 shares-24.36%2026-03-312026-04-17

PCG PG&E CORP14.5K shares-65.65%2026-03-312026-04-17

EFAV ISHARES TR2.8K shares0.00%2026-03-312026-04-17

DFSV DIMENSIONAL ETF TRUST7.2K shares0.00%2026-03-312026-04-17

SPTM SPDR SERIES TRUST3.2K shares0.00%2026-03-312026-04-17

HAL HALLIBURTON CO6.4K sharesnew addition2026-03-312026-04-17

Sponsored

ABBV ABBVIE INC1.1K shares-20.44%2026-03-312026-04-17

NEM NEWMONT CORP2.2K shares-23.06%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO743 shares9.91%2026-03-312026-04-17

LAM RESEARCH CORP LAM RESEARCH CORP1.0K shares-17.57%2026-03-312026-04-17

LLY ELI LILLY & CO233 shares21.35%2026-03-312026-04-17

BWA BORGWARNER INC3.9K sharesnew addition2026-03-312026-04-17

DELL DELL TECHNOLOGIES INC1.2K sharesnew addition2026-03-312026-04-17

BYND BEYOND MEAT INC141.8K sharesnew addition2026-03-312026-04-17

Sponsored

FFAI FARADAY FUTURE INTLGT ELEC I156.4K sharesnew addition2026-03-312026-04-17

AMC ENTMT HLDGS INC AMC ENTMT HLDGS INC11.7K sharesnew addition2026-03-312026-04-17

BSVO

EA SERIES TRUST

2.90%

Shares1.3M

Event2026-03-31

Filed2026-04-17

ITOT

ISHARES TR

6.42%

Shares133.1K

Event2026-03-31

Filed2026-04-17

AVDV

AMERICAN CENTY ETF TR

-1.66%

Shares164.3K

Event2026-03-31

Filed2026-04-17

DFEM

DIMENSIONAL ETF TRUST

1.50%

Shares342.8K

Event2026-03-31

Filed2026-04-17

DUHP

DIMENSIONAL ETF TRUST

10.33%

Shares247.9K

Event2026-03-31

Filed2026-04-17

DIHP

DIMENSIONAL ETF TRUST

10.90%

Shares239.1K

Event2026-03-31

Filed2026-04-17

IDEV

ISHARES TR

4.74%

Shares90.4K

Event2026-03-31

Filed2026-04-17

VGIT

VANGUARD SCOTTSDALE FDS

27.09%

Shares96.9K

Event2026-03-31

Filed2026-04-17

DFAC

DIMENSIONAL ETF TRUST

-15.73%

Shares142.4K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

41.84%

Shares13.6K

Event2026-03-31

Filed2026-04-17

DISV

DIMENSIONAL ETF TRUST

-11.94%

Shares100.9K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-1.36%

Shares13.0K

Event2026-03-31

Filed2026-04-17

DFSD

DIMENSIONAL ETF TRUST

35.74%

Shares59.9K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

-9.93%

Shares13.9K

Event2026-03-31

Filed2026-04-17

DFIV

DIMENSIONAL ETF TRUST

-29.24%

Shares38.9K

Event2026-03-31

Filed2026-04-17

VTIP

VANGUARD MALVERN FDS

40.48%

Shares39.2K

Event2026-03-31

Filed2026-04-17

AVUV

AMERICAN CENTY ETF TR

-1.92%

Shares13.4K

Event2026-03-31

Filed2026-04-17

DFAU

DIMENSIONAL ETF TRUST

-2.37%

Shares32.0K

Event2026-03-31

Filed2026-04-17

FIX

COMFORT SYS USA INC

-9.47%

Shares927

Event2026-03-31

Filed2026-04-17

ADBE

ADOBE INC

-7.99%

Shares5.1K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

19.02%

Shares3.0K

Event2026-03-31

Filed2026-04-17

GEV

GE VERNOVA INC

-8.01%

Shares1.3K

Event2026-03-31

Filed2026-04-17

INCY

INCYTE CORP

-8.71%

Shares10.4K

Event2026-03-31

Filed2026-04-17

ARISTA NETWORKS INC

-12.71%

Shares7.4K

Event2026-03-31

Filed2026-04-17

MERCK & CO INC

-2.57%

Shares7.5K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

-3.99%

Shares2.7K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

23.29%

Shares4.0K

Event2026-03-31

Filed2026-04-17

GE AEROSPACE

-10.76%

Shares2.7K

Event2026-03-31

Filed2026-04-17

DFAI

DIMENSIONAL ETF TRUST

-4.56%

Shares18.9K

Event2026-03-31

Filed2026-04-17

DFUV

DIMENSIONAL ETF TRUST

-42.29%

Shares15.0K

Event2026-03-31

Filed2026-04-17

IWN

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-17

DFAX

DIMENSIONAL ETF TRUST

-1.43%

Shares19.3K

Event2026-03-31

Filed2026-04-17

APH

AMPHENOL CORP

0.36%

Shares5.1K

Event2026-03-31

Filed2026-04-17

INTC

INTEL CORP

-30.28%

Shares14.4K

Event2026-03-31

Filed2026-04-17

GENERAL MTRS CO

-17.21%

Shares8.2K

Event2026-03-31

Filed2026-04-17

EIX

EDISON INTL

-17.86%

Shares8.2K

Event2026-03-31

Filed2026-04-17

VRT

VERTIV HOLDINGS CO

-25.63%

Shares2.4K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

18.41%

Shares1.9K

Event2026-03-31

Filed2026-04-17

ILMN

ILLUMINA INC

-12.08%

Shares4.3K

Event2026-03-31

Filed2026-04-17

JCI

JOHNSON CONTROLS INTERNATION

-16.80%

Shares3.8K

Event2026-03-31

Filed2026-04-17

TPR

TAPESTRY INC

-10.52%

Shares3.4K

Event2026-03-31

Filed2026-04-17

VLUE

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-17

WDC

WESTERN DIGITAL CORP

-31.35%

Shares1.7K

Event2026-03-31

Filed2026-04-17

DVN

DEVON ENERGY CORP NEW

-16.24%

Shares8.8K

Event2026-03-31

Filed2026-04-17

QUAL

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-17

TOL

TOLL BROTHERS INC

-16.66%

Shares3.2K

Event2026-03-31

Filed2026-04-17

REGN

REGENERON PHARMACEUTICALS

-19.10%

Shares559

Event2026-03-31

Filed2026-04-17

FDX

FEDEX CORP

0.50%

Shares1.2K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

5.72%

Shares1.5K

Event2026-03-31

Filed2026-04-17

AVEM

AMERICAN CENTY ETF TR

21.75%

Shares5.2K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

0.14%

Shares728

Event2026-03-31

Filed2026-04-17

OSK

OSHKOSH CORP

-0.84%

Shares2.7K

Event2026-03-31

Filed2026-04-17

DAL

DELTA AIR LINES INC

-30.83%

Shares5.9K

Event2026-03-31

Filed2026-04-17

FTI

TECHNIPFMC PLC

-22.22%

Shares5.6K

Event2026-03-31

Filed2026-04-17

IVLU

ISHARES TR

-14.64%

Shares9.7K

Event2026-03-31

Filed2026-04-17

EXPE

EXPEDIA GROUP INC

-30.69%

Shares1.6K

Event2026-03-31

Filed2026-04-17

USFD

US FOODS HLDG CORP

-2.76%

Shares3.8K

Event2026-03-31

Filed2026-04-17

DINO

HF SINCLAIR CORP

-31.05%

Shares5.6K

Event2026-03-31

Filed2026-04-17

IWF

ISHARES TR

0.00%

Shares795

Event2026-03-31

Filed2026-04-17

DFNM

DIMENSIONAL ETF TRUST

-11.10%

Shares7.1K

Event2026-03-31

Filed2026-04-17

JBHT

HUNT J B TRANS SVCS INC

-4.48%

Shares1.6K

Event2026-03-31

Filed2026-04-17

PEP

PEPSICO INC

-32.42%

Shares2.1K

Event2026-03-31

Filed2026-04-17

IXUS

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

0.00%

Shares504

Event2026-03-31

Filed2026-04-17

GLW

CORNING INC

0.80%

Shares2.4K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

9.68%

Shares861

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

2.23%

Shares643

Event2026-03-31

Filed2026-04-17

HAS

HASBRO INC

-11.98%

Shares3.2K

Event2026-03-31

Filed2026-04-17

FCX

FREEPORT MCMORAN INC

-19.32%

Shares5.2K

Event2026-03-31

Filed2026-04-17

DFIC

DIMENSIONAL ETF TRUST

-45.61%

Shares8.5K

Event2026-03-31

Filed2026-04-17

MICRON TECHNOLOGY INC

1.60%

Shares890

Event2026-03-31

Filed2026-04-17

ULTA

ULTA BEAUTY INC

-26.32%

Shares571

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

-18.91%

Shares2.3K

Event2026-03-31

Filed2026-04-17

PNC

PNC FINL SVCS GROUP INC

-72.84%

Shares1.3K

Event2026-03-31

Filed2026-04-17

MEDP

MEDPACE HLDGS INC

-26.92%

Shares581

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

3.61%

Shares631

Event2026-03-31

Filed2026-04-17

PLTR

PALANTIR TECHNOLOGIES INC

-9.63%

Shares1.9K

Event2026-03-31

Filed2026-04-17

LECO

LINCOLN ELEC HLDGS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares419

Event2026-03-31

Filed2026-04-17

NYT

NEW YORK TIMES CO MTN BE

-13.58%

Shares3.2K

Event2026-03-31

Filed2026-04-17