Kaufman Rossin Wealth, LLC - Portfolio overview
Kaufman Rossin Wealth, LLC has 171 reported holdings in this dataset, with the latest filing dated 2026-04-17.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Industrials.
Largest reported holdings by portfolio allocation
- BSVO - EA SERIES TRUST, 16.27%
- ITOT - ISHARES TR, 9.52%
- AVDV - AMERICAN CENTY ETF TR, 8.24%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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