13F Filings History of Kaufman Rossin Wealth, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$192,046,845
Signature - Title
Maria Socarras - Chief Compliance Officer
Location
Miami, FL
Summary
This page shows a list of all the recent 13F filings made by Kaufman Rossin Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kaufman Rossin Wealth, LLC reported 157 stock holdings with total value $192,046,845 as of Q4 2025. Top holdings included BSVO, ITOT, AVDV, DFEM, and DUHP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 157 $192,046,845 +$13,343,173 -$8,936,822 +$4,406,351 BSVO, ITOT, AVDV, DFEM, DUHP 13F-HR 14 Jan 2026, 10:19
Q3 2025 155 $182,655,697 +$22,122,440 -$10,837,993 +$11,284,447 BSVO, ITOT, AVDV, DFEM, DUHP 13F-HR 14 Oct 2025, 10:16
Q2 2025 139 $157,970,904 +$25,157,340 -$19,934,400 +$5,222,940 BSVO, ITOT, AVDV, DFEM, DUHP 13F-HR 11 Jul 2025, 14:29
Q1 2025 150 $139,880,557 +$46,780,468 -$2,224,625 +$44,555,843 BSVO, ITOT, AVDV, DFEM, DFAC 13F-HR 14 May 2025, 10:40
Q4 2024 37 $97,171,113 $0 $0 $0 BSVO, ITOT, AVDV, DFEM, DFAC 13F-HR 23 Jan 2025, 11:49