You're signed outSign in or to get full access.
Kaufman Rossin Wealth, LLC
Kaufman Rossin Wealth, LLC is a Miami, Florida-based Registered Investment Advisor, part of the broader Kaufman Rossin Group, which also includes accounting, insurance, and fund administration services. The firm primarily serves high-net-worth individuals and families, and its advisors draw on over six decades of experience from the parent group. Kaufman Rossin Wealth is known for personalized, evidence-based wealth management strategies and a deep focus on long-term client relationships. The company was established as a wealth advisory arm within the larger Kaufman Rossin organization and currently employs approximately 9 professionals.
Investment Strategy
Kaufman Rossin Wealth employs an evidence-based investment strategy designed to complement client portfolios with customized financial solutions. The firm emphasizes risk management, diversification, and long-term growth, utilizing sound academic research and global asset allocation frameworks tailored to each client's needs and objectives. Their approach is highly client-centric, focusing on understanding each individual's or family's entire financial situation to deliver personalized advice and service.
Latest 13F Filing Activity
Kaufman Rossin Wealth, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 154 equity positions with a total 13F market value of $183M. The fund increased holdings in Ea Series Trust, Ishares TR, American Centy Etf TR among other positions. Kaufman Rossin Wealth, LLC reduced exposure to Fortinet Inc., Texas Roadhouse Inc., Costco WHSL Corp. New among others.
Top Holdings
Equity Positions (154)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BSVO | EA SERIES TRUST | 15.50% | $28.3M | 1,249,702 | $21.54 | $22.65 | +$4.5M |
I ITOT | ISHARES TR | 9.45% | $17.3M | 118,486 | $130.32 | $145.65 | +$2.8M |
A AVDV | AMERICAN CENTY ETF TR | 8.09% | $14.8M | 166,041 | $67.66 | $89.03 | +$2.2M |
D DFEM | DIMENSIONAL ETF TRUST | 5.86% | $10.7M | 333,617 | $26.65 | $32.07 | +$1.2M |
D DUHP | DIMENSIONAL ETF TRUST | 4.47% | $8.2M | 215,995 | $34.20 | $37.77 | +$1.0M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more