Kaufman Rossin Wealth, LLC Top Holdings and 13F Report (2025) About Kaufman Rossin Wealth, LLCInvestment ActivityKaufman Rossin Wealth, LLC has $139.88 million in total holdings as of March 31, 2025.Kaufman Rossin Wealth, LLC owns shares of 150 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 33.44% of the portfolio was purchased this quarter.About 1.59% of the portfolio was sold this quarter.This quarter, Kaufman Rossin Wealth, LLC has purchased 37 new stocks and bought additional shares in 22 stocks.Kaufman Rossin Wealth, LLC sold shares of 7 stocks and completely divested from 3 stocks this quarter.Largest Holdings EA Bridgeway Omni Small-Cap Value ETF $19,434,273iShares Core S&P Total U.S. Stock Market ETF $12,472,715Avantis International Small Cap Value ETF $9,998,847Dimensional Emerging Markets Core Equity 2 ETF $7,898,819Dimensional U.S. Core Equity 2 ETF $6,181,606 Largest New Holdings this Quarter 771049103 - Roblox $747,103 Holding369604301 - GE Aerospace $717,938 Holding833445109 - Snowflake $711,799 Holding45337C102 - Incyte $707,406 Holding92343E102 - VeriSign $670,217 Holding Largest Purchases this Quarter Adobe 4,509 shares (about $1.73M)Apple 3,850 shares (about $855.20K)Avantis U.S. Small Cap Value ETF 9,707 shares (about $846.16K)NVIDIA 7,341 shares (about $795.62K)Roblox 12,817 shares (about $747.10K) Largest Sales this Quarter Dimensional Short-Duration Fixed Income ETF 6,130 shares (about $291.29K)Vanguard Short-Term Inflation-Protected Securities ETF 3,965 shares (about $197.85K)Vanguard Intermediate-Term Treasury Index ETF 1,893 shares (about $112.44K)Dimensional U.S. Core Equity 2 ETF 712 shares (about $23.49K)EA Bridgeway Omni Small-Cap Value ETF 519 shares (about $10.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKaufman Rossin Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBSVOEA Bridgeway Omni Small-Cap Value ETF$19,434,273$10,089 ▼-0.1%999,70513.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$12,472,715$385,430 ▲3.2%102,2278.9%ETFAVDVAvantis International Small Cap Value ETF$9,998,847$490,761 ▲5.2%143,3737.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$7,898,819$372,213 ▲4.9%298,5195.6%ETFDFACDimensional U.S. Core Equity 2 ETF$6,181,606$23,489 ▼-0.4%187,3784.4%ETFDUHPDimensional US High Profitability ETF$6,059,366$228,865 ▲3.9%182,8414.3%ETFIDEViShares Core MSCI International Developed Markets ETF$5,005,588$209,356 ▲4.4%72,6613.6%ETFDIHPDimensional International High Profitability ETF$4,578,120$235,751 ▲5.4%169,9383.3%ETFDISVDimensional International Small Cap Value ETF$3,822,030$12,580 ▲0.3%131,2512.7%ETFVGITVanguard Intermediate-Term Treasury Index ETF$3,138,086$112,444 ▼-3.5%52,8302.2%ETFDFIVDimensional International Value ETF$2,446,025$4,881 ▼-0.2%62,1451.7%ETFADBEAdobe$2,225,241$1,729,337 ▲348.7%5,8021.6%Computer and TechnologyAAPLApple$1,801,919$855,201 ▲90.3%8,1121.3%Computer and TechnologyDFSDDimensional Short-Duration Fixed Income ETF$1,586,202$291,295 ▼-15.5%33,3801.1%ETFDFAUDimensional US Core Equity Market ETF$1,354,3180.0%35,2321.0%ETFAVUVAvantis U.S. Small Cap Value ETF$1,335,532$846,159 ▲172.9%15,3211.0%ETFDFUVDimensional US Marketwide Value ETF$1,224,448$6,182 ▲0.5%29,7120.9%ETFNVDANVIDIA$1,200,418$795,618 ▲196.5%11,0760.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,079,565$216,573 ▲25.1%3,9280.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,048,033$197,850 ▼-15.9%21,0030.7%ManufacturingMSFTMicrosoft$1,012,979$251,555 ▲33.0%2,6980.7%Computer and TechnologyFTNTFortinet$808,969$583,721 ▲259.1%8,4040.6%Computer and TechnologyRBLXRoblox$747,103$747,103 ▲New Holding12,8170.5%Consumer DiscretionaryCOSTCostco Wholesale$740,546$236,445 ▲46.9%7830.5%Retail/WholesaleGEGE Aerospace$717,938$717,938 ▲New Holding3,5870.5%IndustrialsSNOWSnowflake$711,799$711,799 ▲New Holding4,8700.5%Computer and TechnologyINCYIncyte$707,406$707,406 ▲New Holding11,6830.5%MedicalAMZNAmazon.com$677,896$298,328 ▲78.6%3,5630.5%Retail/WholesaleVRSNVeriSign$670,217$670,217 ▲New Holding2,6400.5%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$668,526$11,086 ▲1.7%21,4070.5%ETFPNCThe PNC Financial Services Group$661,247$661,247 ▲New Holding3,7620.5%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$620,528$131 ▲0.0%23,6840.4%ETFCNCCentene$606,311$606,311 ▲New Holding9,9870.4%MedicalARISTA NETWORKS INC$600,315$600,315 ▲New Holding7,7480.4%COM SHSGMGeneral Motors$599,303$599,303 ▲New Holding12,7430.4%Auto/Tires/TrucksNOCNorthrop Grumman$598,540$598,540 ▲New Holding1,1690.4%AerospaceABNBAirbnb$582,009$582,009 ▲New Holding4,8720.4%Consumer DiscretionaryDFATDimensional U.S. Targeted Value ETF$554,0320.0%10,7600.4%ETFBKNGBooking$548,222$548,222 ▲New Holding1190.4%Retail/WholesaleDOORDASH INC$510,842$510,842 ▲New Holding2,7950.4%CL ACCitigroup$504,810$504,810 ▲New Holding7,1110.4%FinanceMSCIMSCI$485,199$485,199 ▲New Holding8580.3%FinanceHUMHumana$474,645$474,645 ▲New Holding1,7940.3%MedicalNOWServiceNow$466,538$466,538 ▲New Holding5860.3%Computer and TechnologyBMRNBioMarin Pharmaceutical$460,828$460,828 ▲New Holding6,5190.3%MedicalTEAMAtlassian$446,702$446,702 ▲New Holding2,1050.3%Computer and TechnologyETSYEtsy$446,181$446,181 ▲New Holding9,4570.3%Retail/WholesalePMPhilip Morris International$445,238$445,238 ▲New Holding2,8050.3%Consumer StaplesUNHUnitedHealth Group$437,855$437,855 ▲New Holding8360.3%MedicalGE VERNOVA INC$436,245$436,245 ▲New Holding1,4290.3%COMCOPConocoPhillips$435,098$435,098 ▲New Holding4,1430.3%EnergyFTITechnipFMC$430,540$430,540 ▲New Holding13,5860.3%EnergyAXSAXIS Capital$428,025$428,025 ▲New Holding4,2700.3%FinanceCMCSAComcast$421,398$421,398 ▲New Holding11,4200.3%Consumer DiscretionaryGRMNGarmin$420,364$420,364 ▲New Holding1,9360.3%Computer and TechnologyAVGOBroadcom$418,408$418,408 ▲New Holding2,4990.3%Computer and TechnologyMMM3M$408,711$408,711 ▲New Holding2,7830.3%Multi-Sector ConglomeratesDINOHF Sinclair$399,689$399,689 ▲New Holding12,1560.3%EnergyIVLUiShares MSCI Intl Value Factor ETF$388,362$576 ▼-0.1%12,8130.3%ETFBAHBooz Allen Hamilton$384,122$384,122 ▲New Holding3,6730.3%Business ServicesBRK.BBerkshire Hathaway$382,392$382,392 ▲New Holding7180.3%FinanceELVElevance Health$382,330$382,330 ▲New Holding8790.3%MedicalTXRHTexas Roadhouse$379,417$379,417 ▲New Holding2,2770.3%Retail/WholesaleEIXEdison International$374,319$374,319 ▲New Holding6,3530.3%UtilitiesTSNTyson Foods$372,842$372,842 ▲New Holding5,8430.3%Consumer StaplesRHIRobert Half$367,558$367,558 ▲New Holding6,7380.3%Business ServicesILMNIllumina$364,091$364,091 ▲New Holding4,5890.3%MedicalCNXCConcentrix$362,495$362,495 ▲New Holding6,5150.3%Business ServicesMRVLMarvell Technology$356,490$356,490 ▲New Holding5,7900.3%Computer and TechnologyCMICummins$352,307$352,307 ▲New Holding1,1240.3%Auto/Tires/TrucksALNYAlnylam Pharmaceuticals$351,026$351,026 ▲New Holding1,3000.3%MedicalNTNXNutanix$349,190$349,190 ▲New Holding5,0020.2%Computer and TechnologyDKNGDraftKings$341,664$341,664 ▲New Holding10,2880.2%Consumer DiscretionaryWENWendy's$341,215$341,215 ▲New Holding23,3230.2%Retail/WholesaleTRVTravelers Companies$338,244$338,244 ▲New Holding1,2790.2%FinanceHUBSHubSpot$333,062$333,062 ▲New Holding5830.2%Computer and TechnologyMRKMerck & Co., Inc.$329,958$329,958 ▲New Holding3,6760.2%MedicalRLRalph Lauren$329,565$329,565 ▲New Holding1,4930.2%Consumer DiscretionaryTTTrane Technologies$328,160$328,160 ▲New Holding9740.2%ConstructionLMTLockheed Martin$320,738$320,738 ▲New Holding7180.2%AerospacePANWPalo Alto Networks$320,291$320,291 ▲New Holding1,8770.2%Computer and TechnologyJNJJohnson & Johnson$319,574$319,574 ▲New Holding1,9270.2%MedicalORIOld Republic International$318,819$318,819 ▲New Holding8,1290.2%FinanceTPRTapestry$318,535$318,535 ▲New Holding4,5240.2%Retail/WholesaleBBYBest Buy$316,302$316,302 ▲New Holding4,2970.2%Retail/WholesaleAPHAmphenol$310,110$310,110 ▲New Holding4,7280.2%Computer and TechnologyPCGPG&E$307,677$307,677 ▲New Holding17,9090.2%UtilitiesSFStifel Financial$307,570$307,570 ▲New Holding3,2630.2%FinanceTERTeradyne$303,059$303,059 ▲New Holding3,6690.2%Computer and TechnologyTTCToro$297,548$297,548 ▲New Holding4,0900.2%Consumer DiscretionaryEXPEExpedia Group$296,697$296,697 ▲New Holding1,7650.2%Retail/WholesaleCVSCVS Health$293,019$293,019 ▲New Holding4,3250.2%MedicalFMCFMC$291,449$291,449 ▲New Holding6,9080.2%Consumer StaplesIWFiShares Russell 1000 Growth ETF$287,0670.0%7950.2%ETFGOOGLAlphabet$286,703$63,712 ▲28.6%1,8540.2%Computer and TechnologyCFGCitizens Financial Group$285,602$285,602 ▲New Holding6,9710.2%FinanceUSFDUS Foods$283,376$283,376 ▲New Holding4,3290.2%Consumer StaplesIVViShares Core S&P 500 ETF$283,1980.0%5040.2%ETFNTRANatera$282,113$282,113 ▲New Holding1,9950.2%MedicalJCIJohnson Controls International$279,504$279,504 ▲New Holding3,4890.2%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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