Kaufman Rossin Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Miami, FL
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
98
Total value ($000)
$174,467
Net value change ($000)
-17,580 (-9.2%)
New positions
6
Sold out positions
65
Turnover %
13.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BSVO 3,483 12.0%
VGIT 1,201 26.3%
VTI 1,145 35.7%
DIHP 877 12.8%
DFSD 752 35.6%
AVDV 707 4.5%
DFEM 672 6.0%
VTIP 578 41.9%
DUHP 569 6.7%
IDEV 435 6.1%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -1,156 -17.3%
RBLX -1,063 -100.0%
SNOW -904 -100.0%
CNC -840 -100.0%
TEAM -783 -100.0%
PNC -754 -72.9%
ADBE -693 -36.1%
DFIV -690 -25.2%
DFAT -641 -100.0%
LYFT -638 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type