Kaufman Rossin Wealth, LLC
All 13F Filings
- Location
- Miami, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 211,069
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 112 | 211,069 | 13F-HR | Kaufman Rossin Wealth, LLC |
| Q1 2026 | 4/17/2026 | 98 | 174,467 | 13F-HR | Kaufman Rossin Wealth, LLC |
| Q4 2025 | 1/14/2026 | 157 | 192,047 | 13F-HR | Kaufman Rossin Wealth, LLC |
| Q3 2025 | 10/14/2025 | 155 | 182,656 | 13F-HR | Kaufman Rossin Wealth, LLC |
| Q2 2025 | 7/11/2025 | 139 | 157,971 | 13F-HR | Kaufman Rossin Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.45 K | 18.2% | 0 | 27.08 K | -27.08 K |
| ETFs | 172.6 K | 81.8% | 63.69 K | 0 | 63.69 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
211,069
Holdings
112
QoQ value change ($000)
36,602
(21.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.