Kaufman Rossin Wealth, LLC
•CIK: 2049750•Filing: Q4 2025
**Kaufman Rossin Wealth, LLC** manages $192M across a diversified portfolio of 157 positions. The strategy exhibits significant allocation to fixed income and dividend-focused equities, highlighted by the top holdings in BSVO ($28.9M) and ITOT ($18.6M). Notable concentrations include substantial positions in AVDV ($15.7M) and DFEM ($11.2M). This structure suggests a focus on income generation and capital preservation within the current market cycle.
Total AUM
$192.0M
QoQ Performance
+5.1%
Positions
130
Top 10 Concentration
58.6%
Latest Filing
Q4 2025
Top Holdings Allocation
BSVO
ITOT
AVDV
DFEM
BSVO15.1%
ITOT9.7%
AVDV8.2%
DFEM5.8%
DUHP4.5%
IDEV3.7%
DIHP3.6%
DFAC3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.9%
Technology6.7%
Consumer1.6%
Healthcare1.1%
Industrial1.1%
Financial0.8%
ETF0.3%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
+17 more exited positions
Changes from Q3 2025
NEW24 new positions
↑53 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024