Kaufman Rossin Wealth, LLC
Kaufman Rossin Wealth, LLC reported 112 positions worth $211.1M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: BSVO (19.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BSVO | SH | $40.5M | 19.19% | 1,408,620 | — | — | |
| ▸ 2 | ITOT | SH | $25.7M | 12.18% | 155,765 | — | — | |
| ▸ 3 | AVDV | SH | $18.7M | 8.84% | 180,927 | — | — | |
| ▸ 4 | DFEM | SH | $14.4M | 6.82% | 362,467 | — | — | |
| ▸ 5 | DUHP | SH | $12.1M | 5.71% | 288,982 | — | — | |
| ▸ 6 | DIHP | SH | $9.3M | 4.41% | 273,513 | — | — | |
| ▸ 7 | IDEV | SH | $9.2M | 4.36% | 103,095 | — | — | |
| ▸ 8 | VGIT | SH | $6.8M | 3.22% | 115,788 | — | — | |
| ▸ 9 | DFAC | SH | $6.3M | 3.00% | 142,667 | — | — | |
| ▸ 10 | VTI | SH | $5.0M | 2.36% | 13,407 | — | — |
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Frequently Asked Questions
What stocks does Kaufman Rossin Wealth, LLC hold as of Q2 2026?
Kaufman Rossin Wealth, LLC reported 112 positions worth $211.1M in its Q2 2026 13F filing. Largest positions: BSVO (19.2%), ITOT (12.2%), AVDV (8.8%), DFEM (6.8%) and DUHP (5.7%).
What did Kaufman Rossin Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Kaufman Rossin Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.