IE
Insider Edges

KAUFMAN ROSSIN WEALTH, LLC 13F portfolio summary

KAUFMAN ROSSIN WEALTH, LLC of KAUFMAN ROSSIN WEALTH, LLC has 98 current stock holdings with a reported portfolio value of $174.5M. The portfolio 1 year return is +24.29%. Top holdings include QQQ (0.00%), SPY (0.00%), BSVO (18.64%), ITOT (10.91%), AVDV (9.44%).

Back to investors

KAUFMAN ROSSIN WEALTH, LLC

KAUFMAN ROSSIN WEALTH, LLC
Latest filing: 2026-03-31

KAUFMAN ROSSIN WEALTH, LLC runs KAUFMAN ROSSIN WEALTH, LLC and currently holds 98 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $174.47M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. KAUFMAN ROSSIN WEALTH, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, KAUFMAN ROSSIN WEALTH, LLC's portfolio at KAUFMAN ROSSIN WEALTH, LLC has delivered returns of +24.29%. Their 3-year annualized return is +21.93%. Looking at the 5-year horizon, KAUFMAN ROSSIN WEALTH, LLC has achieved +21.93% annualized returns at KAUFMAN ROSSIN WEALTH, LLC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+24.29%
#0/1000
3 Year
+21.93%
#0/1000
5 Year
+21.93%
#0/1000

Portfolio Value

$174.47M

Alpha Score

20.4

#0 of 1000

Holdings

98

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change