Kaufman Rossin Wealth, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Miami, FL
CIK
0002049750
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
150
139,880
BSVO, ITOT, AVDV, DFEM
13F-HR
5/14/2025
000172554725002245
Q4 2024
37
97,171
BSVO, ITOT, AVDV, DFEM
13F-HR
1/23/2025
000172554725000164