13F Insight
Viewing historical filing for 2026Q1. View latest →
DOSSIER · 13F-HR · Q2 2026

Kaufman Rossin Wealth, LLC

$211M in tracked AUM across 112 positions as of Q2 2026.

KR
CIK 0002049750 · last filed Jun 30, 2026
Total AUM
$211M
as of Q2 2026
Holdings
112
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…