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Kaufman Rossin Wealth, LLC

All holdings · as of Dec 31, 2025

157 positions

CompanyClassValueShares% of portfolio
DIMENSIONAL ETF TRUST—$538.0K15,6110.3%
REGENERON PHARMACEUTICALS, INC.—$533.7K6910.3%
Toll Brothers Incorporated—$515.3K3,8110.3%
Vertiv Holdings Co—$513.2K3,1680.3%
VeriSign Inc—$502.9K2,0700.3%
Alphabet Inc.—$492.9K1,5750.3%
Tapestry Inc—$488.4K3,8220.3%
Autodesk, Inc.—$481.4K1,6260.3%
DraftKings Inc.—$477.0K13,8430.2%
Ulta Beauty, Inc.—$469.1K7750.2%
Zoom Communications, Inc.—$466.6K5,4070.2%
ISHARES TR—$460.6K3,3690.2%
PEPSICO INC—$455.2K3,1710.2%
iShares MSCI UAE ETF—$451.1K2,2710.2%
INVESCO QQQ TR—$446.8K7270.2%
Medpace Holdings, Inc.—$446.5K7950.2%
Alphabet Inc.—$443.9K1,4150.2%
iShares MSCI UAE ETF—$431.3K11,3350.2%
Western Digital Corp—$418.8K2,4310.2%
COSTCO WHOLESALE CORP /NEW—$406.4K4710.2%
Chubb Ltd—$402.9K1,2910.2%
Devon Energy Corp—$384.4K10,4930.2%
DIMENSIONAL ETF TRUST—$382.8K7,9470.2%
Trane Technologies plc—$376.8K9680.2%
HF Sinclair Corp—$376.8K8,1770.2%
ISHARES TR—$376.3K7950.2%
Marketaxess Holdings Inc—$375.9K2,0740.2%
Palantir Technologies Inc—$367.4K2,0670.2%
Elastic N.V.—$364.2K4,8280.2%
Airbnb, Inc.—$356.9K2,6300.2%
Natera, Inc.—$356.9K1,5580.2%
CIENA CORP—$356.4K1,5240.2%
Tesla Inc—$353.1K7850.2%
NEUROCRINE BIOSCIENCES INC—$353.0K2,4890.2%
FedEx Corp—$346.6K1,2000.2%
OLD REPUBLIC INTERNATIONAL CORP—$346.0K7,5810.2%
ISHARES TR—$345.2K5040.2%
OSHKOSH CORP—$344.6K2,7430.2%
AMERICAN CENTY ETF TR—$329.7K4,2810.2%
iShares MSCI UAE ETF—$324.8K3,8370.2%
FREEPORT-MCMORAN INC—$324.4K6,3870.2%
TechnipFMC plc—$322.2K7,2310.2%
HUNT J B TRANSPORT SERVICES INC—$320.7K1,6500.2%
LAS VEGAS SANDS CORP—$319.4K4,9070.2%
Walmart Inc.—$319.3K2,8660.2%
MANHATTAN ASSOCIATES INC—$318.7K1,8390.2%
Keurig Dr Pepper Inc—$318.2K11,3620.2%
Warren E. Buffett—$316.0K6290.2%
Chipotle Mexican Grill Inc—$313.6K8,4770.2%
AbbVie Inc.—$310.8K1,3600.2%
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