Kaufman Rossin Wealth, LLC has filed its Form 13F-HR report, disclosing the firm's equity holdings as of September 30, 2026. The filing lists a total of 180 individual securities held by the firm.
The portfolio is diversified across various sectors, with notable positions in technology and healthcare. The largest individual stock holding is NVIDIA Corporation, for which the firm holds 4,008,827 shares. Other significant technology positions include Apple Inc. with 5,342,699 shares, Microsoft Corporation with 2,552,558 shares, and Amazon.com Inc. with 1,980,518 shares.
Healthcare stocks are also well represented in the portfolio. Merck & Co. Inc. is held in 1,181,481 shares, while Pfizer Inc. is held in 309,212 shares. Johnson & Johnson is held in 213,706 shares.
The filing also includes a substantial allocation to exchange-traded funds (ETFs). The firm holds the iShares Core S&P Total Stock Market ETF with 27,684,516 shares, and the Vanguard Short-Term Treasury ETF with 6,381,212 shares. Additionally, the firm holds the Dimensional ETF Trust Emerging Markets Core Equity ETF with 14,570,931 shares.
The report lists Maria Socarras, Chief Compliance Officer, as the authorized signatory for the filing.
