Long-term investor
Kaufman Rossin Wealth, LLC @kaufmanrossinwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002049750).
Record
- Tracked since 2025-06-30 (477 days), 294 trades recorded
- Returns: week n/a · month n/a · 90 days +0.4% · 6 months +3.6% · 1 year +5.6% · all +5.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02072L532 · 16.5% · long · since 2025-09-30
- 464287150 · 11.2% · long · since 2025-09-30
- 025072802 · 8.2% · long · since 2025-09-30
- 25434V732 · 5.9% · long · since 2025-09-30
- 25239Y196 · 5.2% · long · since 2026-09-30
- 46435G326 · 3.8% · long · since 2025-09-30
- 25434V765 · 3.8% · long · since 2025-09-30
- 92206C706 · 2.6% · long · since 2025-09-30
- 25434V708 · 2.5% · long · since 2025-09-30
- AAPL · 2.2% · long · since 2025-09-30
- 922908769 · 2.0% · long · since 2025-09-30
- 25434V781 · 1.8% · long · since 2025-09-30