Portfolio (Quarterly) Guide ↗

Kaufman Rossin Wealth, LLC

· CIK 0002049750

13F Portfolio $174M AUM 98 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 24 Added 55 Reduced 65 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
61	CME	CME GROUP INC	Financial Services	748	$204K	0.11%	SOLD
62	SCHW	SCHWAB CHARLES CORP	Financial Services	2,039	$204K	0.11%	SOLD
63	VTRS	VIATRIS INC	Healthcare	11,210	$140K	0.07%	SOLD
64	IRWD	IRONWOOD PHARMACEUTICALS INC	Healthcare	10,516	$35K	0.02%	SOLD
65	—	AGILON HEALTH INC	—	13,776	$9K	0.01%	SOLD

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Sector Allocation

Technology 38.8%

Industrials 15.8%

Consumer Cyclical 11.8%

Healthcare 11.6%

Utilities 5.9%

Communication Services 4.5%

Financial Services 3.6%

Consumer Defensive 3.2%

Energy 3.1%

Basic Materials 1.6%