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Maria Socarras

Kaufman Rossin Wealth, Llc

Assets Managed
$174.467M
Holdings
98
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
-9.15%(2Q avg: -2%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kaufman Rossin Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 98 positions.

Assets under management

The assets under management (AUM) of Kaufman Rossin Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 174.467M in assets, with a quarterly growth rate of -9.15% and a 2-quarter average growth rate of -2%. The portfolio is managed by Maria Socarras, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BSVO
Ea Bridgeway Omni Sm-cp Val
Recent Activity
Increased 2.91%
18.57%
$32.392M
1.277M shares@ $25.37 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 6.42%
10.87%
$18.952M
133,064 shares@ $142.43 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -1.66%
9.41%
$16.409M
164,325 shares@ $99.86 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 1.51%
6.79%
$11.843M
342,787 shares@ $34.55 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 10.34%
5.23%
$9.115M
247,948 shares@ $36.76 avg price
DIHP
Dimensional International Hi
Recent Activity
Increased 10.91%
4.42%
$7.703M
239,088 shares@ $32.23 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 4.74%
4.33%
$7.551M
90,359 shares@ $83.58 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 27.09%
3.31%
$5.769M
96,879 shares@ $59.56 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -15.72%
3.18%
$5.534M
142,411 shares@ $38.86 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 41.85%
2.5%
$4.352M
13,566 shares@ $320.81 avg price

1-10 of 98