Managed by Kaufman Rossin Wealth, Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $40.5M | 1.41M | 0.00% | — |
| 2 | ? N/A — | $32.4M | 1.28M | 0.00% | — |
| 3 | ? N/A — | $28.9M | 1.24M | 0.00% | — |
| 4 | ? N/A — | $28.3M | 1.25M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $25.7M |
| 155.8K |
| 0.00% |
| — |
| 6 | ? N/A — | $23.8M | 1.17M | 0.00% | — |
| 7 | ? N/A — | $21.7M | 1.00M | 0.00% | — |
| 8 | ? N/A — | $19.4M | 999.7K | 0.00% | — |
| 9 | I IAU — | $19M | 133.1K | 0.00% | — |
| 10 | ? N/A — | $18.7M | 180.9K | 0.00% | — |
| 11 | I IAU — | $18.6M | 125.0K | 0.00% | — |
| 12 | I IAU — | $17.3M | 118.5K | 0.00% | — |
| 13 | ? N/A — | $16.4M | 164.3K | 0.00% | — |
| 14 | ? N/A — | $15.7M | 167.1K | 0.00% | — |
| 15 | ? N/A — | $14.8M | 166.0K | 0.00% | — |
| 16 | I IAU — | $14.5M | 107.4K | 0.00% | — |
| 17 | ? N/A — | $14.4M | 362.5K | 0.00% | — |
| 18 | I IAU — | $12.7M | 99.1K | 0.00% | — |
| 19 | ? N/A — | $12.6M | 158.4K | 0.00% | — |
| 20 | I IAU — | $12.5M | 102.2K | 0.00% | — |