Kaufman Rossin Wealth
$211M 13F equity value
116 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Kaufman Rossin Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BSVO | EA SERIES TRUST | 1,408,620 | $41M | 19.2% |
| ITOT | ISHARES TR | 155,765 | $26M | 12.2% |
| AVDV | AMERICAN CENTY ETF TR | 180,927 | $19M | 8.8% |
| DFEM | DIMENSIONAL ETF TRUST | 362,467 | $14M | 6.8% |
| DUHP | DIMENSIONAL ETF TRUST | 288,982 | $12M | 5.7% |
| DIHP | DIMENSIONAL ETF TRUST | 273,513 | $9M | 4.4% |
| IDEV | ISHARES TR | 103,095 | $9M | 4.4% |
| VGIT | VANGUARD SCOTTSDALE FDS | 115,788 | $7M | 3.2% |
| DFAC | DIMENSIONAL ETF TRUST | 142,667 | $6M | 3.0% |
| VTI | VANGUARD INDEX FDS | 13,407 | $5M | 2.4% |
Track Kaufman Rossin Wealth's 13F portfolio: $211M in reported holdings, 116 positions. Top holdings and quarterly changes on SentiSense.
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