§ 13F · FUND PROFILE
Kaufman Rossin Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $158.0T (13F)Positions · 139Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BSVO | EA SERIES TRUST | 1.24M | $28.9T | 15.1% | −1% |
| 2 | ITOT | ISHARES TR | 125K | $18.6T | 9.7% | +6% |
| 3 | AVDV | AMERICAN CENTY ETF TR | 167K | $15.7T | 8.2% | +1% |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 338K | $11.2T | 5.8% | +1% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 225K | $8.5T | 4.5% | +4% |
| 6 | IDEV | ISHARES TR | 86K | $7.1T | 3.7% | +2% |
| 7 | DIHP | DIMENSIONAL ETF TRUST | 216K | $6.8T | 3.6% | +2% |
| 8 | DFAC | DIMENSIONAL ETF TRUST | 169K | $6.7T | 3.5% | −1% |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | 76K | $4.6T | 2.4% | +8% |
| 10 | DISV | DIMENSIONAL ETF TRUST | 115K | $4.4T | 2.3% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KAUFMAN SIGNAL
AC read
Kaufman Rossin Wealth, LLC is a Other fund managing $157970.9 trillion in assets. The fund runs a portfolio of 139 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed