§ 13F · FUND PROFILE
Kaufman Rossin Wealth, LLC.
AUM · $211M (13F)Positions · 112Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BSVO | EA SERIES TRUST | 1.41M | $41M | 19.2% | +10% |
| 2 | ITOT | ISHARES TR | 156K | $26M | 12.2% | +17% |
| 3 | AVDV | AMERICAN CENTY ETF TR | 181K | $19M | 8.8% | +10% |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 362K | $14M | 6.8% | +6% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 289K | $12M | 5.7% | +17% |
| 6 | DIHP | DIMENSIONAL ETF TRUST | 274K | $9M | 4.4% | +14% |
| 7 | IDEV | ISHARES TR | 103K | $9M | 4.4% | +14% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 116K | $7M | 3.2% | +20% |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 143K | $6M | 3.0% | ±0% |
| 10 | VTI | VANGUARD INDEX FDS | 13K | $5M | 2.4% | −1% |
§ 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 $211 million in assets. The fund runs a portfolio of 112 positions.
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