§ 13F · FUND PROFILE
Kaufman Rossin Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $183M (13F)Positions · 155Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$815K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BSVO | EA SERIES TRUST | 1.28M | $32M | 18.6% | +3% |
| 2 | ITOT | ISHARES TR | 133K | $19M | 10.9% | +6% |
| 3 | AVDV | AMERICAN CENTY ETF TR | 164K | $16M | 9.4% | −2% |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 343K | $12M | 6.8% | +2% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 248K | $9M | 5.2% | +10% |
| 6 | DIHP | DIMENSIONAL ETF TRUST | 239K | $8M | 4.4% | +11% |
| 7 | IDEV | ISHARES TR | 90K | $8M | 4.3% | +5% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 97K | $6M | 3.3% | +27% |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 142K | $6M | 3.2% | −16% |
| 10 | VTI | VANGUARD INDEX FDS | 14K | $4M | 2.5% | +42% |
§ 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 $183 million in assets. The fund runs a portfolio of 155 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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