Kaufman Rossin Wealth, LLC — 13F holdings

Kaufman Rossin Wealth, LLC reported 180 holdings worth $247M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

  1. BSVO EA SERIES TRUST — $40.8M (16.5%)
  2. ITOT ISHARES TR — $27.7M (11.2%)
  3. AVDV AMERICAN CENTY ETF TR — $20.3M (8.2%)
  4. DFEM DIMENSIONAL ETF TRUST — $14.6M (5.9%)
  5. DUHP DFA INVT DIMENSIONS GROUP IN — $12.9M (5.2%)
  6. IDEV ISHARES TR — $9.45M (3.8%)
  7. DIHP DIMENSIONAL ETF TRUST — $9.42M (3.8%)
  8. VGIT VANGUARD SCOTTSDALE FDS — $6.38M (2.6%)
  9. DIMENSIONAL ETF TRUST — $6.29M (2.5%)
  10. AAPL APPLE INC — $5.34M (2.2%)