Kaufman Rossin Wealth, LLC
CIK 0002049750 · MIAMI, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$211.1M
2026 Q2
Positions
112
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
70.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
BSVO
EA SERIES TRUST
19.2%
ITOT
ISHARES TR
12.2%
AVDV
AMERICAN CENTY ETF TR
8.8%
DFEM
DIMENSIONAL ETF TRUST
6.8%
DUHP
DIMENSIONAL ETF TRUST
5.7%
DIHP
DIMENSIONAL ETF TRUST
4.4%
IDEV
ISHARES TR
4.4%
VGIT
VANGUARD SCOTTSDALE FDS
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.