DOSSIER · 13F-HR · Q2 2026

Kaufman Rossin Wealth, LLC

$211M in tracked AUM across 112 positions as of Q2 2026.

KR
CIK 0002049750 · last filed Jun 30, 2026
Total AUM
$211M
as of Q2 2026
Holdings
112
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Kaufman Rossin Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BSVO
EA SERIES TRUST
$41M1.4M19.2%
02
ITOT
ISHARES TR
$26M156K12.2%
03
AVDV
AMERICAN CENTY ETF TR
$19M181K8.8%
04
DFEM
DIMENSIONAL ETF TRUST
$14M362K6.8%
05
DUHP
DIMENSIONAL ETF TRUST
$12M289K5.7%
06
DIHP
DIMENSIONAL ETF TRUST
$9M274K4.4%
07
IDEV
ISHARES TR
$9M103K4.4%
08
VGIT
VANGUARD SCOTTSDALE FDS
$7M116K3.2%
09
DFAC
DIMENSIONAL ETF TRUST
$6M143K3.0%
10
VTI
VANGUARD INDEX FDS
$5M13K2.4%

Filing history

2026Q2Jun 30
$211M 21.0%
112 positionsView →
2026Q1Mar 31
$174M 9.2%
98 positionsView →
2025Q4Dec 31
$192M 65.6%
157 positionsView →
2025Q3Sep 30
$116M 26.6%
94 positionsView →
2025Q2Jun 30
$158M 79.9%
139 positionsLocked
2025Q1Mar 31
$88M 9.6%
77 positionsLocked
2024Q4Dec 31
$97M
37 positionsLocked