13F Insight
DOSSIER · 13F-HR · Q3 2026

Kaufman Rossin Wealth, LLC

$247M in tracked AUM across 180 positions as of Q3 2026.

KR
CIK 0002049750 · last filed Sep 30, 2026
Total AUM
$247M
as of Q3 2026
Holdings
180
+68 QoQ
positions
Whale Score
61
61
tracked
Activity
174
+77 new, −9 sold
changes this Q
AI Analysis · Q3 2026

Kaufman Rossin Wealth, LLC filed its latest 13F-HR for Q3 2026. 174 position changes this quarter — 77 new, 9 exited, 69 added, 19 trimmed.

Quarter at a glance — Q3 2026

174 material changes this filing.

NEW
DUHPDFA INVT DIMENSIONS GROUP IN
+307K sh
+$13M
5.2%
EXIT
DUHPDIMENSIONAL ETF TRUST
-289K sh
$-12M
—
ADD
ITOTISHARES TR
+11K sh
+$2M
11.2%
ADD
AVDVAMERICAN CENTY ETF TR
+5K sh
+$2M
8.2%
ADD
NVDANVIDIA CORPORATION
+6K sh
+$2M
1.6%
ADD
MSFTMICROSOFT CORP
+2K sh
+$1M
1.0%
ADD
AAPLAPPLE INC
+3K sh
+$1M
2.2%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
BSVO
EA SERIES TRUST
$41M1.5M16.5%02
ITOT
ISHARES TR
$28M166K11.2%03
AVDV
AMERICAN CENTY ETF TR
$20M186K8.2%04
DFEM
DIMENSIONAL ETF TRUST
$15M367K5.9%05
DUHP
DFA INVT DIMENSIONS GROUP IN
$13M307K5.2%06
IDEV
ISHARES TR
$9M106K3.8%07
DIHP
DIMENSIONAL ETF TRUST
$9M280K3.8%08
VGIT
VANGUARD SCOTTSDALE FDS
$6M113K2.6%09
DFAC
DIMENSIONAL ETF TRUST
$6M142K2.5%10
AAPL
APPLE INC
$5M16K2.2%

Filing history

2026Q3Sep 30
$247M▲ 17.1%
180 positionsView →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 positionsLocked2025Q2Jun 30
$158M▲ 79.9%
139 positionsLocked2025Q1Mar 31
$88M▼ 9.6%
77 positionsLocked2024Q4Dec 31
$97M—
37 positionsLocked