What does Kaufman Rossin Wealth, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Kaufman Rossin Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

EA SERIES TRUST

$32M1.3M18.6%

ISHARES TR

$19M133K10.9%

AMERICAN CENTY ETF TR

$16M164K9.4%

DIMENSIONAL ETF TRUST

$12M343K6.8%

DIMENSIONAL ETF TRUST

$9M248K5.2%

DIMENSIONAL ETF TRUST

$8M239K4.4%

ISHARES TR

$8M90K4.3%

VANGUARD SCOTTSDALE FDS

$6M97K3.3%

DIMENSIONAL ETF TRUST

$6M142K3.2%

VANGUARD INDEX FDS

$4M14K2.5%

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