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Kaufman Rossin Wealth, LLC 13F holdings

Filed 2026-07-16 · Kaufman Rossin Wealth, LLC · 112 positions · $211.1M

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TickerCompanySharesValue% of portfolio
BSVOEA SERIES TRUST1.4M$40.5M19.2%
ITOTISHARES TR155.8K$25.7M12.2%
AVDVAMERICAN CENTY ETF TR180.9K$18.7M8.8%
DFEMDIMENSIONAL ETF TRUST362.5K$14.4M6.8%
DUHPDIMENSIONAL ETF TRUST289.0K$12.1M5.7%
DIHPDIMENSIONAL ETF TRUST273.5K$9.3M4.4%
IDEVISHARES TR103.1K$9.2M4.4%
VGITVANGUARD SCOTTSDALE FDS115.8K$6.8M3.2%
DFACDIMENSIONAL ETF TRUST142.7K$6.3M3.0%
VTIVANGUARD INDEX FDS13.4K$5.0M2.4%
DISVDIMENSIONAL ETF TRUST103.4K$4.2M2.0%
AAPLAPPLE INC12.7K$4.0M1.9%
DFSDDIMENSIONAL ETF TRUST69.4K$3.3M1.6%
NVDANVIDIA CORPORATION12.0K$2.4M1.2%
VTIPVANGUARD MALVERN FDS45.6K$2.3M1.1%
DFIVDIMENSIONAL ETF TRUST38.6K$2.1M1.0%
DFAUDIMENSIONAL ETF TRUST31.9K$1.7M0.8%
AVUVAMERICAN CENTY ETF TR13.3K$1.6M0.8%
FIXCOMFORT SYS USA INC822$1.5M0.7%
MSFTMICROSOFT CORP3.2K$1.2M0.6%
INCYINCYTE CORP10.4K$1.2M0.6%
ADBEADOBE INC5.2K$1.2M0.5%
AMZNAMAZON COM INC4.6K$1.1M0.5%
AVGOBROADCOM INC2.8K$1.1M0.5%
GEVGE VERNOVA INC895$962,8200.5%
MRKMERCK & CO INC7.7K$957,3810.5%
IWNISHARES TR3.9K$853,1970.4%
DFUVDIMENSIONAL ETF TRUST15.1K$827,1920.4%
ILMNILLUMINA INC4.3K$825,7700.4%
APHAMPHENOL CORP5.0K$804,6100.4%
DFAIDIMENSIONAL ETF TRUST18.9K$781,3810.4%
MUMICRON TECHNOLOGY INC774$767,2910.4%
VRTVERTIV HOLDINGS CO2.3K$760,5640.4%
GOOGLALPHABET INC2.0K$717,3180.3%
DFAXDIMENSIONAL ETF TRUST19.3K$707,1730.3%
ANETARISTA NETWORKS INC3.8K$693,5960.3%
GMGENERAL MTRS CO8.2K$630,6000.3%
INTCINTEL CORP5.5K$623,2610.3%
AVEMAMERICAN CENTY ETF TR6.3K$592,1050.3%
VLUEISHARES TR2.9K$569,1070.3%
WDCWESTERN DIGITAL CORP975$563,5990.3%
DFNMDIMENSIONAL ETF TRUST11.2K$541,9610.3%
GOOGALPHABET INC1.5K$532,4060.3%
QQQINVESCO QQQ TR734$530,5460.3%
—JOHNSON CONTROLS INTERNATION3.8K$529,8000.3%
QUALISHARES TR2.3K$496,2140.2%
DELLDELL TECHNOLOGIES INC1.1K$494,3420.2%
EIXEDISON INTL6.5K$488,0710.2%
TPRTAPESTRY INC3.4K$476,3800.2%
TOLTOLL BROTHERS INC3.2K$470,8740.2%
GEGE AEROSPACE1.3K$466,7770.2%
GLWCORNING INC2.4K$458,2490.2%
JBHTHUNT J B TRANS SVCS INC1.6K$445,3930.2%
DINOHF SINCLAIR CORP5.6K$437,0580.2%
IVLUISHARES TR9.7K$408,8110.2%
BRK-BBERKSHIRE HATHAWAY INC DEL800$396,1570.2%
IWFISHARES TR3.2K$392,0940.2%
IVVISHARES TR504$380,5450.2%
USFDUS FOODS HLDG CORP3.8K$376,7390.2%
EXPEEXPEDIA GROUP INC1.4K$375,6960.2%
Top Fund Holdings
13F
Top Fund Holdings

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