Kaufman Rossin Wealth, LLC
Q3 2025 13F Holdings
- Locationmiami, FL
- Num holdings
155
- Value ($000)
$182,656
- Date Filed10/14/2025
- Form type13F-HR
- CIK0002049750
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BSVO EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $28.31 M | 16 % | 1,249,702 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $17.26 M | 9 % | 118,486 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $14.78 M | 8 % | 166,041 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $10.70 M | 6 % | 333,617 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $8.16 M | 5 % | 215,995 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $6.78 M | 4 % | 84,533 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $6.58 M | 4 % | 170,721 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $6.40 M | 4 % | 210,421 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $4.25 M | 2 % | 70,762 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $4.22 M | 2 % | 118,320 |
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