Kaufman Rossin Wealth, LLC
Q4 2025 13F Holdings
- Locationmiami, FL
- Num holdings
157
- Value ($000)
$192,047
- Date Filed01/14/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $28.91M | 15 % | 1,240,724 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | $18.59M | 10 % | 125,041 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $15.7M | 8 % | 167,100 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $11.17M | 6 % | 337,708 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $8.55M | 5 % | 224,726 | ||
ISHARES TR | CORE MSCI INTL | 46435G326 | $7.12M | 4 % | 86,273 | ||
DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $6.83M | 4 % | 215,584 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $6.69M | 4 % | 168,990 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $4.57M | 2 % | 76,229 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $4.35M | 2 % | 114,579 |
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