Kaufman Rossin Wealth, LLC: 13F holdings
CIK 20497502026Q2
| Positions | 112 |
|---|
| Reported value | $211.1m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 112 (+14 vs prior quarter) |
|---|
| Reported value | $211.1m (+21.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BSVO EA SERIES TRUST | 1,408,620 | $40.5m | 19.2% |
| ITOT ISHARES TR | 155,765 | $25.7m | 12.2% |
| AVDV AMERICAN CENTY ETF TR | 180,927 | $18.7m | 8.8% |
| DFEM DIMENSIONAL ETF TRUST | 362,467 | $14.4m | 6.8% |
| DIMENSIONAL ETF TRUST | 288,982 | $12.1m | 5.7% |
| DIHP DIMENSIONAL ETF TRUST | 273,513 | $9.3m | 4.4% |
| VGK ISHARES TR | 103,095 | $9.2m | 4.4% |
| VGIT VANGUARD SCOTTSDALE FDS | 115,788 | $6.8m | 3.2% |
| DIMENSIONAL ETF TRUST | 142,667 | $6.3m | 3.0% |
| VTI VANGUARD INDEX FDS | 13,407 | $5.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2049750")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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