Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kaufman Rossin Wealth, LLC (CIK 2049750) reported $174.5M across 98 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BSVO ($32.4M, 18.57%), ITOT ($19.0M, 10.86%), AVDV ($16.4M, 9.41%), DFEM ($11.8M, 6.79%), DUHP ($9.1M, 5.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BSVO | EA SERIES TRUST | $32.4M | 18.57% | 1.3M | Added |
| 2 | ITOT | ISHARES TR | $19.0M | 10.86% | 133,064 | Added |
| 3 | AVDV | AMERICAN CENTY ETF TR | $16.4M | 9.41% | 164,325 | Trimmed |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $11.8M | 6.79% | 342,787 | Added |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $9.1M | 5.22% | 247,948 | Added |
| 6 | DIHP | DIMENSIONAL ETF TRUST | $7.7M | 4.42% | 239,088 | Added |
| 7 | IDEV | ISHARES TR | $7.6M | 4.33% | 90,359 | Added |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $5.8M | 3.31% | 96,879 | Added |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $5.5M | 3.17% | 142,411 | Trimmed |
| 10 | VTI | VANGUARD INDEX FDS | $4.4M | 2.49% | 13,566 | Added |
| 11 | DISV | DIMENSIONAL ETF TRUST | $4.0M | 2.28% | 100,903 | Trimmed |
| 12 | AAPL | APPLE INC | $3.3M | 1.88% | 12,951 | Trimmed |
| 13 | DFSD | DIMENSIONAL ETF TRUST | $2.9M | 1.64% | 59,881 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $2.4M | 1.39% | 13,862 | Trimmed |
| 15 | DFIV | DIMENSIONAL ETF TRUST | $2.1M | 1.18% | 38,890 | Trimmed |
| 16 | VTIP | VANGUARD MALVERN FDS | $2.0M | 1.12% | 39,174 | Added |
| 17 | AVUV | AMERICAN CENTY ETF TR | $1.5M | 0.85% | 13,402 | Trimmed |
| 18 | DFAU | DIMENSIONAL ETF TRUST | $1.4M | 0.83% | 32,034 | Trimmed |
| 19 | FIX | COMFORT SYS USA INC | $1.3M | 0.73% | 927 | Trimmed |
| 20 | ADBE | ADOBE INC | $1.2M | 0.70% | 5,054 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $1.1M | 0.65% | 3,041 | Added |
| 22 | GEV | GE VERNOVA INC | $1.1M | 0.63% | 1,264 | Trimmed |
| 23 | INCY | INCYTE CORP | $977,907 | 0.56% | 10,390 | Trimmed |
| 24 | MRK | MERCK & CO INC | $902,868 | 0.52% | 7,506 | Trimmed |
| 25 | ANET | ARISTA NETWORKS INC | $911,698 | 0.52% | 7,425 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31