Kaufman Rossin Wealth, LLC Portfolio Holdings

Kaufman Rossin Wealth, LLC

$192 Billion
Q4 2025

Kaufman Rossin Wealth, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $28.9B, Ishares Core S&P Total U.S. St with a value of $18.6B, American Centy ETF Tr Avantis with a value of $15.7B, Dimensional ETF Tr Emerging Mk with a value of $11.2B, and Dimensional ETF Tr Dimensional with a value of $8.55B.

Examining the 13F form we can see an increase of $9.39B in the current position value, from $183B to 192B.

Kaufman Rossin Wealth, LLC is based out at Miami, FL

Below you can find more details about Kaufman Rossin Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $192 Billion

ETFs: $105 Billion

Technology: $18.8 Billion

Healthcare: $9.33 Billion

Consumer Cyclical: $7.45 Billion

Industrials: $6.74 Billion

Financial Services: $4.64 Billion

Communication Services: $2.49 Billion

Consumer Defensive: $2.03 Billion

Other: $3.18 Billion

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$18.6 Billion 9.68% of portfolio	125,041	Q4 2025 Added 5.53%
AVDV American Centy ETF Tr Avantis ETFs	$0	$15.7 Billion 8.18% of portfolio	167,100	Q4 2025 Added 0.64%
DFEM Dimensional ETF Tr Emerging Mk ETFs	$0	$11.2 Billion 5.82% of portfolio	337,708	Q4 2025 Added 1.23%
DUHP Dimensional ETF Tr Dimensional ETFs	$0	$8.55 Billion 4.45% of portfolio	224,726	Q4 2025 Added 4.04%
IDEV Ishares Core Msci Intl Develop ETFs	$0	$7.12 Billion 3.71% of portfolio	86,273	Q4 2025 Added 2.06%
DIHP Dimensional ETF Tr Dimensional ETFs	$0	$6.83 Billion 3.55% of portfolio	215,584	Q4 2025 Added 2.45%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$6.69 Billion 3.48% of portfolio	168,990	Q4 2025 Reduced 1.01%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$4.57 Billion 2.38% of portfolio	76,229	Q4 2025 Added 7.73%
DISV Dimensional ETF Tr Dimensional ETFs	$0	$4.35 Billion 2.27% of portfolio	114,579	Q4 2025 Reduced 3.16%

VTI Vanguard Total Stock Market Et ETFs	$0	$3.21 Billion 1.67% of portfolio	9,564	Q4 2025 Reduced 1.13%
DFIV Dimensional ETF Tr ETFs	$0	$2.74 Billion 1.43% of portfolio	54,961	Q4 2025 Reduced 3.78%
DFSD Dimensional ETF Tr Short Durat ETFs	$0	$2.12 Billion 1.1% of portfolio	44,113	Q4 2025 Added 11.81%
DFAU Dimensional ETF Tr ETFs	$0	$1.54 Billion 0.8% of portfolio	32,810	Q4 2025 Reduced 1.94%
AVUV American Centy ETF Tr Avantis ETFs	$0	$1.39 Billion 0.73% of portfolio	13,665	Q4 2025 Reduced 0.38%
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	$0	$1.38 Billion 0.72% of portfolio	27,885	Q4 2025 Added 15.1%
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$1.21 Billion 0.63% of portfolio	25,950	Q4 2025 Added 0.96%
DFAI Dimensional ETF Tr ETFs	$0	$753 Million 0.39% of portfolio	19,770	Q4 2025 Added 0.06%
IWN Ishares Russell2000 Val ETF ETFs	$0	$690 Million 0.36% of portfolio	3,809	Q4 2025 New

DFAX Dimensional ETF Tr	$0	$641 Million 0.33% of portfolio	19,581	Q4 2025 Reduced 3.69%
DFAT Dimensional ETF Tr U S Target ETFs	$0	$641 Million 0.33% of portfolio	10,760	Q4 2024 New
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$538 Million 0.28% of portfolio	15,611	Q4 2025 Added 2.4%
VLUE Ishares Msci Usa Value Factor ETFs	$0	$461 Million 0.24% of portfolio	3,369	Q4 2025 Added 13.63%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$451 Million 0.23% of portfolio	2,271	Q3 2025 Reduced 3.65%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$447 Million 0.23% of portfolio	727	Q4 2025 Added 10.82%
IVLU Ishares Tr Edge Msci Intl Valu ETFs	$0	$431 Million 0.22% of portfolio	11,335	Q4 2025 Reduced 10.49%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$376 Million 0.2% of portfolio	795	Q4 2024 New
DFNM Dimensional ETF Tr Natl Mun Bd ETFs	$0	$383 Million 0.2% of portfolio	7,947	Q4 2025 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$345 Million 0.18% of portfolio	504	Q4 2024 New
AVEM American Centy ETF Tr Avantis ETFs	$0	$330 Million 0.17% of portfolio	4,281	Q4 2025 Reduced 7.62%
IXUS Ishares Tr ETFs	$0	$325 Million 0.17% of portfolio	3,837	Q4 2024 New
VUG Vanguard Growth ETF ETFs	$0	$297 Million 0.15% of portfolio	609	Q4 2025 Added 18.95%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$286 Million 0.15% of portfolio	419	Q4 2025 Added 12.94%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$262 Million 0.14% of portfolio	3,177	Q2 2025 New
EFAV Ishares Msci Eafe Min Vol Fact ETFs	$0	$239 Million 0.12% of portfolio	2,767	Q4 2025 Added 0.51%
DFSV Dimensional ETF Tr Dimensional ETFs	$0	$236 Million 0.12% of portfolio	7,175	Q2 2025 New

Summary

Portfolio
No. of Stocks 157
Current Value $192 Billion
Prior Value $183 Billion
Filing
Period Q4 2025
Filing Date January 14, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 24 stocks
Additional Purchases 53 stocks
Sold out of 0 stocks
Reduced holdings in 53 stocks

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Kaufman Rossin Wealth, LLC Portfolio Holdings