StockDriftsStockDriftsTop 50 Kaufman Rossin Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSVO | EA SERIES TRUST | 16.52% | 1.46M | $40.8M | +3.66%(+51.59K) | $22.40(+25.78%) | 2026-09-30 | |
| ITOT | ISHARES TR | 11.2% | 166.5K | $27.7M | +6.89%(+10.73K) | $135.44(+23.10%) | 2026-09-30 | |
| AVDV | AMERICAN CENTY ETF TR | 8.22% | 185.7K | $20.3M | +2.63%(+4.75K) | $73.05(+46.94%) | 2026-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.9% | 366.8K | $14.6M | +1.21%(+4.37K) | $28.16(+35.28%) | 2026-09-30 | |
| IDEV | ISHARES TR | 3.82% | 105.6K | $9.4M | +2.43%(+2.50K) | $71.09(+25.19%) | 2026-09-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.81% | 279.6K | $9.4M | +2.21%(+6.04K) | $28.31(+20.19%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.58% | 112.6K | $6.4M | -2.73%(-3.17K) | $59.42(-4.09%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.55% | 141.5K | $6.3M | -0.80%(-1.15K) | $34.45(+30.24%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.16% | 16.0K | $5.3M | +25.90%(+3.30K) | $245.29(+39.81%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.04% | 13.5K | $5.1M | +0.69%(+93) | $307.58(+22.10%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.62% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.01% |
Kaufman Rossin Wealth LLC reports $247.12M in US-listed equity holdings across 180 positions in its most recent 13F filing. Its largest disclosed positions are BSVO (16.5%), ITOT (11.2%) and AVDV (8.2%). The top 20 holdings account for 69.27% of reported assets. Its disclosed equity book has returned +34.62% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kaufman Rossin Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2049750). View Kaufman Rossin Wealth LLC’s 13F filings on SEC