Kaufman Rossin Wealth, LLC ETF holdings
Miami, FL
Reported $172.6M in 36 ETFs in its Form 13F for June 30, 2026.
ETF value
$172.6M
ETFs held
36
Change from prior quarter
+22.1%
With price moves
ETFs as a share of its 13F
81.8%
of $211.1M
Top 10 of 36 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BSVO | EA Bridgeway Omni Small-Cap Value ETF | $40.5M | 1,408,620 | +131,854 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $25.7M | 155,765 | +22,701 shares |
| AVDV | Avantis International Small Cap Value ETF | $18.7M | 180,927 | +16,602 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $14.4M | 362,467 | +19,680 shares |
| DUHP | Dimensional US High Profitability ETF | $12.1M | 288,982 | +41,034 shares |
| DIHP | Dimensional International High Profitability ETF | $9.3M | 273,513 | +34,425 shares |
| IDEV | iShares Core MSCI International Developed Markets ETF | $9.2M | 103,095 | +12,736 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $6.8M | 115,788 | +18,909 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $6.3M | 142,667 | +256 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $5.0M | 13,407 | −159 shares |
26 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002049750. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Kaufman Rossin Wealth, LLC own?
Kaufman Rossin Wealth, LLC reported 36 ETF positions worth $172.6M in its Form 13F for June 30, 2026. The largest was BSVO, at $40.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.