Kaufman Rossin Wealth, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Kaufman Rossin Wealth, LLC reported 37 stock positions worth $97.2 million. Its top holding was EA Bridgeway Omni Sm-Cp Val (BSVO) at 22.3% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 13.1%) and Avantis Intl S/C Value ETF (AVDV, 9.1%).
- Most Recent 13F
- Q2 2026
- Location
- Miami, FL
- CIK
- 0002049750
- Portfolio Value
- $97.2M (Q4 2024)
- SEC Filing
- 0001725547-25-000164 ↗ filed Jan 23, 2025
Holdings Value
Holdings 37 stocks · $97.2M
| BSVO EA Bridgeway Omni Sm-Cp Val | 22.29% | 1,000,224 | $21.7M | — |
| ITOT iShares Core S&P Total U.S. | 13.11% | 99,068 | $12.7M | — |
| AVDV Avantis Intl S/C Value ETF | 9.13% | 136,336 | $8.9M | — |
| DFEM Dimensional Emrg MRKT Core | 7.67% | 284,452 | $7.4M | — |
| DFAC Dimensional US Core Equity 2 | 6.70% | 188,090 | $6.5M | — |
| DUHP Dimensional US High Profi Et | 6.12% | 175,935 | $5.9M | — |
| IDEV iShares Core MSCI Dev MKTS | 4.62% | 69,622 | $4.5M | — |
| DIHP Dimensional International Hi | 4.19% | 161,187 | $4.1M | — |
| DISV Dimensional International SM | 3.58% | 130,819 | $3.5M | — |
| VGIT Vanguard Intermediate-Term T | 3.27% | 54,723 | $3.2M | — |
| DFIV Dimensional International Va | 2.27% | 62,269 | $2.2M | — |
| DFSD Dimensional Short Duration | 1.91% | 39,510 | $1.9M | — |
| DFAU Dimensional US Core Equity M | 1.47% | 35,232 | $1.4M | — |
| DFUV Dimensional US Marketwide Va | 1.24% | 29,562 | $1.2M | — |
| VTIP Vanguard Short-Term Tips | 1.24% | 24,968 | $1.2M | — |
| AAPL Apple Inc. | 1.10% | 4,262 | $1.1M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.94% | 3,140 | $910K | — |
| MSFT Microsoft Corp. | 0.88% | 2,028 | $855K | — |
| GLD SPDR Gold Shares | 0.71% | 2,855 | $691K | — |
| GLDM SPDR Gold Minishares Trust | 0.70% | 13,150 | $684K | — |
| DFAI Dimensional International Co. | 0.63% | 21,052 | $615K | — |
| DFAT Dimensional US Target Value | 0.62% | 10,760 | $599K | — |
| DFAX Dimensional World Ex US Core | 0.61% | 23,679 | $589K | — |
| ADBE Adobe Inc. | 0.59% | 1,293 | $575K | — |
| AVUV Avantis US Small Cap Value | 0.56% | 5,614 | $542K | — |
| NVDA Nvidia Corp. | 0.52% | 3,735 | $502K | — |
| COST Costco Wholesale Corp. | 0.50% | 533 | $488K | — |
| AMZN Amazon.com Inc. | 0.45% | 1,995 | $438K | — |
| IVLU iShares MSCI International V | 0.36% | 12,832 | $348K | — |
| IWF iShares Russell 1000 Growth | 0.33% | 795 | $319K | — |
| IVV iShares Core S&P 500 ETF | 0.31% | 504 | $297K | — |
| GOOGL Alphabet Inc. Class A | 0.28% | 1,442 | $273K | — |
| IXUS iShares Core Intl Stock ETF | 0.26% | 3,837 | $254K | — |
| FTNT Fortinet Inc. | 0.23% | 2,340 | $221K | — |
| ABBV Abbvie Inc. | 0.22% | 1,177 | $209K | — |
| TIP iShares Tips Bond ETF | 0.22% | 1,962 | $209K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 4,665 | $205K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 112 | $211.1M | BSVO, ITOT, AVDV, DFEM, DUHP |
| Q1 2026 | 98 | $174.5M | BSVO, ITOT, AVDV, DFEM, DUHP |
| Q4 2025 | 157 | $192.0M | BSVO, ITOT, AVDV, DFEM, DUHP |
| Q3 2025 | 155 | $182.7M | BSVO, ITOT, AVDV, DFEM, DUHP |
| Q2 2025 | 139 | $158.0M | BSVO, ITOT, AVDV, DFEM, DUHP |
| Q1 2025 | 150 | $139.9M | BSVO, ITOT, AVDV, DFEM, DFAC |
| Q4 2024 | 37 | $97.2M | BSVO, ITOT, AVDV, DFEM, DFAC |