Institutions / Kaufman Rossin Wealth, LLC

Kaufman Rossin Wealth, LLC

CIK 2049750 · Institution · as of Dec 31, 2025

Portfolio value

$192.05M

Positions

157

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 157 →

Company	Class	Value	Shares	% of portfolio
Ea Series Trust	—	$28.91M	1,240,724	15.1%
iShares MSCI UAE ETF	—	$18.59M	125,041	9.7%
American Centy ETF Tr	—	$15.70M	167,100	8.2%
Dimensional ETF Trust	—	$11.17M	337,708	5.8%
Dimensional ETF Trust	—	$8.55M	224,726	4.5%
iShares MSCI UAE ETF	—	$7.12M	86,273	3.7%
Dimensional ETF Trust	—	$6.83M	215,584	3.6%
Dimensional ETF Trust	—	$6.69M	168,990	3.5%
Vanguard Scottsdale Fds	—	$4.57M	76,229	2.4%
Dimensional ETF Trust	—	$4.35M	114,579	2.3%
Apple Inc.	—	$3.57M	13,129	1.9%
Vanguard Index Fds	—	$3.21M	9,564	1.7%
NVIDIA Corp	—	$2.87M	15,391	1.5%
Dimensional ETF Trust	—	$2.74M	54,961	1.4%
Dimensional ETF Trust	—	$2.12M	44,113	1.1%
Adobe Inc.	—	$1.92M	5,493	1.0%
Dimensional ETF Trust	—	$1.54M	32,810	0.8%
American Centy ETF Tr	—	$1.39M	13,665	0.7%
Vanguard Malvern Fds	—	$1.38M	27,885	0.7%
Microsoft Corp	—	$1.24M	2,555	0.6%
Dimensional ETF Trust	—	$1.21M	25,950	0.6%
Incyte Corp	—	$1.12M	11,381	0.6%
Arista Networks, Inc.ANET	Common Stock	$1.11M	8,506	0.6%
ROBLOX Corp	—	$1.06M	13,123	0.6%
The PNC Financial Services Group, Inc.	—	$1.03M	4,955	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.