Kaufman Rossin Wealth
Kaufman Rossin Wealth reported 180 stocks worth $247M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are BSVO (16.5%), ITOT (11.2%) and AVDV (8.2%). Compared with Q2 2026, the fund opened new positions in DUHP, IEI and AMT, added to BSVO, ITOT and AVDV, trimmed VGIT, DISV and DFIV and sold out of DFNM, MTZ and SNDK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BSVO EA Series Trust | $40.8M | 16.5% | 1.5M | +52K (+4%) | 8 of 8 | |
| 2 |  ITOT Ishares TR | $27.7M | 11.2% | 166K | +11K (+7%) | 8 of 8 | |
| 3 |  AVDV Avantis International Small Cap Value ETF | $20.3M | 8.2% | 186K | +4,753 (+3%) | 8 of 8 | |
| 4 |  DFEM Dimensional ETF Trust | $14.6M | 5.9% | 367K | +4,374 (+1%) | 8 of 8 | |
| 5 |  DUHP Dfa Invt Dimensions Group in | $12.9M | 5.2% | 307K | New position | 1 of 8 | |
| 6 |  IDEV Ishares TR | $9.4M | 3.8% | 106K | +2,505 (+2%) | 8 of 8 | |
| 7 |  DIHP Dimensional Intern High | $9.4M | 3.8% | 280K | +6,045 (+2%) | 8 of 8 | |
| 8 |  VGIT Vanguard Scottsdale Fds | $6.4M | 2.6% | 113K | −3,165 (−3%) | 8 of 8 | |
| 9 | DIMENSIONAL ETF TRUST | $6.3M | 2.5% | 142K | −1,148 (−1%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $5.3M | 2.2% | 16K | +3,300 (+26%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $12.1M | 289K |
 DFNM Dimensional Nationl | $542K | 11K |
DIMENSIONAL ETF TRUST | $277K | 7,175 |
 MTZ Mastec Inc | $232K | 603 |
 SNDK Sandisk Corp | $225K | 121 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kaufman Rossin Wealth 13F FAQ
What does Kaufman Rossin Wealth own?
Kaufman Rossin Wealth reported 180 stocks worth $247M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are BSVO (16.5%), ITOT (11.2%) and AVDV (8.2%). The table above lists every position in the filing (the top 10 without an account).
What did Kaufman Rossin Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 77 new positions, 65 added to, 19 trimmed and 9 sold out. New positions include DUHP, IEI and AMT. It sold all of DFNM, MTZ and SNDK.
When will Kaufman Rossin Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Kaufman Rossin Wealth's portfolio worth?
The Q3 2026 filing reports $247M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.