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Kaufman Rossin Wealth, LLC
hedge fundUpdated 17 days agoManaged by Kaufman Rossin Wealth, Llc • Latest filing Q3 2026
Portfolio value
$247.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
40.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $192M |
| Q1 2026 | $174.5M |
| Q2 2026 | $211.1M |
| Q3 2026 | $247.1M |
Top holdings
180 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A EA SERIES TRUST | $40.8M | 1.46M | 16.52% | Added(+3.7%) |
| 2 | $27.7M | 166.5K | 11.20% | Added(+6.9%) | |
| 3 | ? N/A AMERICAN CENTY ETF TR | $20.3M | 185.7K | 8.22% | Added(+2.6%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $14.6M | 366.8K | 5.90% | Added(+1.2%) |
| 5 | ? N/A DFA INVT DIMENSIONS GROUP IN | $12.9M | 307.4K | 5.21% | — |
| 6 | $9.4M | 105.6K | 3.82% | Added(+2.4%) | |
| 7 | $9.4M | 279.6K | 3.81% | Added(+2.2%) | |
| 8 | $6.4M | 112.6K | 2.58% | Trimmed(-2.7%) | |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $6.3M | 141.5K | 2.55% | Trimmed(-0.8%) |
| 10 | $5.3M | 16.0K | 2.16% | Added(+25.9%) | |
| 11 | $5.1M | 13.5K | 2.04% | Added(+0.7%) | |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $4.4M | 102.4K | 1.79% | Trimmed(-0.9%) |
| 13 | $4M | 17.6K | 1.62% | Added(+46.0%) | |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $3.7M | 78.9K | 1.48% | Added(+13.6%) |
| 15 | $2.6M | 52.0K | 1.04% | Added(+14.1%) | |
| 16 | $2.6M | 5.0K | 1.03% | Added(+54.8%) | |
| 17 | $2.1M | 38.5K | 0.87% | Trimmed(-0.5%) | |
| 18 | $2M | 7.9K | 0.80% | Added(+71.3%) | |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $1.7M | 32.0K | 0.68% | Added(+0.1%) |
| 20 | ? N/A AMERICAN CENTY ETF TR | $1.6M | 13.3K | 0.63% | Added(+0.0%) |