Kaufman Rossin Wealth, LLC
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$174.5M
Holdings
98
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BSVO
EA SERIES TRUST
Q4 2025: Exited (was 1.25M shares)
18.6%
02
$ITOT
ISHARES TR
Q1 2026: New position (205 shares)
10.9%
03
$AVDV
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 166.0k shares)
9.4%
04
$DFEM
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 333.6k shares)
6.8%
05
$DUHP
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 216.0k shares)
5.2%
06
$DIHP
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 210.4k shares)
4.4%
07
$IDEV
ISHARES TR
Q4 2025: Exited (was 84.5k shares)
4.3%
08
$VGIT
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 70.8k shares)
3.3%
09
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 170.7k shares)
3.2%
10
$VTI
VANGUARD INDEX FDS
Q1 2026: New position (12 shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:10 UTC.