SEC Form 13F

Kaufman Rossin Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-17
Reported value$211,069,361
Positions112

Largest disclosed positions

IssuerTickerClassReported valueReported amount
EA SERIES TRUSTBSVOBRID OMN SMA ETF$40,512,8861,408,620
ISHARES TRITOTCORE S&P TTL STK$25,699,623155,765
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$18,659,039180,927
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$14,400,812362,467
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$12,050,559288,982
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$9,303,536273,513
ISHARES TRIDEVCORE MSCI INTL$9,196,086103,095
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$6,786,356115,788
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$6,340,135142,667
VANGUARD INDEX FDSVTITOTAL STK MKT$4,980,07313,407

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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