Kane Co Wealth Management

Latest statistics and disclosures from Kane Co Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Kane Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kane Co Wealth Management

Kane Co Wealth Management holds 50 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 16.9 $19M 483k 39.59
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Dimensional Etf Trust Core Fixed Incom (DFCF) 10.2 $12M 271k 42.56
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Dimensional Etf Trust Intl Core Equity (DFIC) 5.9 $6.7M 194k 34.46
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Dimensional Etf Trust Short Duration F (DFSD) 5.8 $6.5M 136k 47.95
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.3 $4.9M 48k 101.98
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Dimensional Etf Trust World Ex Us Core (DFAX) 4.1 $4.7M 143k 32.73
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Dimensional Etf Trust Us Small Cap Val (DFSV) 4.0 $4.5M 138k 32.89
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.8 $4.3M 62k 69.67
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Wisdomtree Tr Floatng Rat Trea (USFR) 3.3 $3.8M 75k 50.32
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Dimensional Etf Trust Intl Small Cap V (DISV) 3.0 $3.4M 90k 38.00
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.9 $3.3M 100k 33.08
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.8 $3.2M 54k 59.54
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.7 $3.0M 64k 46.80
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 2.6 $2.9M 39k 75.77
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Dimensional Etf Trust Us Equity Market (DFUS) 2.5 $2.8M 38k 74.17
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Dimensional Etf Trust Intl High Profit (DIHP) 2.1 $2.4M 76k 31.66
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Dimensional Etf Trust Us Mktwide Value (DFUV) 2.0 $2.2M 48k 46.59
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American Centy Etf Tr Us Eqt Etf (AVUS) 1.9 $2.1M 19k 111.78
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.8 $2.1M 55k 38.11
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Dimensional Etf Trust Us High Profitab (DUHP) 1.5 $1.7M 45k 38.03
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Dimensional Etf Trust Intl Small Cap E (DFIS) 1.5 $1.6M 50k 32.94
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.2 $1.3M 28k 48.17
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Dimensional Etf Trust Global Core Plus (DFGP) 1.1 $1.2M 22k 54.07
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.1 $1.2M 37k 32.57
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.9 $1.1M 32k 33.74
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Dimensional Etf Trust Internatnal Val (DFIV) 0.7 $846k 17k 49.90
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Ishares Tr Pfd And Incm Sec (PFF) 0.7 $830k 27k 30.96
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.7 $762k 8.1k 93.97
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Ea Series Trust Alpha Arch 1-3 (BOXX) 0.7 $754k 6.6k 115.10
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.6 $720k 14k 50.65
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $665k 1.3k 502.65
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Vanguard World Mega Cap Index (MGC) 0.6 $632k 2.5k 251.17
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Deere & Company (DE) 0.5 $553k 1.2k 465.57
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Dimensional Etf Trust Global Real Est (DFGR) 0.5 $551k 21k 26.42
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Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.5 $511k 16k 32.25
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Ishares Tr National Mun Etf (MUB) 0.4 $503k 4.7k 107.11
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $503k 10k 50.29
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Dimensional Etf Trust Inflation Prote (DFIP) 0.4 $440k 11k 41.56
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Dimensional Etf Trust Global Cr Etf (DGCB) 0.3 $396k 7.3k 54.24
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Global X Fds Us Pfd Etf (PFFD) 0.3 $367k 19k 18.91
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American Centy Etf Tr Avantis Us Small (AVSC) 0.3 $330k 5.6k 58.74
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Dimensional Etf Trust Emerging Mrktets (DEXC) 0.3 $326k 5.4k 60.52
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $314k 9.2k 34.21
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Principal Financial (PFG) 0.3 $307k 3.5k 88.20
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $255k 989.00 258.00
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Pepsi (PEP) 0.2 $241k 1.7k 143.52
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $205k 4.7k 43.43
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Apple (AAPL) 0.2 $204k 750.00 271.86
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Vanguard World Inf Tech Etf (VGT) 0.2 $204k 270.00 755.09
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Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.2 $201k 3.8k 52.63
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Past Filings by Kane Co Wealth Management

SEC 13F filings are viewable for Kane Co Wealth Management going back to 2025