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Kane Co Wealth Management

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

Top 5 stock holdings are DFAC, DFCF, DFIC, DFSD, AVUV, and represent 41.92% of Kane Co Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFCF, DFGX, DFNM, DUHP, AVEE, AVUS, TLH, DFSV, DIHP, DFEM.
Started 4 new stock positions in TLH, AVES, AVEE, WMT.
Reduced shares in these 10 stocks: DFSU, AAPL, , DFAX, DFAC, DFUV, DFAU, DFAI, DFUS, DFAT.
Sold out of its positions in AAPL, DFSU, VGT.
Kane Co Wealth Management was a net buyer of stock by $3.6M.
Kane Co Wealth Management has $119M in assets under management (AUM), dropping by 4.58%.
Central Index Key (CIK): 0002109915

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Portfolio Holdings for Kane Co Wealth Management

Kane Co Wealth Management holds 51 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	15.7	$19M		479k	38.86	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	10.2	$12M	+5%	286k	42.22	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.9	$7.0M		197k	35.53	View chart
Dimensional Etf Trust Short Duration F (DFSD)	5.5	$6.5M		136k	47.88	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.6	$5.5M	+3%	50k	110.47	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	4.3	$5.1M	+5%	145k	35.04	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.9	$4.7M	-3%	138k	33.97	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.7	$4.4M		62k	71.13	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	3.1	$3.7M		74k	50.34	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.1	$3.7M	+6%	106k	34.55	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.9	$3.5M		88k	39.44	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.8	$3.3M	-2%	53k	62.45	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.7	$3.2M	+2%	40k	80.61	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.3	$2.8M	-4%	61k	45.12	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.3	$2.7M	+9%	84k	32.22	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.2	$2.6M	-3%	37k	70.91	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.1	$2.5M	+15%	22k	111.18	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.8	$2.2M	-5%	45k	48.46	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.7	$2.0M	+22%	55k	36.76	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.7	$2.0M	-6%	51k	38.96	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.5	$1.8M	+34%	37k	47.93	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.4	$1.7M		50k	33.67	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.1	$1.4M	+12%	25k	53.99	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.1	$1.3M		37k	33.86	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.0	$1.2M		32k	35.78	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.7	$862k	+19%	17k	50.71	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$844k	-5%	16k	52.78	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.7	$812k		8.1k	99.86	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.7	$809k	+303%	15k	52.45	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.7	$791k	-2%	26k	30.32	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.6	$747k		6.4k	116.29	View chart
Deere & Company (DE)	0.6	$659k		1.2k	563.30	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$642k	+28%	6.1k	106.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$634k		1.3k	479.20	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.5	$618k	+11%	23k	26.58	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.5	$615k	+39%	15k	41.72	View chart
Vanguard World Mega Cap Index (MGC)	0.5	$594k		2.5k	236.35	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.5	$580k	+8%	17k	33.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$449k	-10%	9.0k	49.89	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.3	$395k		7.3k	54.13	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.3	$386k	+10%	6.2k	62.30	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.3	$383k	+9%	5.9k	64.86	View chart
Global X Fds Us Pfd Etf (PFFD)	0.3	$357k		19k	18.40	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.3	$340k	NEW	5.4k	63.41	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$314k	NEW	3.1k	100.72	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$312k	-4%	8.7k	35.71	View chart
Principal Financial (PFG)	0.2	$279k	-10%	3.1k	89.48	View chart
Pepsi (PEP)	0.2	$261k		1.7k	155.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$259k		989.00	261.97	View chart
Wal-Mart Stores (WMT)	0.2	$206k	NEW	1.7k	124.28	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$206k	NEW	3.4k	59.98	View chart

Past Filings by Kane Co Wealth Management

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

Kane Co Wealth Management 2026 Q1 filed April 21, 2026
Kane Co Wealth Management 2025 Q4 filed Feb. 5, 2026

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