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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, DFSD, DFIC, AVUV, and represent 42.59% of Kane Co Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFCF, DFSD, DFGX, DUHP, DUSB, DFIP, DFGP, VGT, DFSU, DIHP.
Started 3 new stock positions in AAPL, VGT, DFSU.
Reduced shares in these 10 stocks: USFR, DFNM, AVUV, MUB, WMT, DFAC, AVLV, VTEB, PFF, PFG.
Sold out of its position in WMT.
Kane Co Wealth Management was a net buyer of stock by $3.0M.
Kane Co Wealth Management has $132M in assets under management (AUM), dropping by 11.15%.
Central Index Key (CIK): 0002109915

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Portfolio Holdings for Kane Co Wealth Management

Kane Co Wealth Management holds 53 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	16.0	$21M		477k	44.36	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	10.3	$14M	+12%	322k	42.21	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	6.1	$8.0M	+22%	167k	47.75	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.7	$7.5M	+2%	201k	37.26	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.5	$5.9M	-4%	47k	124.76	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	4.3	$5.6M		145k	38.79	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.9	$5.1M		62k	82.34	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.8	$5.0M		137k	36.84	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.3	$4.4M		107k	40.64	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.8	$3.6M		52k	69.90	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.7	$3.5M		88k	40.13	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.6	$3.5M	-3%	38k	91.21	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.4	$3.2M		62k	51.69	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.3	$3.1M	+7%	90k	34.12	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	2.3	$3.0M		37k	81.94	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.1	$2.8M		22k	128.08	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	2.0	$2.6M	+15%	64k	41.73	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.9	$2.4M		44k	55.01	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.7	$2.3M	-39%	45k	50.35	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.6	$2.1M		51k	41.25	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.4	$1.8M	+3%	52k	35.03	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	1.3	$1.7M	+21%	30k	54.46	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.1	$1.5M		37k	40.21	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	1.1	$1.4M	+70%	26k	53.59	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.0	$1.3M	-2%	32k	42.67	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.0	$1.3M	-25%	28k	48.34	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.9	$1.2M	+38%	24k	50.78	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.7	$923k	+51%	22k	41.25	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$864k		16k	54.02	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$835k		8.1k	103.05	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.6	$796k	+5%	6.8k	117.09	View chart
Deere & Company (DE)	0.6	$742k		1.2k	634.33	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.6	$732k		17k	42.77	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.6	$726k	-8%	24k	30.49	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.5	$690k	+2%	24k	28.97	View chart
Vanguard World Mega Cap Index (MGC)	0.5	$688k		2.5k	273.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$664k		1.3k	500.39	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.4	$499k	+25%	9.1k	54.67	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.4	$480k		5.8k	82.61	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.3	$455k		6.2k	73.33	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$448k	+43%	4.5k	100.35	View chart
American Centy Etf Tr Ava Mar Sma Etf (AVEE)	0.3	$404k	+8%	5.8k	69.33	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$379k	-16%	7.5k	50.58	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$377k	-42%	3.5k	107.62	View chart
Global X Fds Us Pfd Etf (PFFD)	0.3	$349k	-3%	19k	18.69	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.3	$337k	-2%	8.5k	39.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$300k		989.00	303.18	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$259k	NEW	2.2k	119.55	View chart
Principal Financial (PFG)	0.2	$243k	-21%	2.4k	99.61	View chart
Pepsi (PEP)	0.2	$228k		1.7k	135.40	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$219k	NEW	4.7k	46.63	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$209k	-7%	3.2k	65.60	View chart
Apple (AAPL)	0.2	$203k	NEW	700.00	289.36	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 Q2 filed July 28, 2026
Kane Co Wealth Management 2026 Q1 filed April 21, 2026
Kane Co Wealth Management 2025 Q4 filed Feb. 5, 2026

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