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Kane Co Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Kane Co Wealth Management, Inc.

Investment Activity

  • Kane Co Wealth Management, Inc. has $131.81 million in total holdings as of June 30, 2026.
  • Kane Co Wealth Management, Inc. owns shares of 53 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 4.86% of the portfolio was purchased this quarter.
  • About 2.58% of the portfolio was sold this quarter.
  • This quarter, Kane Co Wealth Management, Inc. has purchased 51 new stocks and bought additional shares in 22 stocks.
  • Kane Co Wealth Management, Inc. sold shares of 24 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

92204A702 - Vanguard Information Technology ETF
$258,578 Holding
25434V716 - Dimensional US Sustainability Core 1 ETF
$219,161 Holding
037833100 - Apple
$202,552 Holding

Largest Purchases this Quarter

Dimensional Core Fixed Income ETF
35,988 shares (about $1.52M)
Dimensional Short-Duration Fixed Income ETF
31,010 shares (about $1.48M)
DIMENSIONAL ETF TRUST
10,870 shares (about $582.58K)
Dimensional US High Profitability ETF
8,590 shares (about $358.46K)
DIMENSIONAL ETF TRUST
6,525 shares (about $331.34K)

Largest Sales this Quarter

WisdomTree Floating Rate Treasury Fund
29,111 shares (about $1.47M)
Dimensional National Municipal Bond ETF
9,565 shares (about $462.32K)
Avantis U.S. Small Cap Value ETF
2,240 shares (about $279.46K)
iShares National Muni Bond ETF
2,550 shares (about $274.43K)
Dimensional U.S. Core Equity 2 ETF
2,678 shares (about $118.80K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKane Co Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$21,141,999$118,796 â–¼-0.6%476,60116.0%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$13,579,118$1,519,053 â–²12.6%321,70410.3%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$7,991,382$1,480,726 â–²22.7%167,3596.1%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$7,503,541$152,766 â–²2.1%201,3835.7%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$5,918,131$279,463 â–¼-4.5%47,4364.5%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$5,604,204$25,291 â–¼-0.4%144,4754.3%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$5,124,619$15,398 â–¼-0.3%62,2373.9%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$5,048,750$20,483 â–¼-0.4%137,0453.8%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$4,366,345$69,616 â–²1.6%107,4403.3%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$3,639,264$39,703 â–¼-1.1%52,0642.8%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$3,543,792$3,371 â–²0.1%88,3082.7%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$3,491,057$113,009 â–¼-3.1%38,2752.6%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$3,205,675$29,774 â–²0.9%62,0172.4%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$3,053,299$203,248 â–²7.1%89,4742.3%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$3,033,992$4,097 â–²0.1%37,0272.3%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$2,826,189$13,961 â–¼-0.5%22,0662.1%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$2,647,919$358,458 â–²15.7%63,4542.0%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$2,440,816$42,908 â–¼-1.7%44,3701.9%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$2,264,317$1,465,724 â–¼-39.3%44,9721.7%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$2,108,277$10,972 â–¼-0.5%51,1101.6%ETF
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$1,805,923$62,283 â–²3.6%51,5541.4%ETF
DIMENSIONAL ETF TRUST
$1,650,900$287,276 â–²21.1%30,3141.3%GLOB CO PLUS ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$1,480,789$16,808 â–¼-1.1%36,8261.1%ETF
DIMENSIONAL ETF TRUST
$1,409,007$582,575 â–²70.5%26,2901.1%INTL COR FIX ETF
Dimensional Emerging Markets Value ETF stock logo
DFEV
Dimensional Emerging Markets Value ETF
$1,343,888$29,099 â–¼-2.1%31,4971.0%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$1,341,296$462,324 â–¼-25.6%27,7501.0%ETF
DIMENSIONAL ETF TRUST
$1,194,549$331,340 â–²38.4%23,5240.9%ULTR FIX INC ETF
Dimensional Inflation-Protected Securities ETF stock logo
DFIP
Dimensional Inflation-Protected Securities ETF
$922,692$314,398 â–²51.7%22,3660.7%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$863,526$108 â–²0.0%15,9850.7%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$835,014$3,091 â–¼-0.4%8,1030.6%ETF
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$796,446$43,909 â–²5.8%6,8020.6%ETF
Deere & Company stock logo
DE
Deere & Company
$741,5320.0%1,1690.6%Industrials
DEHP
Dimensional Emerging Markets High Profitability ETF
$731,624$2,566 â–¼-0.3%17,1060.6%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$726,363$69,517 â–¼-8.7%23,8230.6%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$689,701$16,195 â–²2.4%23,8070.5%ETF
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$688,1790.0%2,5150.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$664,018$2,502 â–²0.4%1,3270.5%Finance
DIMENSIONAL ETF TRUST
$498,864$99,773 â–²25.0%9,1250.4%GLOBAL CR ETF
DIMENSIONAL ETF TRUST
$479,975$8,261 â–¼-1.7%5,8100.4%EMERGING MRKTETS
Avantis U.S. Small Cap Equity ETF stock logo
AVSC
Avantis U.S. Small Cap Equity ETF
$454,966$660 â–²0.1%6,2040.3%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$448,063$134,971 â–²43.1%4,4650.3%ETF
AMERICAN CENTY ETF TR
$403,621$31,613 â–²8.5%5,8220.3%AVA MAR SMA ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$379,350$75,870 â–¼-16.7%7,5000.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$376,670$274,431 â–¼-42.1%3,5000.3%ETF
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$349,223$13,550 â–¼-3.7%18,6850.3%ETF
Dimensional US Large Cap Value ETF stock logo
DFLV
Dimensional US Large Cap Value ETF
$337,384$8,145 â–¼-2.4%8,5330.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$299,8470.0%9890.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$258,578$258,578 â–²New Holding2,1630.2%ETF
PRINCIPAL FINANCIAL GROUP IN
$243,255$67,338 â–¼-21.7%2,4420.2%COM
PepsiCo, Inc. stock logo
PEP
PepsiCo
$227,4720.0%1,6800.2%Consumer Staples
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$219,161$219,161 â–²New Holding4,7000.2%ETF
AVES
Avantis Emerging Markets Value ETF
$208,477$16,400 â–¼-7.3%3,1780.2%ETF
Apple Inc. stock logo
AAPL
Apple
$202,552$202,552 â–²New Holding7000.2%Technology
WALMART INC
$0$206,181 â–¼-100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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