Kane Co Wealth Management, Inc. Top Holdings and 13F Report (2026) About Kane Co Wealth Management, Inc.Investment ActivityKane Co Wealth Management, Inc. has $118.59 million in total holdings as of March 31, 2026.Kane Co Wealth Management, Inc. owns shares of 51 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 4.57% of the portfolio was purchased this quarter.About 1.53% of the portfolio was sold this quarter.This quarter, Kane Co Wealth Management, Inc. has purchased 50 new stocks and bought additional shares in 24 stocks.Kane Co Wealth Management, Inc. sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $18,624,776Dimensional Core Fixed Income ETF $12,062,944Dimensional International Core Equity 2 ETF $7,009,480Dimensional Short-Duration Fixed Income ETF $6,528,391Avantis U.S. Small Cap Value ETF $5,487,688 Largest New Holdings this Quarter 025072141 - AMERICAN CENTY ETF TR $340,264 Holding464288653 - iShares 10-20 Year Treasury Bond ETF $314,246 Holding931142103 - WALMART INC $206,181 Holding025072372 - Avantis Emerging Markets Value ETF $205,611 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 14,846 shares (about $626.80K)DIMENSIONAL ETF TRUST 11,595 shares (about $608.16K)Dimensional National Municipal Bond ETF 9,525 shares (about $456.53K)Dimensional US High Profitability ETF 9,947 shares (about $365.65K)AMERICAN CENTY ETF TR 5,366 shares (about $340.26K) Largest Sales this Quarter Dimensional World ex U.S. Core Equity 2 ETF 5,500 shares (about $186.84K)Dimensional U.S. Core Equity 2 ETF 4,068 shares (about $158.08K)Dimensional US Marketwide Value ETF 2,804 shares (about $135.88K)Dimensional US Core Equity Market ETF 2,893 shares (about $130.53K)Dimensional International Core Equity Market ETF 3,292 shares (about $128.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKane Co Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$18,624,776$158,082 ▼-0.8%479,27915.7%ETFDFCFDimensional Core Fixed Income ETF$12,062,944$626,799 ▲5.5%285,71610.2%ETFDFICDimensional International Core Equity 2 ETF$7,009,480$112,382 ▲1.6%197,2835.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$6,528,391$14,747 ▲0.2%136,3495.5%ETFAVUVAvantis U.S. Small Cap Value ETF$5,487,688$191,333 ▲3.6%49,6764.6%ETFDFSVDimensional US Small Cap Value ETF$5,085,254$266,409 ▲5.5%145,1274.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$4,674,306$186,835 ▼-3.8%137,6013.9%ETFDFASDimensional U.S. Small Cap ETF$4,440,250$37,984 ▲0.9%62,4243.7%ETFUSFRWisdomTree Floating Rate Treasury Fund$3,729,357$55,274 ▼-1.5%74,0833.1%FinanceDFEMDimensional Emerging Markets Core Equity 2 ETF$3,652,879$208,372 ▲6.0%105,7273.1%ETFDISVDimensional International Small Cap Value ETF$3,479,549$49,852 ▼-1.4%88,2242.9%ETFDFATDimensional U.S. Targeted Value ETF$3,286,885$71,506 ▼-2.1%52,6322.8%ETFAVLVAvantis U.S. Large Cap Value ETF$3,185,259$68,680 ▲2.2%39,5142.7%ETFDFAUDimensional US Core Equity Market ETF$2,772,226$130,533 ▼-4.5%61,4412.3%ETFDIHPDimensional International High Profitability ETF$2,690,938$236,139 ▲9.6%83,5182.3%ETFDFUSDimensional U.S. Equity ETF$2,622,039$82,610 ▼-3.1%36,9772.2%ETFAVUSAvantis U.S. Equity ETF$2,465,415$338,765 ▲15.9%22,1752.1%ETFDFUVDimensional US Marketwide Value ETF$2,187,967$135,882 ▼-5.8%45,1501.8%ETFDUHPDimensional US High Profitability ETF$2,016,813$365,654 ▲22.1%54,8641.7%ETFDFAIDimensional International Core Equity Market ETF$2,001,602$128,256 ▼-6.0%51,3761.7%ETFDFNMDimensional National Municipal Bond ETF$1,788,508$456,533 ▲34.3%37,3151.5%ETFDFISDimensional International Small Cap ETF$1,675,961$6,431 ▼-0.4%49,7761.4%ETFDIMENSIONAL ETF TRUST$1,351,856$146,313 ▲12.1%25,0391.1%GLOBAL CORE PLUSDFAEDimensional Emerging Core Equity Market ETF$1,261,084$16,117 ▲1.3%37,2441.1%ETFDFEVDimensional Emerging Markets Value ETF$1,151,352$15,850 ▲1.4%32,1791.0%ETFDIMENSIONAL ETF TRUST$862,019$140,720 ▲19.5%16,9990.7%ULTRASHORT FIXEDDFIVDimensional International Value ETF$843,558$51,195 ▼-5.7%15,9830.7%ETFAVDVAvantis International Small Cap Value ETF$812,161$2,397 ▲0.3%8,1330.7%ETFDIMENSIONAL ETF TRUST$808,787$608,164 ▲303.1%15,4200.7%DIMENSIONAL INTEPFFiShares Preferred and Income Securities ETF$791,443$21,224 ▼-2.6%26,1030.7%ETFBOXXAlpha Architect 1-3 Month Box ETF$747,396$14,536 ▼-1.9%6,4270.6%ETFDEDeere & Company$658,498$10,703 ▼-1.6%1,1690.6%IndustrialsMUBiShares National Muni Bond ETF$642,208$143,303 ▲28.7%6,0500.5%ETFBRK.BBerkshire Hathaway$633,5020.0%1,3220.5%FinanceDFGRDimensional Global Real Estate ETF$617,938$63,155 ▲11.4%23,2480.5%ETFDFIPDimensional Inflation-Protected Securities ETF$615,161$173,639 ▲39.3%14,7450.5%ETFMGCVanguard Mega Cap ETF$594,4200.0%2,5150.5%ETFDEHPDimensional Emerging Markets High Profitability ETF$580,039$45,008 ▲8.4%17,1660.5%ETFVTEBVanguard Tax-Exempt Bond ETF$449,010$49,890 ▼-10.0%9,0000.4%ETFDIMENSIONAL ETF TRUST$395,1830.0%7,3000.3%GLOBAL CR ETFAVSCAvantis U.S. Small Cap Equity ETF$385,976$35,514 ▲10.1%6,1950.3%ETFDIMENSIONAL ETF TRUST$383,323$34,052 ▲9.7%5,9100.3%EMERGING MRKTETSPFFDGlobal X U.S. Preferred ETF$357,1440.0%19,4100.3%ETFAMERICAN CENTY ETF TR$340,264$340,264 ▲New Holding5,3660.3%AVANTIS EMERGINGTLHiShares 10-20 Year Treasury Bond ETF$314,246$314,246 ▲New Holding3,1200.3%ETFDFLVDimensional US Large Cap Value ETF$312,077$16,034 ▼-4.9%8,7390.3%ETFPRINCIPAL FINANCIAL GROUP IN$278,990$32,749 ▼-10.5%3,1180.2%COMPEPPepsiCo$260,8870.0%1,6800.2%Consumer StaplesVBVanguard Small-Cap ETF$259,0920.0%9890.2%ETFWALMART INC$206,181$206,181 ▲New Holding1,6590.2%COMAVESAvantis Emerging Markets Value ETF$205,611$205,611 ▲New Holding3,4280.2%ETFDFSUDimensional US Sustainability Core 1 ETF$0$205,207 ▼-100.0%00.0%ETFAAPLApple$0$203,895 ▼-100.0%00.0%Computer and TechnologyVGTVanguard Information Technology ETF$0$203,873 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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