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Kane Co Wealth Management, Inc. — 13F Holdings & Portfolio

CIK 2109915 · latest 13F-HR filed 2026-07-28

Backtest portfolio

Kane Co Wealth Management, Inc. manages $131.8M in 13F-reported U.S. long-equity assets across 53 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (16.04%), DFCF (10.30%), DFSD (6.06%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 37, and trimmed 7.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
8831 THOMAS AVENUE
SUITE 200
JOHNSTON, IA 50131
Phone
(515) 270-2727
Filing Manager
Kane Co Wealth Management, Inc.
JOHNSTON, IA
Signatory
Jason James Kane
Vice President
Loading holdings…
AUM

$131.8M

Long-equity book

Holdings

53

Distinct positions

Period

2026-06-30

Filed 2026-07-28

Q/Q Activity

+3 / −1 / ↑37 / ↓7

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$2.5M +13.5%
  • DIMENSIONAL ETF TRUST$1.5M +12.6%
  • DIMENSIONAL ETF TRUST$1.5M +22.4%
  • DIMENSIONAL ETF TRUST$713.5K +19.5%
  • DIMENSIONAL ETF TRUST$684.4K +15.4%
Show all 37 →

Top Trims

  • WISDOMTREE TR-$1.5M -39.3%
  • DIMENSIONAL ETF TRUST-$447.2K -25.0%
  • ISHARES TR-$265.5K -41.3%
  • VANGUARD MUN BD FDS-$69.7K -15.5%
  • ISHARES TR-$65.1K -8.2%
Show all 7 →

New Positions

  • VANGUARD WORLD FD$258.6K
  • DIMENSIONAL ETF TRUST$219.2K
  • APPLE INC$202.6K
Show all 3 →

Exited Positions

  • WALMART INC$206.2K
Show all 1 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $21.1M 16.04% 476,601 SH
2 DIMENSIONAL ETF TRUST DFCF 25434V872 $13.6M 10.30% 321,704 SH
3 DIMENSIONAL ETF TRUST DFSD 25434V864 $8.0M 6.06% 167,359 SH
4 DIMENSIONAL ETF TRUST DFIC 25434V799 $7.5M 5.69% 201,383 SH
5 AMERICAN CENTY ETF TR AVUV 025072877 $5.9M 4.49% 47,436 SH
6 DIMENSIONAL ETF TRUST DFSV 25434V815 $5.6M 4.25% 144,475 SH
7 DIMENSIONAL ETF TRUST DFAS 25434V500 $5.1M 3.89% 62,237 SH
8 DIMENSIONAL ETF TRUST DFAX 25434V880 $5.0M 3.83% 137,045 SH
9 DIMENSIONAL ETF TRUST DFEM 25434V732 $4.4M 3.31% 107,440 SH
10 DIMENSIONAL ETF TRUST DFAT 25434V609 $3.6M 2.76% 52,064 SH
11 DIMENSIONAL ETF TRUST DISV 25434V781 $3.5M 2.69% 88,308 SH
12 AMERICAN CENTY ETF TR AVLV 025072349 $3.5M 2.65% 38,275 SH
13 DIMENSIONAL ETF TRUST DFAU 25434V104 $3.2M 2.43% 62,017 SH
14 DIMENSIONAL ETF TRUST DIHP 25434V765 $3.1M 2.32% 89,474 SH
15 DIMENSIONAL ETF TRUST DFUS 25434V401 $3.0M 2.30% 37,027 SH
16 AMERICAN CENTY ETF TR AVUS 025072885 $2.8M 2.14% 22,066 SH
17 DIMENSIONAL ETF TRUST DUHP 25434V831 $2.6M 2.01% 63,454 SH
18 DIMENSIONAL ETF TRUST DFUV 25434V724 $2.4M 1.85% 44,370 SH
19 WISDOMTREE TR USFR 97717Y527 $2.3M 1.72% 44,972 SH
20 DIMENSIONAL ETF TRUST DFAI 25434V203 $2.1M 1.60% 51,110 SH
21 DIMENSIONAL ETF TRUST DFIS 25434V773 $1.8M 1.37% 51,554 SH
22 DIMENSIONAL ETF TRUST DFGP 25434V583 $1.7M 1.25% 30,314 SH
23 DIMENSIONAL ETF TRUST DFAE 25434V302 $1.5M 1.12% 36,826 SH
24 DIMENSIONAL ETF TRUST DFGX 25434V575 $1.4M 1.07% 26,290 SH
25 DIMENSIONAL ETF TRUST DFEV 25434V740 $1.3M 1.02% 31,497 SH
26 DIMENSIONAL ETF TRUST DFNM 25434V849 $1.3M 1.02% 27,750 SH
27 DIMENSIONAL ETF TRUST DUSB 25434V591 $1.2M 0.91% 23,524 SH
28 DIMENSIONAL ETF TRUST DFIP 25434V856 $922.7K 0.70% 22,366 SH
29 DIMENSIONAL ETF TRUST DFIV 25434V807 $863.5K 0.66% 15,985 SH
30 AMERICAN CENTY ETF TR AVDV 025072802 $835.0K 0.63% 8,103 SH
31 EA SERIES TRUST BOXX 02072L565 $796.4K 0.60% 6,802 SH
32 DEERE & CO DE 244199105 $741.5K 0.56% 1,169 SH
33 DIMENSIONAL ETF TRUST DEHP 25434V757 $731.6K 0.56% 17,106 SH
34 ISHARES TR PFF 464288687 $726.4K 0.55% 23,823 SH
35 DIMENSIONAL ETF TRUST DFGR 25434V658 $689.7K 0.52% 23,807 SH
36 VANGUARD WORLD FD MGC 921910873 $688.2K 0.52% 2,515 SH
37 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $664.0K 0.50% 1,327 SH
38 DIMENSIONAL ETF TRUST DGCB 25434V567 $498.9K 0.38% 9,125 SH
39 DIMENSIONAL ETF TRUST DEXC 25434V534 $480.0K 0.36% 5,810 SH
40 AMERICAN CENTY ETF TR AVSC 025072323 $455.0K 0.35% 6,204 SH
41 ISHARES TR TLH 464288653 $448.1K 0.34% 4,465 SH
42 AMERICAN CENTY ETF TR AVEE 025072141 $403.6K 0.31% 5,822 SH
43 VANGUARD MUN BD FDS VTEB 922907746 $379.4K 0.29% 7,500 SH
44 ISHARES TR MUB 464288414 $376.7K 0.29% 3,500 SH
45 GLOBAL X FDS PFFD 37954Y657 $349.2K 0.26% 18,685 SH
46 DIMENSIONAL ETF TRUST DFLV 25434V666 $337.4K 0.26% 8,533 SH
47 VANGUARD INDEX FDS VB 922908751 $299.8K 0.23% 989 SH
48 VANGUARD WORLD FD VGT 92204A702 $258.6K 0.20% 2,163 SH
49 PRINCIPAL FINANCIAL GROUP IN PFG 74251V102 $243.3K 0.18% 2,442 SH
50 PEPSICO INC PEP 713448108 $227.5K 0.17% 1,680 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $131.8M 53 0002109915-26-000003
2026-03-31 2026-04-21 $118.6M 51 0002109915-26-000002
2025-12-31 2026-02-05 $113.4M 50 0002109915-26-000001