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

CIK 2109915 · latest 13F-HR filed 2026-04-21

Backtest portfolio

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.

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AUM

$118.6M

Long-equity book

Holdings

51

Distinct positions

Period

2026-03-31

Filed 2026-04-21

Q/Q Activity

+4 / −3 / ↑22 / ↓5

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$607.5K +301.7%
  • AMERICAN CENTY ETF TR$598.3K +12.2%
  • DIMENSIONAL ETF TRUST$562.1K +12.4%
  • DIMENSIONAL ETF TRUST$449.9K +33.6%
  • DIMENSIONAL ETF TRUST$354.9K +10.8%
Show all 22 →

Top Trims

  • DIMENSIONAL ETF TRUST-$238.6K -7.9%
  • DIMENSIONAL ETF TRUST-$207.0K -7.3%
  • VANGUARD MUN BD FDS-$53.9K -10.7%
  • VANGUARD WORLD FD-$37.3K -5.9%
  • PRINCIPAL FINANCIAL GROUP IN-$28.3K -9.2%
Show all 5 →

New Positions

  • AMERICAN CENTY ETF TR$340.3K
  • ISHARES TR$314.2K
  • WALMART INC$206.2K
  • AMERICAN CENTY ETF TR$205.6K
Show all 4 →

Exited Positions

  • DIMENSIONAL ETF TRUST$205.2K
  • APPLE INC$203.9K
  • VANGUARD WORLD FD$203.9K
Show all 3 →
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 $18.6M 15.71% 479,279 SH
2 DIMENSIONAL ETF TRUST DFCF 25434V872 $12.1M 10.17% 285,716 SH
3 DIMENSIONAL ETF TRUST DFIC 25434V799 $7.0M 5.91% 197,283 SH
4 DIMENSIONAL ETF TRUST DFSD 25434V864 $6.5M 5.51% 136,349 SH
5 AMERICAN CENTY ETF TR AVUV 025072877 $5.5M 4.63% 49,676 SH
6 DIMENSIONAL ETF TRUST DFSV 25434V815 $5.1M 4.29% 145,127 SH
7 DIMENSIONAL ETF TRUST DFAX 25434V880 $4.7M 3.94% 137,601 SH
8 DIMENSIONAL ETF TRUST DFAS 25434V500 $4.4M 3.74% 62,424 SH
9 WISDOMTREE TR USFR 97717Y527 $3.7M 3.14% 74,083 SH
10 DIMENSIONAL ETF TRUST DFEM 25434V732 $3.7M 3.08% 105,727 SH
11 DIMENSIONAL ETF TRUST DISV 25434V781 $3.5M 2.93% 88,224 SH
12 DIMENSIONAL ETF TRUST DFAT 25434V609 $3.3M 2.77% 52,632 SH
13 AMERICAN CENTY ETF TR AVLV 025072349 $3.2M 2.69% 39,514 SH
14 DIMENSIONAL ETF TRUST DFAU 25434V104 $2.8M 2.34% 61,441 SH
15 DIMENSIONAL ETF TRUST DIHP 25434V765 $2.7M 2.27% 83,518 SH
16 DIMENSIONAL ETF TRUST DFUS 25434V401 $2.6M 2.21% 36,977 SH
17 AMERICAN CENTY ETF TR AVUS 025072885 $2.5M 2.08% 22,175 SH
18 DIMENSIONAL ETF TRUST DFUV 25434V724 $2.2M 1.85% 45,150 SH
19 DIMENSIONAL ETF TRUST DUHP 25434V831 $2.0M 1.70% 54,864 SH
20 DIMENSIONAL ETF TRUST DFAI 25434V203 $2.0M 1.69% 51,376 SH
21 DIMENSIONAL ETF TRUST DFNM 25434V849 $1.8M 1.51% 37,315 SH
22 DIMENSIONAL ETF TRUST DFIS 25434V773 $1.7M 1.41% 49,776 SH
23 DIMENSIONAL ETF TRUST DFGP 25434V583 $1.4M 1.14% 25,039 SH
24 DIMENSIONAL ETF TRUST DFAE 25434V302 $1.3M 1.06% 37,244 SH
25 DIMENSIONAL ETF TRUST DFEV 25434V740 $1.2M 0.97% 32,179 SH
26 DIMENSIONAL ETF TRUST DUSB 25434V591 $862.0K 0.73% 16,999 SH
27 DIMENSIONAL ETF TRUST DFIV 25434V807 $843.6K 0.71% 15,983 SH
28 AMERICAN CENTY ETF TR AVDV 025072802 $812.2K 0.68% 8,133 SH
29 DIMENSIONAL ETF TRUST DFGX 25434V575 $808.8K 0.68% 15,420 SH
30 ISHARES TR PFF 464288687 $791.4K 0.67% 26,103 SH
31 EA SERIES TRUST BOXX 02072L565 $747.4K 0.63% 6,427 SH
32 DEERE & CO DE 244199105 $658.5K 0.56% 1,169 SH
33 ISHARES TR MUB 464288414 $642.2K 0.54% 6,050 SH
34 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $633.5K 0.53% 1,322 SH
35 DIMENSIONAL ETF TRUST DFGR 25434V658 $617.9K 0.52% 23,248 SH
36 DIMENSIONAL ETF TRUST DFIP 25434V856 $615.2K 0.52% 14,745 SH
37 VANGUARD WORLD FD MGC 921910873 $594.4K 0.50% 2,515 SH
38 DIMENSIONAL ETF TRUST DEHP 25434V757 $580.0K 0.49% 17,166 SH
39 VANGUARD MUN BD FDS VTEB 922907746 $449.0K 0.38% 9,000 SH
40 DIMENSIONAL ETF TRUST DGCB 25434V567 $395.2K 0.33% 7,300 SH
41 AMERICAN CENTY ETF TR AVSC 025072323 $386.0K 0.33% 6,195 SH
42 DIMENSIONAL ETF TRUST DEXC 25434V534 $383.3K 0.32% 5,910 SH
43 GLOBAL X FDS PFFD 37954Y657 $357.1K 0.30% 19,410 SH
44 AMERICAN CENTY ETF TR AVEE 025072141 $340.3K 0.29% 5,366 SH
45 ISHARES TR TLH 464288653 $314.2K 0.26% 3,120 SH
46 DIMENSIONAL ETF TRUST DFLV 25434V666 $312.1K 0.26% 8,739 SH
47 PRINCIPAL FINANCIAL GROUP IN PFG 74251V102 $279.0K 0.24% 3,118 SH
48 PEPSICO INC PEP 713448108 $260.9K 0.22% 1,680 SH
49 VANGUARD INDEX FDS VB 922908751 $259.1K 0.22% 989 SH
50 WALMART INC WMT 931142103 $206.2K 0.17% 1,659 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-21 $118.6M 51 0002109915-26-000002
2025-12-31 2026-02-05 $113.4M 50 0002109915-26-000001