Kane Co Wealth Management, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$118.6M
Q ending 2026-03-31
Prior quarter
$113.4M
Q ending 2025-12-31
Change
+4.6% QoQ
Positions
51
reported holdings

Largest positions

All 51 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Dimensional Etf TrustDFACShares$18.6M479K
Dimensional Etf TrustDFCFShares$12.1M286K
Dimensional Etf TrustDFICShares$7.0M197K
Dimensional Etf TrustDFSDShares$6.5M136K
American Centy Etf TrAVUVShares$5.5M50K
Dimensional Etf TrustDFSVShares$5.1M145K
Dimensional Etf TrustDFAXShares$4.7M138K
Dimensional Etf TrustDFASShares$4.4M62K
Wisdomtree TrUSFRShares$3.7M74K
Dimensional Etf TrustDFEMShares$3.7M106K
Dimensional Etf TrustDISVShares$3.5M88K
Dimensional Etf TrustDFATShares$3.3M53K
American Centy Etf TrAVLVShares$3.2M40K
Dimensional Etf TrustDFAUShares$2.8M61K
Dimensional Etf TrustDIHPShares$2.7M84K
Dimensional Etf TrustDFUSShares$2.6M37K
American Centy Etf TrAVUSShares$2.5M22K
Dimensional Etf TrustDFUVShares$2.2M45K
Dimensional Etf TrustDUHPShares$2.0M55K
Dimensional Etf TrustDFAIShares$2.0M51K
Dimensional Etf TrustDFNMShares$1.8M37K
Dimensional Etf TrustDFISShares$1.7M50K
Dimensional Etf TrustDFGPShares$1.4M25K
Dimensional Etf TrustDFAEShares$1.3M37K
Dimensional Etf TrustDFEVShares$1.2M32K
Dimensional Etf TrustDUSBShares$862K17K
Dimensional Etf TrustDFIVShares$844K16K
American Centy Etf TrAVDVShares$812K8K
Dimensional Etf TrustDFGXShares$809K15K
Ishares TrPFFShares$791K26K
Ea Series TrustBOXXShares$747K6K
Deere & CoDEShares$658K1K
Ishares TrMUBShares$642K6K
Berkshire Hathaway Inc DelBRK/BShares$634K1K
Dimensional Etf TrustDFGRShares$618K23K
Dimensional Etf TrustDFIPShares$615K15K
Vanguard World FdMGCShares$594K3K
Dimensional Etf TrustDEHPShares$580K17K
Vanguard Mun Bd FdsVTEBShares$449K9K
Dimensional Etf TrustDGCBShares$395K7K
American Centy Etf TrAVSCShares$386K6K
Dimensional Etf TrustDEXCShares$383K6K
Global X FdsPFFDShares$357K19K
American Centy Etf TrAVEEShares$340K5K
Ishares TrTLHShares$314K3K
Dimensional Etf TrustDFLVShares$312K9K
Principal Financial Group InPFGShares$279K3K
Pepsico IncPEPShares$261K2K
Vanguard Index FdsVBShares$259K989
Walmart IncWMTShares$206K2K
American Centy Etf TrAVESShares$206K3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.