Kane Co Wealth Management, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2109915
Institutional-grade research for retail investors

13F Reported Value

$118.6M

Holdings

51

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Kane Co Wealth Management, Inc. disclosed 51 positions worth $118.6M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $WMT and a full exit from $AAPL. The portfolio is most concentrated in Other (94.8% of disclosed assets). All figures are sourced directly from Kane Co Wealth Management, Inc.’s Form 13F-HR filing with the SEC under CIK 2109915.

Sector Allocation

OtherFinancialsIndustrialsHealthcareConsumer StaplesConsumer Discretionary

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored
  • DIMENSIONAL ETF TRUST

    Quality

    $18.6M479,279 sh
  • DIMENSIONAL ETF TRUST

    Quality

    $12.1M285,716 sh
  • DIMENSIONAL ETF TRUST

    Quality

    $7.0M197,283 sh
  • DIMENSIONAL ETF TRUST

    Quality

    $6.5M136,349 sh
  • AMERICAN CENTY ETF TR

    Quality

    $5.5M49,676 sh
  • DIMENSIONAL ETF TRUST

    Quality

    $5.1M145,127 sh
  • DIMENSIONAL ETF TRUST

    Quality

    $4.7M137,601 sh
  • DIMENSIONAL ETF TRUST

    Quality

    $4.4M62,424 sh
  • $3.7M74,083 sh
  • DIMENSIONAL ETF TRUST

    Quality

    $3.7M105,727 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Kane Co Wealth Management, Inc.'s 51 positions.

Showing top 10 of 51 holdings.

Sector Allocation

Other

$112.5M

Financials

$4.6M

Industrials

$658,498

Healthcare

$357,144

Consumer Staples

$260,887

Consumer Discretionary

$206,181

Full Holdings — Kane Co Wealth Management, Inc. (Q1 2026)

All 51 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1DIMENSIONAL ETF TRUST$18.6M15.7%-1%
2DIMENSIONAL ETF TRUST$12.1M10.2%+5%
3DIMENSIONAL ETF TRUST$7.0M5.9%+2%
4DIMENSIONAL ETF TRUST$6.5M5.5%+0%
5AMERICAN CENTY ETF TR$5.5M4.6%+4%
6DIMENSIONAL ETF TRUST$5.1M4.3%+6%
7DIMENSIONAL ETF TRUST$4.7M3.9%-4%
8DIMENSIONAL ETF TRUST$4.4M3.7%+1%
9WT$WTWisdomTree, Inc.$3.7M3.1%-1%62.9
10DIMENSIONAL ETF TRUST$3.7M3.1%+6%
11DIMENSIONAL ETF TRUST$3.5M2.9%-1%
12DIMENSIONAL ETF TRUST$3.3M2.8%-2%
13AMERICAN CENTY ETF TR$3.2M2.7%+2%
14DIMENSIONAL ETF TRUST$2.8M2.3%-4%
15DIMENSIONAL ETF TRUST$2.7M2.3%+10%
16DIMENSIONAL ETF TRUST$2.6M2.2%-3%
17AMERICAN CENTY ETF TR$2.5M2.1%+16%
18DIMENSIONAL ETF TRUST$2.2M1.9%-6%
19DIMENSIONAL ETF TRUST$2.0M1.7%+22%
20DIMENSIONAL ETF TRUST$2.0M1.7%-6%
21DIMENSIONAL ETF TRUST$1.8M1.5%+34%
22DIMENSIONAL ETF TRUST$1.7M1.4%-0%
23DIMENSIONAL ETF TRUST$1.4M1.1%+12%
24DIMENSIONAL ETF TRUST$1.3M1.1%+1%
25DIMENSIONAL ETF TRUST$1.2M1.0%+1%
26DIMENSIONAL ETF TRUST$862,0190.7%+20%
27DIMENSIONAL ETF TRUST$843,5580.7%-6%
28AMERICAN CENTY ETF TR$812,1610.7%+0%
29DIMENSIONAL ETF TRUST$808,7870.7%+303%
30ISHARES TR$791,4430.7%-3%
31EA SERIES TRUST$747,3960.6%-2%
32DE$DEDEERE & CO$658,4980.6%-2%57.4
33ISHARES TR$642,2080.5%+29%
34BRK.B$BRK.BBERKSHIRE HATHAWAY INC$633,5020.5%+0%64.5
35DIMENSIONAL ETF TRUST$617,9380.5%+11%
36DIMENSIONAL ETF TRUST$615,1610.5%+39%
37VANGUARD WORLD FD$594,4200.5%+0%
38DIMENSIONAL ETF TRUST$580,0390.5%+8%
39VANGUARD MUN BD FDS$449,0100.4%-10%
40DIMENSIONAL ETF TRUST$395,1830.3%+0%
41AMERICAN CENTY ETF TR$385,9760.3%+10%
42DIMENSIONAL ETF TRUST$383,3230.3%+10%
43NOTV$NOTVInotiv, Inc.$357,1440.3%+0%29.3
44AMERICAN CENTY ETF TR$340,2640.3%-34%
45ISHARES TR$314,2460.3%-88%
46DIMENSIONAL ETF TRUST$312,0770.3%-5%
47PFG$PFGPRINCIPAL FINANCIAL GROUP INC$278,9900.2%-11%50.6
48PEP$PEPPEPSICO INC$260,8870.2%+0%62.7
49VANGUARD INDEX FDS$259,0920.2%+0%
50WMT$WMTWalmart Inc.$206,1810.2%NEW63.2
51AMERICAN CENTY ETF TR$205,6110.2%-58%

New Positions (1)

WMT$WMT Walmart Inc.$206,181

Exited Positions (1)

AAPL$AAPL Apple Inc.

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AI-Powered Hedge Fund Analysis: Kane Co Wealth Management, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Kane Co Wealth Management, Inc. (SEC CIK: 2109915), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Kane Co Wealth Management, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.