Kane Co Wealth Management, Inc.
Sector Allocation
- Other96.4%$127.1M
- Financials2.4%$3.2M
- Industrials0.6%$741,532
- Healthcare0.3%$349,223
- Consumer Staples0.2%$227,472
- Technology0.1%$202,552
AUM History
13fpro.ai/research/fund/kane-co-wealth-management-inc-2109915
Conviction and streaks
Stable · top 10 = 60.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- DIMENSIONAL$21.1M
- DIMENSIONAL$13.6M
- DIMENSIONAL$8.0M
- DIMENSIONAL$7.5M
- AMERICAN$5.9M
- DIMENSIONAL$5.6M
- DIMENSIONAL$5.1M
- DIMENSIONAL$5.0M
- DIMENSIONAL$4.4M
- DIMENSIONAL$3.6M
- DIMENSIONAL$3.5M
- AMERICAN$3.5M
- DIMENSIONAL$3.2M
- DIMENSIONAL$3.1M
- DIMENSIONAL$3.0M
- AMERICAN$2.8M
- DIMENSIONAL$2.6M
- DIMENSIONAL$2.4M
WT
$2.3M- DIMENSIONAL$2.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kane-co-wealth-management-inc-2109915
Kane Co Wealth Management, Inc. 13F holdings — Q2 2026
$131.8M portfolio (+11.2% QoQ) · 53 holdings · Q2 2026 13F · top 10 are 61% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$21.1M
16.0% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF
$13.6M
10.3% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF
$8.0M
6.1% of stocks
+23%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$7.5M
5.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
AMERICAN CENTY ETF TR - US SML CP VALU
$5.9M
4.5% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - US SMALL CAP ETF
$5.6M
4.3% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - US SMALL CAP ETF
$5.1M
3.9% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - WORLD EX US CORE
$5.0M
3.8% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$4.4M
3.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
DIMENSIONAL ETF TRUST - US TARGETED VLU
$3.6M
2.8% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $21.1M | 16.0% | -0.6% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $13.6M | 10.3% | +13% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $8.0M | 6.1% | +23% | — | — | — | — | |
| 4 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $7.5M | 5.7% | +2% | — | — | — | — | |
| 5 | AMERICAN CENTY ETF TR - US SML CP VALU | $5.9M | 4.5% | -5% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $5.6M | 4.3% | -0.4% | — | — | — | — | |
| 7 | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $5.1M | 3.9% | -0.3% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $5.0M | 3.8% | -0.4% | — | — | — | — | |
| 9 | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $4.4M | 3.3% | +2% | — | — | — | — | |
| 10 | DIMENSIONAL ETF TRUST - US TARGETED VLU | $3.6M | 2.8% | -1% | — | — | — | — |
All holdings — Kane Co Wealth Management, Inc. (Q2 2026)
53 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP Vetf/fund | — | $3.5M | 2.7% | 88K | +0.1% | — | — | 13F |
| 12 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLUetf/fund | — | $3.5M | 2.6% | 38K | -3% | — | — | 13F |
| 13 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKTetf/fund | — | $3.2M | 2.4% | 62K | +0.9% | — | — | 13F |
| 14 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFITetf/fund | — | $3.1M | 2.3% | 89K | +7% | — | — | 13F |
| 15 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETFetf/fund | — | $3.0M | 2.3% | 37K | +0.1% | — | — | 13F |
| 16 | — | AMERICAN CENTY ETF TR - US EQT ETFetf/fund | — | $2.8M | 2.1% | 22K | -0.5% | — | — | 13F |
| 17 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETFetf/fund | — | $2.6M | 2.0% | 63K | +16% | — | — | 13F |
| 18 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUEetf/fund | — | $2.4M | 1.9% | 44K | -2% | — | — | 13F |
| 19 | WisdomTree, Inc. | Financials | $2.3M | 1.7% | 45K | -39% | 3+ qtrsTrimmed 2 qtrs in a row | 61.4 | 13F | |
| 20 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MKetf/fund | — | $2.1M | 1.6% | 51K | -0.5% | — | — | 13F |
| 21 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP Eetf/fund | — | $1.8M | 1.4% | 52K | +4% | — | — | 13F |
| 22 | — | DIMENSIONAL ETF TRUST - GLOB CO PLUS ETFetf/fund | — | $1.7M | 1.3% | 30K | +21% | — | — | 13F |
| 23 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNGetf/fund | — | $1.5M | 1.1% | 37K | -1% | — | — | 13F |
| 24 | — | DIMENSIONAL ETF TRUST - INTL COR FIX ETFetf/fund | — | $1.4M | 1.1% | 26K | +70% | — | — | 13F |
| 25 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VAetf/fund | — | $1.3M | 1.0% | 31K | -2% | — | — | 13F |
| 26 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | — | $1.3M | 1.0% | 28K | -26% | |||
| 27 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | — | $1.2M | 0.9% | 24K | +38% | |||
| 28 | — | DIMENSIONAL ETF TRUST - INFLATION PROTE | — | $923K | 0.7% | 22K | +52% | |||
| 29 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $864K | 0.7% | 16K | +0.0% | |||
| 30 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $835K | 0.6% | 8,103 | -0.4% | |||
| 31 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | — | $796K | 0.6% | 6,802 | +6% | |||
| 32 | $DE | DEERE & CO | Industrials | $742K | 0.6% | 1,169 | — | |||
| 33 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS HI | — | $732K | 0.6% | 17K | -0.3% | |||
| 34 | — | ISHARES TR - PFD AND INCM SEC | — | $726K | 0.6% | 24K | -9% | |||
| 35 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | — | $690K | 0.5% | 24K | +2% | |||
| 36 | — | VANGUARD WORLD FD - MEGA CAP INDEX | — | $688K | 0.5% | 2,515 | — | |||
| 37 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $664K | 0.5% | 1,327 | +0.4% | |||
| 38 | — | DIMENSIONAL ETF TRUST - GLOBAL CR ETF | — | $499K | 0.4% | 9,125 | +25% | |||
| 39 | — | DIMENSIONAL ETF TRUST - EMERGING MRKTETS | — | $480K | 0.4% | 5,810 | -2% | |||
| 40 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | — | $455K | 0.3% | 6,204 | +0.1% | |||
| 41 | — | ISHARES TR - 10-20 YR TRS ETF | — | $448K | 0.3% | 4,465 | +43% | |||
| 42 | — | AMERICAN CENTY ETF TR - AVA MAR SMA ETF | — | $404K | 0.3% | 5,822 | +8% | |||
| 43 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $379K | 0.3% | 7,500 | -17% | |||
| 44 | — | ISHARES TR - NATIONAL MUN ETF | — | $377K | 0.3% | 3,500 | -42% | |||
| 45 | $NOTV | Inotiv, Inc. | Healthcare | $349K | 0.3% | 19K | -4% | |||
| 46 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $337K | 0.3% | 8,533 | -2% | |||
| 47 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $300K | 0.2% | 989 | — | |||
| 48 | — | VANGUARD WORLD FD - INF TECH ETF | — | $259K | 0.2% | 2,163 | New | |||
| 49 | $PFG | PRINCIPAL FINANCIAL GROUP INC | Financials | $243K | 0.2% | 2,442 | -22% | |||
| 50 | $PEP | PEPSICO INC | Consumer Staples | $227K | 0.2% | 1,680 | — | |||
| 51 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | — | $219K | 0.2% | 4,700 | New | |||
| 52 | — | AMERICAN CENTY ETF TR - EMERGING MKT VAL | — | $208K | 0.2% | 3,178 | -7% | |||
| 53 | $AAPL | Apple Inc. | Technology | $203K | 0.1% | 700 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 3 new, 22 added to, 24 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
- VANGUARD WORLD FD - INF TECH ETF$259K
first bought this quarter
- DIMENSIONAL ETF TRUST - US SUSTAINABILTY$219K
first bought this quarter
$AAPLApple Inc.$203K
first bought this quarter
Added to (22)
- DIMENSIONAL ETF TRUST - CORE FIXE IN ETF+13%
now $13.6M
- DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF+23%
now $8.0M
- DIMENSIONAL ETF TRUST - INTL COR FIX ETF+70%
now $1.4M
- DIMENSIONAL ETF TRUST - US HIGH PROF ETF+16%
now $2.6M
- DIMENSIONAL ETF TRUST - ULTR FIX INC ETF+38%
now $1.2M
- DIMENSIONAL ETF TRUST - INFLATION PROTE+52%
now $923K
+16 more in the Excel export
Trimmed (24)
now $2.3M · held 3+ qtrs, 2 trims in a row
- DIMENSIONAL ETF TRUST - NATL MUN BD ETF-26%
now $1.3M
- AMERICAN CENTY ETF TR - US SML CP VALU-5%
now $5.9M
- ISHARES TR - NATIONAL MUN ETF-42%
now $377K
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF-0.6%
now $21.1M
- AMERICAN CENTY ETF TR - US LARGE CAP VLU-3%
now $3.5M
+18 more in the Excel export
Sold out (1)
$WMTWalmart Inc.was $206K
held 1 qtr
Holdings by quarter
Every 13F Kane Co Wealth Management, Inc. has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Kane Wealth Management?
Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Kane Wealth Management's top 20 holdings: 60/100 (our AI quality score, weighted by position size; 7 of the 20 are scored)
Top 10 since filing
+4.5%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter
Top 10 weight
61%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 7 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Kane Co Wealth Management, Inc. disclosed 53 positions worth $131.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 3 new positions and exited 1 and a full exit from $WMT. The portfolio is most concentrated in Other (96.4% 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.
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