Kane Co Wealth Management, Inc.

Est. AUM

$118.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$18.6M	479279	15.71%	SOLE
2	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$12.1M	285716	10.17%	SOLE
3	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$7.0M	197283	5.91%	SOLE
4	DIMENSIONAL ETF TRUST	SHORT DURATION F	$6.5M	136349	5.50%	SOLE
5	AMERICAN CENTY ETF TR	US SML CP VALU	$5.5M	49676	4.63%	SOLE
6	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$5.1M	145127	4.29%	SOLE
7	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$4.7M	137601	3.94%	SOLE
8	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$4.4M	62424	3.74%	SOLE
9	WISDOMTREE TR	FLOATNG RAT TREA	$3.7M	74083	3.14%	SOLE
10	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.7M	105727	3.08%	SOLE
11	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$3.5M	88224	2.93%	SOLE
12	DIMENSIONAL ETF TRUST	US TARGETED VLU	$3.3M	52632	2.77%	SOLE
13	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$3.2M	39514	2.69%	SOLE
14	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.8M	61441	2.34%	SOLE
15	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$2.7M	83518	2.27%	SOLE
16	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.6M	36977	2.21%	SOLE
17	AMERICAN CENTY ETF TR	US EQT ETF	$2.5M	22175	2.08%	SOLE
18	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.2M	45150	1.85%	SOLE
19	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$2.0M	54864	1.70%	SOLE
20	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.0M	51376	1.69%	SOLE
21	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.8M	37315	1.51%	SOLE
22	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$1.7M	49776	1.41%	SOLE
23	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$1.4M	25039	1.14%	SOLE
24	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.3M	37244	1.06%	SOLE
25	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$1.2M	32179	0.97%	SOLE
26	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$862K	16999	0.73%	SOLE
27	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$844K	15983	0.71%	SOLE
28	AMERICAN CENTY ETF TR	INTL SMCP VLU	$812K	8133	0.68%	SOLE
29	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$809K	15420	0.68%	SOLE
30	ISHARES TR	PFD AND INCM SEC	$791K	26103	0.67%	SOLE
31	EA SERIES TRUST	ALPHA ARCH 1-3	$747K	6427	0.63%	SOLE
32	DEERE & CO	COM	$658K	1169	0.55%	SOLE
33	ISHARES TR	NATIONAL MUN ETF	$642K	6050	0.54%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$634K	1322	0.53%	SOLE
35	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$618K	23248	0.52%	SOLE
36	DIMENSIONAL ETF TRUST	INFLATION PROTE	$615K	14745	0.52%	SOLE
37	VANGUARD WORLD FD	MEGA CAP INDEX	$594K	2515	0.50%	SOLE
38	DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$580K	17166	0.49%	SOLE
39	VANGUARD MUN BD FDS	TAX EXEMPT BD	$449K	9000	0.38%	SOLE
40	DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$395K	7300	0.33%	SOLE
41	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$386K	6195	0.33%	SOLE
42	DIMENSIONAL ETF TRUST	EMERGING MRKTETS	$383K	5910	0.32%	SOLE
43	GLOBAL X FDS	US PFD ETF	$357K	19410	0.30%	SOLE
44	AMERICAN CENTY ETF TR	AVANTIS EMERGING	$340K	5366	0.29%	SOLE
45	ISHARES TR	10-20 YR TRS ETF	$314K	3120	0.26%	SOLE
46	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$312K	8739	0.26%	SOLE
47	PRINCIPAL FINANCIAL GROUP IN	COM	$279K	3118	0.24%	SOLE
48	PEPSICO INC	COM	$261K	1680	0.22%	SOLE
49	VANGUARD INDEX FDS	SMALL CP ETF	$259K	989	0.22%	SOLE
50	WALMART INC	COM	$206K	1659	0.17%	SOLE

1–50 of 51

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.