Kane Co Wealth Management, Inc.

Q1 2026 13F Holdings

  • Location
    johnston, IA
  • Num holdings

    51

  • Value ($000)

    $118,588

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0002109915
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$18.62M
16 %

479,279

DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
$12.06M
10 %

285,716

DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$7.01M
6 %

197,283

DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
$6.53M
6 %

136,349

AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$5.49M
5 %

49,676

DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
$5.09M
4 %

145,127

DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
$4.67M
4 %

137,601

DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
$4.44M
4 %

62,424

USFR

WISDOMTREE TR

FLOATNG RAT TREA
$3.73M
3 %

74,083

DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
$3.65M
3 %

105,727

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