Kane Co Wealth Management, Inc.
Q1 2026 13F Holdings
- Locationjohnston, IA
- Num holdings
51
- Value ($000)
$118,588
- Date Filed 04/21/2026
- Form type13F-HR
- CIK 0002109915
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $18.62M | 16 % | 479,279 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $12.06M | 10 % | 285,716 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $7.01M | 6 % | 197,283 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $6.53M | 6 % | 136,349 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $5.49M | 5 % | 49,676 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $5.09M | 4 % | 145,127 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $4.67M | 4 % | 137,601 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $4.44M | 4 % | 62,424 | ||
WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $3.73M | 3 % | 74,083 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $3.65M | 3 % | 105,727 |
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