Investor
Kane Co Wealth Management, Inc.
CIK 0002109915 · filed 2026-04-21 · SEC filing
13F book
$118.6M
Positions
51
4 new · 3 sold
Largest name
15.7%
Dimensional Etf Trust
Est. mark
$1.58M
Price effect on 47 names still held. Flow $3.61M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 479.3K | $18.6M | 15.7% | −$349.9K | Cut−$510.9K |
| Dimensional Etf Trust | — | 285.7K | $12.1M | 10.2% | −$92.1K | Added$534.7K |
| Dimensional Etf Trust | — | 197.3K | $7.01M | 5.9% | $207.7K | Added$320.1K |
| Dimensional Etf Trust | — | 136.3K | $6.53M | 5.5% | −$9.52K | Added$5.23K |
| American Centy Etf Tr | — | 49.7K | $5.49M | 4.6% | $407K | Added$598.3K |
| Dimensional Etf Trust | — | 145.1K | $5.09M | 4.3% | $295.7K | Added$562.1K |
| Dimensional Etf Trust | — | 137.6K | $4.67M | 3.9% | $170.6K | Cut−$9.38K |
| Dimensional Etf Trust | — | 62.4K | $4.44M | 3.7% | $90.4K | Added$128.4K |
| Wisdomtree Tr | — | 74.1K | $3.73M | 3.1% | $1.5K | Cut−$53.8K |
| Dimensional Etf Trust | — | 105.7K | $3.65M | 3.1% | $146.6K | Added$354.9K |
| Dimensional Etf Trust | — | 88.2K | $3.48M | 2.9% | $127K | Cut$79K |
| Dimensional Etf Trust | — | 52.6K | $3.29M | 2.8% | $153.2K | Cut$85K |
| American Centy Etf Tr | — | 39.5K | $3.19M | 2.7% | $187.1K | Added$255.8K |
| Dimensional Etf Trust | — | 61.4K | $2.77M | 2.3% | −$103.2K | Cut−$238.6K |
| Dimensional Etf Trust | — | 83.5K | $2.69M | 2.3% | $42.3K | Added$278.4K |
| Dimensional Etf Trust | — | 37K | $2.62M | 2.2% | −$120.5K | Cut−$207K |
| American Centy Etf Tr | — | 22.2K | $2.47M | 2.1% | −$11.5K | Added$327.3K |
| Dimensional Etf Trust | — | 45.1K | $2.19M | 1.8% | $84.4K | Cut−$46.2K |
| Dimensional Etf Trust | — | 54.9K | $2.02M | 1.7% | −$57K | Added$308.6K |
| Dimensional Etf Trust | — | 51.4K | $2M | 1.7% | $43.6K | Cut−$81.8K |
| Dimensional Etf Trust | — | 37.3K | $1.79M | 1.5% | −$6.67K | Added$449.9K |
| Dimensional Etf Trust | — | 49.8K | $1.68M | 1.4% | $36.4K | Cut$30.1K |
| Dimensional Etf Trust | — | 25K | $1.35M | 1.1% | −$1.79K | Added$144.5K |
| Dimensional Etf Trust | — | 37.2K | $1.26M | 1.1% | $47.4K | Added$63.5K |
| Dimensional Etf Trust | — | 32.2K | $1.15M | 1.0% | $64.7K | Added$80.6K |
| Dimensnl Ultrashrt Fixed | — | 17K | $862K | 0.7% | $853 | Added$141.6K |
| Dimensional Etf Trust | — | 16K | $843.6K | 0.7% | $46K | Cut−$2.4K |
| American Centy Etf Tr | — | 8.13K | $812.2K | 0.7% | $47.8K | Added$50.2K |
| Dimensional Etf Trust | — | 15.4K | $808.8K | 0.7% | −$706 | Added$607.5K |
| Ishares Tr | — | 26.1K | $791.4K | 0.7% | −$16.7K | Cut−$38.4K |
| Ea Series Trust | — | 6.43K | $747.4K | 0.6% | $7.65K | Cut−$6.74K |
| Deere & Co | DE | 1.17K | $658.5K | 0.6% | $114.2K | Cut$105.4K |
| Ishares Tr | — | 6.05K | $642.2K | 0.5% | −$4.51K | Added$138.8K |
| Berkshire Hathaway Inc Del | — | 1.32K | $633.5K | 0.5% | −$31K | Held |
| Dimensional Etf Trust | — | 23.2K | $617.9K | 0.5% | $3.34K | Added$66.5K |
| Dimensional Etf Trust | — | 14.7K | $615.2K | 0.5% | $1.74K | Added$175.4K |
| Vanguard World Fd | — | 2.52K | $594.4K | 0.5% | −$37.3K | Held |
| Dimensional Etf Trust | — | 17.2K | $580K | 0.5% | $24.4K | Added$69.4K |
| Vanguard Mun Bd Fds | — | 9K | $449K | 0.4% | −$3.6K | Cut−$53.9K |
| Dimensional Etf Trust | — | 7.3K | $395.2K | 0.3% | −$752 | Held |
| American Centy Etf Tr | — | 6.2K | $386K | 0.3% | $20K | Added$55.5K |
| Dimensional Etf Trust | — | 5.91K | $383.3K | 0.3% | $23.4K | Added$57.4K |
| Global X Fds | — | 19.4K | $357.1K | 0.3% | −$9.9K | Held |
| American Centy Etf Tr | — | 5.37K | $340.3K | 0.3% | — | New |
| Ishares Tr | — | 3.12K | $314.2K | 0.3% | — | New |
| Dimensional Etf Trust | — | 8.74K | $312.1K | 0.3% | $13.1K | Cut−$2.23K |
| Principal Financial Group In | — | 3.12K | $279K | 0.2% | $3.99K | Cut−$28.3K |
| Pepsico Inc | PEP | 1.68K | $260.9K | 0.2% | $19.8K | Held |
| Vanguard Index Fds | — | 989 | $259.1K | 0.2% | $3.93K | Held |
| Walmart Inc. | WMT | 1.66K | $206.2K | 0.2% | — | New |
| American Centy Etf Tr | — | 3.43K | $205.6K | 0.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.