Kane Co Wealth Management, Inc.
CIK 2109915 · View on SEC EDGAR ↗
- Portfolio value
- $131.8M
- Positions
- 53
- As of
- June 30, 2026
#7,785 of 9,443 by 13F value · top 82.4%
Portfolio value QoQ: +11.1% 13F does not disclose cash
- Top 10 holdings weight
- 60.63%
- Top 25 holdings weight
- 88.18%
- Positions above 1%
- 26
- Effective number of positions
- 17.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.72% Est. buys $6,409,002 · sells $3,399,291
- New positions
- 3
- Increased
- 22
- Decreased
- 24
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Industrials
0.6%
Financials
0.2%
Consumer Staples
0.2%
Technology
0.2%
Other/Unmapped
98.9%
Full portfolio 53 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $21,141,999 | 16.04% | 476,601 | $2,517,223 | Down ×2 | ||
| DFCF | $13,579,118 | 10.30% | 321,704 | $1,516,174 | Up ×2 | ||
| DFSD | $7,991,382 | 6.06% | 167,359 | $1,462,991 | Up ×2 | ||
| DFIC | $7,503,541 | 5.69% | 201,383 | $494,061 | Up ×2 | ||
| AVUV | $5,918,131 | 4.49% | 47,436 | $430,443 | Down ×1 | ||
| DFSV | $5,604,204 | 4.25% | 144,475 | $518,950 | Down ×1 | ||
| DFAS | $5,124,619 | 3.89% | 62,237 | $684,369 | Down ×1 | ||
| DFAX | $5,048,750 | 3.83% | 137,045 | $374,444 | Down ×2 | ||
| DFEM | $4,366,345 | 3.31% | 107,440 | $713,466 | Up ×2 | ||
| DFAT | $3,639,264 | 2.76% | 52,064 | $352,379 | Down ×2 | ||
| DISV | $3,543,792 | 2.69% | 88,308 | $64,243 | Up ×1 | ||
| AVLV | $3,491,057 | 2.65% | 38,275 | $305,798 | Down ×1 | ||
| DFAU | $3,205,675 | 2.43% | 62,017 | $433,449 | Up ×1 | ||
| DIHP | $3,053,299 | 2.32% | 89,474 | $362,361 | Up ×2 | ||
| DFUS | $3,033,992 | 2.30% | 37,027 | $411,953 | Up ×1 | ||
| AVUS | $2,826,189 | 2.14% | 22,066 | $360,774 | Down ×1 | ||
| DUHP | $2,647,919 | 2.01% | 63,454 | $631,106 | Up ×2 | ||
| DFUV | $2,440,816 | 1.85% | 44,370 | $252,849 | Down ×2 | ||
| USFR | $2,264,317 | 1.72% | 44,972 | $-1,465,040 | Down ×2 | ||
| DFAI | $2,108,277 | 1.60% | 51,110 | $106,675 | Down ×2 | ||
| DFIS | $1,805,923 | 1.37% | 51,554 | $129,962 | Up ×1 | ||
| DFGP Dimensional Global Core Plus Fixed Income ETF | $1,650,900 | 1.25% | 30,314 | $299,044 | Up ×2 | ||
| DFAE | $1,480,789 | 1.12% | 36,826 | $219,705 | Down ×1 | ||
| DFGX Dimensional Global ex US Core Fixed Income ETF | $1,409,007 | 1.07% | 26,290 | $600,220 | Up ×2 | ||
| DFEV | $1,343,888 | 1.02% | 31,497 | $192,536 | Down ×1 | ||
| DFNM | $1,341,296 | 1.02% | 27,750 | $-447,212 | Down ×1 | ||
| DUSB | $1,194,549 | 0.91% | 23,524 | $332,530 | Up ×2 | ||
| DFIP | $922,692 | 0.70% | 22,366 | $307,531 | Up ×2 | ||
| DFIV | $863,526 | 0.66% | 15,985 | $19,968 | Up ×1 | ||
| AVDV | $835,014 | 0.63% | 8,103 | $22,853 | Down ×1 | ||
| BOXX | $796,446 | 0.60% | 6,802 | $49,050 | Up ×1 | ||
| DE Deere & Company Common Stock | $741,532 | 0.56% | 1,169 | $83,034 | |||
| DEHP | $731,624 | 0.56% | 17,106 | $151,585 | Down ×1 | ||
| PFF iShares Preferred and Income Securities ETF | $726,363 | 0.55% | 23,823 | $-65,080 | Down ×2 | ||
| DFGR | $689,701 | 0.52% | 23,807 | $71,763 | Up ×2 | ||
| MGC | $688,179 | 0.52% | 2,515 | $93,759 | |||
| BRKB | $664,018 | 0.50% | 1,327 | $30,516 | Up ×1 | ||
| DGCB Dimensional Global Credit ETF | $498,864 | 0.38% | 9,125 | $103,681 | Up ×1 | ||
| DEXC | $479,975 | 0.36% | 5,810 | $96,652 | Down ×1 | ||
| AVSC | $454,966 | 0.35% | 6,204 | $68,990 | Up ×2 | ||
| TLH | $448,063 | 0.34% | 4,465 | $133,817 | Up ×1 | ||
| AVEE | $403,621 | 0.31% | 5,822 | $63,357 | Up ×1 | ||
| VTEB | $379,350 | 0.29% | 7,500 | $-69,660 | Down ×2 | ||
| MUB | $376,670 | 0.29% | 3,500 | $-265,538 | Down ×1 | ||
| PFFD | $349,223 | 0.26% | 18,685 | $-7,921 | Down ×1 | ||
| DFLV | $337,384 | 0.26% | 8,533 | $25,307 | Down ×2 | ||
| VB | $299,847 | 0.23% | 989 | $40,755 | |||
| VGT | $258,578 | 0.20% | 2,163 | ||||
| PFG Principal Financial Group Inc - Common Stock | $243,255 | 0.18% | 2,442 | $-35,735 | Down ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $227,472 | 0.17% | 1,680 | $-33,415 | |||
| DFSU | $219,161 | 0.17% | 4,700 | ||||
| AVES | $208,477 | 0.16% | 3,178 | $2,866 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $202,552 | 0.15% | 700 | ||||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VGT | $258,578 | 2,163 | 0.20% |
| DFSU | $219,161 | 4,700 | 0.17% |
| AAPL | $202,552 | 700 | 0.15% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| DFAC | Trimmed | -3K | +$2.5M |
| DFCF | Bought more | +36K | +$1.5M |
| USFR | Trimmed | -29K | -$1.5M |
| DFSD | Bought more | +31K | +$1.5M |
| DFEM | Bought more | +2K | +$713K |
| DFAS | Trimmed | -187 | +$684K |
| DUHP | Bought more | +9K | +$631K |
| DFGX | Bought more | +11K | +$600K |
| DFSV | Trimmed | -652 | +$519K |
| DFIC | Bought more | +4K | +$494K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.