Kane Co Wealth Management, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Kane Co Wealth Management, Inc. reported 53 stock positions worth $131.8 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 16.0% of the portfolio, followed by Dimensional Core Fixed (DFCF, 10.3%) and Dimensional Short Duration (DFSD, 6.1%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 22 and reduced 24. The biggest buy was Dimensional Short Duration (DFSD, shares +23%) and the biggest sale Wisdomtree Floating Rate Tre (USFR, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- JOHNSTON, IA
- CIK
- 0002109915
- Portfolio Value
- $131.8M (Q2 2026)
- SEC Filing
- 0002109915-26-000003 ↗ filed Jul 28, 2026
Holdings Value
Holdings 53 stocks · $131.8M
| DFAC Dimensional US Core Equity 2 | 16.04% | 476,601 | $21.1M | Reduce -0.6% |
| DFCF Dimensional Core Fixed Inc. | 10.30% | 321,704 | $13.6M | Add +12.6% |
| DFSD Dimensional Short Duration | 6.06% | 167,359 | $8.0M | Add +22.7% |
| DFIC Dimensional International Co. | 5.69% | 201,383 | $7.5M | Add +2.1% |
| AVUV Avantis US Small Cap Value | 4.49% | 47,436 | $5.9M | Reduce -4.5% |
| DFSV Dimensional US Small Cap Val | 4.25% | 144,475 | $5.6M | Reduce -0.5% |
| DFAS Dimensional US Small Cap ETF | 3.89% | 62,237 | $5.1M | Reduce -0.3% |
| DFAX Dimensional World Ex US Core | 3.83% | 137,045 | $5.0M | Reduce -0.4% |
| DFEM Dimensional Emrg MRKT Core | 3.31% | 107,440 | $4.4M | Add +1.6% |
| DFAT Dimensional US Target Value | 2.76% | 52,064 | $3.6M | Reduce -1.1% |
| DISV Dimensional International SM | 2.69% | 88,308 | $3.5M | Add +0.1% |
| AVLV Avantis US Large Cap Value | 2.65% | 38,275 | $3.5M | Reduce -3.1% |
| DFAU Dimensional US Core Equity M | 2.43% | 62,017 | $3.2M | Add +0.9% |
| DIHP Dimensional International Hi | 2.32% | 89,474 | $3.1M | Add +7.1% |
| DFUS Dimensional US Eq MKT ETF | 2.30% | 37,027 | $3.0M | Add +0.1% |
| AVUS Avantis U.S. Equity ETF | 2.14% | 22,066 | $2.8M | Reduce -0.5% |
| DUHP Dimensional US High Profi Et | 2.01% | 63,454 | $2.6M | Add +15.7% |
| DFUV Dimensional US Marketwide Va | 1.85% | 44,370 | $2.4M | Reduce -1.7% |
| USFR Wisdomtree Floating Rate Tre | 1.72% | 44,972 | $2.3M | Reduce -39.3% |
| DFAI Dimensional International Co. | 1.60% | 51,110 | $2.1M | Reduce -0.5% |
| DFIS Dimensional International SM | 1.37% | 51,554 | $1.8M | Add +3.6% |
| DFGP Dimensional GLBL Core PL Fix | 1.25% | 30,314 | $1.7M | Add +21.1% |
| DFAE Dimensional Emerging Core Eq | 1.12% | 36,826 | $1.5M | Reduce -1.1% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 1.07% | 26,290 | $1.4M | Add +70.5% |
| DFEV Dimensional Emrg MRKT Val | 1.02% | 31,497 | $1.3M | Reduce -2.1% |
| DFNM Dimensional National Muni BD | 1.02% | 27,750 | $1.3M | Reduce -25.6% |
| DUSB Dimension Ultrashort Fi ETF | 0.91% | 23,524 | $1.2M | Add +38.4% |
| DFIP Dimensional Inflation-Protec | 0.70% | 22,366 | $923K | Add +51.7% |
| DFIV Dimensional International Va | 0.66% | 15,985 | $864K | Add +0.0% |
| AVDV Avantis Intl S/C Value ETF | 0.63% | 8,103 | $835K | Reduce -0.4% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.60% | 6,802 | $796K | Add +5.8% |
| DE Deere & Co. | 0.56% | 1,169 | $742K | No change |
| DEHP Dimensional Emrg MRK Hi Prof | 0.56% | 17,106 | $732K | Reduce -0.3% |
| PFF iShares Preferred & Income S | 0.55% | 23,823 | $726K | Reduce -8.7% |
| DFGR Dim Global Real Estate ETF | 0.52% | 23,807 | $690K | Add +2.4% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.52% | 2,515 | $688K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 1,327 | $664K | Add +0.4% |
| DGCB Dimensional Global Credit | 0.38% | 9,125 | $499K | Add +25.0% |
| DEXC Dimensional Em Ex Cce ETF | 0.36% | 5,810 | $480K | Reduce -1.7% |
| AVSC Avantis US Small Cap Equity | 0.35% | 6,204 | $455K | Add +0.1% |
| TLH iShares 10-20 Year Treasury | 0.34% | 4,465 | $448K | Add +43.1% |
| AVEE Avantis Em MKT SM Cap Eq ETF | 0.31% | 5,822 | $404K | Add +8.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.29% | 7,500 | $379K | Reduce -16.7% |
| MUB iShares National Muni Bond E | 0.29% | 3,500 | $377K | Reduce -42.1% |
| PFFD Global X US Preferred ETF | 0.27% | 18,685 | $349K | Reduce -3.7% |
| DFLV Dim US Large Cap Value ETF | 0.26% | 8,533 | $337K | Reduce -2.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.23% | 989 | $300K | No change |
| VGT Vanguard Info Tech ETF | 0.20% | 2,163 | $259K | New |
| PFG Principal Financial Group | 0.18% | 2,442 | $243K | Reduce -21.7% |
| PEP Pepsico Inc. | 0.17% | 1,680 | $227K | No change |
| DFSU Dimensional US Sus CORE1 ETF | 0.17% | 4,700 | $219K | New |
| AVES Avantis Emerging Markets Val | 0.16% | 3,178 | $208K | Reduce -7.3% |
| AAPL Apple Inc. | 0.15% | 700 | $203K | New |
Portfolio Sells Q1 2026 → Q2 2026
| USFR Wisdomtree Floating Rate Tre | Reduce -39.3% | 1.72% | −1.43 |
| DFNM Dimensional National Muni BD | Reduce -25.6% | 1.02% | −0.49 |
| MUB iShares National Muni Bond E | Reduce -42.1% | 0.29% | −0.26 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.17 |
| AVUV Avantis US Small Cap Value | Reduce -4.5% | 4.49% | −0.14 |
| PFF iShares Preferred & Income S | Reduce -8.7% | 0.55% | −0.12 |
| DFAX Dimensional World Ex US Core | Reduce -0.4% | 3.83% | −0.11 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -16.7% | 0.29% | −0.09 |
| DFAI Dimensional International Co. | Reduce -0.5% | 1.60% | −0.09 |
| AVDV Avantis Intl S/C Value ETF | Reduce -0.4% | 0.63% | −0.05 |
| PFG Principal Financial Group | Reduce -21.7% | 0.18% | −0.05 |
| AVLV Avantis US Large Cap Value | Reduce -3.1% | 2.65% | −0.04 |
| DFSV Dimensional US Small Cap Val | Reduce -0.5% | 4.25% | −0.04 |
| PFFD Global X US Preferred ETF | Reduce -3.7% | 0.27% | −0.04 |
| AVES Avantis Emerging Markets Val | Reduce -7.3% | 0.16% | −0.02 |
| DFAT Dimensional US Target Value | Reduce -1.1% | 2.76% | −0.01 |
| DFLV Dim US Large Cap Value ETF | Reduce -2.4% | 0.26% | −0.01 |
| DFUV Dimensional US Marketwide Va | Reduce -1.7% | 1.85% | +0.01 |
| DEXC Dimensional Em Ex Cce ETF | Reduce -1.7% | 0.36% | +0.04 |
| DFEV Dimensional Emrg MRKT Val | Reduce -2.1% | 1.02% | +0.05 |
| DFAE Dimensional Emerging Core Eq | Reduce -1.1% | 1.12% | +0.06 |
| AVUS Avantis U.S. Equity ETF | Reduce -0.5% | 2.14% | +0.07 |
| DEHP Dimensional Emrg MRK Hi Prof | Reduce -0.3% | 0.56% | +0.07 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.3% | 3.89% | +0.14 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.6% | 16.04% | +0.33 |
Portfolio Buys Q1 2026 → Q2 2026
| DFSD Dimensional Short Duration | Add +22.7% | 6.06% | +0.56 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +70.5% | 1.07% | +0.39 |
| DUHP Dimensional US High Profi Et | Add +15.7% | 2.01% | +0.31 |
| DFEM Dimensional Emrg MRKT Core | Add +1.6% | 3.31% | +0.23 |
| VGT Vanguard Info Tech ETF | New | 0.20% | +0.20 |
| DFIP Dimensional Inflation-Protec | Add +51.7% | 0.70% | +0.18 |
| DUSB Dimension Ultrashort Fi ETF | Add +38.4% | 0.91% | +0.18 |
| DFSU Dimensional US Sus CORE1 ETF | New | 0.17% | +0.17 |
| AAPL Apple Inc. | New | 0.15% | +0.15 |
| DFCF Dimensional Core Fixed Inc. | Add +12.6% | 10.30% | +0.13 |
| DFGP Dimensional GLBL Core PL Fix | Add +21.1% | 1.25% | +0.11 |
| DFAU Dimensional US Core Equity M | Add +0.9% | 2.43% | +0.09 |
| DFUS Dimensional US Eq MKT ETF | Add +0.1% | 2.30% | +0.09 |
| TLH iShares 10-20 Year Treasury | Add +43.1% | 0.34% | +0.07 |
| DIHP Dimensional International Hi | Add +7.1% | 2.32% | +0.05 |
| DGCB Dimensional Global Credit | Add +25.0% | 0.38% | +0.05 |
| AVSC Avantis US Small Cap Equity | Add +0.1% | 0.35% | +0.02 |
| AVEE Avantis Em MKT SM Cap Eq ETF | Add +8.5% | 0.31% | +0.02 |
| DFGR Dim Global Real Estate ETF | Add +2.4% | 0.52% | +0.00 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +5.8% | 0.60% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 0.50% | −0.03 |
| DFIS Dimensional International SM | Add +3.6% | 1.37% | −0.04 |
| DFIV Dimensional International Va | Add +0.0% | 0.66% | −0.06 |
| DFIC Dimensional International Co. | Add +2.1% | 5.69% | −0.22 |
| DISV Dimensional International SM | Add +0.1% | 2.69% | −0.25 |