Kane Co Wealth Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Kane Co Wealth Management, Inc. reported 51 stock positions worth $118.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 15.7% of the portfolio, followed by Dimensional Core Fixed (DFCF, 10.2%) and Dimensional International (DFIC, 5.9%). Compared with Q4 2025, it opened 4 new positions, sold out of 3, added to 24 and reduced 17. The biggest buy was Dimsnl Intr CF in ETF-Usd (DFGX, shares +303%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- JOHNSTON, IA
- CIK
- 0002109915
- Portfolio Value
- $118.6M (Q1 2026)
- SEC Filing
- 0002109915-26-000002 ↗ filed Apr 21, 2026
Holdings Value
Holdings 51 stocks · $118.6M
| DFAC Dimensional US Core Equity 2 | 15.71% | 479,279 | $18.6M | Reduce -0.8% |
| DFCF Dimensional Core Fixed Inc. | 10.17% | 285,716 | $12.1M | Add +5.5% |
| DFIC Dimensional International Co. | 5.91% | 197,283 | $7.0M | Add +1.6% |
| DFSD Dimensional Short Duration | 5.51% | 136,349 | $6.5M | Add +0.2% |
| AVUV Avantis US Small Cap Value | 4.63% | 49,676 | $5.5M | Add +3.6% |
| DFSV Dimensional US Small Cap Val | 4.29% | 145,127 | $5.1M | Add +5.5% |
| DFAX Dimensional World Ex US Core | 3.94% | 137,601 | $4.7M | Reduce -3.8% |
| DFAS Dimensional US Small Cap ETF | 3.74% | 62,424 | $4.4M | Add +0.9% |
| USFR Wisdomtree Floating Rate Tre | 3.14% | 74,083 | $3.7M | Reduce -1.5% |
| DFEM Dimensional Emrg MRKT Core | 3.08% | 105,727 | $3.7M | Add +6.0% |
| DISV Dimensional International SM | 2.93% | 88,224 | $3.5M | Reduce -1.4% |
| DFAT Dimensional US Target Value | 2.77% | 52,632 | $3.3M | Reduce -2.1% |
| AVLV Avantis US Large Cap Value | 2.69% | 39,514 | $3.2M | Add +2.2% |
| DFAU Dimensional US Core Equity M | 2.34% | 61,441 | $2.8M | Reduce -4.5% |
| DIHP Dimensional International Hi | 2.27% | 83,518 | $2.7M | Add +9.6% |
| DFUS Dimensional US Eq MKT ETF | 2.21% | 36,977 | $2.6M | Reduce -3.0% |
| AVUS Avantis U.S. Equity ETF | 2.08% | 22,175 | $2.5M | Add +15.9% |
| DFUV Dimensional US Marketwide Va | 1.84% | 45,150 | $2.2M | Reduce -5.8% |
| DUHP Dimensional US High Profi Et | 1.70% | 54,864 | $2.0M | Add +22.1% |
| DFAI Dimensional International Co. | 1.69% | 51,376 | $2.0M | Reduce -6.0% |
| DFNM Dimensional National Muni BD | 1.51% | 37,315 | $1.8M | Add +34.3% |
| DFIS Dimensional International SM | 1.41% | 49,776 | $1.7M | Reduce -0.4% |
| DFGP Dimensional GLBL Core PL Fix | 1.14% | 25,039 | $1.4M | Add +12.1% |
| DFAE Dimensional Emerging Core Eq | 1.06% | 37,244 | $1.3M | Add +1.3% |
| DFEV Dimensional Emrg MRKT Val | 0.97% | 32,179 | $1.2M | Add +1.4% |
| DUSB Dimension Ultrashort Fi ETF | 0.73% | 16,999 | $862K | Add +19.5% |
| DFIV Dimensional International Va | 0.71% | 15,983 | $844K | Reduce -5.7% |
| AVDV Avantis Intl S/C Value ETF | 0.68% | 8,133 | $812K | Add +0.3% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.68% | 15,420 | $809K | Add +303.1% |
| PFF iShares Preferred & Income S | 0.67% | 26,103 | $791K | Reduce -2.6% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.63% | 6,427 | $747K | Reduce -1.9% |
| DE Deere & Co. | 0.56% | 1,169 | $658K | Reduce -1.6% |
| MUB iShares National Muni Bond E | 0.54% | 6,050 | $642K | Add +28.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 1,322 | $634K | No change |
| DFGR Dim Global Real Estate ETF | 0.52% | 23,248 | $618K | Add +11.4% |
| DFIP Dimensional Inflation-Protec | 0.52% | 14,745 | $615K | Add +39.3% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.50% | 2,515 | $594K | No change |
| DEHP Dimensional Emrg MRK Hi Prof | 0.49% | 17,166 | $580K | Add +8.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.38% | 9,000 | $449K | Reduce -10.0% |
| DGCB Dimensional Global Credit | 0.33% | 7,300 | $395K | No change |
| AVSC Avantis US Small Cap Equity | 0.33% | 6,195 | $386K | Add +10.1% |
| DEXC Dimensional Em Ex Cce ETF | 0.32% | 5,910 | $383K | Add +9.8% |
| PFFD Global X US Preferred ETF | 0.30% | 19,410 | $357K | No change |
| AVEE Avantis Em MKT SM Cap Eq ETF | 0.29% | 5,366 | $340K | New |
| TLH iShares 10-20 Year Treasury | 0.27% | 3,120 | $314K | New |
| DFLV Dim US Large Cap Value ETF | 0.26% | 8,739 | $312K | Reduce -4.9% |
| PFG Principal Financial Group | 0.24% | 3,118 | $279K | Reduce -10.5% |
| PEP Pepsico Inc. | 0.22% | 1,680 | $261K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 989 | $259K | No change |
| WMT Walmart Inc. | 0.17% | 1,659 | $206K | New |
| AVES Avantis Emerging Markets Val | 0.17% | 3,428 | $206K | New |
Portfolio Sells Q4 2025 → Q1 2026
| DFAC Dimensional US Core Equity 2 | Reduce -0.8% | 15.71% | −1.17 |
| DFAU Dimensional US Core Equity M | Reduce -4.5% | 2.34% | −0.32 |
| DFUS Dimensional US Eq MKT ETF | Reduce -3.0% | 2.21% | −0.28 |
| USFR Wisdomtree Floating Rate Tre | Reduce -1.5% | 3.14% | −0.19 |
| DFAX Dimensional World Ex US Core | Reduce -3.8% | 3.94% | −0.19 |
| DFSU Dimensional US Sus CORE1 ETF | Sold out | 0.00% | −0.18 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.18 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.18 |
| DFAI Dimensional International Co. | Reduce -6.0% | 1.69% | −0.15 |
| DFUV Dimensional US Marketwide Va | Reduce -5.8% | 1.84% | −0.13 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -10.0% | 0.38% | −0.06 |
| DISV Dimensional International SM | Reduce -1.4% | 2.93% | −0.06 |
| PFF iShares Preferred & Income S | Reduce -2.6% | 0.67% | −0.06 |
| DFAT Dimensional US Target Value | Reduce -2.1% | 2.77% | −0.05 |
| DFIS Dimensional International SM | Reduce -0.4% | 1.41% | −0.04 |
| PFG Principal Financial Group | Reduce -10.5% | 0.24% | −0.04 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -1.9% | 0.63% | −0.03 |
| DFIV Dimensional International Va | Reduce -5.7% | 0.71% | −0.03 |
| DFLV Dim US Large Cap Value ETF | Reduce -4.9% | 0.26% | −0.01 |
| DE Deere & Co. | Reduce -1.6% | 0.56% | +0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +303.1% | 0.68% | +0.50 |
| DFNM Dimensional National Muni BD | Add +34.3% | 1.51% | +0.33 |
| AVUV Avantis US Small Cap Value | Add +3.6% | 4.63% | +0.32 |
| DFSV Dimensional US Small Cap Val | Add +5.5% | 4.29% | +0.30 |
| AVEE Avantis Em MKT SM Cap Eq ETF | New | 0.29% | +0.29 |
| TLH iShares 10-20 Year Treasury | New | 0.27% | +0.27 |
| DUHP Dimensional US High Profi Et | Add +22.1% | 1.70% | +0.19 |
| AVUS Avantis U.S. Equity ETF | Add +15.9% | 2.08% | +0.19 |
| WMT Walmart Inc. | New | 0.17% | +0.17 |
| AVES Avantis Emerging Markets Val | New | 0.17% | +0.17 |
| DFEM Dimensional Emrg MRKT Core | Add +6.0% | 3.08% | +0.17 |
| DIHP Dimensional International Hi | Add +9.6% | 2.27% | +0.14 |
| DFIP Dimensional Inflation-Protec | Add +39.3% | 0.52% | +0.13 |
| AVLV Avantis US Large Cap Value | Add +2.2% | 2.69% | +0.10 |
| MUB iShares National Muni Bond E | Add +28.7% | 0.54% | +0.10 |
| DUSB Dimension Ultrashort Fi ETF | Add +19.5% | 0.73% | +0.09 |
| DFGP Dimensional GLBL Core PL Fix | Add +12.1% | 1.14% | +0.08 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +8.4% | 0.49% | +0.04 |
| DEXC Dimensional Em Ex Cce ETF | Add +9.8% | 0.32% | +0.04 |
| DFGR Dim Global Real Estate ETF | Add +11.4% | 0.52% | +0.03 |
| AVSC Avantis US Small Cap Equity | Add +10.1% | 0.33% | +0.03 |
| DFEV Dimensional Emrg MRKT Val | Add +1.4% | 0.97% | +0.03 |
| AVDV Avantis Intl S/C Value ETF | Add +0.3% | 0.68% | +0.01 |
| DFIC Dimensional International Co. | Add +1.6% | 5.91% | +0.01 |
| DFAE Dimensional Emerging Core Eq | Add +1.3% | 1.06% | +0.01 |
| DFCF Dimensional Core Fixed Inc. | Add +5.5% | 10.17% | +0.01 |
| DFAS Dimensional US Small Cap ETF | Add +0.9% | 3.74% | −0.06 |
| DFSD Dimensional Short Duration | Add +0.2% | 5.51% | −0.25 |