Kane Co Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Kane Co Wealth Management, Inc. held in its portfolio 50 assets valued at $113,395,199 (i.e. $113.40M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($19.14M), DIMENSIONAL ETF TRUST ($11.53M), and DIMENSIONAL ETF TRUST ($6.69M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Kane Co Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 483347 | 19135709 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 270870 | 11528223 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 194120 | 6689360 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 136041 | 6523161 | SHORT DURATION F |
| AMERICAN CENTY ETF TR | 47944 | 4889348 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 143101 | 4683688 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 137524 | 4523170 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 61890 | 4311850 | US SMALL CAP ETF |
| WISDOMTREE TR | 75181 | 3783108 | FLOATNG RAT TREA |
| DIMENSIONAL ETF TRUST | 89488 | 3400533 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 99696 | 3297935 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 53777 | 3201858 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 64334 | 3010811 | US CORE EQT MKT |
| AMERICAN CENTY ETF TR | 38662 | 2929433 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 38142 | 2828992 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 76189 | 2412525 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 47954 | 2234193 | US MKTWIDE VALUE |
| AMERICAN CENTY ETF TR | 19128 | 2138165 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 54668 | 2083411 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 44917 | 1708202 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 49967 | 1645901 | INTL SMALL CAP E |
| DIMENSIONAL ETF TRUST | 27790 | 1338644 | NATL MUN BD ETF |
| DIMENSIONAL ETF TRUST | 22329 | 1207329 | GLOBAL CORE PLUS |
| DIMENSIONAL ETF TRUST | 36768 | 1197550 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 31736 | 1070768 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 16953 | 845957 | INTERNATNAL VAL |
| ISHARES TR | 26803 | 829821 | PFD AND INCM SEC |
| AMERICAN CENTY ETF TR | 8109 | 762003 | INTL SMCP VLU |
| EA SERIES TRUST | 6552 | 754135 | ALPHA ARCH 1-3 |
| DIMENSIONAL ETF TRUST | 14224 | 720446 | ULTRASHORT FIXED |
| BERKSHIRE HATHAWAY INC DEL | 1322 | 664503 | CL B NEW |
| VANGUARD WORLD FD | 2515 | 631693 | MEGA CAP INDEX |
| DEERE & CO | 1188 | 553097 | COM |
| DIMENSIONAL ETF TRUST | 20872 | 551445 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 15834 | 510647 | EMERGING MKTS HI |
| ISHARES TR | 4700 | 503417 | NATIONAL MUN ETF |
| VANGUARD MUN BD FDS | 10000 | 502900 | TAX EXEMPT BD |
| DIMENSIONAL ETF TRUST | 10583 | 439780 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 7300 | 395935 | GLOBAL CR ETF |
| GLOBAL X FDS | 19410 | 367043 | US PFD ETF |
| AMERICAN CENTY ETF TR | 5625 | 330436 | AVANTIS US SMALL |
| DIMENSIONAL ETF TRUST | 5385 | 325900 | EMERGING MRKTETS |
| DIMENSIONAL ETF TRUST | 9188 | 314308 | US LARGE CAP VAL |
| PRINCIPAL FINANCIAL GROUP IN | 3484 | 307283 | COM |
| VANGUARD INDEX FDS | 989 | 255165 | SMALL CP ETF |
| PEPSICO INC | 1680 | 241114 | COM |
| DIMENSIONAL ETF TRUST | 4725 | 205207 | US SUSTAINABILTY |
| APPLE INC | 750 | 203895 | COM |
| VANGUARD WORLD FD | 270 | 203873 | INF TECH ETF |
| DIMENSIONAL ETF TRUST | 3825 | 201329 | GLOBAL EX US COR |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.