account_balance

Investment manager · 13F filer · SEC CIK 2109915

Kane Co Wealth Management, Inc.

Reported value$125Mas of Sep 30, 2026
Positions54 4 new, 3 sold out
Top 10 weight61.7%DFAC alone is 17%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 16.9% Held
DFCF Dimensional ETF Trust 10.7% Added +4%
DFSD Dimensional ETF Trust 6.6% Added +6%
DFIC Dimensional ETF Trust 6.0% Held
AVUV American Centy ETF Tr 4.5% Held
DFAX Dimensional ETF Trust 4.0% Trimmed −2%
DFAS Dimensional ETF Trust 3.8% Held
DFEM Dimensional ETF Trust 3.4% Held
DISV Dimensional ETF Trust 3.0% Held
AVLV American Centy ETF Tr 2.8% Held
DFAT Dimensional ETF Trust 2.7% Held
DFAU Dimensional ETF Trust 2.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • VCRM $522K
  • MPC $293K
  • DFAR $218K
  • BND $210K
arrow_upwardAdded
  • VTEB +425%
  • DFGP +25%
  • DFGX +23%
  • DGCB +21%
arrow_downwardTrimmed
  • DFNM −61%
  • VB −7%
  • PFF −6%
  • USFR −6%
remove_circleSold out
  • DFSV $5.6M
  • DUHP $2.65M
  • MUB $377K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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