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CIK: 0002109915
Total reported value
$131.8M
$131.8M
50 檔
37.0%
At the close of Q4 2025, Kane Co Wealth Management, Inc. disclosed equity holdings valued at approximately $131.8M, spread across 50 reported holdings.
During Q4 2025, Kane Co Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 16.88% | +0.33% | — | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.17% | +0.13% | — | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 5.90% | -0.22% | — | |
| 4 | DFSD | Dimensional Short Duration | ETF-Other | 5.75% | +0.55% | — | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.31% | -0.14% | — | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.13% | -0.11% | — | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.99% | -0.04% | — | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.80% | +0.15% | — | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.34% | -1.42% | — | |
| 10 | DISV | Dimensional International Sm | ETF-Other | 3.00% | -0.24% | — | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.91% | +0.23% | — | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 2.82% | -0.01% | — | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.66% | +0.09% | — | |
| 14 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.58% | -0.04% | — | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.49% | +0.09% | — | |
| 16 | DIHP | Dimensional International Hi | ETF-Other | 2.13% | +0.05% | — | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.97% | +0.01% | — | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.89% | +0.06% | — | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 1.84% | -0.09% | — | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.51% | +0.31% | — | |
| 21 | DFIS | Dimensional International Sm | ETF-Other | 1.45% | -0.04% | — | |
| 22 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.18% | -0.49% | — | |
| 23 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.06% | +0.11% | — | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.06% | +0.06% | — | |
| 25 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.94% | +0.05% | — | |
| 26 | DFIV | Dimensional International Va | ETF-Other | 0.75% | -0.05% | — | |
| 27 | PFF | Ishares Preferred & Income S | ETF-Other | 0.73% | -0.12% | — | |
| 28 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.67% | -0.05% | — | |
| 29 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.67% | -0.03% | — | |
| 30 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.64% | +0.18% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.03% | — | |
| 32 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.56% | +0.02% | — | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.49% | — | — | |
| 34 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.49% | — | — | |
| 35 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.45% | +0.07% | — | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.44% | -0.25% | — | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.44% | -0.09% | — | |
| 38 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.39% | +0.18% | — | |
| 39 | DGCB | Dimensional Global Credit | ETF-Other | 0.35% | +0.05% | — | |
| 40 | PFFD | Global X US Preferred ETF | ETF-Other | 0.32% | -0.04% | — | |
| 41 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.29% | +0.02% | — | |
| 42 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 0.29% | +0.04% | — | |
| 43 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.28% | — | — | |
| 44 | PFG | Principal Financial Group | Stock-Financials | 0.27% | -0.06% | — | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.23% | +0.01% | — | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.21% | -0.05% | — | |
| 47 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.18% | +0.17% | NEW | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.18% | +0.15% | NEW | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.18% | +0.20% | NEW | |
| 50 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.18% | +0.39% | — |
According to official SEC Form 13F filings, Kane Co Wealth Management, Inc. reported a total U.S. public equity portfolio value of $131.8M across 50 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFCF, DFIC) accounted for 37.0% of total reported equity market value during Q4 2025.
During Q4 2025, Kane Co Wealth Management, Inc.'s top holdings by market value included DFAC (16.9%)、DFCF (10.2%)、DFIC (5.9%). The largest single position, DFAC, represented 16.9% of total portfolio value.
In Q4 2025, Kane Co Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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