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CIK: 0002109915
Total reported value
$131.8M
$131.8M
51 檔
37.7%
During the Q1 2026 filing period, Kane Co Wealth Management, Inc. (CIK: 0002109915) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $131.8M across 51 reported positions.
In Q1 2026, Kane Co Wealth Management, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 15.71% | +0.33% | -0.84% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.17% | +0.13% | +5.48% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 5.91% | -0.22% | +1.63% | |
| 4 | DFSD | Dimensional Short Duration | ETF-Other | 5.51% | +0.55% | +0.23% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.63% | -0.14% | +3.61% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.29% | -0.04% | +5.53% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.94% | -0.11% | -3.84% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.74% | +0.15% | +0.86% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.14% | -1.42% | -1.46% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.08% | +0.23% | +6.05% | |
| 11 | DISV | Dimensional International Sm | ETF-Other | 2.93% | -0.24% | -1.41% | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 2.77% | -0.01% | -2.13% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.69% | -0.04% | +2.20% | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.34% | +0.09% | -4.50% | |
| 15 | DIHP | Dimensional International Hi | ETF-Other | 2.27% | +0.05% | +9.62% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.21% | +0.09% | -3.05% | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.08% | +0.06% | +15.93% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.85% | +0.01% | -5.85% | |
| 19 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.70% | +0.31% | +22.15% | |
| 20 | DFAI | Dimensional International Co | ETF-Other | 1.69% | -0.09% | -6.02% | |
| 21 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.51% | -0.49% | +34.27% | |
| 22 | DFIS | Dimensional International Sm | ETF-Other | 1.41% | -0.04% | -0.38% | |
| 23 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.14% | +0.11% | +12.14% | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.06% | +0.06% | +1.29% | |
| 25 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.97% | +0.05% | +1.40% | |
| 26 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.73% | +0.18% | +19.51% | |
| 27 | DFIV | Dimensional International Va | ETF-Other | 0.71% | -0.05% | -5.72% | |
| 28 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.68% | -0.05% | +0.30% | |
| 29 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.68% | +0.39% | +303.14% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-Other | 0.67% | -0.12% | -2.61% | |
| 31 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.63% | -0.03% | -1.91% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.56% | — | -1.60% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.54% | -0.25% | +28.72% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.03% | — | |
| 35 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.52% | — | +11.38% | |
| 36 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.52% | +0.18% | +39.33% | |
| 37 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.50% | +0.02% | — | |
| 38 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.49% | +0.07% | +8.41% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.38% | -0.09% | -10.00% | |
| 40 | DGCB | Dimensional Global Credit | ETF-Other | 0.33% | +0.05% | — | |
| 41 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.33% | +0.02% | +10.13% | |
| 42 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 0.32% | +0.04% | +9.75% | |
| 43 | PFFD | Global X US Preferred ETF | ETF-Other | 0.30% | -0.04% | — | |
| 44 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-Other | 0.29% | +0.02% | — | |
| 45 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.26% | +0.08% | — | |
| 46 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.26% | — | -4.89% | |
| 47 | PFG | Principal Financial Group | Stock-Financials | 0.24% | -0.06% | -10.51% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.22% | -0.05% | — | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.22% | +0.01% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.17% | -0.17% | EXIT |
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 51 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFCF, DFIC) accounted for 37.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVEE
市值: $340.3K
Top Position Liquidated / Trimmed
DFSU
前期市值: $205.2K
During Q1 2026, Kane Co Wealth Management, Inc.'s top holdings by market value included DFAC (15.7%)、DFCF (10.2%)、DFIC (5.9%). The largest single position, DFAC, represented 15.7% of total portfolio value.
In Q1 2026, Kane Co Wealth Management, Inc. made 48 total portfolio adjustments, initiating 4 new buys, adding to 24 positions, trimming 17 holdings, and fully liquidating 3 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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