Kane Co Wealth Management, Inc. holds a focused book of 53 stocks worth $131.8M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Info Tech ETF and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 16% of the equity book. Cloning the disclosed picks since 2026 would be +7% (+14.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2109915/holdings"
Use Arkolith to show Kane Co Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Kane Co Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Kane Co Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Farther Finance Advisors, LLC | 54 / 53 | $1.3B |
| ENVESTNET ASSET MANAGEMENT INC | 53 / 53 | $17.0B |
| OSAIC HOLDINGS, INC. | 53 / 53 | $4.4B |
| LPL Financial LLC | 52 / 53 | $18.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 52 / 53 | $5.8B |
| Kestra Advisory Services, LLC | 52 / 53 | $2.3B |
| MORGAN STANLEY | 51 / 53 | $101.1B |
| JPMORGAN CHASE & CO | 51 / 53 | $99.3B |
Ranked by how many of Kane Co Wealth Management, Inc.'s top 53 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $21.1M | 476.6K | 16.0% | ▼−0.6% Reduced · −3K sh | |
| 2 | Dimensional ETF Trust CORE FIXE IN ETF | $13.6M | 321.7K | 10.3% | ▲+13% Added · +36K sh | |
| 3 | Dimensional ETF Trust SHOR DUR FIX ETF | $8.0M | 167.4K | 6.1% | ▲+23% Added · +31K sh | |
| 4 | Dimensional ETF Trust INTL CORE EQUITY | $7.5M | 201.4K | 5.7% | ▲+2.1% Added · +4K sh | |
| 5 | American Centy ETF TR US SML CP VALU | $5.9M | 47.4K | 4.5% | ▼−4.5% Reduced · −2K sh | |
| 6 | Dimensional ETF Trust US SMALL CAP ETF | $5.6M | 144.5K | 4.3% | ▼−0.4% Reduced · −652 sh | |
| 7 | Dimensional ETF Trust US SMALL CAP ETF | $5.1M | 62.2K | 3.9% | ▼−0.3% Reduced · −187 sh | |
| 8 | Dimensional ETF Trust WORLD EX US CORE | $5.0M | 137.0K | 3.8% | ▼−0.4% Reduced · −556 sh | |
| 9 | Dimensional ETF Trust EMERGING MKTS CO | $4.4M | 107.4K | 3.3% | ▲+1.6% Added · +2K sh | |
| 10 | Dimensional ETF Trust US TARGETED VLU | $3.6M | 52.1K | 2.8% | ▼−1.1% Reduced · −568 sh | |
| 11 | Dimensional ETF Trust INTL SMALL CAP V | $3.5M | 88.3K | 2.7% | ▲+0.1% Added · +84 sh | |
| 12 | American Centy ETF TR US LARGE CAP VLU | $3.5M | 38.3K | 2.6% | ▼−3.1% Reduced · −1K sh | |
| 13 | Dimensional ETF Trust US CORE EQT MKT | $3.2M | 62.0K | 2.4% | ▲+0.9% Added · +576 sh | |
| 14 | Dimensional ETF Trust INTL HIGH PROFIT | $3.1M | 89.5K | 2.3% | ▲+7.1% Added · +6K sh | |
| 15 | Dimensional ETF Trust US EQUI MARK ETF | $3.0M | 37.0K | 2.3% | ▲+0.1% Added · +50 sh | |
| 16 | American Centy ETF TR US EQT ETF | $2.8M | 22.1K | 2.1% | ▼−0.5% Reduced · −109 sh | |
| 17 | Dimensional ETF Trust US HIGH PROF ETF | $2.6M | 63.5K | 2.0% | ▲+16% Added · +9K sh | |
| 18 | Dimensional ETF Trust US MKTWIDE VALUE | $2.4M | 44.4K | 1.9% | ▼−1.7% Reduced · −780 sh | |
| 19 | Wisdomtree TR FLOATNG RAT TREA | $2.3M | 45.0K | 1.7% | ▼−39% Reduced · −29K sh | |
| 20 | Dimensional ETF Trust INTL CORE EQT MK | $2.1M | 51.1K | 1.6% | ▼−0.5% Reduced · −266 sh | |
| 21 | Dimensional ETF Trust INTL SMALL CAP E | $1.8M | 51.6K | 1.4% | ▲+3.6% Added · +2K sh | |
| 22 | Dimensional ETF Trust GLOB CO PLUS ETF | $1.7M | 30.3K | 1.3% | ▲+21% Added · +5K sh | |
| 23 | Dimensional ETF Trust EMGR CRE EQT MNG | $1.5M | 36.8K | 1.1% | ▼−1.1% Reduced · −418 sh | |
| 24 | Dimensional ETF Trust INTL COR FIX ETF | $1.4M | 26.3K | 1.1% | ▲+70% Added · +11K sh | |
| 25 | Dimensional ETF Trust EMERGING MKTS VA | $1.3M | 31.5K | 1.0% | ▼−2.1% Reduced · −682 sh | |
| 26 | Dimensional ETF Trust NATL MUN BD ETF | $1.3M | 27.8K | 1.0% | ▼−26% Reduced · −10K sh | |
| 27 | Dimensional ETF Trust ULTR FIX INC ETF | $1.2M | 23.5K | 0.9% | ▲+38% Added · +7K sh | |
| 28 | Dimensional ETF Trust INFLATION PROTE | $923K | 22.4K | 0.7% | ▲+52% Added · +8K sh | |
| 29 | Dimensional ETF Trust INTERNATNAL VAL | $864K | 16.0K | 0.7% | ▲~0% Added · +2 sh | |
| 30 | American Centy ETF TR INTL SMCP VLU | $835K | 8.1K | 0.6% | ▼−0.4% Reduced · −30 sh | |
| 31 | Ea Series Trust ALPHA ARCH 1-3 | $796K | 6.8K | 0.6% | ▲+5.8% Added · +375 sh | |
| 32 | Deere & Co COM | $742K | 1.2K | 0.6% | —Held | |
| 33 | Dimensional ETF Trust EMERGING MKTS HI | $732K | 17.1K | 0.6% | ▼−0.3% Reduced · −60 sh | |
| 34 | Ishares TR PFD AND INCM SEC | $726K | 23.8K | 0.6% | ▼−8.7% Reduced · −2K sh | |
| 35 | Dimensional ETF Trust GLOBAL REAL EST | $690K | 23.8K | 0.5% | ▲+2.4% Added · +559 sh | |
| 36 | Vanguard World FD MEGA CAP INDEX | $688K | 2.5K | 0.5% | —Held | |
| 37 | Berkshire Hathaway Inc Del CL B NEW | $664K | 1.3K | 0.5% | ▲+0.4% Added · +5 sh | |
| 38 | Dimensional ETF Trust GLOBAL CR ETF | $499K | 9.1K | 0.4% | ▲+25% Added · +2K sh | |
| 39 | Dimensional ETF Trust EMERGING MRKTETS | $480K | 5.8K | 0.4% | ▼−1.7% Reduced · −100 sh | |
| 40 | American Centy ETF TR AVAN US SMAL ETF | $455K | 6.2K | 0.3% | ▲+0.1% Added · +9 sh | |
| 41 | Ishares TR 10-20 YR TRS ETF | $448K | 4.5K | 0.3% | ▲+43% Added · +1K sh | |
| 42 | American Centy ETF TR AVA MAR SMA ETF | $404K | 5.8K | 0.3% | ▲+8.5% Added · +456 sh | |
| 43 | Vanguard Mun BD FDS TAX EXEMPT BD | $379K | 7.5K | 0.3% | ▼−17% Reduced · −2K sh | |
| 44 | Ishares TR NATIONAL MUN ETF | $377K | 3.5K | 0.3% | ▼−42% Reduced · −3K sh | |
| 45 | Global X FDS US PFD ETF | $349K | 18.7K | 0.3% | ▼−3.7% Reduced · −725 sh | |
| 46 | Dimensional ETF Trust US LARG VALU ETF | $337K | 8.5K | 0.3% | ▼−2.4% Reduced · −206 sh | |
| 47 | Vanguard Index FDS SMALL CP ETF | $300K | 989 | 0.2% | —Held | |
| 48 | Vanguard World FD INF TECH ETF | $259K | 2.2K | 0.2% | ▲New New position | |
| 49 | Principal Financial Group In COM | $243K | 2.4K | 0.2% | ▼−22% Reduced · −676 sh | |
| 50 | Pepsico Inc COM | $227K | 1.7K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.