Kane Co Wealth Management, Inc. holds a focused book of 53 stocks worth $131.8M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-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.
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Kane Co Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| CSP Financial Group, LLC | 20 / 53 | $114.8M |
| Verisail Partners, LLC | 13 / 53 | $262.1M |
| Prudent Man Investment Management, Inc. | 21 / 53 | $280.5M |
| Porter White Investment Advisors, Inc. | 28 / 53 | $247.2M |
| Planning Center, Inc. | 23 / 53 | $1.0B |
| HFM Investment Advisors, LLC | 16 / 53 | $267.6M |
| Wolfstich Capital, LLC | 11 / 53 | $121.1M |
| Richard Young Associates, Ltd. | 8 / 53 | $136.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Kane Co Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
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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.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.