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13F holdings · Q2 2026

Kane Co Wealth Management

Johnston, IA · files as Kane Co Wealth Management, Inc.
Holdings as of Jun 30, 2026Filed Jul 28, 2026Next filing due Nov 16, 2026CIK 2109915

Kane Co Wealth Management reported 53 stocks worth $132M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are Dimensional ETF Trust (16.0%), DFCF (10.3%) and DFSD (6.1%). Compared with Q1 2026, the fund opened new positions in VGT, DFSU and AAPL, added to DFCF, DFSD and DFIC, trimmed AVUV, DFAX and AVLV and sold out of WMT.

Reported value$132M+11.1% vs last quarter
Stocks held533 new · 1 sold out
Top 5 weight42.6%fairly concentrated
Turnover7%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 3 qtrsHeld
1
DIMENSIONAL ETF TRUST
$21.1M16.0%477K−2,678 (−1%)3 of 3
2
DFCF
Dimensional Core Fixed
$13.6M10.3%322K+36K (+13%)3 of 3
3
DFSD
Dimensional Shrt Drt Fxd
$8M6.1%167K+31K (+23%)3 of 3
4
DFIC
Dimensional Intern Core
$7.5M5.7%201K+4,100 (+2%)3 of 3
5
AVUV
American Centy ETF TR
$5.9M4.5%47K−2,240 (−5%)3 of 3
6
DIMENSIONAL ETF TRUST
$5.6M4.3%144K−652 (−0%)3 of 3
7
DIMENSIONAL U S SMALL CAP ETF
$5.1M3.9%62K−187 (−0%)3 of 3
8
DFAX
Dimensional ETF Trust
$5M3.8%137K−556 (−0%)3 of 3
9
DFEM
Dimensional ETF Trust
$4.4M3.3%107K+1,713 (+2%)3 of 3
10
DIMENSIONAL U S TARGETED
$3.6M2.8%52K−568 (−1%)3 of 3
🔒 43 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
WMT
Walmart Inc
$206K1,659

Reported value

last 3 quarters
$113MQ4 '25
$119MQ1 '26
$132MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Jul 28, 202613F-HRQ2 2026SEC filing ↗

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Kane Co Wealth Management 13F FAQ

What does Kane Co Wealth Management own?

Kane Co Wealth Management reported 53 stocks worth $132M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are Dimensional ETF Trust (16.0%), DFCF (10.3%) and DFSD (6.1%). The table above lists every position in the filing (the top 10 without an account).

What did Kane Co Wealth Management buy and sell in Q2 2026?

Compared with Q1 2026: 3 new positions, 20 added to, 24 trimmed and 1 sold out. New positions include VGT, DFSU and AAPL. It sold all of WMT.

When will Kane Co Wealth Management file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Kane Co Wealth Management's portfolio worth?

The Q2 2026 filing reports $132M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.