Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Kane Co Wealth Management, Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Kane Co Wealth Management, Inc. (CIK 2109915) reported $131.8M across 53 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($21.1M, 16.04%), DFCF ($13.6M, 10.30%), DFSD ($8.0M, 6.06%), DFIC ($7.5M, 5.69%), AVUV ($5.9M, 4.49%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFACDIMENSIONAL ETF TRUST$21.1M16.04%476,601Trimmed
2DFCFDIMENSIONAL ETF TRUST$13.6M10.30%321,704Added
3DFSDDIMENSIONAL ETF TRUST$8.0M6.06%167,359Added
4DFICDIMENSIONAL ETF TRUST$7.5M5.69%201,383Added
5AVUVAMERICAN CENTY ETF TR$5.9M4.49%47,436Trimmed
6DFSVDIMENSIONAL ETF TRUST$5.6M4.25%144,475Trimmed
7DFASDIMENSIONAL ETF TRUST$5.1M3.89%62,237Trimmed
8DFAXDIMENSIONAL ETF TRUST$5.0M3.83%137,045Trimmed
9DFEMDIMENSIONAL ETF TRUST$4.4M3.31%107,440Added
10DFATDIMENSIONAL ETF TRUST$3.6M2.76%52,064Trimmed
11DISVDIMENSIONAL ETF TRUST$3.5M2.69%88,308Added
12AVLVAMERICAN CENTY ETF TR$3.5M2.65%38,275Trimmed
13DFAUDIMENSIONAL ETF TRUST$3.2M2.43%62,017Added
14DIHPDIMENSIONAL ETF TRUST$3.1M2.32%89,474Added
15DFUSDIMENSIONAL ETF TRUST$3.0M2.30%37,027Added
16AVUSAMERICAN CENTY ETF TR$2.8M2.14%22,066Trimmed
17DUHPDIMENSIONAL ETF TRUST$2.6M2.01%63,454Added
18DFUVDIMENSIONAL ETF TRUST$2.4M1.85%44,370Trimmed
19USFRWISDOMTREE TR$2.3M1.72%44,972Trimmed
20DFAIDIMENSIONAL ETF TRUST$2.1M1.60%51,110Trimmed
21DFISDIMENSIONAL ETF TRUST$1.8M1.37%51,554Added
22DFGPDIMENSIONAL ETF TRUST$1.7M1.25%30,314Added
23DFAEDIMENSIONAL ETF TRUST$1.5M1.12%36,826Trimmed
24DFGXDIMENSIONAL ETF TRUST$1.4M1.07%26,290Added
25DFEVDIMENSIONAL ETF TRUST$1.3M1.02%31,497Trimmed

Source: SEC Form 13F filings · as of 2026-06-30