Kane Co Wealth Management, Inc.

Registered adviser

CIK

2109915

Location

JOHNSTON, IA

Portfolio Value

Small $125,249,115

Diversification

Highly concentrated

Filing Date

Global Rank

#7,816 / 8,827 ▼ 94 · as of Jun 2026

Top Industry

Farm & Heavy Construction Machinery 31.9%

Period ended 38 days ago

Filed Nov 4, 2026 · 3d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 115756

Roster of Nov 1, 2026

Regulatory AUM

$284,748,782

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Nov 2026	$284,748,782	Individuals and high net worth (99%)
Feb 2025 to Jan 2026	$220,023,746	Individuals and high net worth (100%)
Feb 2024 to Jan 2025	$199,890,997	Individuals and high net worth (100%)
May 2023 to Jan 2024	$165,520,824	Individuals and high net worth (100%)
Feb 2023 to Apr 2023	$165,520,824	Individuals and high net worth (100%)
Mar 2022 to Jan 2023	$172,577,701	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 99.2% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 96.7%; sector active share 85.5% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

54 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

80.4%

−2.3 pts

Top 5

96.0%

−1.1 pts

Top 10

98.8%

−0.4 pts

HHI

6,589

Highly concentrated−369

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	98.0%	$122,791,276	48
Financial Services	0.7%	$934,185	2
Industrials	0.6%	$785,041	1
Energy	0.2%	$292,610	1
Technology	0.2%	$233,114	1
Consumer Defensive	0.2%	$212,889	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+31,850	39,350	$1,863,616
DFCF	Dimensional Core Fixed Income ETF	+11,774	333,478	$13,379,137
DFSD	Dimensional Short-Duration Fixed Income ETF	+10,348	177,707	$8,258,399
DFGP	Dimensional Global Core Plus Fixed Income ETF	+7,500	37,814	$1,963,529
DFGX	Dimensional International Core Fixed Income ETF	+5,940	32,230	$1,648,209
DIHP	Dimensional International High Profitability ETF	+4,298	93,772	$3,159,178
DFGR	Dimensional Global Real Estate ETF	+2,982	26,789	$724,642
DGCB	Dimensional Global Credit ETF	+1,900	11,025	$572,274
DFIS	Dimensional International Small Cap ETF	+1,113	52,667	$1,908,125
DUSB	Dimensional Ultrashort Fixed Income ETF	+975	24,499	$1,236,954
AVEE	Avantis Emerging Markets Small Cap Equity ETF	+975	6,797	$466,138
DFUV	Dimensional U.S. Marketwide Value ETF	+693	45,063	$2,478,465
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+651	108,091	$4,293,374
DEHP	Dimensional Emerging Markets High Profitability ETF	+650	17,756	$730,481
TLH	iShares 10-20 Year Treasury Bond ETF	+535	5,000	$460,850
AVLV	Avantis U.S. Large Cap Value ETF	+463	38,738	$3,503,464
DFAI	Dimensional International Core Equity Market ETF	+308	51,418	$2,130,247
AVUV	Avantis U.S. Small Cap Value ETF	+182	47,618	$5,607,971
AVDV	Avantis International Small Cap Value ETF	+171	8,274	$905,010
DFLV	Dimensional US Large Cap Value ETF	+1	8,534	$342,810
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
DFNM	Dimensional National Municipal Bond ETF	−16,925	10,825	$498,274
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−3,106	133,939	$4,958,421
USFR	WisdomTree Floating Rate Treasury Fund	−2,651	42,321	$2,132,555
PFF	iShares Preferred and Income Securities ETF	−1,405	22,418	$661,331
DISV	Dimensional International Small Cap Value ETF	−1,302	87,006	$3,766,489
DFAC	Dimensional U.S. Core Equity 2 ETF	−828	475,773	$21,148,109
DFAU	Dimensional US Core Equity Market ETF	−800	61,217	$3,205,322
DFIC	Dimensional International Core Equity 2 ETF	−540	200,843	$7,553,705
DFAT	Dimensional U.S. Targeted Value ETF	−450	51,614	$3,429,234
DFAS	Dimensional U.S. Small Cap ETF	−398	61,839	$4,787,575
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	−273	22,093	$862,952
AVSC	Avantis U.S. Small Cap Equity ETF	−260	5,944	$410,968
DFUS	Dimensional U.S. Equity Market ETF	−230	36,797	$3,055,254
DEXC	Dimensional Emerging Markets ex China Core Equity ETF	−200	5,610	$447,059
DFIV	Dimensional International Value ETF	−181	15,804	$882,811
VB	Vanguard Index Funds	−69	920	$261,730
DFEV	Dimensional Emerging Markets Value ETF	−28	31,469	$1,334,285
DFSU	Dimensional US Sustainability Core 1 ETF	−25	4,675	$220,519
BOXX	Alpha Architect 1-3 Month Box ETF	−25	6,777	$802,329
DFAE	Dimensional Emerging Core Equity Market ETF	−17	36,809	$1,446,961
AVES	Avantis Emerging Markets Value ETF	−15	3,163	$206,006
AVUS	Avantis U.S. Equity ETF	−9	22,057	$2,825,281
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
VCRM	Vanguard Municipal Bond Funds	7,300	$522,461
MPC	Marathon Petroleum Corp	740	$292,610
DFAR	Dimensional US Real Estate ETF	9,008	$217,633
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	3,000	$210,450
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
DFSV	Dimensional US Small Cap Value ETF	144,475	$5,604,185
DUHP	Dimensional US High Profitability ETF	63,454	$2,647,935
MUB	iShares National Muni Bond ETF	3,500	$376,670
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 tracked positions · $125,249,115 total · filing declares 54 positions · $125,220,946 · as of Sep 30, 2026

All sectors Consumer Defensive Energy Financial Services Industrials Technology

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	475,773	-828	$21,148,109	+0.0%	16.88%
DFCF	Dimensional Core Fixed Income ETF	Added	333,478	+11,774	$13,379,137	−1.5%	10.68%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	177,707	+10,348	$8,258,399	+3.3%	6.59%
DFIC	Dimensional International Core Equity 2 ETF	Reduced	200,843	-540	$7,553,705	+0.7%	6.03%
AVUV	Avantis U.S. Small Cap Value ETF	Added	47,618	+182	$5,607,971	−5.2%	4.48%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	133,939	-3,106	$4,958,421	−1.8%	3.96%
DFAS	Dimensional U.S. Small Cap ETF	Reduced	61,839	-398	$4,787,575	−6.6%	3.82%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	108,091	+651	$4,293,374	−1.7%	3.43%
DISV	Dimensional International Small Cap Value ETF	Reduced	87,006	-1,302	$3,766,489	+6.3%	3.01%
AVLV	Avantis U.S. Large Cap Value ETF	Added	38,738	+463	$3,503,464	+0.4%	2.80%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	51,614	-450	$3,429,234	−5.8%	2.74%
DFAU	Dimensional US Core Equity Market ETF	Reduced	61,217	-800	$3,205,322	−0.0%	2.56%
DIHP	Dimensional International High Profitability ETF	Added	93,772	+4,298	$3,159,178	+3.5%	2.52%
DFUS	Dimensional U.S. Equity Market ETF	Reduced	36,797	-230	$3,055,254	+0.7%	2.44%
AVUS	Avantis U.S. Equity ETF	Reduced	22,057	-9	$2,825,281	−0.0%	2.26%
DFUV	Dimensional U.S. Marketwide Value ETF	Added	45,063	+693	$2,478,465	+1.5%	1.98%
USFR	WisdomTree Floating Rate Treasury Fund	Reduced	42,321	-2,651	$2,132,555	−5.8%	1.70%
DFAI	Dimensional International Core Equity Market ETF	Added	51,418	+308	$2,130,247	+1.0%	1.70%
DFGP	Dimensional Global Core Plus Fixed Income ETF	Added	37,814	+7,500	$1,963,529	+18.9%	1.57%
DFIS	Dimensional International Small Cap ETF	Added	52,667	+1,113	$1,908,125	+5.7%	1.52%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	39,350	+31,850	$1,863,616	+391.3%	1.49%
DFGX	Dimensional International Core Fixed Income ETF	Added	32,230	+5,940	$1,648,209	+17.0%	1.32%
DFAE	Dimensional Emerging Core Equity Market ETF	Reduced	36,809	-17	$1,446,961	−2.3%	1.16%
DFEV	Dimensional Emerging Markets Value ETF	Reduced	31,469	-28	$1,334,285	−0.7%	1.07%
DUSB	Dimensional Ultrashort Fixed Income ETF	Added	24,499	+975	$1,236,954	+3.5%	0.99%
AVDV	Avantis International Small Cap Value ETF	Added	8,274	+171	$905,010	+8.4%	0.72%
DFIV	Dimensional International Value ETF	Reduced	15,804	-181	$882,811	+2.2%	0.70%
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	Reduced	22,093	-273	$862,952	−6.5%	0.69%
BOXX	Alpha Architect 1-3 Month Box ETF	Reduced	6,777	-25	$802,329	+0.7%	0.64%
DE	Deere & Co Industrials	Held	1,169	0	$785,041	+5.9%	0.63%
DEHP	Dimensional Emerging Markets High Profitability ETF	Added	17,756	+650	$730,481	−0.2%	0.58%
DFGR	Dimensional Global Real Estate ETF	Added	26,789	+2,982	$724,642	+5.1%	0.58%
MGC	VANGUARD MORNINGSTAR MEGA CAP INDEX FUND	Held	2,515	0	$710,009	+3.2%	0.57%
PFF	iShares Preferred and Income Securities ETF	Reduced	22,418	-1,405	$661,331	−9.0%	0.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,327	0	$660,779	−0.5%	0.53%
DGCB	Dimensional Global Credit ETF	Added	11,025	+1,900	$572,274	+14.7%	0.46%
VCRM	Vanguard Municipal Bond Funds	NEW	7,300	NEW	$522,461	NEW	0.42%
DFNM	Dimensional National Municipal Bond ETF	Reduced	10,825	-16,925	$498,274	−62.9%	0.40%
AVEE	Avantis Emerging Markets Small Cap Equity ETF	Added	6,797	+975	$466,138	+15.5%	0.37%
TLH	iShares 10-20 Year Treasury Bond ETF	Added	5,000	+535	$460,850	+2.9%	0.37%
DEXC	Dimensional Emerging Markets ex China Core Equity ETF	Reduced	5,610	-200	$447,059	−6.9%	0.36%
AVSC	Avantis U.S. Small Cap Equity ETF	Reduced	5,944	-260	$410,968	−9.7%	0.33%
DFLV	Dimensional US Large Cap Value ETF	Added	8,534	+1	$342,810	+1.6%	0.27%
PFFD	Global X U.S. Preferred ETF	Held	18,685	0	$328,856	−5.8%	0.26%
MPC	Marathon Petroleum Corp Energy	NEW	740	NEW	$292,610	NEW	0.23%
PFG	Principal Financial Group Inc Financial Services	Held	2,442	0	$273,406	+3.9%	0.22%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Held	2,163	0	$271,824	+5.1%	0.22%
VB	Vanguard Index Funds	Reduced	920	-69	$261,730	−12.7%	0.21%
AAPL	Apple Inc. Technology	Held	700	0	$233,114	+15.1%	0.19%
DFSU	Dimensional US Sustainability Core 1 ETF	Reduced	4,675	-25	$220,519	+0.6%	0.18%

Showing the top 50 of 54 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.