Institutional Fund
Kane Co Wealth Management, Inc.
Johnston, IACIK 21099152 filings on record
Portfolio Value
$118.59M
Q1 2026
Holdings
51
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+4.6%
from $113.40M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust15.7%
- Dimensional ETF Trust10.2%
- Dimensional ETF Trust5.9%
- Dimensional ETF Trust5.5%
- American Centy ETF Tr4.6%
- Dimensional ETF Trust4.3%
- Other53.8%
Portfolio Holdings
51 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 479.3K | $18.62M | 15.7% | −4.1K | Reduced |
| 2 | Dimensional ETF Trust | 285.7K | $12.06M | 10.2% | +14.8K | Added |
| 3 | Dimensional ETF Trust | 197.3K | $7.01M | 5.9% | +3.2K | Added |
| 4 | Dimensional ETF Trust | 136.3K | $6.53M | 5.5% | +308 | Added |
| 5 | American Centy ETF Tr | 49.7K | $5.49M | 4.6% | +1.7K | Added |
| 6 | Dimensional ETF Trust | 145.1K | $5.09M | 4.3% | +7.6K | Added |
| 7 | Dimensional ETF Trust | 137.6K | $4.67M | 3.9% | −5.5K | Reduced |
| 8 | Dimensional ETF Trust | 62.4K | $4.44M | 3.7% | +534 | Added |
| 9 | Wisdomtree Tr | 74.1K | $3.73M | 3.1% | −1.1K | Reduced |
| 10 | Dimensional ETF Trust | 105.7K | $3.65M | 3.1% | +6.0K | Added |
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