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KCWM

Kane Co Wealth Management Portfolio holdings

AUM $132M
This Fund
S&P 500
This Quarter Est. Return
+2.39%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow %
98.69%
Top 10 Hldgs %
61.26%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$18.9M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$11.6M
3
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$6.56M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$6.48M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.8M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 0.86%
2 Industrials 0.49%
3 Consumer Staples 0.21%
4 Technology 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFIV icon
26
Dimensional International Value ETF
DFIV
$22.1B
$846K 0.75%
+16,953
New +$806K
PFF icon
27
iShares Preferred and Income Securities ETF
PFF
$13.1B
$830K 0.73%
+26,803
New +$835K
AVDV icon
28
Avantis International Small Cap Value ETF
AVDV
$20.4B
$762K 0.67%
+8,109
New +$736K
BOXX icon
29
Alpha Architect 1-3 Month Box ETF
BOXX
$14B
$754K 0.67%
+6,552
New +$750K
DUSB icon
30
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.24B
$720K 0.64%
+14,224
New +$722K
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.08T
$665K 0.59%
+1,322
New +$658K
MGC icon
32
Vanguard Morningstar Mega Cap ETF
MGC
$10.3B
$632K 0.56%
+2,515
New +$625K
DE icon
33
Deere & Co
DE
$170B
$553K 0.49%
+1,188
New +$558K
DFGR icon
34
Dimensional Global Real Estate ETF
DFGR
$3.89B
$551K 0.49%
+20,872
New +$563K
DEHP icon
35
Dimensional Emerging Markets High Profitability ETF
DEHP
$455M
$511K 0.45%
+15,834
New +$499K
MUB icon
36
iShares National Muni Bond ETF
MUB
$45.6B
$503K 0.44%
+4,700
New +$503K
VTEB icon
37
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$503K 0.44%
+10,000
New +$503K
DFIP icon
38
Dimensional Inflation-Protected Securities ETF
DFIP
$1.14B
$440K 0.39%
+10,583
New +$445K
DGCB icon
39
Dimensional Global Credit ETF
DGCB
$1.1B
$396K 0.35%
+7,300
New +$402K
PFFD icon
40
Global X US Preferred ETF
PFFD
$2.16B
$367K 0.32%
+19,410
New +$371K
AVSC icon
41
Avantis US Small Cap Equity ETF
AVSC
$3.18B
$330K 0.29%
+5,625
New +$326K
DEXC
42
Dimensional Emerging Markets ex China Core Equity ETF
DEXC
$324M
$326K 0.29%
+5,385
New +$316K
DFLV icon
43
Dimensional US Large Cap Value ETF
DFLV
$7.07B
$314K 0.28%
+9,188
New +$306K
PFG icon
44
Principal Financial Group
PFG
$23.9B
$307K 0.27%
+3,484
New +$294K
VB icon
45
Vanguard Morningstar Small-Cap ETF
VB
$81.9B
$255K 0.23%
+989
New +$253K
PEP icon
46
PepsiCo
PEP
$194B
$241K 0.21%
+1,680
New +$247K
DFSU
47
Dimensional US Sustainability Core 1 ETF
DFSU
$2.35B
$205K 0.18%
+4,725
New +$203K
AAPL icon
48
Apple
AAPL
$4.52T
$204K 0.18%
+750
New +$201K
VGT icon
49
Vanguard Information Technology ETF
VGT
$144B
$204K 0.18%
+2,160
New +$205K
DFGX icon
50
Dimensional International Core Fixed Income ETF
DFGX
$1.75B
$201K 0.18%
+3,825
New +$206K
1
2

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Kane Co Wealth Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Kane Co Wealth Management, which disclosed 50 positions worth $113M. Its ten largest holdings account for 61% of the portfolio.

Its largest position is Dimensional US Core Equity 2 ETF: 483,347 shares worth $19.1M.

By sector, the portfolio is most concentrated in Financials at 0.86% of assets, followed by Industrials and Consumer Staples.

  • Kane Co Wealth Management's largest Q4 2025 buy was Dimensional US Core Equity 2 ETF: 483,347 shares worth $19.1M.
  • Kane Co Wealth Management's ten largest holdings make up 61% of its $113M portfolio in Q4 2025.
  • Kane Co Wealth Management disclosed 50 positions in Q4 2025, its first 13F filing on record.

Based on Kane Co Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.