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KCWM

Kane Co Wealth Management Portfolio holdings

AUM $132M
This Fund
S&P 500
This Quarter Est. Return
+1.54%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$5.19M
Cap. Flow
+$3.66M
Cap. Flow %
3.09%
Top 10 Hldgs %
60.12%
Holding
54
New
4
Increased
24
Reduced
17
Closed
3

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$633K
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$614K
3
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$462K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$381K
5
AVEE icon
Avantis Emerging Markets Small Cap Equity ETF
AVEE
+$350K

Top Sells

Rank Stock Value
1
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$205K
2
AAPL icon
Apple
AAPL
+$204K
3
VGT icon
Vanguard Information Technology ETF
VGT
+$204K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$191K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$164K

Sector Composition

Rank Sector Weight
1 Financials 0.77%
2 Industrials 0.56%
3 Consumer Staples 0.39%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DUSB icon
26
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.23B
$862K 0.73%
16,999
+2,775
+20% +$141K
DFIV icon
27
Dimensional International Value ETF
DFIV
$21.6B
$844K 0.71%
15,983
-970
-6% -$51.4K
AVDV icon
28
Avantis International Small Cap Value ETF
AVDV
$19.8B
$812K 0.68%
8,133
+24
+0.3% +$2.45K
DFGX icon
29
Dimensional International Core Fixed Income ETF
DFGX
$1.74B
$809K 0.68%
15,420
+11,595
+303% +$614K
PFF icon
30
iShares Preferred and Income Securities ETF
PFF
$13.3B
$791K 0.67%
26,103
-700
-3% -$21.9K
BOXX icon
31
Alpha Architect 1-3 Month Box ETF
BOXX
$13.2B
$747K 0.63%
6,427
-125
-2% -$14.5K
DE icon
32
Deere & Co
DE
$168B
$658K 0.56%
1,169
-19
-2% -$10.7K
MUB icon
33
iShares National Muni Bond ETF
MUB
$45.5B
$642K 0.54%
6,050
+1,350
+29% +$145K
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.13T
$634K 0.53%
1,322
– –
DFGR icon
35
Dimensional Global Real Estate ETF
DFGR
$3.85B
$618K 0.52%
23,248
+2,376
+11% +$65.1K
DFIP icon
36
Dimensional Inflation-Protected Securities ETF
DFIP
$1.12B
$615K 0.52%
14,745
+4,162
+39% +$174K
MGC icon
37
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$594K 0.5%
2,515
– –
DEHP icon
38
Dimensional Emerging Markets High Profitability ETF
DEHP
$432M
$580K 0.49%
17,166
+1,332
+8% +$46.4K
VTEB icon
39
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$449K 0.38%
9,000
-1,000
-10% -$50.5K
DGCB icon
40
Dimensional Global Credit ETF
DGCB
$1.08B
$395K 0.33%
7,300
– –
AVSC icon
41
Avantis US Small Cap Equity ETF
AVSC
$3.12B
$386K 0.33%
6,195
+570
+10% +$35.8K
DEXC
42
Dimensional Emerging Markets ex China Core Equity ETF
DEXC
$314M
$383K 0.32%
5,910
+525
+10% +$34.6K
PFFD icon
43
Global X US Preferred ETF
PFFD
$2.17B
$357K 0.3%
19,410
– –
AVEE icon
44
Avantis Emerging Markets Small Cap Equity ETF
AVEE
$122M
$340K 0.29%
+5,366
New +$350K
TLH icon
45
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$314K 0.27%
+3,120
New +$319K
DFLV icon
46
Dimensional US Large Cap Value ETF
DFLV
$6.9B
$312K 0.26%
8,739
-449
-5% -$16.2K
PFG icon
47
Principal Financial Group
PFG
$24.3B
$279K 0.24%
3,118
-366
-11% -$33.5K
PEP icon
48
PepsiCo
PEP
$190B
$261K 0.22%
1,680
– –
VB icon
49
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$259K 0.22%
989
– –
WMT icon
50
Walmart Inc
WMT
$890B
$206K 0.17%
+1,659
New +$204K
1
2
3

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Kane Co Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Kane Co Wealth Management held 54 positions worth $119M, up 4.6% from $113M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Kane Co Wealth Management deployed $3.66M of net new capital in Q1 2026, opening 4 new positions and adding to 24 existing holdings. Its largest new stake was Avantis Emerging Markets Small Cap Equity ETF: 5,366 shares worth $340K.

By sector, the portfolio is most concentrated in Financials at 0.77% of assets, down from 0.86% a quarter earlier, followed by Industrials and Consumer Staples.

On the sell side, the largest reduction was Dimensional World ex US Core Equity 2 ETF, an estimated $191K trimmed.

  • Kane Co Wealth Management's largest Q1 2026 buy was Avantis Emerging Markets Small Cap Equity ETF: 5,366 shares worth $340K.
  • Kane Co Wealth Management added most to Dimensional Core Fixed Income ETF in Q1 2026, an estimated $633K increase.
  • Kane Co Wealth Management's biggest Q1 2026 reduction was Dimensional World ex US Core Equity 2 ETF, cutting an estimated $191K.
  • Kane Co Wealth Management fully exited Dimensional US Sustainability Core 1 ETF in Q1 2026, selling an estimated $205K.
  • Kane Co Wealth Management's ten largest holdings make up 60% of its $119M portfolio in Q1 2026.
  • Kane Co Wealth Management opened 4 new positions and closed 3 in Q1 2026.
  • Kane Co Wealth Management's portfolio value rose 4.6% quarter-over-quarter to $119M.

Based on Kane Co Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.