Kane Co Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional Core Fixed Income ETF
DFCF
|
+$633K |
| 2 |
Dimensional International Core Fixed Income ETF
DFGX
|
+$614K |
| 3 |
Dimensional National Municipal Bond ETF
DFNM
|
+$462K |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$381K |
| 5 |
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 |
Apple
AAPL
|
+$204K |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$204K |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$191K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Avantis Emerging Markets Value ETF
AVES
$1.49B
| $206K | 0.17% |
+3,428
| New | +$213K |
|
|
52
Apple
AAPL
$4.57T
| – | – |
-750
| Closed | -$204K |
|
|
DFSU
53
Dimensional US Sustainability Core 1 ETF
DFSU
$2.36B
| – | – |
-4,725
| Closed | -$205K |
|
|
54
Vanguard Information Technology ETF
VGT
$149B
| – | – |
-2,160
| Closed | -$204K |
|
Similar funds
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.