Filed: 4/21/2026ACC: 0002109915-26-000002
📋 What this filing means
KANE CO WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $118.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$118.59M
Total AUM (reported)
2.62M
Total Shares
Allocation by class
US CORE EQUITY 2$18.62M15.7%
CORE FIXED INCOM$12.06M10.2%
INTL CORE EQUITY$7.01M5.9%
SHORT DURATION F$6.53M5.5%
US SML CP VALU$5.49M4.6%
US SMALL CAP VAL$5.09M4.3%
WORLD EX US CORE$4.67M3.9%
Portfolio Concentration
Top 3$37.70M31.8%
4–10$33.60M28.3%
11–25$33.94M28.6%
Rest$13.36M11.3%
Top 3 weight
31.8%
Top 10 weight
60.1%
Voting Authority Distribution
Total shares with voting rights: 2.62M
Sole
Full voting authority
44.97K
shares
% of voting shares1.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.58M
shares
% of voting shares98.3%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeNone · 98.3% of voting shares
Institutional Holdings51
Rows:
DIMENSIONAL ETF TRUST
SOLEShares479.28K
TypeSH
Market value$18.62M
15.71%
Sole
7.75K
Shared
0.00
None
471.53K
DIMENSIONAL ETF TRUST
SOLEShares285.72K
TypeSH
Market value$12.06M
10.17%
Sole
3.79K
Shared
0.00
None
281.93K
DIMENSIONAL ETF TRUST
SOLEShares197.28K
TypeSH
Market value$7.01M
5.91%
Sole
3.33K
Shared
0.00
None
193.96K
DIMENSIONAL ETF TRUST
SOLEShares136.35K
TypeSH
Market value$6.53M
5.51%
Sole
1K
Shared
0.00
None
135.35K
AMERICAN CENTY ETF TR
SOLEShares49.68K
TypeSH
Market value$5.49M
4.63%
Sole
380.00
Shared
0.00
None
49.30K
DIMENSIONAL ETF TRUST
SOLEShares145.13K
TypeSH
Market value$5.09M
4.29%
Sole
3.58K
Shared
0.00
None
141.55K
DIMENSIONAL ETF TRUST
SOLEShares137.60K
TypeSH
Market value$4.67M
3.94%
Sole
3.19K
Shared
0.00
None
134.41K
DIMENSIONAL ETF TRUST
SOLEShares62.42K
TypeSH
Market value$4.44M
3.74%
Sole
1.45K
Shared
0.00
None
60.97K
WISDOMTREE TR
SOLEShares74.08K
TypeSH
Market value$3.73M
3.14%
Sole
400.00
Shared
0.00
None
73.68K
DIMENSIONAL ETF TRUST
SOLEShares105.73K
TypeSH
Market value$3.65M
3.08%
Sole
3.69K
Shared
0.00
None
102.04K
DIMENSIONAL ETF TRUST
SOLEShares88.22K
TypeSH
Market value$3.48M
2.93%
Sole
190.00
Shared
0.00
None
88.03K
DIMENSIONAL ETF TRUST
SOLEShares52.63K
TypeSH
Market value$3.29M
2.77%
Sole
1.14K
Shared
0.00
None
51.49K
AMERICAN CENTY ETF TR
SOLEShares39.51K
TypeSH
Market value$3.19M
2.69%
Sole
100.00
Shared
0.00
None
39.41K
DIMENSIONAL ETF TRUST
SOLEShares61.44K
TypeSH
Market value$2.77M
2.34%
Sole
200.00
Shared
0.00
None
61.24K
DIMENSIONAL ETF TRUST
SOLEShares83.52K
TypeSH
Market value$2.69M
2.27%
Sole
2.15K
Shared
0.00
None
81.37K
DIMENSIONAL ETF TRUST
SOLEShares36.98K
TypeSH
Market value$2.62M
2.21%
Sole
0.00
Shared
0.00
None
36.98K
AMERICAN CENTY ETF TR
SOLEShares22.18K
TypeSH
Market value$2.47M
2.08%
Sole
2.01K
Shared
0.00
None
20.16K
DIMENSIONAL ETF TRUST
SOLEShares45.15K
TypeSH
Market value$2.19M
1.85%
Sole
2.25K
Shared
0.00
None
42.90K
DIMENSIONAL ETF TRUST
SOLEShares54.86K
TypeSH
Market value$2.02M
1.70%
Sole
410.00
Shared
0.00
None
54.45K
DIMENSIONAL ETF TRUST
SOLEShares51.38K
TypeSH
Market value$2.00M
1.69%
Sole
325.00
Shared
0.00
None
51.05K
DIMENSIONAL ETF TRUST
SOLEShares37.31K
TypeSH
Market value$1.79M
1.51%
Sole
0.00
Shared
0.00
None
37.31K
DIMENSIONAL ETF TRUST
SOLEShares49.78K
TypeSH
Market value$1.68M
1.41%
Sole
1.75K
Shared
0.00
None
48.03K
DIMENSIONAL ETF TRUST
SOLEShares25.04K
TypeSH
Market value$1.35M
1.14%
Sole
1.50K
Shared
0.00
None
23.54K
DIMENSIONAL ETF TRUST
SOLEShares37.24K
TypeSH
Market value$1.26M
1.06%
Sole
150.00
Shared
0.00
None
37.09K
DIMENSIONAL ETF TRUST
SOLEShares32.18K
TypeSH
Market value$1.15M
0.97%
Sole
500.00
Shared
0.00
None
31.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 479.28K | SH | $18.62M 15.71% | 7.75K | 0.00 | 471.53K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 285.72K | SH | $12.06M 10.17% | 3.79K | 0.00 | 281.93K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 197.28K | SH | $7.01M 5.91% | 3.33K | 0.00 | 193.96K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 136.35K | SH | $6.53M 5.51% | 1K | 0.00 | 135.35K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 49.68K | SH | $5.49M 4.63% | 380.00 | 0.00 | 49.30K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 145.13K | SH | $5.09M 4.29% | 3.58K | 0.00 | 141.55K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 137.60K | SH | $4.67M 3.94% | 3.19K | 0.00 | 134.41K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 62.42K | SH | $4.44M 3.74% | 1.45K | 0.00 | 60.97K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 74.08K | SH | $3.73M 3.14% | 400.00 | 0.00 | 73.68K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 105.73K | SH | $3.65M 3.08% | 3.69K | 0.00 | 102.04K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 88.22K | SH | $3.48M 2.93% | 190.00 | 0.00 | 88.03K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 52.63K | SH | $3.29M 2.77% | 1.14K | 0.00 | 51.49K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 39.51K | SH | $3.19M 2.69% | 100.00 | 0.00 | 39.41K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 61.44K | SH | $2.77M 2.34% | 200.00 | 0.00 | 61.24K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 83.52K | SH | $2.69M 2.27% | 2.15K | 0.00 | 81.37K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 36.98K | SH | $2.62M 2.21% | 0.00 | 0.00 | 36.98K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 22.18K | SH | $2.47M 2.08% | 2.01K | 0.00 | 20.16K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 45.15K | SH | $2.19M 1.85% | 2.25K | 0.00 | 42.90K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 54.86K | SH | $2.02M 1.70% | 410.00 | 0.00 | 54.45K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 51.38K | SH | $2.00M 1.69% | 325.00 | 0.00 | 51.05K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 37.31K | SH | $1.79M 1.51% | 0.00 | 0.00 | 37.31K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 49.78K | SH | $1.68M 1.41% | 1.75K | 0.00 | 48.03K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 25.04K | SH | $1.35M 1.14% | 1.50K | 0.00 | 23.54K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 37.24K | SH | $1.26M 1.06% | 150.00 | 0.00 | 37.09K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 32.18K | SH | $1.15M 0.97% | 500.00 | 0.00 | 31.68K |
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