Kane Co Wealth Management, Inc.
CIK: 0002109915SEC EDGAR →
Portfolio Value
$113.4M
Holdings
50
As of
Q4 2025
New Positions
50
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 483,347 | $19.1M | 16.87% |
| 2 | DIMENSIONAL ETF TRUST | 270,870 | $11.5M | 10.17% |
| 3 | DIMENSIONAL ETF TRUST | 194,120 | $6.7M | 5.90% |
| 4 | DIMENSIONAL ETF TRUST | 136,041 | $6.5M | 5.75% |
| 5 | AMERICAN CENTY ETF TR | 47,944 | $4.9M | 4.31% |
| 6 | DIMENSIONAL ETF TRUST | 143,101 | $4.7M | 4.13% |
| 7 | DIMENSIONAL ETF TRUST | 137,524 | $4.5M | 3.99% |
| 8 | DIMENSIONAL ETF TRUST | 61,890 | $4.3M | 3.80% |
| 9 | WISDOMTREE TR | 75,181 | $3.8M | 3.34% |
| 10 | DIMENSIONAL ETF TRUST | 89,488 | $3.4M | 3.00% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $111.4M | 98.3% |
| Unknown | 2 | $971K | 0.9% |
| Industrials | 1 | $553K | 0.5% |
| Consumer Defensive | 1 | $241K | 0.2% |
| Technology | 1 | $203K | 0.2% |