Kane Co Wealth Management, Inc. Diversified Active

Name: Kane Co Wealth Management, Inc. Q2 2026 13F Filing | 13F Explorer
Creator: Kane Co Wealth Management, Inc.
Published: 2026-07-28

Location: Johnston, IA

CIK: 0002109915 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 28, 2026

Total Value: $132M (100.0% shares, 0.0% debt)

Holdings (53)

New Positions (3)

VGT VANGUARD WORLD FD 0.2%

Value $259K Shares 2,163 Est. Cost $119.55 Unrealized —

DFSU DIMENSIONAL ETF TRUST 0.2%

Value $219K Shares 4,700 Est. Cost $46.63 Unrealized —

AAPL APPLE INC 0.2%

Value $203K Shares 700 Est. Cost $289.36 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VGT	VANGUARD WORLD FD	2,163	$259K	0.2%	$119.55	—	INF TECH ETF	92204A702
DFSU	DIMENSIONAL ETF TRUST	4,700	$219K	0.2%	$46.63	—	US SUSTAINABILTY	25434V716
AAPL	APPLE INC	700	$203K	0.2%	$289.36	—	COM	037833100

Increased Positions (16)

DFCF DIMENSIONAL ETF TRUST 10.3%

Value $13.58M (+12.6%) Shares 321,704 (+12.6%) Est. Cost $42.51 Unrealized —

DFSD DIMENSIONAL ETF TRUST 6.1%

Value $7.991M (+22.4%) Shares 167,359 (+22.7%) Est. Cost $47.91 Unrealized —

DFEM DIMENSIONAL ETF TRUST 3.3%

Value $4.366M (+19.5%) Shares 107,440 (+1.6%) Est. Cost $33.28 Unrealized —

DUHP DIMENSIONAL ETF TRUST 2.0%

Value $2.648M (+31.3%) Shares 63,454 (+15.7%) Est. Cost $38.33 Unrealized —

DFGX DIMENSIONAL ETF TRUST 1.1%

Value $1.409M (+74.2%) Shares 26,290 (+70.5%) Est. Cost $52.95 Unrealized —

DFIC DIMENSIONAL ETF TRUST 5.7%

Value $7.504M (+7.0%) Shares 201,383 (+2.1%) Est. Cost $34.53 Unrealized —

DIHP DIMENSIONAL ETF TRUST 2.3%

Value $3.053M (+13.5%) Shares 89,474 (+7.1%) Est. Cost $31.87 Unrealized —

DUSB DIMENSIONAL ETF TRUST 0.9%

Value $1.195M (+38.6%) Shares 23,524 (+38.4%) Est. Cost $50.69 Unrealized —

DFIP DIMENSIONAL ETF TRUST 0.7%

Value $923K (+50.0%) Shares 22,366 (+51.7%) Est. Cost $41.48 Unrealized —

DFGP DIMENSIONAL ETF TRUST 1.3%

Value $1.651M (+22.1%) Shares 30,314 (+21.1%) Est. Cost $54.13 Unrealized —

TLH ISHARES TR 0.3%

Value $448K (+42.6%) Shares 4,465 (+43.1%) Est. Cost $100.61 Unrealized —

DFIS DIMENSIONAL ETF TRUST 1.4%

Value $1.806M (+7.8%) Shares 51,554 (+3.6%) Est. Cost $33.01 Unrealized —

DGCB DIMENSIONAL ETF TRUST 0.4%

Value $499K (+26.2%) Shares 9,125 (+25.0%) Est. Cost $54.32 Unrealized —

DFGR DIMENSIONAL ETF TRUST 0.5%

Value $690K (+11.6%) Shares 23,807 (+2.4%) Est. Cost $26.50 Unrealized —

AVEE AMERICAN CENTY ETF TR 0.3%

Value $404K (+18.6%) Shares 5,822 (+8.5%) Est. Cost $63.87 Unrealized —

BOXX EA SERIES TRUST 0.6%

Value $796K (+6.6%) Shares 6,802 (+5.8%) Est. Cost $115.21 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DFCF	DIMENSIONAL ETF TRUST	321,704 (+12.6%)	$13.58M (+12.6%)	10.3%	$42.51	—	CORE FIXE IN ETF	25434V872
DFSD	DIMENSIONAL ETF TRUST	167,359 (+22.7%)	$7.991M (+22.4%)	6.1%	$47.91	—	SHOR DUR FIX ETF	25434V864
DFEM	DIMENSIONAL ETF TRUST	107,440 (+1.6%)	$4.366M (+19.5%)	3.3%	$33.28	—	EMERGING MKTS CO	25434V732
DUHP	DIMENSIONAL ETF TRUST	63,454 (+15.7%)	$2.648M (+31.3%)	2.0%	$38.33	—	US HIGH PROF ETF	25434V831
DFGX	DIMENSIONAL ETF TRUST	26,290 (+70.5%)	$1.409M (+74.2%)	1.1%	$52.95	—	INTL COR FIX ETF	25434V575
DFIC	DIMENSIONAL ETF TRUST	201,383 (+2.1%)	$7.504M (+7.0%)	5.7%	$34.53	—	INTL CORE EQUITY	25434V799
DIHP	DIMENSIONAL ETF TRUST	89,474 (+7.1%)	$3.053M (+13.5%)	2.3%	$31.87	—	INTL HIGH PROFIT	25434V765
DUSB	DIMENSIONAL ETF TRUST	23,524 (+38.4%)	$1.195M (+38.6%)	0.9%	$50.69	—	ULTR FIX INC ETF	25434V591
DFIP	DIMENSIONAL ETF TRUST	22,366 (+51.7%)	$923K (+50.0%)	0.7%	$41.48	—	INFLATION PROTE	25434V856
DFGP	DIMENSIONAL ETF TRUST	30,314 (+21.1%)	$1.651M (+22.1%)	1.3%	$54.13	—	GLOB CO PLUS ETF	25434V583
TLH	ISHARES TR	4,465 (+43.1%)	$448K (+42.6%)	0.3%	$100.61	—	10-20 YR TRS ETF	464288653
DFIS	DIMENSIONAL ETF TRUST	51,554 (+3.6%)	$1.806M (+7.8%)	1.4%	$33.01	—	INTL SMALL CAP E	25434V773
DGCB	DIMENSIONAL ETF TRUST	9,125 (+25.0%)	$499K (+26.2%)	0.4%	$54.32	—	GLOBAL CR ETF	25434V567
DFGR	DIMENSIONAL ETF TRUST	23,807 (+2.4%)	$690K (+11.6%)	0.5%	$26.50	—	GLOBAL REAL EST	25434V658
AVEE	AMERICAN CENTY ETF TR	5,822 (+8.5%)	$404K (+18.6%)	0.3%	$63.87	—	AVA MAR SMA ETF	025072141
BOXX	EA SERIES TRUST	6,802 (+5.8%)	$796K (+6.6%)	0.6%	$115.21	—	ALPHA ARCH 1-3	02072L565

Exited Positions (1)

WMT WALMART INC 0.2%

Value $206K Shares 1,659 Est. Cost $122.03 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WMT	WALMART INC	1,659	$206K	0.2%	$122.03	—	—	931142103

Decreased Positions (16)

USFR WISDOMTREE TR 1.7%

Value $2.264M (-39.3%) Shares 44,972 (-39.3%) Est. Cost $50.32 Unrealized —

DFNM DIMENSIONAL ETF TRUST 1.0%

Value $1.341M (-25.0%) Shares 27,750 (-25.6%) Est. Cost $48.11 Unrealized —

AVUV AMERICAN CENTY ETF TR 4.5%

Value $5.918M (+7.8%) Shares 47,436 (-4.5%) Est. Cost $102.28 Unrealized —

DFAT DIMENSIONAL ETF TRUST 2.8%

Value $3.639M (+10.7%) Shares 52,064 (-1.1%) Est. Cost $59.54 Unrealized —

AVLV AMERICAN CENTY ETF TR 2.6%

Value $3.491M (+9.6%) Shares 38,275 (-3.1%) Est. Cost $75.87 Unrealized —

MUB ISHARES TR 0.3%

Value $377K (-41.3%) Shares 3,500 (-42.1%) Est. Cost $106.90 Unrealized —

DFUV DIMENSIONAL ETF TRUST 1.9%

Value $2.441M (+11.6%) Shares 44,370 (-1.7%) Est. Cost $46.59 Unrealized —

DFAE DIMENSIONAL ETF TRUST 1.1%

Value $1.481M (+17.4%) Shares 36,826 (-1.1%) Est. Cost $32.59 Unrealized —

DFEV DIMENSIONAL ETF TRUST 1.0%

Value $1.344M (+16.7%) Shares 31,497 (-2.1%) Est. Cost $33.77 Unrealized —

DEXC DIMENSIONAL ETF TRUST 0.4%

Value $480K (+25.2%) Shares 5,810 (-1.7%) Est. Cost $60.91 Unrealized —

VTEB VANGUARD MUN BD FDS 0.3%

Value $379K (-15.5%) Shares 7,500 (-16.7%) Est. Cost $50.29 Unrealized —

PFF ISHARES TR 0.6%

Value $726K (-8.2%) Shares 23,823 (-8.7%) Est. Cost $30.96 Unrealized —

PFG PRINCIPAL FINANCIAL GROUP IN 0.2%

Value $243K (-12.8%) Shares 2,442 (-21.7%) Est. Cost $83.87 Unrealized —

DFLV DIMENSIONAL ETF TRUST 0.3%

Value $337K (+8.1%) Shares 8,533 (-2.4%) Est. Cost $34.21 Unrealized —

PFFD GLOBAL X FDS 0.3%

Value $349K (-2.2%) Shares 18,685 (-3.7%) Est. Cost $18.91 Unrealized —

AVES AMERICAN CENTY ETF TR 0.2%

Value $208K (+1.4%) Shares 3,178 (-7.3%) Est. Cost $59.98 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
USFR	WISDOMTREE TR	44,972 (-39.3%)	$2.264M (-39.3%)	1.7%	$50.32	—	FLOATNG RAT TREA	97717Y527
DFNM	DIMENSIONAL ETF TRUST	27,750 (-25.6%)	$1.341M (-25.0%)	1.0%	$48.11	—	NATL MUN BD ETF	25434V849
AVUV	AMERICAN CENTY ETF TR	47,436 (-4.5%)	$5.918M (+7.8%)	4.5%	$102.28	—	US SML CP VALU	025072877
DFAT	DIMENSIONAL ETF TRUST	52,064 (-1.1%)	$3.639M (+10.7%)	2.8%	$59.54	—	US TARGETED VLU	25434V609
AVLV	AMERICAN CENTY ETF TR	38,275 (-3.1%)	$3.491M (+9.6%)	2.6%	$75.87	—	US LARGE CAP VLU	025072349
MUB	ISHARES TR	3,500 (-42.1%)	$377K (-41.3%)	0.3%	$106.90	—	NATIONAL MUN ETF	464288414
DFUV	DIMENSIONAL ETF TRUST	44,370 (-1.7%)	$2.441M (+11.6%)	1.9%	$46.59	—	US MKTWIDE VALUE	25434V724
DFAE	DIMENSIONAL ETF TRUST	36,826 (-1.1%)	$1.481M (+17.4%)	1.1%	$32.59	—	EMGR CRE EQT MNG	25434V302
DFEV	DIMENSIONAL ETF TRUST	31,497 (-2.1%)	$1.344M (+16.7%)	1.0%	$33.77	—	EMERGING MKTS VA	25434V740
DEXC	DIMENSIONAL ETF TRUST	5,810 (-1.7%)	$480K (+25.2%)	0.4%	$60.91	—	EMERGING MRKTETS	25434V534
VTEB	VANGUARD MUN BD FDS	7,500 (-16.7%)	$379K (-15.5%)	0.3%	$50.29	—	TAX EXEMPT BD	922907746
PFF	ISHARES TR	23,823 (-8.7%)	$726K (-8.2%)	0.6%	$30.96	—	PFD AND INCM SEC	464288687
PFG	PRINCIPAL FINANCIAL GROUP IN	2,442 (-21.7%)	$243K (-12.8%)	0.2%	$83.87	—	COM	74251V102
DFLV	DIMENSIONAL ETF TRUST	8,533 (-2.4%)	$337K (+8.1%)	0.3%	$34.21	—	US LARG VALU ETF	25434V666
PFFD	GLOBAL X FDS	18,685 (-3.7%)	$349K (-2.2%)	0.3%	$18.91	—	US PFD ETF	37954Y657
AVES	AMERICAN CENTY ETF TR	3,178 (-7.3%)	$208K (+1.4%)	0.2%	$59.98	—	EMERGING MKT VAL	025072372

Unchanged Positions (18)

DFAC DIMENSIONAL ETF TRUST 16.0%

Value $21.14M Shares 476,601 Est. Cost $39.59 Unrealized —

DFAS DIMENSIONAL ETF TRUST 3.9%

Value $5.125M Shares 62,237 Est. Cost $69.67 Unrealized —

DFSV DIMENSIONAL ETF TRUST 4.3%

Value $5.604M Shares 144,475 Est. Cost $33.00 Unrealized —

DFAU DIMENSIONAL ETF TRUST 2.4%

Value $3.206M Shares 62,017 Est. Cost $46.80 Unrealized —

DFUS DIMENSIONAL ETF TRUST 2.3%

Value $3.034M Shares 37,027 Est. Cost $74.17 Unrealized —

DFAX DIMENSIONAL ETF TRUST 3.8%

Value $5.049M Shares 137,045 Est. Cost $32.73 Unrealized —

AVUS AMERICAN CENTY ETF TR 2.1%

Value $2.826M Shares 22,066 Est. Cost $111.70 Unrealized —

DEHP DIMENSIONAL ETF TRUST 0.6%

Value $732K Shares 17,106 Est. Cost $32.37 Unrealized —

DFAI DIMENSIONAL ETF TRUST 1.6%

Value $2.108M Shares 51,110 Est. Cost $38.11 Unrealized —

MGC VANGUARD WORLD FD 0.5%

Value $688K Shares 2,515 Est. Cost $251.17 Unrealized —

DE DEERE & CO 0.6%

Value $742K Shares 1,169 Est. Cost $467.69 Unrealized —

AVSC AMERICAN CENTY ETF TR 0.3%

Value $455K Shares 6,204 Est. Cost $59.07 Unrealized —

DISV DIMENSIONAL ETF TRUST 2.7%

Value $3.544M Shares 88,308 Est. Cost $38.00 Unrealized —

VB VANGUARD INDEX FDS 0.2%

Value $300K Shares 989 Est. Cost $258.00 Unrealized —

PEP PEPSICO INC 0.2%

Value $227K Shares 1,680 Est. Cost $145.91 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%

Value $664K Shares 1,327 Est. Cost $497.53 Unrealized —

AVDV AMERICAN CENTY ETF TR 0.6%

Value $835K Shares 8,103 Est. Cost $93.97 Unrealized —

DFIV DIMENSIONAL ETF TRUST 0.7%

Value $864K Shares 15,985 Est. Cost $49.90 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DFAC	DIMENSIONAL ETF TRUST	476,601	$21.14M	16.0%	$39.59	—	US COR EQU 2 ETF	25434V708
DFAS	DIMENSIONAL ETF TRUST	62,237	$5.125M	3.9%	$69.67	—	US SMALL CAP ETF	25434V500
DFSV	DIMENSIONAL ETF TRUST	144,475	$5.604M	4.3%	$33.00	—	US SMALL CAP ETF	25434V815
DFAU	DIMENSIONAL ETF TRUST	62,017	$3.206M	2.4%	$46.80	—	US CORE EQT MKT	25434V104
DFUS	DIMENSIONAL ETF TRUST	37,027	$3.034M	2.3%	$74.17	—	US EQUI MARK ETF	25434V401
DFAX	DIMENSIONAL ETF TRUST	137,045	$5.049M	3.8%	$32.73	—	WORLD EX US CORE	25434V880
AVUS	AMERICAN CENTY ETF TR	22,066	$2.826M	2.1%	$111.70	—	US EQT ETF	025072885
DEHP	DIMENSIONAL ETF TRUST	17,106	$732K	0.6%	$32.37	—	EMERGING MKTS HI	25434V757
DFAI	DIMENSIONAL ETF TRUST	51,110	$2.108M	1.6%	$38.11	—	INTL CORE EQT MK	25434V203
MGC	VANGUARD WORLD FD	2,515	$688K	0.5%	$251.17	—	MEGA CAP INDEX	921910873
DE	DEERE & CO	1,169	$742K	0.6%	$467.69	—	COM	244199105
AVSC	AMERICAN CENTY ETF TR	6,204	$455K	0.3%	$59.07	—	AVAN US SMAL ETF	025072323
DISV	DIMENSIONAL ETF TRUST	88,308	$3.544M	2.7%	$38.00	—	INTL SMALL CAP V	25434V781
VB	VANGUARD INDEX FDS	989	$300K	0.2%	$258.00	—	SMALL CP ETF	922908751
PEP	PEPSICO INC	1,680	$227K	0.2%	$145.91	—	COM	713448108
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,327	$664K	0.5%	$497.53	—	CL B NEW	084670702
AVDV	AMERICAN CENTY ETF TR	8,103	$835K	0.6%	$93.97	—	INTL SMCP VLU	025072802
DFIV	DIMENSIONAL ETF TRUST	15,985	$864K	0.7%	$49.90	—	INTERNATNAL VAL	25434V807