Data as of Q4 2025 (Dec 31, 2025)

Kane Co Wealth Management, Inc.

โ€ขCIK: 2109915โ€ขFiling: Q4 2025

**Kane Co Wealth Management, Inc.** manages $113M across a diversified portfolio of 50 positions. The fund exhibits a concentrated tilt toward specific names, with DFAC representing the largest allocation at $19.1M. Key holdings also include DFCF ($11.5M), DFIC ($6.7M), and DFSD ($6.5M), suggesting a focused, value-oriented approach. The top ten positions account for approximately $61.9M of the total assets under management.

Total AUM
$113.4M
QoQ Performance
N/A
Positions
14
Top 10 Concentration
61.3%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
DFCF
DFIC
DFSD
DFAC16.9%
DFCF10.2%
DFIC5.9%
DFSD5.8%
AVUV4.3%
DFAX4.1%
DFSV4.0%
DFAS3.8%

๐Ÿ“ˆ Biggest Buys

DFAC
DIMENSIONAL ETF TRUST
NEW
16.9% of portfolio
DFCF
DIMENSIONAL ETF TRUST
NEW
10.2% of portfolio
DFIC
DIMENSIONAL ETF TRUST
NEW
5.9% of portfolio
DFSD
DIMENSIONAL ETF TRUST
NEW
5.8% of portfolio
AVUV
AMERICAN CENTY ETF TR
NEW
4.3% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other98.5%
Financial0.6%
Industrial0.5%
Consumer Staples0.2%
Technology0.2%