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The Analysis of Kane Co Wealth Management, Inc.'s Holdings & P&L

Currently, Kane Co Wealth Management, Inc. holds 53 types of securities in its portfolio with a total value $131.8M. In the most recent quarter, they have increased their positions in DFCF (+36.0K shares, valued at $1.5M), DFSD (+31.0K shares, valued at $1.5M), DFGX (+10.9K shares, valued at $582.6K); decreased their positions in USFR (-29.1K shares, valued at $1.5M), DFNM (-9.6K shares, valued at $462.3K), AVUV (-2.2K shares, valued at $279.5K); initiated new positions in VGT (+2.2K shares, valued at $258.6K), DFSU (+4.7K shares, valued at $219.2K), AAPL (+700 shares, valued at $202.6K).

1M P&L

+1.2M+0.87%

3M P&L

+5.2M+4.05%

HY P&L

+9.6M+7.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A129.7M

98.4%

2Farm & Heavy Construction Machinery741.5K

0.6%

3Insurance - Diversified664.0K

0.5%

Top Industries by Stock Count

1N/A48 stocks

90.6%

2Asset Management1 stocks

1.9%

3Farm & Heavy Construction Machinery1 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST476.6K shares-0.56%2026-06-302026-07-28

DFCF DIMENSIONAL ETF TRUST321.7K shares12.60%2026-06-302026-07-28

DFSD DIMENSIONAL ETF TRUST167.4K shares22.74%2026-06-302026-07-28

DFIC DIMENSIONAL ETF TRUST201.4K shares2.08%2026-06-302026-07-28

AVUV AMERICAN CENTY ETF TR47.4K shares-4.51%2026-06-302026-07-28

DFSV DIMENSIONAL ETF TRUST144.5K shares-0.45%2026-06-302026-07-28

DFAS DIMENSIONAL ETF TRUST62.2K shares-0.30%2026-06-302026-07-28

DFAX DIMENSIONAL ETF TRUST137.0K shares-0.40%2026-06-302026-07-28

Sponsored

DFEM DIMENSIONAL ETF TRUST107.4K shares1.62%2026-06-302026-07-28

DFAT DIMENSIONAL ETF TRUST52.1K shares-1.08%2026-06-302026-07-28

DISV DIMENSIONAL ETF TRUST88.3K shares0.10%2026-06-302026-07-28

AVLV AMERICAN CENTY ETF TR38.3K shares-3.14%2026-06-302026-07-28

DFAU DIMENSIONAL ETF TRUST62.0K shares0.94%2026-06-302026-07-28

DIHP DIMENSIONAL ETF TRUST89.5K shares7.13%2026-06-302026-07-28

DFUS DIMENSIONAL ETF TRUST37.0K shares0.14%2026-06-302026-07-28

AVUS AMERICAN CENTY ETF TR22.1K shares-0.49%2026-06-302026-07-28

Sponsored

DUHP DIMENSIONAL ETF TRUST63.5K shares15.66%2026-06-302026-07-28

DFUV DIMENSIONAL ETF TRUST44.4K shares-1.73%2026-06-302026-07-28

USFR WISDOMTREE TR45.0K shares-39.30%2026-06-302026-07-28

DFAI DIMENSIONAL ETF TRUST51.1K shares-0.52%2026-06-302026-07-28

DFIS DIMENSIONAL ETF TRUST51.6K shares3.57%2026-06-302026-07-28

DFGP DIMENSIONAL ETF TRUST30.3K shares21.07%2026-06-302026-07-28

DFAE DIMENSIONAL ETF TRUST36.8K shares-1.12%2026-06-302026-07-28

DFGX DIMENSIONAL ETF TRUST26.3K shares70.49%2026-06-302026-07-28

Sponsored

DFEV DIMENSIONAL ETF TRUST31.5K shares-2.12%2026-06-302026-07-28

DFNM DIMENSIONAL ETF TRUST27.8K shares-25.63%2026-06-302026-07-28

DUSB DIMENSIONAL ETF TRUST23.5K shares38.38%2026-06-302026-07-28

DFIP DIMENSIONAL ETF TRUST22.4K shares51.69%2026-06-302026-07-28

DFIV DIMENSIONAL ETF TRUST16.0K shares0.01%2026-06-302026-07-28

AVDV AMERICAN CENTY ETF TR8.1K shares-0.37%2026-06-302026-07-28

BOXX EA SERIES TRUST6.8K shares5.83%2026-06-302026-07-28

DE DEERE & CO1.2K shares0.00%2026-06-302026-07-28

Sponsored

DEHP DIMENSIONAL ETF TRUST17.1K shares-0.35%2026-06-302026-07-28

PFF ISHARES TR23.8K shares-8.73%2026-06-302026-07-28

DFGR DIMENSIONAL ETF TRUST23.8K shares2.40%2026-06-302026-07-28

MGC VANGUARD WORLD FD2.5K shares0.00%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares0.38%2026-06-302026-07-28

DGCB DIMENSIONAL ETF TRUST9.1K shares25.00%2026-06-302026-07-28

DEXC DIMENSIONAL ETF TRUST5.8K shares-1.69%2026-06-302026-07-28

AVSC AMERICAN CENTY ETF TR6.2K shares0.15%2026-06-302026-07-28

Sponsored

TLH ISHARES TR4.5K shares43.11%2026-06-302026-07-28

AVEE AMERICAN CENTY ETF TR5.8K shares8.50%2026-06-302026-07-28

VTEB VANGUARD MUN BD FDS7.5K shares-16.67%2026-06-302026-07-28

MUB ISHARES TR3.5K shares-42.15%2026-06-302026-07-28

PFFD GLOBAL X FDS18.7K shares-3.74%2026-06-302026-07-28

DFLV DIMENSIONAL ETF TRUST8.5K shares-2.36%2026-06-302026-07-28

VB VANGUARD INDEX FDS989 shares0.00%2026-06-302026-07-28

VGT VANGUARD WORLD FD2.2K sharesnew addition2026-06-302026-07-28

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN2.4K shares-21.68%2026-06-302026-07-28

PEP PEPSICO INC1.7K shares0.00%2026-06-302026-07-28

DFSU DIMENSIONAL ETF TRUST4.7K sharesnew addition2026-06-302026-07-28

AVES AMERICAN CENTY ETF TR3.2K shares-7.29%2026-06-302026-07-28

AAPL APPLE INC700 sharesnew addition2026-06-302026-07-28

DFAC

DIMENSIONAL ETF TRUST

-0.56%

Shares476.6K

Event2026-06-30

Filed2026-07-28

DFCF

DIMENSIONAL ETF TRUST

12.60%

Shares321.7K

Event2026-06-30

Filed2026-07-28

DFSD

DIMENSIONAL ETF TRUST

22.74%

Shares167.4K

Event2026-06-30

Filed2026-07-28

DFIC

DIMENSIONAL ETF TRUST

2.08%

Shares201.4K

Event2026-06-30

Filed2026-07-28

AVUV

AMERICAN CENTY ETF TR

-4.51%

Shares47.4K

Event2026-06-30

Filed2026-07-28

DFSV

DIMENSIONAL ETF TRUST

-0.45%

Shares144.5K

Event2026-06-30

Filed2026-07-28

DFAS

DIMENSIONAL ETF TRUST

-0.30%

Shares62.2K

Event2026-06-30

Filed2026-07-28

DFAX

DIMENSIONAL ETF TRUST

-0.40%

Shares137.0K

Event2026-06-30

Filed2026-07-28

DFEM

DIMENSIONAL ETF TRUST

1.62%

Shares107.4K

Event2026-06-30

Filed2026-07-28

DFAT

DIMENSIONAL ETF TRUST

-1.08%

Shares52.1K

Event2026-06-30

Filed2026-07-28

DISV

DIMENSIONAL ETF TRUST

0.10%

Shares88.3K

Event2026-06-30

Filed2026-07-28

AVLV

AMERICAN CENTY ETF TR

-3.14%

Shares38.3K

Event2026-06-30

Filed2026-07-28

DFAU

DIMENSIONAL ETF TRUST

0.94%

Shares62.0K

Event2026-06-30

Filed2026-07-28

DIHP

DIMENSIONAL ETF TRUST

7.13%

Shares89.5K

Event2026-06-30

Filed2026-07-28

DFUS

DIMENSIONAL ETF TRUST

0.14%

Shares37.0K

Event2026-06-30

Filed2026-07-28

AVUS

AMERICAN CENTY ETF TR

-0.49%

Shares22.1K

Event2026-06-30

Filed2026-07-28

DUHP

DIMENSIONAL ETF TRUST

15.66%

Shares63.5K

Event2026-06-30

Filed2026-07-28

DFUV

DIMENSIONAL ETF TRUST

-1.73%

Shares44.4K

Event2026-06-30

Filed2026-07-28

USFR

WISDOMTREE TR

-39.30%

Shares45.0K

Event2026-06-30

Filed2026-07-28

DFAI

DIMENSIONAL ETF TRUST

-0.52%

Shares51.1K

Event2026-06-30

Filed2026-07-28

DFIS

DIMENSIONAL ETF TRUST

3.57%

Shares51.6K

Event2026-06-30

Filed2026-07-28

DFGP

DIMENSIONAL ETF TRUST

21.07%

Shares30.3K

Event2026-06-30

Filed2026-07-28

DFAE

DIMENSIONAL ETF TRUST

-1.12%

Shares36.8K

Event2026-06-30

Filed2026-07-28

DFGX

DIMENSIONAL ETF TRUST

70.49%

Shares26.3K

Event2026-06-30

Filed2026-07-28

DFEV

DIMENSIONAL ETF TRUST

-2.12%

Shares31.5K

Event2026-06-30

Filed2026-07-28

DFNM

DIMENSIONAL ETF TRUST

-25.63%

Shares27.8K

Event2026-06-30

Filed2026-07-28

DUSB

DIMENSIONAL ETF TRUST

38.38%

Shares23.5K

Event2026-06-30

Filed2026-07-28

DFIP

DIMENSIONAL ETF TRUST

51.69%

Shares22.4K

Event2026-06-30

Filed2026-07-28

DFIV

DIMENSIONAL ETF TRUST

0.01%

Shares16.0K

Event2026-06-30

Filed2026-07-28

AVDV

AMERICAN CENTY ETF TR

-0.37%

Shares8.1K

Event2026-06-30

Filed2026-07-28

BOXX

EA SERIES TRUST

5.83%

Shares6.8K

Event2026-06-30

Filed2026-07-28

DEERE & CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

DEHP

DIMENSIONAL ETF TRUST

-0.35%

Shares17.1K

Event2026-06-30

Filed2026-07-28

PFF

ISHARES TR

-8.73%

Shares23.8K

Event2026-06-30

Filed2026-07-28

DFGR

DIMENSIONAL ETF TRUST

2.40%

Shares23.8K

Event2026-06-30

Filed2026-07-28

MGC

VANGUARD WORLD FD

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.38%

Shares1.3K

Event2026-06-30

Filed2026-07-28

DGCB

DIMENSIONAL ETF TRUST

25.00%

Shares9.1K

Event2026-06-30

Filed2026-07-28

DEXC

DIMENSIONAL ETF TRUST

-1.69%

Shares5.8K

Event2026-06-30

Filed2026-07-28

AVSC

AMERICAN CENTY ETF TR

0.15%

Shares6.2K

Event2026-06-30

Filed2026-07-28

TLH

ISHARES TR

43.11%

Shares4.5K

Event2026-06-30

Filed2026-07-28

AVEE

AMERICAN CENTY ETF TR

8.50%

Shares5.8K

Event2026-06-30

Filed2026-07-28

VTEB

VANGUARD MUN BD FDS

-16.67%

Shares7.5K

Event2026-06-30

Filed2026-07-28

MUB

ISHARES TR

-42.15%

Shares3.5K

Event2026-06-30

Filed2026-07-28

PFFD

GLOBAL X FDS

-3.74%

Shares18.7K

Event2026-06-30

Filed2026-07-28

DFLV

DIMENSIONAL ETF TRUST

-2.36%

Shares8.5K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.00%

Shares989

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

New

Shares2.2K

Event2026-06-30

Filed2026-07-28

PFG

PRINCIPAL FINANCIAL GROUP IN

-21.68%

Shares2.4K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-28

DFSU

DIMENSIONAL ETF TRUST

New

Shares4.7K

Event2026-06-30

Filed2026-07-28

AVES

AMERICAN CENTY ETF TR

-7.29%

Shares3.2K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

New

Shares700

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available