Kane Co Wealth Management, Inc. - Portfolio overview

Kane Co Wealth Management, Inc. has 51 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 15.71%
2. DFCF - DIMENSIONAL ETF TRUST, 10.17%
3. DFIC - DIMENSIONAL ETF TRUST, 5.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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