Kane Co Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Johnston, IA
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$118,588
Net value change ($000)
+5,193 (4.6%)
New positions
4
Sold out positions
3
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFGX 608 302.5%
AVUV 599 12.3%
DFSV 562 12.4%
DFCF 535 4.6%
DFNM 450 33.6%
DFEM 355 10.8%
AVEE 340 NEW
AVUS 327 15.3%
DFIC 320 4.8%
TLH 314 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAC -511 -2.7%
DFAU -239 -7.9%
DFUS -207 -7.3%
DFSU -205 -100.0%
VGT -204 -100.0%
AAPL -204 -100.0%
DFAI -81 -3.9%
USFR -54 -1.4%
VTEB -54 -10.7%
DFUV -46 -2.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type