Kane Co Wealth Management, Inc.

Q2 2026 13F-HR Holdings

Location
Johnston, IA
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$131,806
Net value change ($000)
+13,218 (11.1%)
New positions
3
Sold out positions
1
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFAC 2,517 13.5%
DFCF 1,516 12.6%
DFSD 1,463 22.4%
DFEM 713 19.5%
DFAS 685 15.4%
DUHP 631 31.3%
DFGX 600 74.2%
DFSV 519 10.2%
DFIC 495 7.1%
DFAU 434 15.7%
Top Reduces (Value $000, Stocks/ETFs)
USFR -1,465 -39.3%
DFNM -448 -25.0%
MUB -265 -41.3%
WMT -206 -100.0%
VTEB -70 -15.6%
PFF -65 -8.2%
PFG -36 -12.9%
PEP -34 -13.0%
PFFD -8 -2.2%
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