Kane Co Wealth Management, Inc.

Q3 2026 13F-HR Holdings

Location
Johnston, IA
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$125,221
Net value change ($000)
-6,585 (-5.0%)
New positions
4
Sold out positions
3
Turnover %
7.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VTEB 1,485 391.8%
VCRM 522 NEW
DFGP 313 19.0%
MPC 293 NEW
DFSD 267 3.3%
DFGX 239 17.0%
DISV 223 6.3%
DFA INVT DIMENSIONS GROUP IN 218 NEW
BND 210 NEW
DIHP 106 3.5%
Top Reduces (Value $000, Stocks/ETFs)
DFSV -5,604 -100.0%
DUHP -2,648 -100.0%
DFNM -843 -62.9%
MUB -377 -100.0%
DFAS -337 -6.6%
AVUV -310 -5.2%
DFAT -210 -5.8%
DFCF -200 -1.5%
USFR -131 -5.8%
DFAX -91 -1.8%
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