Kane Co Wealth Management, Inc. has released its latest 13F-HR report, detailing its investment holdings as of September 30, 2026. The filing reveals that the firm manages a total investment value of approximately $125.2 million. This update is significant as it underscores Kane Co's ongoing commitment to transparency and strategic investment management.

The filing highlights the firm's diverse portfolio, which includes substantial investments in various funds, particularly those managed by Dimensional ETF Trust. This trend reflects a broader movement within the wealth management industry towards utilizing exchange-traded funds (ETFs) as a core component of investment strategies.

Background

Kane Co Wealth Management, Inc. is a financial advisory firm based in Johnston, Iowa. The company, incorporated in Iowa, focuses on providing wealth management services to its clients. The firm has been active in filing reports with the SEC, including its recent 13F-HR submissions. The latest filing, dated November 4, 2026, follows a series of similar reports throughout the year, indicating a consistent approach to portfolio management.

What the Filing Says

According to the latest filing (accession number 0002109915-26-000004), Kane Co reported a total of 54 investment positions. The total value of these holdings is approximately $125,220,946. Notably, the firm has opted not to include any confidential information in this report, ensuring full transparency regarding its investment activities.

Impact

This filing may affect various stakeholders, including clients, regulators, and competitors in the wealth management sector. Clients will benefit from the transparency provided by Kane Co in its investment strategies, while regulators can monitor compliance with SEC requirements. Additionally, competitors may analyze Kane Co's holdings to gauge market trends and investment strategies.

What's Next

The filing does not say what happens next. However, it is expected that Kane Co will continue to monitor and adjust its investment portfolio in response to market conditions and client needs.