# EDGAR Filing Document

**Accession Number:** 0001177416
**File Stem:** 0001177416-26-000008
**Filing Date:** 2026-5
**Character Count:** 12012
**Document Hash:** e8399bb644df1a1770d9b6891801a1b2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001177416-26-000008.hdr.sgml**: 20260505

**ACCESSION NUMBER**: 0001177416-26-000008

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260505

**DATE AS OF CHANGE**: 20260505

**EFFECTIVENESS DATE**: 20260505

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LANE BROTHERS & CO INC
- **CENTRAL INDEX KEY:** 0001177416

**ORGANIZATION NAME:**
- **EIN:** 770243223
- **STATE OF INCORPORATION:** AZ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26770
- **FILM NUMBER:** 26943874

**BUSINESS ADDRESS:**
- **STREET 1:** 1560 PLAZA WEST DRIVE
- **CITY:** PRESCOTT
- **STATE:** AZ
- **BUSINESS PHONE:** 9287768870

**MAIL ADDRESS:**
- **STREET 1:** 1560 PLAZA WEST DRIVE
- **CITY:** PRESCOTT
- **STATE:** AZ
- **ZIP:** 86303

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** LANE BROTHERS  CO INC<br>**Address:** 1560 PLAZA WEST DRIVE<br>PRESCOTT, AZ 86303

**Form 13F File Number:** 028-26770

**CRD Number (if applicable):** 000105968

**SEC File Number (if applicable):** 801-130414

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Megan Lane<br>**Title:** Megan Lane<br>**Phone:** Chief Compliance Off

**Signature, Place, and Date of Signing:**

Megan Lane  Scottsdale, AZ  05-05-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 83

**Form 13F Information Table Value Total:** $137219792

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 |  | 6943649 | 66111 | SH |  | SOLE |  | 66111 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 7684290 | 90574 | SH |  | SOLE |  | 90574 | 0 | 0 |
| CAMBRIA ETF TR | CAMBRIA FGN SHR | 132061300 |  | 2246022 | 60159 | SH |  | SOLE |  | 60159 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 |  | 2968289 | 26794 | SH |  | SOLE |  | 26794 | 0 | 0 |
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | 35473P108 |  | 2198491 | 55225 | SH |  | SOLE |  | 55225 | 0 | 0 |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 |  | 2339488 | 57708 | SH |  | SOLE |  | 57708 | 0 | 0 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 3518503 | 69248 | SH |  | SOLE |  | 69248 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 752585 | 6654 | SH |  | SOLE |  | 6654 | 0 | 0 |
| ISHARES TR | US INFRASTRUC | 46435U713 |  | 3908259 | 68326 | SH |  | SOLE |  | 68326 | 0 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 887378 | 4891 | SH |  | SOLE |  | 4891 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 |  | 1694987 | 22379 | SH |  | SOLE |  | 22379 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 7167057 | 111845 | SH |  | SOLE |  | 111845 | 0 | 0 |
| VANECK ETF TRUST | IG FLOATING RATE | 92189F486 |  | 15844930 | 621858 | SH |  | SOLE |  | 621858 | 0 | 0 |
| INVESCO ACTIVELY MANAGED EXC | S 500 EQUAL WE | 46090A697 |  | 6502684 | 130067 | SH |  | SOLE |  | 130067 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 2359920 | 38523 | SH |  | SOLE |  | 38523 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 1994242 | 43457 | SH |  | SOLE |  | 43457 | 0 | 0 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 567496 | 1480 | SH |  | SOLE |  | 1480 | 0 | 0 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 539354 | 11677 | SH |  | SOLE |  | 11677 | 0 | 0 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 677412 | 14839 | SH |  | SOLE |  | 14839 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 |  | 2586536 | 32716 | SH |  | SOLE |  | 32716 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 759034 | 9917 | SH |  | SOLE |  | 9917 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 248031 | 2533 | SH |  | SOLE |  | 2533 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 284800 | 5034 | SH |  | SOLE |  | 5034 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 17764272 | 351003 | SH |  | SOLE |  | 351003 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 6262356 | 9587 | SH |  | SOLE |  | 9587 | 0 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 299928 | 2693 | SH |  | SOLE |  | 2693 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 503447 | 6771 | SH |  | SOLE |  | 6771 | 0 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 307016 | 3903 | SH |  | SOLE |  | 3903 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 876600 | 4570 | SH |  | SOLE |  | 4570 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 228119 | 1080 | SH |  | SOLE |  | 1080 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 936247 | 16092 | SH |  | SOLE |  | 16092 | 0 | 0 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 4637884 | 41715 | SH |  | SOLE |  | 41715 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 380816 | 666 | SH |  | SOLE |  | 666 | 0 | 0 |
| ABBOTT LABORATORIES | COM | 002824100 |  | 258910 | 2522 | SH |  | SOLE |  | 2522 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 350265 | 1610 | SH |  | SOLE |  | 1610 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 785259 | 2731 | SH |  | SOLE |  | 2731 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 238094 | 830 | SH |  | SOLE |  | 830 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 744982 | 3577 | SH |  | SOLE |  | 3577 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 2015930 | 7943 | SH |  | SOLE |  | 7943 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 312024 | 1008 | SH |  | SOLE |  | 1008 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 624044 | 626 | SH |  | SOLE |  | 626 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 240048 | 982 | SH |  | SOLE |  | 982 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1445052 | 3904 | SH |  | SOLE |  | 3904 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3285383 | 18838 | SH |  | SOLE |  | 18838 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 227726 | 1548 | SH |  | SOLE |  | 1548 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 361341 | 972 | SH |  | SOLE |  | 972 | 0 | 0 |
| UNILEVER PLC | SPON ADR NEW | 904767803 |  | 832389 | 14611 | SH |  | SOLE |  | 14611 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 348574 | 2805 | SH |  | SOLE |  | 2805 | 0 | 0 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 1431992 | 28106 | SH |  | SOLE |  | 28106 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A755 |  | 2345666 | 21717 | SH |  | SOLE |  | 21717 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 217309 | 739 | SH |  | SOLE |  | 739 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 291375 | 4415 | SH |  | SOLE |  | 4415 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 660678 | 8568 | SH |  | SOLE |  | 8568 | 0 | 0 |
| BED BATH  BEYOND INC | COM | 690370101 |  | 120640 | 26000 | SH |  | SOLE |  | 26000 | 0 | 0 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 432250 | 6650 | SH |  | SOLE |  | 6650 | 0 | 0 |
| WELLS FARGO  CO | COM | 949746101 |  | 756554 | 9503 | SH |  | SOLE |  | 9503 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 349369 | 1231 | SH |  | SOLE |  | 1231 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 302537 | 347 | SH |  | SOLE |  | 347 | 0 | 0 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 244707 | 5796 | SH |  | SOLE |  | 5796 | 0 | 0 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 |  | 259939 | 5126 | SH |  | SOLE |  | 5126 | 0 | 0 |
| ISHARES U S ETF TR | SHORT DURATION B | 46431W507 |  | 898544 | 17676 | SH |  | SOLE |  | 17676 | 0 | 0 |
| EA SERIES TRUST | FREEDOM 100 EM | 02072L607 |  | 500224 | 9153 | SH |  | SOLE |  | 9153 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R200 |  | 240146 | 7802 | SH |  | SOLE |  | 7802 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 237176 | 411 | SH |  | SOLE |  | 411 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 386285 | 1867 | SH |  | SOLE |  | 1867 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 458342 | 2702 | SH |  | SOLE |  | 2702 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 257825 | 1064 | SH |  | SOLE |  | 1064 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 291516 | 2018 | SH |  | SOLE |  | 2018 | 0 | 0 |
| SSGA ACTIVE ETF TR | STATE STREET ULT | 78467V707 |  | 233025 | 5754 | SH |  | SOLE |  | 5754 | 0 | 0 |
| FREEPORT MCMORAN INC | CL B | 35671D857 |  | 254895 | 4336 | SH |  | SOLE |  | 4336 | 0 | 0 |
| VALUED ADVISERS TR | REGAN FLTG RATE | 92046L338 |  | 501721 | 19668 | SH |  | SOLE |  | 19668 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 717598 | 1643 | SH |  | SOLE |  | 1643 | 0 | 0 |
| SIMPLIFY EXCHANGE TRADED FUN | TREASURY OPT INC | 82889N640 |  | 1578455 | 67154 | SH |  | SOLE |  | 67154 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 281543 | 433 | SH |  | SOLE |  | 433 | 0 | 0 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 234814 | 4522 | SH |  | SOLE |  | 4522 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 341185 | 489 | SH |  | SOLE |  | 489 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 370649 | 2789 | SH |  | SOLE |  | 2789 | 0 | 0 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 540972 | 5315 | SH |  | SOLE |  | 5315 | 0 | 0 |
| BELPOINTE PREP LLC | UNIT RP LTD LB A | 080694102 |  | 329148 | 6187 | SH |  | SOLE |  | 6187 | 0 | 0 |
| TMC THE METALS COMPANY INC | COM | 87261Y106 |  | 46952 | 10054 | SH |  | SOLE |  | 10054 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1614958 | 5034 | SH |  | SOLE |  | 5034 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 258588 | 365 | SH |  | SOLE |  | 365 | 0 | 0 |
| BP PLC | SPONSORED ADR | 055622104 |  | 292072 | 6214 | SH |  | SOLE |  | 6214 | 0 | 0 |

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