Keyes, Stange & Wooten Wealth Management
Latest statistics and disclosures from Keyes, Stange & Wooten Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAI, DFSD, DCOR, BIV, DFAT, and represent 54.04% of Keyes, Stange & Wooten Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DCOR, BIV, DFSD, DFAI, AMD, SSB, DFAT, GOOG, SHOP, DFAE.
- Started 8 new stock positions in SBCF, HUM, SSB, GOOG, AMD, SHOP, VSME, ULTY.
- Reduced shares in these 10 stocks: CMG, , AVGO, South State Corporation, FI, , QQQ, SPGI, NFLX, DXR.
- Sold out of its positions in CMG, CMCSA, DXR, FI, QQQ, NFLX, SPGI, CRM, South State Corporation.
- Keyes, Stange & Wooten Wealth Management was a net buyer of stock by $2.9M.
- Keyes, Stange & Wooten Wealth Management has $207M in assets under management (AUM), dropping by 7.25%.
- Central Index Key (CIK): 0002011352
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Portfolio Holdings for Keyes, Stange & Wooten Wealth Management
Keyes, Stange & Wooten Wealth Management holds 71 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 13.0 | $27M | 739k | 36.35 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 12.2 | $25M | +4% | 523k | 48.19 |
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| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 11.8 | $24M | +5% | 339k | 71.94 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 8.8 | $18M | +5% | 234k | 78.09 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 8.2 | $17M | 290k | 58.21 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 6.1 | $13M | 398k | 31.53 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 5.6 | $12M | 161k | 71.86 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 5.0 | $10M | 292k | 35.69 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 4.9 | $10M | 141k | 72.26 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.6 | $7.4M | 22k | 328.17 |
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| Apple (AAPL) | 1.5 | $3.1M | -2% | 12k | 254.64 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.2 | $2.5M | 77k | 32.07 |
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| Microsoft Corporation (MSFT) | 1.1 | $2.2M | -2% | 4.3k | 518.01 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $2.0M | -2% | 6.5k | 315.43 |
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| Broadcom (AVGO) | 0.8 | $1.6M | -16% | 4.7k | 329.91 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.7 | $1.5M | 13k | 108.70 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.7 | $1.3M | 42k | 31.84 |
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| Eaton Corp SHS (ETN) | 0.6 | $1.2M | 3.2k | 374.25 |
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| Marathon Petroleum Corp (MPC) | 0.6 | $1.2M | 6.2k | 192.74 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.1M | 11k | 103.06 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $1.1M | 17k | 65.92 |
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| Home Depot (HD) | 0.5 | $1.1M | 2.7k | 405.15 |
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| Motorola Solutions Com New (MSI) | 0.5 | $1.1M | 2.3k | 457.29 |
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| Johnson Ctls Intl SHS (JCI) | 0.4 | $921k | 8.4k | 109.95 |
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| Johnson & Johnson (JNJ) | 0.4 | $867k | -2% | 4.7k | 185.42 |
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| Cme (CME) | 0.4 | $852k | 3.2k | 270.19 |
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| Chubb (CB) | 0.4 | $810k | 2.9k | 282.25 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $796k | 1.6k | 502.74 |
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| Brown & Brown (BRO) | 0.4 | $776k | 8.3k | 93.79 |
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| Abbvie (ABBV) | 0.3 | $720k | 3.1k | 231.54 |
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| Verizon Communications (VZ) | 0.3 | $709k | 16k | 43.95 |
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| Medtronic SHS (MDT) | 0.3 | $703k | 7.4k | 95.24 |
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| Darden Restaurants (DRI) | 0.3 | $697k | 3.7k | 190.36 |
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| Air Products & Chemicals (APD) | 0.3 | $653k | 2.4k | 272.72 |
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| Nextera Energy (NEE) | 0.3 | $634k | 8.4k | 75.49 |
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| Union Pacific Corporation (UNP) | 0.3 | $632k | -2% | 2.7k | 236.37 |
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| Realty Income (O) | 0.3 | $631k | 10k | 60.79 |
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| Walt Disney Company (DIS) | 0.3 | $625k | 5.5k | 114.50 |
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| Meta Platforms Cl A (META) | 0.3 | $619k | -5% | 842.00 | 734.79 |
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| Amazon (AMZN) | 0.3 | $575k | 2.6k | 219.57 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $547k | 7.4k | 73.46 |
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| Analog Devices (ADI) | 0.2 | $515k | +13% | 2.1k | 245.70 |
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| Cummins (CMI) | 0.2 | $487k | 1.2k | 422.37 |
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| Tesla Motors (TSLA) | 0.2 | $471k | 1.1k | 444.72 |
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| UnitedHealth (UNH) | 0.2 | $470k | -2% | 1.4k | 345.30 |
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| NVIDIA Corporation (NVDA) | 0.2 | $468k | 2.5k | 186.61 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $442k | -6% | 1.8k | 243.06 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $433k | -7% | 7.2k | 59.92 |
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| Public Service Enterprise (PEG) | 0.2 | $419k | 5.0k | 83.46 |
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| Best Buy (BBY) | 0.2 | $376k | 5.0k | 75.62 |
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| Boeing Company (BA) | 0.2 | $344k | 1.6k | 215.83 |
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| Visa Com Cl A (V) | 0.2 | $322k | -4% | 944.00 | 341.38 |
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| Trane Technologies SHS (TT) | 0.1 | $309k | -7% | 732.00 | 421.96 |
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| Quanta Services (PWR) | 0.1 | $301k | -26% | 726.00 | 414.42 |
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| Ge Vernova (GEV) | 0.1 | $283k | -3% | 461.00 | 614.28 |
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| Advanced Micro Devices (AMD) | 0.1 | $280k | NEW | 1.7k | 161.79 |
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| Coca-Cola Company (KO) | 0.1 | $275k | 4.1k | 66.31 |
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| Pepsi (PEP) | 0.1 | $263k | 1.9k | 140.44 |
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| Southstate Bk Corp (SSB) | 0.1 | $261k | NEW | 2.6k | 98.87 |
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| Allstate Corporation (ALL) | 0.1 | $260k | -7% | 1.2k | 214.65 |
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| Royce Value Trust (RVT) | 0.1 | $253k | 16k | 16.13 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $244k | 366.00 | 666.18 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $230k | NEW | 945.00 | 243.53 |
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| TJX Companies (TJX) | 0.1 | $229k | -5% | 1.6k | 144.54 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $216k | NEW | 1.5k | 148.61 |
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| Fidelity National Information Services (FIS) | 0.1 | $208k | -26% | 3.2k | 65.94 |
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| Tidal Trust Ii Yieldmax Ultra O (ULTY) | 0.1 | $202k | NEW | 37k | 5.47 |
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| Seacoast Bkg Corp Fla Com New (SBCF) | 0.1 | $202k | NEW | 6.6k | 30.43 |
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| Humana (HUM) | 0.1 | $201k | NEW | 771.00 | 260.17 |
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| Nuveen Cr Strategies Income Com Shs (JQC) | 0.1 | $141k | 27k | 5.27 |
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| Vs Media Holdings Com Class A New (VSME) | 0.0 | $26k | NEW | 10k | 2.52 |
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Past Filings by Keyes, Stange & Wooten Wealth Management
SEC 13F filings are viewable for Keyes, Stange & Wooten Wealth Management going back to 2023
- Keyes, Stange & Wooten Wealth Management 2025 Q3 filed Nov. 25, 2025
- Keyes, Stange & Wooten Wealth Management 2025 Q2 filed Aug. 11, 2025
- Keyes, Stange & Wooten Wealth Management 2025 Q1 filed May 5, 2025
- Keyes, Stange & Wooten Wealth Management 2024 Q4 filed Feb. 13, 2025
- Keyes, Stange & Wooten Wealth Management 2024 Q3 filed Nov. 12, 2024
- Keyes, Stange & Wooten Wealth Management 2024 Q2 filed July 24, 2024
- Keyes, Stange & Wooten Wealth Management 2024 Q1 filed May 8, 2024
- Keyes, Stange & Wooten Wealth Management 2023 Q4 filed Feb. 14, 2024