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, DCOR, BIV, DFSD, DFAT, and represent 55.82% of Keyes, Stange & Wooten Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BIV (+$6.8M), DCOR, DFAI, DFAW, DFAT, ZTS, DFAE, GLW, LLY, GLD.
- Started 6 new stock positions in XOM, GLD, GLW, FANG, ZTS, SLV.
- Reduced shares in these 10 stocks: DFSD, MDT, BA, , SHOP, ULTY, WFC, PLTR, SSB, GOOGL.
- Sold out of its positions in BA, ORCL, PLTR, SHOP, SSB, ULTY, WFC, MDT.
- Keyes, Stange & Wooten Wealth Management was a net buyer of stock by $11M.
- Keyes, Stange & Wooten Wealth Management has $224M in assets under management (AUM), dropping by 6.18%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 13.2 | $30M | +4% | 760k | 38.96 |
|
| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 12.3 | $28M | +10% | 382k | 72.08 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 11.4 | $26M | +35% | 332k | 77.18 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 10.5 | $24M | -10% | 493k | 47.88 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 8.3 | $19M | +3% | 299k | 62.45 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 6.1 | $14M | +3% | 401k | 33.86 |
|
| Dimensional Etf Trust World Equity Etf (DFAW) | 5.7 | $13M | +6% | 172k | 73.78 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 5.1 | $12M | 291k | 39.44 |
|
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 5.1 | $12M | +2% | 142k | 80.61 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.0 | $6.8M | 21k | 320.81 |
|
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| Apple (AAPL) | 1.4 | $3.2M | +5% | 13k | 253.79 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.1 | $2.5M | -5% | 71k | 34.55 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $2.0M | +8% | 6.7k | 294.17 |
|
| Microsoft Corporation (MSFT) | 0.7 | $1.5M | -2% | 4.1k | 370.13 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.7 | $1.5M | 13k | 111.18 |
|
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| Broadcom (AVGO) | 0.7 | $1.5M | +3% | 4.8k | 309.51 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.6 | $1.4M | +11% | 40k | 35.04 |
|
| Marathon Petroleum Corp (MPC) | 0.6 | $1.4M | -4% | 5.7k | 244.18 |
|
| Wal-Mart Stores (WMT) | 0.6 | $1.3M | -2% | 10k | 124.28 |
|
| Johnson & Johnson (JNJ) | 0.5 | $1.2M | +9% | 4.9k | 244.44 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $1.1M | -2% | 16k | 69.75 |
|
| Eaton Corp SHS (ETN) | 0.5 | $1.1M | 3.0k | 357.67 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.4 | $978k | -4% | 7.5k | 130.95 |
|
| Motorola Solutions Com New (MSI) | 0.4 | $970k | 2.2k | 433.97 |
|
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| Chubb (CB) | 0.4 | $891k | 2.7k | 325.93 |
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| Cme (CME) | 0.4 | $880k | 3.0k | 295.35 |
|
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| Home Depot (HD) | 0.4 | $875k | 2.7k | 328.85 |
|
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| Verizon Communications (VZ) | 0.4 | $791k | +2% | 16k | 50.20 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $762k | 1.6k | 479.20 |
|
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| Nextera Energy (NEE) | 0.3 | $745k | 8.0k | 92.88 |
|
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| NVIDIA Corporation (NVDA) | 0.3 | $691k | +31% | 4.0k | 174.38 |
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| Darden Restaurants (DRI) | 0.3 | $684k | 3.5k | 196.04 |
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| Abbvie (ABBV) | 0.3 | $674k | +3% | 3.1k | 217.49 |
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| Meta Platforms Cl A (META) | 0.3 | $662k | +38% | 1.2k | 571.92 |
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| Realty Income (O) | 0.3 | $621k | +2% | 10k | 61.18 |
|
| Union Pacific Corporation (UNP) | 0.3 | $616k | 2.5k | 242.62 |
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| Amazon (AMZN) | 0.3 | $615k | +13% | 3.0k | 208.27 |
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| Air Products & Chemicals (APD) | 0.3 | $608k | 2.1k | 290.49 |
|
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| Analog Devices (ADI) | 0.3 | $607k | 1.9k | 318.14 |
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| Cummins (CMI) | 0.3 | $591k | 1.1k | 538.02 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $549k | 7.1k | 77.11 |
|
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| Brown & Brown (BRO) | 0.2 | $540k | +3% | 8.3k | 65.21 |
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| Walt Disney Company (DIS) | 0.2 | $513k | 5.3k | 96.38 |
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| Eli Lilly & Co. (LLY) | 0.2 | $489k | +149% | 532.00 | 919.77 |
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| Zoetis Cl A (ZTS) | 0.2 | $471k | NEW | 4.0k | 118.21 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $434k | -4% | 6.8k | 64.08 |
|
| Visa Com Cl A (V) | 0.2 | $418k | +46% | 1.4k | 302.24 |
|
| Tesla Motors (TSLA) | 0.2 | $417k | +5% | 1.1k | 371.75 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $411k | +51% | 1.4k | 286.85 |
|
| Corning Incorporated (GLW) | 0.2 | $404k | NEW | 3.0k | 135.98 |
|
| Ge Vernova (GEV) | 0.2 | $395k | 453.00 | 872.06 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $349k | -31% | 1.2k | 287.52 |
|
| Coca-Cola Company (KO) | 0.1 | $334k | +4% | 4.4k | 76.05 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $303k | 502.00 | 604.39 |
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| Best Buy (BBY) | 0.1 | $303k | 4.7k | 64.20 |
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| Pepsi (PEP) | 0.1 | $292k | 1.9k | 155.29 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $280k | NEW | 650.00 | 430.29 |
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| Quanta Services (PWR) | 0.1 | $272k | -31% | 496.00 | 549.02 |
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| Advanced Micro Devices (AMD) | 0.1 | $272k | +8% | 1.3k | 203.43 |
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| Royce Value Trust (RVT) | 0.1 | $261k | 16k | 16.60 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $259k | NEW | 3.8k | 68.14 |
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| UnitedHealth (UNH) | 0.1 | $259k | -30% | 956.00 | 270.59 |
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| TJX Companies (TJX) | 0.1 | $254k | 1.6k | 159.70 |
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| Trane Technologies SHS (TT) | 0.1 | $250k | -16% | 599.00 | 416.74 |
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| Allstate Corporation (ALL) | 0.1 | $238k | 1.2k | 207.34 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $238k | 366.00 | 650.34 |
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| Diamondback Energy (FANG) | 0.1 | $230k | NEW | 1.2k | 197.79 |
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| Seacoast Bkg Corp Fla Com New (SBCF) | 0.1 | $201k | 6.6k | 30.29 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $201k | NEW | 1.2k | 169.66 |
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| Nuveen Floating Rate Income Fund (JFR) | 0.1 | $130k | 17k | 7.52 |
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| Graniteshares Etf Tr Yieldboost Tsla (TSYY) | 0.0 | $42k | -30% | 12k | 3.47 |
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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 2026 Q1 filed April 27, 2026
- Keyes, Stange & Wooten Wealth Management 2025 Q4 filed Feb. 10, 2026
- 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