Keyes, Stange & Wooten Wealth Management

Keyes, Stange & Wooten Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Keyes, Stange & Wooten Wealth Management

Keyes, Stange & Wooten Wealth Management holds 73 positions in its portfolio as reported in the December 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) 13.1 $28M 727k 38.11
Dimensional Etf Trust Short Duration F (DFSD) 12.5 $26M 549k 47.95
Dimensional Etf Trust Us Core Equity 1 (DCOR) 12.0 $25M 345k 73.63
Vanguard Bd Index Fds Intermed Term (BIV) 9.0 $19M 244k 77.88
Dimensional Etf Trust Us Targeted Vlu (DFAT) 8.2 $17M 290k 59.54
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 6.0 $13M 389k 32.57
Dimensional Etf Trust World Equity Etf (DFAW) 5.7 $12M 162k 73.98
Dimensional Etf Trust Intl Small Cap V (DISV) 5.2 $11M 287k 38.00
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.0 $11M 139k 75.77
Vanguard Index Fds Total Stk Mkt (VTI) 3.4 $7.1M 21k 335.27
Apple (AAPL) 1.5 $3.2M 12k 271.86
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.2 $2.5M 75k 33.08
Microsoft Corporation (MSFT) 1.0 $2.0M 4.2k 483.68
JPMorgan Chase & Co. (JPM) 0.9 $2.0M 6.2k 322.20
Broadcom (AVGO) 0.8 $1.6M 4.7k 346.10
American Centy Etf Tr Us Eqt Etf (AVUS) 0.7 $1.5M 13k 111.78
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $1.2M 36k 32.89
Wal-Mart Stores (WMT) 0.6 $1.2M 11k 111.41
Ishares Core Msci Emkt (IEMG) 0.5 $1.1M 17k 67.22
Marathon Petroleum Corp (MPC) 0.5 $975k 6.0k 162.63
Eaton Corp SHS (ETN) 0.5 $966k 3.0k 318.51
Johnson Ctls Intl SHS (JCI) 0.4 $941k 7.9k 119.75
Johnson & Johnson (JNJ) 0.4 $929k 4.5k 206.95
Home Depot (HD) 0.4 $907k 2.6k 344.12
Chubb (CB) 0.4 $866k 2.8k 312.12
Motorola Solutions Com New (MSI) 0.4 $863k 2.3k 383.32
Cme (CME) 0.4 $824k 3.0k 273.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $796k 1.6k 502.65
Abbvie (ABBV) 0.3 $684k 3.0k 228.49
Medtronic SHS (MDT) 0.3 $677k 7.0k 96.06
Nextera Energy (NEE) 0.3 $643k 8.0k 80.28
Darden Restaurants (DRI) 0.3 $641k 3.5k 184.02
Brown & Brown (BRO) 0.3 $635k 8.0k 79.70
Verizon Communications (VZ) 0.3 $627k 15k 40.73
Walt Disney Company (DIS) 0.3 $614k 5.4k 113.77
Amazon (AMZN) 0.3 $602k 2.6k 230.82
Union Pacific Corporation (UNP) 0.3 $591k 2.6k 231.32
NVIDIA Corporation (NVDA) 0.3 $561k 3.0k 186.47
Cummins (CMI) 0.3 $560k 1.1k 510.45
Realty Income (O) 0.3 $560k 9.9k 56.37
Alphabet Cap Stk Cl A (GOOGL) 0.3 $552k 1.8k 312.95
Meta Platforms Cl A (META) 0.3 $552k 837.00 659.73
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $542k 7.2k 75.44
Air Products & Chemicals (APD) 0.2 $518k 2.1k 247.02
Analog Devices (ADI) 0.2 $515k 1.9k 271.20
Tesla Motors (TSLA) 0.2 $477k 1.1k 449.72
UnitedHealth (UNH) 0.2 $451k 1.4k 330.11
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $445k 7.1k 62.47
Visa Com Cl A (V) 0.2 $331k 944.00 350.71
Best Buy (BBY) 0.1 $311k 4.6k 66.93
Quanta Services (PWR) 0.1 $306k 726.00 422.06
Ge Vernova (GEV) 0.1 $298k 456.00 652.92
Alphabet Cap Stk Cl C (GOOG) 0.1 $297k 945.00 313.78
Coca-Cola Company (KO) 0.1 $294k 4.2k 69.91
Boeing Company (BA) 0.1 $281k 1.3k 217.12
Trane Technologies SHS (TT) 0.1 $281k 721.00 389.20
Pepsi (PEP) 0.1 $269k 1.9k 143.52
Advanced Micro Devices (AMD) 0.1 $264k 1.2k 214.16
Royce Value Trust (RVT) 0.1 $253k 16k 16.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $250k 366.00 681.92
Oracle Corporation (ORCL) 0.1 $246k 1.3k 194.91
TJX Companies (TJX) 0.1 $244k 1.6k 153.61
Lockheed Martin Corporation (LMT) 0.1 $243k 502.00 483.67
Allstate Corporation (ALL) 0.1 $239k 1.2k 208.15
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $234k 1.5k 160.97
Tidal Trust Ii Yieldmax Ultra O (ULTY) 0.1 $233k 6.2k 37.33
Eli Lilly & Co. (LLY) 0.1 $229k 213.00 1074.68
Wells Fargo & Company (WFC) 0.1 $220k 2.4k 93.20
Palantir Technologies Cl A (PLTR) 0.1 $218k 1.2k 177.75
Southstate Bk Corp (SSB) 0.1 $214k 2.3k 94.11
Seacoast Bkg Corp Fla Com New (SBCF) 0.1 $208k 6.6k 31.42
Nuveen Floating Rate Income Fund (JFR) 0.1 $136k 17k 7.83
Graniteshares Etf Tr Yieldboost Tsla (TSYY) 0.0 $96k 17k 5.55