Keyes, Stange & Wooten Wealth Management

Keyes, Stange & Wooten Wealth Management as of March 31, 2026

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 760k 38.96
Dimensional Etf Trust Us Core Equity 1 (DCOR) 12.3 $28M 382k 72.08
Vanguard Bd Index Fds Intermed Term (BIV) 11.4 $26M 332k 77.18
Dimensional Etf Trust Short Duration F (DFSD) 10.5 $24M 493k 47.88
Dimensional Etf Trust Us Targeted Vlu (DFAT) 8.3 $19M 299k 62.45
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 6.1 $14M 401k 33.86
Dimensional Etf Trust World Equity Etf (DFAW) 5.7 $13M 172k 73.78
Dimensional Etf Trust Intl Small Cap V (DISV) 5.1 $12M 291k 39.44
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.1 $12M 142k 80.61
Vanguard Index Fds Total Stk Mkt (VTI) 3.0 $6.8M 21k 320.81
Apple (AAPL) 1.4 $3.2M 13k 253.79
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.1 $2.5M 71k 34.55
JPMorgan Chase & Co. (JPM) 0.9 $2.0M 6.7k 294.17
Microsoft Corporation (MSFT) 0.7 $1.5M 4.1k 370.13
American Centy Etf Tr Us Eqt Etf (AVUS) 0.7 $1.5M 13k 111.18
Broadcom (AVGO) 0.7 $1.5M 4.8k 309.51
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $1.4M 40k 35.04
Marathon Petroleum Corp (MPC) 0.6 $1.4M 5.7k 244.18
Wal-Mart Stores (WMT) 0.6 $1.3M 10k 124.28
Johnson & Johnson (JNJ) 0.5 $1.2M 4.9k 244.44
Ishares Core Msci Emkt (IEMG) 0.5 $1.1M 16k 69.75
Eaton Corp SHS (ETN) 0.5 $1.1M 3.0k 357.67
Johnson Controls Internation SHS (JCI) 0.4 $978k 7.5k 130.95
Motorola Solutions Com New (MSI) 0.4 $970k 2.2k 433.97
Chubb (CB) 0.4 $891k 2.7k 325.93
Cme (CME) 0.4 $880k 3.0k 295.35
Home Depot (HD) 0.4 $875k 2.7k 328.85
Verizon Communications (VZ) 0.4 $791k 16k 50.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $762k 1.6k 479.20
Nextera Energy (NEE) 0.3 $745k 8.0k 92.88
NVIDIA Corporation (NVDA) 0.3 $691k 4.0k 174.38
Darden Restaurants (DRI) 0.3 $684k 3.5k 196.04
Abbvie (ABBV) 0.3 $674k 3.1k 217.49
Meta Platforms Cl A (META) 0.3 $662k 1.2k 571.92
Realty Income (O) 0.3 $621k 10k 61.18
Union Pacific Corporation (UNP) 0.3 $616k 2.5k 242.62
Amazon (AMZN) 0.3 $615k 3.0k 208.27
Air Products & Chemicals (APD) 0.3 $608k 2.1k 290.49
Analog Devices (ADI) 0.3 $607k 1.9k 318.14
Cummins (CMI) 0.3 $591k 1.1k 538.02
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $549k 7.1k 77.11
Brown & Brown (BRO) 0.2 $540k 8.3k 65.21
Walt Disney Company (DIS) 0.2 $513k 5.3k 96.38
Eli Lilly & Co. (LLY) 0.2 $489k 532.00 919.77
Zoetis Cl A (ZTS) 0.2 $471k 4.0k 118.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $434k 6.8k 64.08
Visa Com Cl A (V) 0.2 $418k 1.4k 302.24
Tesla Motors (TSLA) 0.2 $417k 1.1k 371.75
Alphabet Cap Stk Cl C (GOOG) 0.2 $411k 1.4k 286.85
Corning Incorporated (GLW) 0.2 $404k 3.0k 135.98
Ge Vernova (GEV) 0.2 $395k 453.00 872.06
Alphabet Cap Stk Cl A (GOOGL) 0.2 $349k 1.2k 287.52
Coca-Cola Company (KO) 0.1 $334k 4.4k 76.05
Lockheed Martin Corporation (LMT) 0.1 $303k 502.00 604.39
Best Buy (BBY) 0.1 $303k 4.7k 64.20
Pepsi (PEP) 0.1 $292k 1.9k 155.29
Spdr Gold Tr Gold Shs (GLD) 0.1 $280k 650.00 430.29
Quanta Services (PWR) 0.1 $272k 496.00 549.02
Advanced Micro Devices (AMD) 0.1 $272k 1.3k 203.43
Royce Value Trust (RVT) 0.1 $261k 16k 16.60
Ishares Silver Tr Ishares (SLV) 0.1 $259k 3.8k 68.14
UnitedHealth (UNH) 0.1 $259k 956.00 270.59
TJX Companies (TJX) 0.1 $254k 1.6k 159.70
Trane Technologies SHS (TT) 0.1 $250k 599.00 416.74
Allstate Corporation (ALL) 0.1 $238k 1.2k 207.34
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $238k 366.00 650.34
Diamondback Energy (FANG) 0.1 $230k 1.2k 197.79
Seacoast Bkg Corp Fla Com New (SBCF) 0.1 $201k 6.6k 30.29
Exxon Mobil Corporation (XOM) 0.1 $201k 1.2k 169.66
Nuveen Floating Rate Income Fund (JFR) 0.1 $130k 17k 7.52
Graniteshares Etf Tr Yieldboost Tsla (TSYY) 0.0 $42k 12k 3.47