Keyes, Stange & Wooten Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Keyes, Stange & Wooten Wealth Management, LLC held in its portfolio 73 assets valued at $211,008,987 (i.e. $211.01M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($27.71M), DIMENSIONAL ETF TRUST ($26.33M), and DIMENSIONAL ETF TRUST ($25.38M).
The chart below shows the top 10 valuable assets, and the table below shows the top 73 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Keyes, Stange & Wooten Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 727037 | 27707382 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 549152 | 26331836 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 344730 | 25382470 | US CORE EQUITY 1 |
| VANGUARD BD INDEX FDS | 244006 | 19003161 | INTERMED TERM |
| DIMENSIONAL ETF TRUST | 290400 | 17290440 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 389112 | 12673378 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 162126 | 11994081 | WORLD EQUITY ETF |
| DIMENSIONAL ETF TRUST | 286798 | 10898324 | INTL SMALL CAP V |
| AMERICAN CENTY ETF TR | 139317 | 10556049 | US LARGE CAP VLU |
| VANGUARD INDEX FDS | 21166 | 7096325 | TOTAL STK MKT |
| APPLE INC | 11854 | 3222675 | COM |
| DIMENSIONAL ETF TRUST | 74910 | 2478036 | EMERGING MKTS CO |
| MICROSOFT CORP | 4224 | 2043051 | COM |
| JPMORGAN CHASE & CO. | 6202 | 1998300 | COM |
| BROADCOM INC | 4670 | 1616287 | COM |
| AMERICAN CENTY ETF TR | 13436 | 1501882 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 36130 | 1188316 | US SMALL CAP VAL |
| WALMART INC | 10635 | 1184845 | COM |
| ISHARES INC | 16911 | 1136757 | CORE MSCI EMKT |
| MARATHON PETE CORP | 5996 | 975129 | COM |
| EATON CORP PLC | 3034 | 966359 | SHS |
| JOHNSON CTLS INTL PLC | 7861 | 941355 | SHS |
| JOHNSON & JOHNSON | 4491 | 929412 | COM |
| HOME DEPOT INC | 2635 | 906757 | COM |
| CHUBB LIMITED | 2776 | 866445 | COM |
| MOTOROLA SOLUTIONS INC | 2250 | 862470 | COM NEW |
| CME GROUP INC | 3019 | 824429 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1583 | 795695 | CL B NEW |
| ABBVIE INC | 2994 | 684099 | COM |
| MEDTRONIC PLC | 7046 | 676839 | SHS |
| NEXTERA ENERGY INC | 8003 | 642513 | COM |
| DARDEN RESTAURANTS INC | 3481 | 640574 | COM |
| BROWN & BROWN INC | 7961 | 634492 | COM |
| VERIZON COMMUNICATIONS INC | 15405 | 627446 | COM |
| DISNEY WALT CO | 5395 | 613775 | COM |
| AMAZON COM INC | 2608 | 601979 | COM |
| UNION PAC CORP | 2555 | 591023 | COM |
| NVIDIA CORPORATION | 3007 | 560717 | COM |
| CUMMINS INC | 1097 | 559964 | COM |
| REALTY INCOME CORP | 9927 | 559585 | COM |
| ALPHABET INC | 1765 | 552365 | CAP STK CL A |
| META PLATFORMS INC | 837 | 552196 | CL A |
| VANGUARD STAR FDS | 7188 | 542263 | VG TL INTL STK F |
| AIR PRODS & CHEMS INC | 2097 | 518001 | COM |
| ANALOG DEVICES INC | 1900 | 515280 | COM |
| TESLA INC | 1060 | 476703 | COM |
| UNITEDHEALTH GROUP INC | 1367 | 451260 | COM |
| VANGUARD TAX-MANAGED FDS | 7119 | 444724 | VAN FTSE DEV MKT |
| VISA INC | 944 | 331070 | COM CL A |
| BEST BUY INC | 4648 | 311091 | COM |
| QUANTA SVCS INC | 726 | 306416 | COM |
| GE VERNOVA INC | 456 | 297730 | COM |
| ALPHABET INC | 945 | 296522 | CAP STK CL C |
| COCA COLA CO | 4200 | 293606 | COM |
| BOEING CO | 1294 | 280953 | COM |
| TRANE TECHNOLOGIES PLC | 721 | 280613 | SHS |
| PEPSICO INC | 1873 | 268813 | COM |
| ADVANCED MICRO DEVICES INC | 1231 | 263631 | COM |
| ROYCE SMALL CAP TRUST INC | 15695 | 252690 | COM |
| SPDR S&P 500 ETF TR | 366 | 249583 | TR UNIT |
| ORACLE CORP | 1260 | 245587 | COM |
| TJX COS INC NEW | 1585 | 243472 | COM |
| LOCKHEED MARTIN CORP | 502 | 242802 | COM |
| ALLSTATE CORP | 1150 | 239373 | COM |
| SHOPIFY INC | 1452 | 233728 | CL A SUB VTG SHS |
| TIDAL TRUST II | 6236 | 232790 | YIELDMAX ULTRA O |
| ELI LILLY & CO | 213 | 228907 | COM |
| WELLS FARGO CO NEW | 2363 | 220232 | COM |
| PALANTIR TECHNOLOGIES INC | 1225 | 217744 | CL A |
| SOUTHSTATE BK CORP | 2274 | 214006 | COM |
| SEACOAST BKG CORP FLA | 6628 | 208252 | COM NEW |
| NUVEEN FLOATING RATE INCOME | 17321 | 135623 | COM |
| GRANITESHARES ETF TR | 17353 | 96309 | YIELDBOOST TSLA |
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