Keyes, Stange & Wooten Wealth Management, LLC Top Holdings and 13F Report (2026) About Keyes, Stange & Wooten Wealth Management, LLCInvestment ActivityKeyes, Stange & Wooten Wealth Management, LLC has $224.06 million in total holdings as of March 31, 2026.Keyes, Stange & Wooten Wealth Management, LLC owns shares of 71 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.38% of the portfolio was purchased this quarter.About 2.64% of the portfolio was sold this quarter.This quarter, Keyes, Stange & Wooten Wealth Management, LLC has purchased 73 new stocks and bought additional shares in 37 stocks.Keyes, Stange & Wooten Wealth Management, LLC sold shares of 22 stocks and completely divested from 8 stocks this quarter.Largest Holdings Dimensional International Core Equity Market ETF $29,593,169DIMENSIONAL ETF TRUST $27,566,564Vanguard Intermediate-Term Bond ETF $25,606,032Dimensional Short-Duration Fixed Income ETF $23,592,830Dimensional U.S. Targeted Value ETF $18,700,111 Largest New Holdings this Quarter 98978V103 - Zoetis $470,594 Holding219350105 - Corning $404,144 Holding78463V107 - SPDR Gold Shares $279,689 Holding46428Q109 - iShares Silver Trust $258,932 Holding25278X109 - Diamondback Energy $230,425 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 87,764 shares (about $6.77M)DIMENSIONAL ETF TRUST 37,714 shares (about $2.72M)Dimensional International Core Equity Market ETF 32,541 shares (about $1.27M)DIMENSIONAL ETF TRUST 10,128 shares (about $747.24K)Dimensional U.S. Targeted Value ETF 9,041 shares (about $564.61K) Largest Sales this Quarter Dimensional Short-Duration Fixed Income ETF 56,403 shares (about $2.70M)Alphabet 551 shares (about $158.42K)Dimensional Emerging Markets Core Equity 2 ETF 3,748 shares (about $129.49K)Quanta Services 230 shares (about $126.27K)UnitedHealth Group 411 shares (about $111.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKeyes, Stange & Wooten Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAIDimensional International Core Equity Market ETF$29,593,169$1,267,798 ▲4.5%759,57813.2%ETFDIMENSIONAL ETF TRUST$27,566,564$2,718,425 ▲10.9%382,44412.3%US CORE EQUITY 1BIVVanguard Intermediate-Term Bond ETF$25,606,032$6,773,632 ▲36.0%331,77011.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$23,592,830$2,700,577 ▼-10.3%492,74910.5%ETFDFATDimensional U.S. Targeted Value ETF$18,700,111$564,611 ▲3.1%299,4418.3%ETFDFAEDimensional Emerging Core Equity Market ETF$13,583,007$407,674 ▲3.1%401,1526.1%ETFDIMENSIONAL ETF TRUST$12,708,900$747,244 ▲6.2%172,2545.7%WORLD EQUITY ETFDISVDimensional International Small Cap Value ETF$11,492,855$181,542 ▲1.6%291,4015.1%ETFAVLVAvantis U.S. Large Cap Value ETF$11,471,287$240,943 ▲2.1%142,3065.1%ETFVTIVanguard Total Stock Market ETF$6,831,649$41,384 ▲0.6%21,2953.0%ETFAAPLApple$3,178,200$169,785 ▲5.6%12,5231.4%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$2,458,643$129,493 ▼-5.0%71,1621.1%ETFJPMJPMorgan Chase & Co.$1,975,643$151,203 ▲8.3%6,7160.9%FinanceMSFTMicrosoft$1,527,146$36,272 ▼-2.3%4,1260.7%Computer and TechnologyAVUSAvantis U.S. Equity ETF$1,493,933$111 ▲0.0%13,4370.7%ETFAVGOBroadcom$1,489,053$43,641 ▲3.0%4,8110.7%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$1,407,627$141,632 ▲11.2%40,1720.6%ETFMPCMarathon Petroleum$1,401,593$62,510 ▼-4.3%5,7400.6%EnergyWALMART INC$1,282,570$39,148 ▼-3.0%10,3200.6%COMJNJJohnson & Johnson$1,201,667$103,887 ▲9.5%4,9160.5%MedicalIEMGiShares Core MSCI Emerging Markets ETF$1,145,156$34,387 ▼-2.9%16,4180.5%ETFETNEaton$1,082,309$2,861 ▼-0.3%3,0260.5%IndustrialsJCIJohnson Controls International$978,327$51,070 ▼-5.0%7,4710.4%ConstructionMSIMotorola Solutions$969,489$6,944 ▼-0.7%2,2340.4%Computer and TechnologyCBChubb$891,093$13,689 ▼-1.5%2,7340.4%FinanceCMECME Group$880,438$11,223 ▼-1.3%2,9810.4%FinanceHDHome Depot$875,058$8,550 ▲1.0%2,6610.4%Retail/WholesaleVZVerizon Communications$791,353$18,022 ▲2.3%15,7640.4%Computer and TechnologyBRK.BBerkshire Hathaway$762,407$3,834 ▲0.5%1,5910.3%FinanceNEENextEra Energy$744,563$1,207 ▲0.2%8,0160.3%UtilitiesNVDANVIDIA$690,890$166,532 ▲31.8%3,9620.3%Computer and TechnologyDRIDarden Restaurants$683,984$1,568 ▲0.2%3,4890.3%Retail/WholesaleABBVAbbVie$674,002$22,836 ▲3.5%3,0990.3%MedicalMETAMeta Platforms$661,708$183,013 ▲38.2%1,1570.3%Computer and TechnologyORealty Income$620,793$13,460 ▲2.2%10,1470.3%FinanceUNPUnion Pacific$615,527$4,367 ▼-0.7%2,5370.3%TransportationAMZNAmazon.com$615,021$71,853 ▲13.2%2,9530.3%Retail/WholesaleAPDAir Products and Chemicals$607,705$1,452 ▼-0.2%2,0920.3%Basic MaterialsADIAnalog Devices$606,693$2,227 ▲0.4%1,9070.3%Computer and TechnologyCMICummins$590,746$538 ▲0.1%1,0980.3%Auto/Tires/TrucksVXUSVanguard Total International Stock ETF$548,869$5,398 ▼-1.0%7,1180.2%ETFBROBrown & Brown$539,482$20,346 ▲3.9%8,2730.2%FinanceDISWalt Disney$512,861$7,132 ▼-1.4%5,3210.2%Consumer DiscretionaryLLYEli Lilly and Company$489,318$293,407 ▲149.8%5320.2%MedicalZTSZoetis$470,594$470,594 ▲New Holding3,9810.2%MedicalVEAVanguard FTSE Developed Markets ETF$433,758$22,428 ▼-4.9%6,7690.2%ETFVVisa$417,998$132,683 ▲46.5%1,3830.2%Business ServicesTSLATesla$416,732$22,677 ▲5.8%1,1210.2%Auto/Tires/TrucksGOOGAlphabet$410,766$139,695 ▲51.5%1,4320.2%Computer and TechnologyGLWCorning$404,144$404,144 ▲New Holding2,9720.2%Computer and TechnologyGE VERNOVA INC$395,042$2,616 ▼-0.7%4530.2%COMGOOGLAlphabet$349,044$158,421 ▼-31.2%1,2140.2%Computer and TechnologyKOCocaCola$334,146$14,753 ▲4.6%4,3940.1%Consumer StaplesLMTLockheed Martin$303,4040.0%5020.1%AerospaceBBYBest Buy$303,088$4,687 ▲1.6%4,7210.1%Retail/WholesalePEPPepsiCo$291,945$1,087 ▲0.4%1,8800.1%Consumer StaplesGLDSPDR Gold Shares$279,689$279,689 ▲New Holding6500.1%FinancePWRQuanta Services$272,314$126,275 ▼-31.7%4960.1%ConstructionAMDAdvanced Micro Devices$271,986$21,564 ▲8.6%1,3370.1%Computer and TechnologyRVTRoyce Small-Cap Trust$260,5370.0%15,6950.1%FinanceSLViShares Silver Trust$258,932$258,932 ▲New Holding3,8000.1%ETFUNHUnitedHealth Group$258,684$111,212 ▼-30.1%9560.1%MedicalTJXTJX Companies$254,242$1,118 ▲0.4%1,5920.1%Retail/WholesaleTTTrane Technologies$249,627$50,842 ▼-16.9%5990.1%ConstructionALLAllstate$238,4410.0%1,1500.1%FinanceSPYSPDR S&P 500 ETF Trust$238,0240.0%3660.1%FinanceFANGDiamondback Energy$230,425$230,425 ▲New Holding1,1650.1%EnergySBCFSeacoast Banking Corporation of Florida$200,7620.0%6,6280.1%FinanceXOMExxonMobil$200,538$200,538 ▲New Holding1,1820.1%EnergyJFRNuveen Floating Rate Income Fund$130,2540.0%17,3210.1%Financial ServicesGRANITESHARES ETF TR$41,720$18,495 ▼-30.7%12,0230.0%YIELDBOOST TSLAMDTMedtronic$0$676,839 ▼-100.0%00.0%MedicalBABoeing$0$280,953 ▼-100.0%00.0%AerospaceORCLOracle$0$245,587 ▼-100.0%00.0%Computer and TechnologySHOPIFY INC$0$233,728 ▼-100.0%00.0%CL A SUB VTG SHSTIDAL TRUST II$0$232,790 ▼-100.0%00.0%YIELDMAX ULTRA OWFCWells Fargo & Company$0$220,232 ▼-100.0%00.0%FinancePALANTIR TECHNOLOGIES INC$0$217,744 ▼-100.0%00.0%CL ASOUTHSTATE BK CORP$0$214,006 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
