Keyes, Stange & Wooten Wealth Management, LLC

Est. AUM

$224.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$29.6M	759578	13.21%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$27.6M	382444	12.30%	SOLE
3	VANGUARD BD INDEX FDS	INTERMED TERM	$25.6M	331770	11.43%	SOLE
4	DIMENSIONAL ETF TRUST	SHORT DURATION F	$23.6M	492749	10.53%	SOLE
5	DIMENSIONAL ETF TRUST	US TARGETED VLU	$18.7M	299441	8.35%	SOLE
6	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$13.6M	401152	6.06%	SOLE
7	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$12.7M	172254	5.67%	SOLE
8	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$11.5M	291401	5.13%	SOLE
9	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$11.5M	142306	5.12%	SOLE
10	VANGUARD INDEX FDS	TOTAL STK MKT	$6.8M	21295	3.05%	SOLE
11	APPLE INC	COM	$3.2M	12523	1.42%	SOLE
12	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$2.5M	71162	1.10%	SOLE
13	JPMORGAN CHASE & CO	COM	$2.0M	6716	0.88%	SOLE
14	MICROSOFT CORP	COM	$1.5M	4126	0.68%	SOLE
15	AMERICAN CENTY ETF TR	US EQT ETF	$1.5M	13437	0.67%	SOLE
16	BROADCOM INC	COM	$1.5M	4811	0.66%	SOLE
17	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.4M	40172	0.63%	SOLE
18	MARATHON PETE CORP	COM	$1.4M	5740	0.63%	SOLE
19	WALMART INC	COM	$1.3M	10320	0.57%	SOLE
20	JOHNSON & JOHNSON	COM	$1.2M	4916	0.54%	SOLE
21	ISHARES INC	CORE MSCI EMKT	$1.1M	16418	0.51%	SOLE
22	EATON CORP PLC	SHS	$1.1M	3026	0.48%	SOLE
23	JOHNSON CONTROLS INTERNATION	SHS	$978K	7471	0.44%	SOLE
24	MOTOROLA SOLUTIONS INC	COM NEW	$969K	2234	0.43%	SOLE
25	CHUBB LTD SWITZ	COM	$891K	2734	0.40%	SOLE
26	CME GROUP INC	COM	$880K	2981	0.39%	SOLE
27	HOME DEPOT INC	COM	$875K	2661	0.39%	SOLE
28	VERIZON COMMUNICATIONS INC	COM	$791K	15764	0.35%	SOLE
29	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$762K	1591	0.34%	SOLE
30	NEXTERA ENERGY INC	COM	$745K	8016	0.33%	SOLE
31	NVIDIA CORPORATION	COM	$691K	3962	0.31%	SOLE
32	DARDEN RESTAURANTS INC	COM	$684K	3489	0.31%	SOLE
33	ABBVIE INC	COM	$674K	3099	0.30%	SOLE
34	META PLATFORMS INC	CL A	$662K	1157	0.30%	SOLE
35	REALTY INCOME CORP	COM	$621K	10147	0.28%	SOLE
36	UNION PAC CORP	COM	$616K	2537	0.27%	SOLE
37	AMAZON COM INC	COM	$615K	2953	0.27%	SOLE
38	AIR PRODUCTS AND CHEMICALS I	COM	$608K	2092	0.27%	SOLE
39	ANALOG DEVICES INC	COM	$607K	1907	0.27%	SOLE
40	CUMMINS INC	COM	$591K	1098	0.26%	SOLE
41	VANGUARD STAR FDS	VG TL INTL STK F	$549K	7118	0.25%	SOLE
42	BROWN & BROWN INC	COM	$539K	8273	0.24%	SOLE
43	DISNEY WALT CO	COM	$513K	5321	0.23%	SOLE
44	ELI LILLY & CO	COM	$489K	532	0.22%	SOLE
45	ZOETIS INC	CL A	$471K	3981	0.21%	SOLE
46	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$434K	6769	0.19%	SOLE
47	VISA INC	COM CL A	$418K	1383	0.19%	SOLE
48	TESLA INC	COM	$417K	1121	0.19%	SOLE
49	ALPHABET INC	CAP STK CL C	$411K	1432	0.18%	SOLE
50	CORNING INC	COM	$404K	2972	0.18%	SOLE

1–50 of 71

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.