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Keyes, Stange & Wooten Wealth Management, LLC
Updated 2 days agoManaged by Keyes, Stange & Wooten Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$214.1M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $206.6M |
| Q4 2025 | $211M |
| Q1 2026 | $224.1M |
| Q2 2026 | $250.6M |
| Q3 2026 | $214.1M |
Top holdings
71 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $32.4M | 781.7K | 15.12% | — | |
| 2 | $25.2M | 542.3K | 11.77% | — | |
| 3 | $24.3M | 333.8K | 11.36% | — | |
| 4 | $20M | 300.4K | 9.32% | — | |
| 5 | $15.4M | 392.6K | 7.21% | — | |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $13.4M | 163.2K | 6.27% | — |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $12.6M | 290.8K | 5.88% | — |
| 8 | ? N/A AMERICAN CENTY ETF TR | $12.6M | 139.2K | 5.88% | — |
| 9 | $7.6M | 20.4K | 3.56% | — | |
| 10 | $5M | 125.8K | 2.36% | — | |
| 11 | $4.2M | 12.5K | 1.94% | — | |
| 12 | $2.6M | 64.3K | 1.19% | — | |
| 13 | $2.2M | 6.8K | 1.05% | — | |
| 14 | $2.1M | 4.1K | 0.97% | — | |
| 15 | $2M | 5.0K | 0.92% | — | |
| 16 | ? N/A AMERICAN CENTY ETF TR | $1.7M | 13.2K | 0.79% | — |
| 17 | $1.4M | 4.1K | 0.67% | — | |
| 18 | $1.3M | 16.0K | 0.61% | — | |
| 19 | $1.3M | 4.9K | 0.60% | — | |
| 20 | $1.2M | 2.8K | 0.55% | — |