Keyes, Stange & Wooten Wealth Management, LLC
Q3 2026 13F filing
Updated 2 days ago71 disclosed positions worth $214.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C DIMENSIONAL ETF TRUST | $32.4M | 781.7K | 15.12% | — |
| 2 | R DIMENSIONAL ETF TRUST | $25.2M | 542.3K | 11.77% | — |
| 3 | V VANGUARD BD INDEX FDS | $24.3M | 333.8K | 11.36% | — |
| 4 | A DIMENSIONAL ETF TRUST | $20M | 300.4K | 9.32% | — |
| 5 | N DIMENSIONAL ETF TRUST | $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 | V VANGUARD INDEX FDS | $7.6M | 20.4K | 3.56% | — |
| 10 | H DIMENSIONAL ETF TRUST | $5M | 125.8K | 2.36% | — |
| 11 | A APPLE INC | $4.2M | 12.5K | 1.94% | — |
| 12 | S DIMENSIONAL ETF TRUST | $2.6M | 64.3K | 1.19% | — |
| 13 | J JPMORGAN CHASE & CO | $2.2M | 6.8K | 1.05% | — |
| 14 | M MICROSOFT CORP | $2.1M | 4.1K | 0.97% | — |
| 15 | M MARATHON PETE CORP | $2M | 5.0K | 0.92% | — |
| 16 | ? N/A AMERICAN CENTY ETF TR | $1.7M | 13.2K | 0.79% | — |
| 17 | A BROADCOM INC | $1.4M | 4.1K | 0.67% | — |
| 18 | E ISHARES INC | $1.3M | 16.0K | 0.61% | — |
| 19 | J JOHNSON & JOHNSON | $1.3M | 4.9K | 0.60% | — |
| 20 | E EATON CORP PLC | $1.2M | 2.8K | 0.55% | — |
| 21 | J JOHNSON CONTROLS INTERNATION | $1.1M | 7.2K | 0.50% | — |
| 22 | W WALMART INC | $998K | 9.6K | 0.47% | — |
| 23 | M MOTOROLA SOLUTIONS INC | $972K | 2.2K | 0.45% | — |
| 24 | C CHUBB LIMITED | $869K | 2.7K | 0.41% | — |
| 25 | M META PLATFORMS INC | $835K | 1.2K | 0.39% | — |
| 26 | A ABBVIE INC | $793K | 3.0K | 0.37% | — |
| 27 | B BERKSHIRE HATHAWAY INC DEL | $792K | 1.6K | 0.37% | — |
| 28 | C CME GROUP INC | $777K | 3.0K | 0.36% | — |
| 29 | V VERIZON COMMUNICATIONS INC | $724K | 15.8K | 0.34% | — |
| 30 | A AMAZON COM INC | $718K | 2.9K | 0.34% | — |
| 31 | U UNION PAC CORP | $716K | 2.6K | 0.33% | — |
| 32 | A ANALOG DEVICES INC | $697K | 1.8K | 0.33% | — |
| 33 | D DARDEN RESTAURANTS INC | $673K | 3.5K | 0.31% | — |
| 34 | N NVIDIA CORPORATION | $658K | 2.9K | 0.31% | — |
| 35 | H HOME DEPOT INC | $625K | 2.2K | 0.29% | — |
| 36 | A ADVANCED MICRO DEVICES INC | $617K | 1.0K | 0.29% | — |
| 37 | L ELI LILLY & CO | $614K | 531 | 0.29% | — |
| 38 | N NEXTERA ENERGY INC | $598K | 7.9K | 0.28% | — |
| 39 | V VANGUARD STAR FDS | $595K | 7.0K | 0.28% | — |
| 40 | A AIR PRODUCTS AND CHEMICALS I | $590K | 2.1K | 0.28% | — |
| 41 | C CUMMINS INC | $566K | 1.1K | 0.26% | — |
| 42 | O REALTY INCOME CORP | $558K | 10.3K | 0.26% | — |
| 43 | B BROWN & BROWN INC | $504K | 8.3K | 0.24% | — |
| 44 | S SERVICE CORP INTL | $500K | 6.6K | 0.23% | — |
| 45 | G ALPHABET INC | $488K | 1.4K | 0.23% | — |
| 46 | V VISA INC | $481K | 1.3K | 0.22% | — |
| 47 | D DISNEY WALT CO | $480K | 4.6K | 0.22% | — |
| 48 | M MICRON TECHNOLOGY INC | $472K | 443 | 0.22% | — |
| 49 | U UNITEDHEALTH GROUP INC | $454K | 1.2K | 0.21% | — |
| 50 | V VANGUARD TAX-MANAGED FDS | $444K | 6.3K | 0.21% | — |