Keyes, Stange & Wooten Wealth Management, LLC

CIK 0002011352 · DAYTONA BEACH, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

Keyes, Stange & Wooten Wealth Management, LLC reported 74 positions worth $250.6M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: DCOR (13.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$250.6M
2026 Q2
Positions
74
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
81.1%
Est. Net Flow (Q)
2026 Q2
10 / 74 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DCORDIMENSIONAL ETF TRUSTSH$33.2M13.26%405,324
2DFAIDIMENSIONAL ETF TRUSTSH$32.2M12.83%779,443
3BIVVANGUARD BD INDEX FDSSH$30.3M12.09%394,939
4DFSDDIMENSIONAL ETF TRUSTSH$25.9M10.33%541,966
5DFATDIMENSIONAL ETF TRUSTSH$21.1M8.42%301,743
6DFAEDIMENSIONAL ETF TRUSTSH$15.7M6.27%390,741
7DFAWDIMENSIONAL ETF TRUSTSH$13.1M5.21%157,672
8AVLVAMERICAN CENTY ETF TRSH$12.7M5.08%139,604
9DISVDIMENSIONAL ETF TRUSTSH$11.6M4.64%290,048
10VTIVANGUARD INDEX FDSSH$7.6M3.01%20,412

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Keyes, Stange & Wooten Wealth Management, LLC hold as of Q2 2026?

Keyes, Stange & Wooten Wealth Management, LLC reported 74 positions worth $250.6M in its Q2 2026 13F filing. Largest positions: DCOR (13.3%), DFAI (12.8%), BIV (12.1%), DFSD (10.3%) and DFAT (8.4%).

What did Keyes, Stange & Wooten Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Keyes, Stange & Wooten Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.