Keyes, Stange & Wooten Wealth Management, LLC
CIK: 0002011352SEC EDGAR →
Portfolio Value
$211.0M
Holdings
73
As of
Q4 2025
New Positions
8
Closed Positions
9
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 727,037 | $27.7M | 13.13% |
| 2 | DIMENSIONAL ETF TRUST | 549,152 | $26.3M | 12.48% |
| 3 | DIMENSIONAL ETF TRUST | 344,730 | $25.4M | 12.03% |
| 4 | VANGUARD BD INDEX FDS | 244,006 | $19.0M | 9.01% |
| 5 | DIMENSIONAL ETF TRUST | 290,400 | $17.3M | 8.19% |
| 6 | DIMENSIONAL ETF TRUST | 389,112 | $12.7M | 6.01% |
| 7 | DIMENSIONAL ETF TRUST | 162,126 | $12.0M | 5.68% |
| 8 | DIMENSIONAL ETF TRUST | 286,798 | $10.9M | 5.16% |
| 9 | AMERICAN CENTY ETF TR | 139,317 | $10.6M | 5.00% |
| 10 | VANGUARD INDEX FDS | 21,166 | $7.1M | 3.36% |
Quarterly Changes
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $182.6M | 86.6% |
| Technology | 11 | $10.0M | 4.8% |
| Industrials | 8 | $4.2M | 2.0% |
| Consumer Cyclical | 6 | $3.2M | 1.5% |
| Healthcare | 5 | $3.0M | 1.4% |
| Communication Services | 4 | $2.0M | 1.0% |
| Consumer Defensive | 3 | $1.7M | 0.8% |
| Unknown | 3 | $1.2M | 0.6% |
| Energy | 1 | $975K | 0.5% |
| Utilities | 2 | $939K | 0.4% |
| Real Estate | 1 | $559K | 0.3% |
| Basic Materials | 1 | $518K | 0.2% |