§ 13F · FUND PROFILE
Keyes, Stange & Wooten Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $207M (13F)Positions · 71Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | 760K | $30M | 13.2% | +4% |
| 2 | DCOR | DIMENSIONAL ETF TRUST | 382K | $28M | 12.3% | +11% |
| 3 | BIV | VANGUARD BD INDEX FDS | 332K | $26M | 11.4% | +36% |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 493K | $24M | 10.5% | −10% |
| 5 | DFAT | DIMENSIONAL ETF TRUST | 299K | $19M | 8.3% | +3% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 401K | $14M | 6.1% | +3% |
| 7 | DFAW | DIMENSIONAL ETF TRUST | 172K | $13M | 5.7% | +6% |
| 8 | DISV | DIMENSIONAL ETF TRUST | 291K | $11M | 5.1% | +2% |
| 9 | AVLV | AMERICAN CENTY ETF TR | 142K | $11M | 5.1% | +2% |
| 10 | VTI | VANGUARD INDEX FDS | 21K | $7M | 3.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEYES, SIGNAL
AC read
Keyes, Stange & Wooten Wealth Management, LLC is a Other fund managing $207 million in assets. The fund runs a portfolio of 71 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed