§ 13F · FUND PROFILE
Keyes, Stange & Wooten Wealth Management, LLC.
AUM · $251M (13F)Positions · 74Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DCOR | DIMENSIONAL ETF TRUST | 405K | $33M | 13.3% | +6% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 779K | $32M | 12.8% | +3% |
| 3 | BIV | VANGUARD BD INDEX FDS | 395K | $30M | 12.1% | +19% |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 542K | $26M | 10.3% | +10% |
| 5 | DFAT | DIMENSIONAL ETF TRUST | 302K | $21M | 8.4% | +1% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 391K | $16M | 6.3% | −3% |
| 7 | DFAW | DIMENSIONAL ETF TRUST | 158K | $13M | 5.2% | −8% |
| 8 | AVLV | AMERICAN CENTY ETF TR | 140K | $13M | 5.1% | −2% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 290K | $12M | 4.6% | ±0% |
| 10 | VTI | VANGUARD INDEX FDS | 20K | $8M | 3.0% | −4% |
§ 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 $251 million in assets. The fund runs a portfolio of 74 positions.
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