Keyes, Stange & Wooten Wealth Management, LLC Portfolio Holdings

Keyes, Stange & Wooten Wealth Management, LLC

  • $193 Billion
  • Q2 2025

Keyes, Stange & Wooten Wealth Management, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $193 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $25.1B, Dimensional ETF Tr Short Durat with a value of $24.1B, Dimensional ETF Trust with a value of $21.6B, Vanguard Bd Index Fd Inc Inter with a value of $17.1B, and Dimensional ETF Tr U S Target with a value of $15.4B.

Examining the 13F form we can see an increase of $16.7B in the current position value, from $176B to 193B.

Keyes, Stange & Wooten Wealth Management, LLC is based out at Palm Coast, FL

Below you can find more details about Keyes, Stange & Wooten Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $193 Billion
ETFs: $117 Billion
Technology: $8.9 Billion
Financial Services: $6.78 Billion
Industrials: $4.09 Billion
Consumer Cyclical: $3.61 Billion
Communication Services: $2.91 Billion
Healthcare: $2.56 Billion
Consumer Defensive: $1.63 Billion
Other: $3.32 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.1 Billion 13.02% of portfolio
725,426
Q2 2025 Reduced 0.99%
$0
$24.1 Billion 12.53% of portfolio
502,666
Q2 2025 Reduced 1.09%
$0
$17.1 Billion 8.87% of portfolio
220,905
Q2 2025 Added 23.55%
$0
$15.4 Billion 8.01% of portfolio
286,056
Q2 2025 Added 1.31%
$0
$11.3 Billion 5.88% of portfolio
391,008
Q2 2025 Added 1.82%
$0
$9.52 Billion 4.94% of portfolio
289,378
Q2 2025 Reduced 2.96%
$0
$9.5 Billion 4.93% of portfolio
139,336
Q2 2025 Added 2.18%
$0
$6.91 Billion 3.59% of portfolio
22,750
Q2 2025 Reduced 4.3%
$0
$2.3 Billion 1.2% of portfolio
77,629
Q2 2025 Reduced 0.48%
$0
$1.36 Billion 0.71% of portfolio
13,528
Q2 2025 Added 51.02%
$0
$1.25 Billion 0.65% of portfolio
42,341
Q2 2025 Added 142.67%
$0
$1.03 Billion 0.53% of portfolio
17,112
Q2 2025 Reduced 1.95%
$0
$514 Million 0.27% of portfolio
7,446
Q2 2025 Reduced 3.81%
$0
$445 Million 0.23% of portfolio
7,806
Q2 2025 Reduced 3.18%
$0
$226 Million 0.12% of portfolio
366
Q1 2025 Reduced 35.68%
$0
$202 Million 0.11% of portfolio
367
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $193 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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