Keyes, Stange & Wooten Wealth Management, LLC Portfolio Holdings

Keyes, Stange & Wooten Wealth Management, LLC

  • $207 Billion
  • Q3 2025

Keyes, Stange & Wooten Wealth Management, LLC has filed its 13F form on November 25, 2025 for Q3 2025 where it was disclosed a total value porftolio of $207 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $26.9B, Dimensional ETF Tr Short Durat with a value of $25.2B, Dimensional ETF Trust with a value of $24.4B, Vanguard Bd Index Fd Inc Inter with a value of $18.2B, and Dimensional ETF Tr U S Target with a value of $16.9B.

Examining the 13F form we can see an increase of $14B in the current position value, from $193B to 207B.

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 $207 Billion
ETFs: $125 Billion
Technology: $9.6 Billion
Financial Services: $6.45 Billion
Industrials: $4.18 Billion
Consumer Cyclical: $3.45 Billion
Healthcare: $2.96 Billion
Communication Services: $2.62 Billion
Consumer Defensive: $1.68 Billion
Other: $3.52 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.9 Billion 13.0% of portfolio
739,002
Q3 2025 Added 1.87%
$0
$25.2 Billion 12.2% of portfolio
523,063
Q3 2025 Added 4.06%
Dimensional ETF Trust
-
$24.4 Billion 11.82% of portfolio
-
Q3 2025 Added 5.25%
$0
$18.2 Billion 8.83% of portfolio
233,567
Q3 2025 Added 5.73%
$0
$16.9 Billion 8.18% of portfolio
290,443
Q3 2025 Added 1.53%
$0
$12.5 Billion 6.07% of portfolio
397,512
Q3 2025 Added 1.66%
Dimensional ETF Trust
-
$11.6 Billion 5.61% of portfolio
-
Q3 2025 Added 1.3%
$0
$10.4 Billion 5.04% of portfolio
292,001
Q3 2025 Added 0.91%
$0
$10.2 Billion 4.93% of portfolio
140,873
Q3 2025 Added 1.1%
$0
$7.36 Billion 3.57% of portfolio
22,442
Q3 2025 Reduced 1.35%
$4.3T
$3.06 Billion 1.48% of portfolio
12,004
Q3 2025 Reduced 2.52%
$0
$2.47 Billion 1.19% of portfolio
76,894
Q3 2025 Reduced 0.95%
$3.78T
$2.23 Billion 1.08% of portfolio
4,300
Q3 2025 Reduced 2.47%
$881B
$2.04 Billion 0.99% of portfolio
6,455
Q3 2025 Reduced 2.57%
$139B
$1.56 Billion 0.76% of portfolio
4,743
Q3 2025 Reduced 16.86%
$0
$1.46 Billion 0.71% of portfolio
13,435
Q3 2025 Reduced 0.69%
$140B
$1.19 Billion 0.58% of portfolio
3,180
Q3 2025 Reduced 0.13%
$99.7B
$1.19 Billion 0.57% of portfolio
6,155
Q3 2025 Reduced 0.95%
$279B
$1.15 Billion 0.55% of portfolio
11,122
Q3 2025 Reduced 0.55%
$0
$1.11 Billion 0.54% of portfolio
16,911
Q3 2025 Reduced 1.17%
$367B
$1.1 Billion 0.53% of portfolio
2,718
Q3 2025 Reduced 1.13%
$63.4B
$1.06 Billion 0.51% of portfolio
2,326
Q3 2025 Reduced 1.36%
$81.8B
$921 Million 0.45% of portfolio
8,377
Q3 2025 Reduced 0.56%
$522B
$867 Million 0.42% of portfolio
4,677
Q3 2025 Reduced 2.68%
$100B
$852 Million 0.41% of portfolio
3,152
Q3 2025 Reduced 0.91%
$123B
$809 Million 0.39% of portfolio
2,868
Q3 2025 Reduced 0.76%
$662B
$796 Million 0.39% of portfolio
1,583
Q1 2025 Added 0.51%
$22.8B
$776 Million 0.38% of portfolio
8,273
Q1 2025 Reduced 1.65%
$414B
$720 Million 0.35% of portfolio
3,111
Q3 2025 Reduced 0.1%
$172B
$709 Million 0.34% of portfolio
16,131
Q3 2025 Reduced 1.07%
$128B
$703 Million 0.34% of portfolio
7,386
Q3 2025 Reduced 1.52%
$21.3B
$697 Million 0.34% of portfolio
3,661
Q3 2025 Added 0.05%
$57.5B
$653 Million 0.32% of portfolio
2,393
Q3 2025 Reduced 0.66%
$35.1B
$631 Million 0.31% of portfolio
10,384
Q3 2025 Reduced 0.42%
$168B
$634 Million 0.31% of portfolio
8,393
Q3 2025 Added 0.21%
$136B
$632 Million 0.31% of portfolio
2,675
Q3 2025 Reduced 2.69%
$1.37T
$619 Million 0.3% of portfolio
842
Q3 2025 Reduced 5.39%
$193B
$625 Million 0.3% of portfolio
5,459
Q3 2025 Added 0.04%
$2.39T
$575 Million 0.28% of portfolio
2,617
Q3 2025 Reduced 1.13%
$0
$547 Million 0.26% of portfolio
7,446
Q2 2025 Reduced 3.81%
$118B
$514 Million 0.25% of portfolio
2,094
Q3 2025 Added 13.8%
$65.2B
$487 Million 0.24% of portfolio
1,153
Q3 2025 Reduced 0.26%
$300B
$470 Million 0.23% of portfolio
1,360
Q3 2025 Reduced 2.3%
$1.29T
$471 Million 0.23% of portfolio
1,060
Q2 2025 New
$465B
$468 Million 0.23% of portfolio
2,506
Q1 2025 Reduced 37.44%
$1.65T
$442 Million 0.21% of portfolio
1,819
Q3 2025 Reduced 6.24%
$0
$433 Million 0.21% of portfolio
7,219
Q3 2025 Reduced 7.52%
$41.3B
$419 Million 0.2% of portfolio
5,016
Q3 2025 Reduced 0.1%
$17B
$376 Million 0.18% of portfolio
4,969
Q3 2025 Reduced 1.58%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $207 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 25, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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