DOSSIER · 13F-HR · Q2 2026

Keyes, Stange & Wooten Wealth Management, LLC

$251M in tracked AUM across 74 positions as of Q2 2026.

KS
CIK 0002011352 · last filed Jun 30, 2026
Total AUM
$251M
as of Q2 2026
Holdings
74
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Keyes, Stange & Wooten Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DCOR
DIMENSIONAL ETF TRUST
$33M405K13.3%
02
DFAI
DIMENSIONAL ETF TRUST
$32M779K12.8%
03
BIV
VANGUARD BD INDEX FDS
$30M395K12.1%
04
DFSD
DIMENSIONAL ETF TRUST
$26M542K10.3%
05
DFAT
DIMENSIONAL ETF TRUST
$21M302K8.4%
06
DFAE
DIMENSIONAL ETF TRUST
$16M391K6.3%
07
DFAW
DIMENSIONAL ETF TRUST
$13M158K5.2%
08
AVLV
AMERICAN CENTY ETF TR
$13M140K5.1%
09
DISV
DIMENSIONAL ETF TRUST
$12M290K4.6%
10
VTI
VANGUARD INDEX FDS
$8M20K3.0%

Filing history

2026Q2Jun 30
$251M 11.9%
74 positionsView →
2026Q1Mar 31
$224M 6.2%
71 positionsView →
2025Q4Dec 31
$211M 2.1%
73 positionsView →
2025Q3Sep 30
$207M 7.3%
71 positionsView →
2025Q2Jun 30
$193M 9.5%
72 positionsLocked
2025Q1Mar 31
$176M 3.7%
66 positionsLocked
2024Q4Dec 31
$170M 0.7%
70 positionsLocked
2024Q3Sep 30
$169M 17.3%
68 positionsLocked
2024Q2Jun 30
$144M 26.6%
67 positionsLocked
2024Q1Mar 31
$114M 20.6%
63 positionsLocked
2023Q4Dec 31
$94M
57 positionsLocked