Keyes, Stange & Wooten Wealth Management, LLC - Portfolio Stock Holdings
Keyes, Stange & Wooten Wealth Management, LLC disclosed 78 stock positions in a recent SEC 13F filing. $214,140,035 of stock holdings were filed, with the largest holdings including DFAI, DFSD, and BIV. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $400,113,566 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
78Est. Stock Holding Value:
$214,140,035Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Keyes, Stange & Wooten Wealth Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...