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. $250,352,415 of stock holdings were filed, with the largest holdings including DCOR, DFAI, and BIV. This filing represented positions held on June 30, 2026, and was filed yesterday.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:
June 30, 2026No. of Stocks:
78Est. Stock Holding Value:
$250,352,415Top Stock Holdings By Sector
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Portfolio Stock Holdings - Keyes, Stange & Wooten Wealth Management, LLC
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