Keyes, Stange & Wooten Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    daytona beach, FL
  • Num holdings

    71

  • Value ($000)

    $206,573

  • Date Filed
    11/25/2025
  • Form type
    13F-HR
  • CIK
    0002011352
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$26.86M
13 %

739,002

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$25.21M
12 %

523,063

D
DCOR

DIMENSIONAL ETF TRUST

US CORE EQUITY 1
25434V625
$24.41M
12 %

339,337

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$18.24M
9 %

233,567

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$16.91M
8 %

290,443

D
DFAE

DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG
25434V302
$12.53M
6 %

397,512

D
DFAW

DIMENSIONAL ETF TRUST

WORLD EQUITY ETF
25434V617
$11.59M
6 %

161,292

D
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
25434V781
$10.42M
5 %

292,001

A
AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
025072349
$10.18M
5 %

140,873

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$7.36M
4 %

22,442

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