Keyes, Stange & Wooten Wealth Management, LLC
Q1 2026 13F Holdings
- Locationdaytona beach, FL
- Num holdings
71
- Value ($000)
$224,057
- Date Filed 04/27/2026
- Form type13F-HR
- CIK 0002011352
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $29.59M | 13 % | 759,578 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $27.57M | 12 % | 382,444 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $25.61M | 11 % | 331,770 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $23.59M | 11 % | 492,749 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $18.7M | 8 % | 299,441 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $13.58M | 6 % | 401,152 | ||
DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | $12.71M | 6 % | 172,254 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $11.49M | 5 % | 291,401 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $11.47M | 5 % | 142,306 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $6.83M | 3 % | 21,295 |
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