Keyes, Stange & Wooten Wealth Management, LLC
Q2 2026 13F Holdings
- Locationdaytona beach, FL
- Num holdings
74
- Value ($000)
$250,635
- Date Filed 07/20/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | 25434V625 | $33.23M | 13 % | 405,324 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $32.15M | 13 % | 779,443 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $30.29M | 12 % | 394,939 | ||
DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | $25.88M | 10 % | 541,966 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $21.09M | 8 % | 301,743 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $15.71M | 6 % | 390,741 | ||
DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | $13.05M | 5 % | 157,672 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $12.73M | 5 % | 139,604 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $11.64M | 5 % | 290,048 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $7.55M | 3 % | 20,412 |
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