StockDriftsStockDriftsTop 50 Keyes, Stange & Wooten Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DCOR | DIMENSIONAL ETF TRUST | 13.26% | 405.3K | $33.2M | +5.98%(+22.88K) | $62.20(+37.09%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 12.83% | 779.4K | $32.2M | +2.62%(+19.86K) | $28.64(+51.28%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 12.09% | 394.9K | $30.3M | +19.04%(+63.17K) | $76.75(-1.58%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 10.33% | 542.0K | $25.9M | +9.99%(+49.22K) | $47.28(+0.30%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 8.42% | 301.7K | $21.1M | +0.77%(+2.30K) | $49.91(+44.63%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 6.27% | 390.7K | $15.7M | -2.60%(-10.41K) | $24.25(+60.59%) | 2026-06-30 | |
| DFAW | DIMENSIONAL ETF TRUST | 5.21% | 157.7K | $13.1M | -8.47%(-14.58K) | $60.60(+41.16%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 5.08% | 139.6K | $12.7M | -1.90%(-2.70K) | $56.57(+66.94%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 4.64% | 290.0K | $11.6M | -0.46%(-1.35K) | $25.40(+72.39%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.01% | 20.4K | $7.6M | -4.15%(-883) | $225.44(+69.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.36% |
| Top 20 Holdings Unweighted | — | — | — | — | +55.37% |
Keyes, Stange & Wooten Wealth Management, LLC reports $250.63M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are DCOR (13.3%), DFAI (12.8%) and BIV (12.1%). The top 20 holdings account for 88.64% of reported assets. Its disclosed equity book has returned +39.36% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Keyes, Stange & Wooten Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011352). View Keyes, Stange & Wooten Wealth Management, LLC’s 13F filings on SEC