Keyes, Stange & Wooten Wealth Management, LLC - Portfolio overview

Keyes, Stange & Wooten Wealth Management, LLC has 85 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAI - DIMENSIONAL ETF TRUST, 12.97%
2. DCOR - DIMENSIONAL ETF TRUST, 12.09%
3. BIV - VANGUARD BD INDEX FDS, 11.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.