Filed: 11/25/2025ACC: 0001420506-25-003489
📋 What this filing means
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $206.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$206.57M
Total AUM (reported)
3.59M
Total Shares
Allocation by class
COM$27.86M13.5%
INTL CORE EQT MK$26.86M13.0%
SHORT DURATION F$25.21M12.2%
US CORE EQUITY 1$24.41M11.8%
INTERMED TERM$18.24M8.8%
US TARGETED VLU$16.91M8.2%
EMGR CRE EQT MNG$12.53M6.1%
Portfolio Concentration
Top 3$76.48M37.0%
4–10$87.24M42.2%
11–25$22.75M11.0%
Rest$20.11M9.7%
Top 3 weight
37.0%
Top 10 weight
79.3%
Voting Authority Distribution
Total shares with voting rights: 3.59M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.59M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole71
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings71
Rows:
DIMENSIONAL ETF TRUST
SOLEShares739K
TypeSH
Market value$26.86M
13.00%
Sole
0.00
Shared
0.00
None
739K
DIMENSIONAL ETF TRUST
SOLEShares523.06K
TypeSH
Market value$25.21M
12.20%
Sole
0.00
Shared
0.00
None
523.06K
DIMENSIONAL ETF TRUST
SOLEShares339.34K
TypeSH
Market value$24.41M
11.82%
Sole
0.00
Shared
0.00
None
339.34K
VANGUARD BD INDEX FDS
SOLEShares233.57K
TypeSH
Market value$18.24M
8.83%
Sole
0.00
Shared
0.00
None
233.57K
DIMENSIONAL ETF TRUST
SOLEShares290.44K
TypeSH
Market value$16.91M
8.18%
Sole
0.00
Shared
0.00
None
290.44K
DIMENSIONAL ETF TRUST
SOLEShares397.51K
TypeSH
Market value$12.53M
6.07%
Sole
0.00
Shared
0.00
None
397.51K
DIMENSIONAL ETF TRUST
SOLEShares161.29K
TypeSH
Market value$11.59M
5.61%
Sole
0.00
Shared
0.00
None
161.29K
DIMENSIONAL ETF TRUST
SOLEShares292K
TypeSH
Market value$10.42M
5.04%
Sole
0.00
Shared
0.00
None
292K
AMERICAN CENTY ETF TR
SOLEShares140.87K
TypeSH
Market value$10.18M
4.93%
Sole
0.00
Shared
0.00
None
140.87K
VANGUARD INDEX FDS
SOLEShares22.44K
TypeSH
Market value$7.36M
3.57%
Sole
0.00
Shared
0.00
None
22.44K
APPLE INC
SOLEShares12K
TypeSH
Market value$3.06M
1.48%
Sole
0.00
Shared
0.00
None
12K
DIMENSIONAL ETF TRUST
SOLEShares76.89K
TypeSH
Market value$2.47M
1.19%
Sole
0.00
Shared
0.00
None
76.89K
MICROSOFT CORP
SOLEShares4.30K
TypeSH
Market value$2.23M
1.08%
Sole
0.00
Shared
0.00
None
4.30K
JPMORGAN CHASE & CO.
SOLEShares6.46K
TypeSH
Market value$2.04M
0.99%
Sole
0.00
Shared
0.00
None
6.46K
BROADCOM INC
SOLEShares4.74K
TypeSH
Market value$1.56M
0.76%
Sole
0.00
Shared
0.00
None
4.74K
AMERICAN CENTY ETF TR
SOLEShares13.44K
TypeSH
Market value$1.46M
0.71%
Sole
0.00
Shared
0.00
None
13.44K
DIMENSIONAL ETF TRUST
SOLEShares42.34K
TypeSH
Market value$1.35M
0.65%
Sole
0.00
Shared
0.00
None
42.34K
EATON CORP PLC
SOLEShares3.18K
TypeSH
Market value$1.19M
0.58%
Sole
0.00
Shared
0.00
None
3.18K
MARATHON PETE CORP
SOLEShares6.16K
TypeSH
Market value$1.19M
0.57%
Sole
0.00
Shared
0.00
None
6.16K
WALMART INC
SOLEShares11.12K
TypeSH
Market value$1.15M
0.55%
Sole
0.00
Shared
0.00
None
11.12K
ISHARES INC
SOLEShares16.91K
TypeSH
Market value$1.11M
0.54%
Sole
0.00
Shared
0.00
None
16.91K
HOME DEPOT INC
SOLEShares2.72K
TypeSH
Market value$1.10M
0.53%
Sole
0.00
Shared
0.00
None
2.72K
MOTOROLA SOLUTIONS INC
SOLEShares2.33K
TypeSH
Market value$1.06M
0.51%
Sole
0.00
Shared
0.00
None
2.33K
JOHNSON CTLS INTL PLC
SOLEShares8.38K
TypeSH
Market value$921.1K
0.45%
Sole
0.00
Shared
0.00
None
8.38K
JOHNSON & JOHNSON
SOLEShares4.68K
TypeSH
Market value$867.2K
0.42%
Sole
0.00
Shared
0.00
None
4.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 739K | SH | $26.86M 13.00% | 0.00 | 0.00 | 739K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 523.06K | SH | $25.21M 12.20% | 0.00 | 0.00 | 523.06K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 339.34K | SH | $24.41M 11.82% | 0.00 | 0.00 | 339.34K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 233.57K | SH | $18.24M 8.83% | 0.00 | 0.00 | 233.57K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 290.44K | SH | $16.91M 8.18% | 0.00 | 0.00 | 290.44K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 397.51K | SH | $12.53M 6.07% | 0.00 | 0.00 | 397.51K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 161.29K | SH | $11.59M 5.61% | 0.00 | 0.00 | 161.29K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 292K | SH | $10.42M 5.04% | 0.00 | 0.00 | 292K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 140.87K | SH | $10.18M 4.93% | 0.00 | 0.00 | 140.87K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 22.44K | SH | $7.36M 3.57% | 0.00 | 0.00 | 22.44K |
APPLE INCSOLE | COM | 12K | SH | $3.06M 1.48% | 0.00 | 0.00 | 12K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 76.89K | SH | $2.47M 1.19% | 0.00 | 0.00 | 76.89K |
MICROSOFT CORPSOLE | COM | 4.30K | SH | $2.23M 1.08% | 0.00 | 0.00 | 4.30K |
JPMORGAN CHASE & CO.SOLE | COM | 6.46K | SH | $2.04M 0.99% | 0.00 | 0.00 | 6.46K |
BROADCOM INCSOLE | COM | 4.74K | SH | $1.56M 0.76% | 0.00 | 0.00 | 4.74K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 13.44K | SH | $1.46M 0.71% | 0.00 | 0.00 | 13.44K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 42.34K | SH | $1.35M 0.65% | 0.00 | 0.00 | 42.34K |
EATON CORP PLCSOLE | SHS | 3.18K | SH | $1.19M 0.58% | 0.00 | 0.00 | 3.18K |
MARATHON PETE CORPSOLE | COM | 6.16K | SH | $1.19M 0.57% | 0.00 | 0.00 | 6.16K |
WALMART INCSOLE | COM | 11.12K | SH | $1.15M 0.55% | 0.00 | 0.00 | 11.12K |
ISHARES INCSOLE | CORE MSCI EMKT | 16.91K | SH | $1.11M 0.54% | 0.00 | 0.00 | 16.91K |
HOME DEPOT INCSOLE | COM | 2.72K | SH | $1.10M 0.53% | 0.00 | 0.00 | 2.72K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 2.33K | SH | $1.06M 0.51% | 0.00 | 0.00 | 2.33K |
JOHNSON CTLS INTL PLCSOLE | SHS | 8.38K | SH | $921.1K 0.45% | 0.00 | 0.00 | 8.38K |
JOHNSON & JOHNSONSOLE | COM | 4.68K | SH | $867.2K 0.42% | 0.00 | 0.00 | 4.68K |
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