Keyes, Stange & Wooten Wealth Management, LLC holds a focused book of 74 reported positions worth $250.6M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Dimensional Emerging Core Eq. Their largest long position is Dimensional US Core Eq 1 ETF at 13% of the reported non-option book. Cloning the disclosed picks since 2024 would be +29% (+14.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Keyes, Stange & Wooten Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.2 points over this window.
Growth of $10,000 cloning Keyes, Stange & Wooten Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~20 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
+5 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Keyes, Stange & Wooten Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 7 / 74 | $235.7M |
| Hoffman, Alan N Investment Management | 7 / 74 | $153.1M |
| Draper Asset Management, LLC | 9 / 74 | $174.6M |
| H&H International Investment, LLC | 8 / 74 | $16.4B |
| Hoey Investments, Inc | 44 / 74 | $627.8M |
| New World Advisors LLC | 38 / 74 | $472.6M |
| Integrated Financial Solutions, Inc. | 15 / 74 | $148.4M |
| Ketron Financial | 20 / 74 | $257.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Keyes, Stange & Wooten Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 1 ETF | $33.2M | 405.3K | 13.3% | ▲+6.0% Added · +23K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQT MK | $32.2M | 779.4K | 12.8% | ▲+2.6% Added · +20K sh | |
| 3 | Vanguard BD Index FDS INTERMED TERM | $30.3M | 394.9K | 12.1% | ▲+19% Added · +63K sh | |
| 4 | Dimensional ETF Trust SHOR DUR FIX ETF | $25.9M | 542.0K | 10.3% | ▲+10.0% Added · +49K sh | |
| 5 | Dimensional ETF Trust US TARGETED VLU | $21.1M | 301.7K | 8.4% | ▲+0.8% Added · +2K sh | |
| 6 | Dimensional ETF Trust EMGR CRE EQT MNG | $15.7M | 390.7K | 6.3% | ▼−2.6% Reduced · −10K sh | |
| 7 | Dimensional ETF Trust WORLD EQUITY ETF | $13.1M | 157.7K | 5.2% | ▼−8.5% Reduced · −15K sh | |
| 8 | American Centy ETF TR US LARGE CAP VLU | $12.7M | 139.6K | 5.1% | ▼−1.9% Reduced · −3K sh | |
| 9 | Dimensional ETF Trust INTL SMALL CAP V | $11.6M | 290.0K | 4.6% | ▼−0.5% Reduced · −1K sh | |
| 10 | Vanguard Index FDS TOTAL STK MKT | $7.6M | 20.4K | 3.0% | ▼−4.1% Reduced · −883 sh | |
| 11 | Apple Inc COM | $3.6M | 12.5K | 1.4% | ▲~0% Added · +2 sh | |
| 12 | Dimensional ETF Trust EMERGING MKTS CO | $2.6M | 64.9K | 1.1% | ▼−8.9% Reduced · −6K sh | |
| 13 | JPMorgan Chase & Co COM | $2.3M | 7.0K | 0.9% | ▲+4.4% Added · +294 sh | |
| 14 | American Centy ETF TR US EQT ETF | $1.7M | 13.5K | 0.7% | ▲+0.6% Added · +74 sh | |
| 15 | Broadcom Inc COM | $1.6M | 4.2K | 0.6% | ▼−13% Reduced · −603 sh | |
| 16 | Microsoft Corp COM | $1.5M | 4.1K | 0.6% | ▼−0.1% Reduced · −4 sh | |
| 17 | Dimensional ETF Trust US SMALL CAP ETF | $1.5M | 38.2K | 0.6% | ▼−5.0% Reduced · −2K sh | |
| 18 | Ishares Inc CORE MSCI EMKT | $1.3M | 16.2K | 0.5% | ▼−1.5% Reduced · −248 sh | |
| 19 | Marathon Pete Corp COM | $1.3M | 5.2K | 0.5% | ▼−9.1% Reduced · −520 sh | |
| 20 | Johnson & Johnson COM | $1.2M | 4.9K | 0.5% | ▼−0.2% Reduced · −10 sh | |
| 21 | Eaton Corp PLC SHS | $1.2M | 2.9K | 0.5% | ▼−5.4% Reduced · −164 sh | |
| 22 | Walmart Inc COM | $1.1M | 9.9K | 0.4% | ▼−4.2% Reduced · −434 sh | |
| 23 | Johnson Controls Internation SHS | $1.1M | 7.3K | 0.4% | ▼−2.3% Reduced · −171 sh | |
| 24 | Home Depot Inc COM | $938K | 2.7K | 0.4% | ▼−0.1% Reduced · −2 sh | |
| 25 | Chubb Limited COM | $919K | 2.7K | 0.4% | ▼−1.4% Reduced · −38 sh | |
| 26 | Motorola Solutions Inc COM NEW | $909K | 2.2K | 0.4% | ▼−2.0% Reduced · −45 sh | |
| 27 | Berkshire Hathaway Inc Del CL B NEW | $796K | 1.6K | 0.3% | —Held | |
| 28 | Cummins Inc COM | $785K | 1.1K | 0.3% | ▲+0.2% Added · +2 sh | |
| 29 | Abbvie Inc COM | $768K | 3.1K | 0.3% | ▼−1.5% Reduced · −47 sh | |
| 30 | Darden Restaurants Inc COM | $722K | 3.5K | 0.3% | ▲+0.5% Added · +18 sh | |
| 31 | Union Pac Corp COM | $718K | 2.6K | 0.3% | ▲+4.1% Added · +104 sh | |
| 32 | Analog Devices Inc COM | $705K | 1.8K | 0.3% | ▼−7.0% Reduced · −133 sh | |
| 33 | NextEra Energy Inc COM | $703K | 8.0K | 0.3% | ▼−0.1% Reduced · −6 sh | |
| 34 | Amazon Com Inc COM | $694K | 2.9K | 0.3% | ▼−1.4% Reduced · −41 sh | |
| 35 | Verizon Communications Inc COM | $671K | 15.8K | 0.3% | ▲+0.5% Added · +76 sh | |
| 36 | Cme Group Inc COM | $663K | 3.0K | 0.3% | ▲+0.7% Added · +22 sh | |
| 37 | Meta Platforms Inc CL A | $649K | 1.2K | 0.3% | ▼−0.4% Reduced · −5 sh | |
| 38 | Advanced Micro Devices Inc COM | $648K | 1.1K | 0.3% | ▼−17% Reduced · −221 sh | |
| 39 | Eli Lilly & Co COM | $638K | 532 | 0.3% | —Held | |
| 40 | Realty Income Corp COM | $637K | 10.3K | 0.3% | ▲+1.3% Added · +135 sh | |
| 41 | Air Products And Chemicals I COM | $628K | 2.1K | 0.3% | ▲+2.4% Added · +51 sh | |
| 42 | Vanguard Star FDS VG TL INTL STK F | $598K | 7.0K | 0.2% | ▼−1.7% Reduced · −120 sh | |
| 43 | Nvidia Corporation COM | $577K | 2.9K | 0.2% | ▼−27% Reduced · −1K sh | |
| 44 | Corning Inc COM | $532K | 2.1K | 0.2% | ▼−30% Reduced · −889 sh | |
| 45 | Brown & Brown Inc COM | $531K | 8.3K | 0.2% | —Held | |
| 46 | Micron Technology Inc COM | $512K | 443 | 0.2% | ▲New New position | |
| 47 | Ge Vernova Inc COM | $508K | 433 | 0.2% | ▼−4.4% Reduced · −20 sh | |
| 48 | Alphabet Inc CAP STK CL C | $506K | 1.4K | 0.2% | —Held | |
| 49 | Disney Walt Co COM | $505K | 5.3K | 0.2% | ▼−1.3% Reduced · −70 sh | |
| 50 | Service Corp Intl COM | $501K | 6.6K | 0.2% | ▲New New position |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Keyes, Stange & Wooten Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 20d | 74 | $250.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 27d | 71 | $224.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 41d | 73 | $211.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 25, 2025 | 56d | 71 | $206.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 42d | 72 | $192.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 35d | 66 | $175.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 70 | $169.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 68 | $168.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.