Keyes, Stange & Wooten Wealth Management, LLC holds a focused book of 74 stocks worth $250.6M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +26% (+14.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Keyes, Stange & Wooten Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.1 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 the ~45-day reporting lag, 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
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, 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 |
|---|---|---|
| MORGAN STANLEY | 79 / 74 | $567.5B |
| UBS Group AG | 79 / 74 | $150.2B |
| RAYMOND JAMES FINANCIAL INC | 79 / 74 | $94.2B |
| LPL Financial LLC | 79 / 74 | $65.5B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 74 | $63.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 74 | $16.5B |
| OSAIC HOLDINGS, INC. | 79 / 74 | $15.0B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 74 | $14.4B |
Ranked by how many of Keyes, Stange & Wooten Wealth Management, LLC's top 74 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 74 | $250.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 71 | $224.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 73 | $211.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 25, 2025 | 71 | $206.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 72 | $192.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 66 | $175.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 70 | $169.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 68 | $168.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.