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Disclosery

13F-HR filed by Keyes, Stange & Wooten Wealth Management, LLC

Keyes, Stange & Wooten Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-25, with 71 holding rows worth $206,573,129.

Accession
0001420506-25-003489
Filer
CIK 2011352
Filed
2025-11-25
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 71 entries on the cover page, a total value of $206,573,129 stated on the cover page (in dollars after the unit check, H1), rows summing to $206,573,129 with VALUE read as dollars as filed, 13F file number 028-23861. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK739,002$26,862,739dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF523,063$25,206,386dollars as filed
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF339,337$24,411,904dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS233,567$18,239,239dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU290,443$16,906,704dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG397,512$12,533,553dollars as filed
DIMENSIONAL ETF TRUST25434V617WORLD EQUITY ETF161,292$11,590,443dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS292,001$10,421,516dollars as filed
Avantis US Large Cap Value ETF025072349SHS140,873$10,179,483dollars as filed
VTI922908769COM22,442$7,364,791dollars as filed
Apple Inc037833100COM12,004$3,056,662dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO76,894$2,465,991dollars as filed
Microsoft Corp594918104COM4,300$2,227,430dollars as filed
JPMorgan Chase & Co46625H100COM6,455$2,036,075dollars as filed
Broadcom Inc.11135F101COM4,743$1,564,763dollars as filed
Avantis US Equity ETF025072885SHS13,435$1,460,349dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF42,341$1,348,137dollars as filed
Eaton Corp. PlcG29183103COM3,180$1,190,115dollars as filed
MARATHON PETE CORP COM56585A102Stock6,155$1,186,315dollars as filed
Walmart Inc.931142103COM11,122$1,146,233dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS16,911$1,114,773dollars as filed
Home Depot, Inc437076102COM2,718$1,101,190dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock2,326$1,063,657dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock8,377$921,051dollars as filed
Johnson & Johnson478160104COM4,677$867,209dollars as filed
CME Group Inc. Class A12572Q105COM3,152$851,639dollars as filed
Chubb LimitedH1467J104COM2,868$809,493dollars as filed
Berkshire Hathaway Inc084670702COM1,583$795,837dollars as filed
BROWN & BROWN INC COM115236101Stock8,273$775,925dollars as filed
AbbVie,Inc.00287Y109COM3,111$720,321dollars as filed
Verizon Communications Inc92343V104COM16,131$708,957dollars as filed
Medtronic PlcG5960L103COM7,386$703,443dollars as filed
DARDEN RESTAURANTS INC COM237194105Stock3,661$696,908dollars as filed
AIR PRODS & CHEMS INC009158106COM2,393$652,619dollars as filed
NextEra Energy,Inc.65339F101COM8,393$633,618dollars as filed
Union Pacific Corporation907818108COM2,675$632,290dollars as filed
REALTY INCOME CORP COM756109104REIT10,384$631,243dollars as filed
Walt Disney Co254687106COM5,459$625,042dollars as filed
META PLATFORMS INC CL A30303M102COM842$618,697dollars as filed
Amazon.com, Inc023135106COM2,617$574,615dollars as filed
VANGUARD STAR FDS921909768COM7,446$546,983dollars as filed
Analog Devices,Inc.032654105COM2,094$514,496dollars as filed
CUMMINS INC COM231021106Stock1,153$486,993dollars as filed
Tesla Motors, Inc88160R101COM1,060$471,403dollars as filed
UnitedHealth Group Inc91324P102COM1,360$469,608dollars as filed
NVIDIA Corp67066G104COM2,506$467,657dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,819$442,120dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS7,219$432,562dollars as filed
PUBLIC SVC ENTERPRISE GROUP COM744573106Stock5,016$418,635dollars as filed
BEST BUY INC COM086516101Stock4,969$375,756dollars as filed
Boeing Company097023105COM1,595$344,249dollars as filed
Visa Inc92826C839COM944$322,263dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock732$308,875dollars as filed
QUANTA SVCS INC74762E102COM726$300,869dollars as filed
GE Vernova Inc.36828A101COM461$283,181dollars as filed
Advanced Micro Devices,Inc.007903107COM1,731$280,058dollars as filed
Coca-Cola Company191216100COM4,139$274,469dollars as filed
PepsiCo,Inc.713448108COM1,873$263,044dollars as filed
SOUTHSTATE BK CORP COM84472E102Stock2,643$261,313dollars as filed
ALLSTATE CORP COM020002101Stock1,210$259,727dollars as filed
ROYCE VALUE TRUST780910105COM15,695$253,160dollars as filed
SPY78462F103SHS366$243,822dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM945$230,140dollars as filed
TJX Companies Inc872540109COM1,585$229,096dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS1,452$215,782dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock3,150$207,711dollars as filed
ROUNDHILL88636J527EXCHANGE TRADED36,976$202,259dollars as filed
SEACOAST BKG CORP FLA811707801COM NEW6,628$201,690dollars as filed
HUMANA INC COM444859102Stock771$200,591dollars as filed
NUVEEN CR STRATEGIES INCOME67073D102COM SHS26,820$141,341dollars as filed
VS MEDIA HOLDINGS LTD.G9517U202COM CLASS A NEW10,286$25,921dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-25-003489this filing2025-11-25acceptance time not in the bulk data set