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

Keyes, Stange & Wooten Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-10, with 73 holding rows worth $211,008,987.

Accession
0001420506-26-000247
Filed
2026-02-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 73 entries on the cover page, a total value of $211,008,987 stated on the cover page (in dollars after the unit check, H1), rows summing to $211,008,987 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 MK727,037$27,707,382dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF549,152$26,331,836dollars as filed
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF344,730$25,382,470dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS244,006$19,003,161dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU290,400$17,290,440dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG389,112$12,673,378dollars as filed
DIMENSIONAL ETF TRUST25434V617WORLD EQUITY ETF162,126$11,994,081dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS286,798$10,898,324dollars as filed
Avantis US Large Cap Value ETF025072349SHS139,317$10,556,049dollars as filed
VTI922908769COM21,166$7,096,325dollars as filed
Apple Inc037833100COM11,854$3,222,675dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO74,910$2,478,036dollars as filed
Microsoft Corp594918104COM4,224$2,043,051dollars as filed
JPMorgan Chase & Co46625H100COM6,202$1,998,300dollars as filed
Broadcom Inc.11135F101COM4,670$1,616,287dollars as filed
Avantis US Equity ETF025072885SHS13,436$1,501,882dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF36,130$1,188,316dollars as filed
Walmart Inc.931142103COM10,635$1,184,845dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS16,911$1,136,757dollars as filed
MARATHON PETE CORP COM56585A102Stock5,996$975,129dollars as filed
Eaton Corp. PlcG29183103COM3,034$966,359dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock7,861$941,355dollars as filed
Johnson & Johnson478160104COM4,491$929,412dollars as filed
Home Depot, Inc437076102COM2,635$906,757dollars as filed
Chubb LimitedH1467J104COM2,776$866,445dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock2,250$862,470dollars as filed
CME Group Inc. Class A12572Q105COM3,019$824,429dollars as filed
Berkshire Hathaway Inc084670702COM1,583$795,695dollars as filed
AbbVie,Inc.00287Y109COM2,994$684,099dollars as filed
Medtronic PlcG5960L103COM7,046$676,839dollars as filed
NextEra Energy,Inc.65339F101COM8,003$642,513dollars as filed
DARDEN RESTAURANTS INC COM237194105Stock3,481$640,574dollars as filed
BROWN & BROWN INC COM115236101Stock7,961$634,492dollars as filed
Verizon Communications Inc92343V104COM15,405$627,446dollars as filed
Walt Disney Co254687106COM5,395$613,775dollars as filed
Amazon.com, Inc023135106COM2,608$601,979dollars as filed
Union Pacific Corporation907818108COM2,555$591,023dollars as filed
NVIDIA Corp67066G104COM3,007$560,717dollars as filed
CUMMINS INC COM231021106Stock1,097$559,964dollars as filed
REALTY INCOME CORP COM756109104REIT9,927$559,585dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,765$552,365dollars as filed
META PLATFORMS INC CL A30303M102COM837$552,196dollars as filed
VANGUARD STAR FDS921909768COM7,188$542,263dollars as filed
AIR PRODS & CHEMS INC009158106COM2,097$518,001dollars as filed
Analog Devices,Inc.032654105COM1,900$515,280dollars as filed
Tesla Motors, Inc88160R101COM1,060$476,703dollars as filed
UnitedHealth Group Inc91324P102COM1,367$451,260dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS7,119$444,724dollars as filed
Visa Inc92826C839COM944$331,070dollars as filed
BEST BUY INC COM086516101Stock4,648$311,091dollars as filed
QUANTA SVCS INC74762E102COM726$306,416dollars as filed
GE Vernova Inc.36828A101COM456$297,730dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM945$296,522dollars as filed
Coca-Cola Company191216100COM4,200$293,606dollars as filed
Boeing Company097023105COM1,294$280,953dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock721$280,613dollars as filed
PepsiCo,Inc.713448108COM1,873$268,813dollars as filed
Advanced Micro Devices,Inc.007903107COM1,231$263,631dollars as filed
ROYCE VALUE TRUST780910105COM15,695$252,690dollars as filed
SPY78462F103SHS366$249,583dollars as filed
Oracle Corporation68389X105COM1,260$245,587dollars as filed
TJX Companies Inc872540109COM1,585$243,472dollars as filed
Lockheed Martin Corporation539830109COM502$242,802dollars as filed
ALLSTATE CORP COM020002101Stock1,150$239,373dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS1,452$233,728dollars as filed
TIDAL TRUST II88636X708YIELD ULTRA ETF6,236$232,790dollars as filed
Eli Lilly and Company532457108COM213$228,907dollars as filed
Wells Fargo & Company949746101COM2,363$220,232dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,225$217,744dollars as filed
SOUTHSTATE BK CORP COM84472E102Stock2,274$214,006dollars as filed
SEACOAST BKG CORP FLA811707801COM NEW6,628$208,252dollars as filed
NUVEEN FLOATING RATE INCOME67072T108COM17,321$135,623dollars as filed
GRANITESHARES ETF TR38747R611YIELDBOOST TSLA17,353$96,309dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-26-000247this filing2026-02-10acceptance time not in the bulk data set