Keyes, Stange & Wooten Wealth Management
Keyes, Stange & Wooten Wealth Management reported 74 stocks worth $251M in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are Dimensional ETF Trust (13.3%), DFAI (12.8%) and BIV (12.1%). Compared with Q1 2026, the fund opened new positions in MU, SCI and EQIX, added to DFAI, BIV and DFSD, trimmed DFAE, DFAW and AVLV and sold out of BBY, SLV and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $33.2M | 13.3% | 405K | +23K (+6%) | 8 of 8 | |
| 2 |  DFAI Dimensional Intern Core | $32.2M | 12.8% | 779K | +20K (+3%) | 8 of 8 | |
| 3 |  BIV Vanguard Intermediate | $30.3M | 12.1% | 395K | +63K (+19%) | 8 of 8 | |
| 4 |  DFSD Dimensional Shrt Drt Fxd | $25.9M | 10.3% | 542K | +49K (+10%) | 8 of 8 | |
| 5 | DIMENSIONAL U S TARGETED | $21.1M | 8.4% | 302K | +2,302 (+1%) | 8 of 8 | |
| 6 |  DFAE Dimensional Emerg Core | $15.7M | 6.3% | 391K | −10K (−3%) | 8 of 8 | |
| 7 |  DFAW Dimensional World Equity | $13.1M | 5.2% | 158K | −15K (−8%) | 8 of 8 | |
| 8 |  AVLV American Centy ETF TR | $12.7M | 5.1% | 140K | −2,702 (−2%) | 8 of 8 | |
| 9 |  DISV Dimensional ETF Trust | $11.6M | 4.6% | 290K | −1,353 (−0%) | 8 of 8 | |
| 10 |  VTI Vanguard Total Stock Market ETF | $7.6M | 3.0% | 20K | −883 (−4%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 20, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Keyes, Stange & Wooten Wealth Management 13F FAQ
What does Keyes, Stange & Wooten Wealth Management own?
Keyes, Stange & Wooten Wealth Management reported 74 stocks worth $251M in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are Dimensional ETF Trust (13.3%), DFAI (12.8%) and BIV (12.1%). The table above lists every position in the filing (the top 10 without an account).
What did Keyes, Stange & Wooten Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 17 added to, 36 trimmed and 4 sold out. New positions include MU, SCI and EQIX. It sold all of BBY, SLV and XOM.
When will Keyes, Stange & Wooten Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Keyes, Stange & Wooten Wealth Management's portfolio worth?
The Q2 2026 filing reports $251M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.