Keyes, Stange & Wooten Wealth Management, LLC
Q3 2025 13F Holdings
- Locationdaytona beach, FL
- Num holdings
71
- Value ($000)
$206,573
- Date Filed11/25/2025
- Form type13F-HR
- CIK0002011352
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $26.86M | 13 % | 739,002 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $25.21M | 12 % | 523,063 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $24.41M | 12 % | 339,337 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $18.24M | 9 % | 233,567 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $16.91M | 8 % | 290,443 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $12.53M | 6 % | 397,512 | ||
DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | $11.59M | 6 % | 161,292 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $10.42M | 5 % | 292,001 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $10.18M | 5 % | 140,873 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $7.36M | 4 % | 22,442 |
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