Keyes, Stange & Wooten Wealth Management, LLC
Q4 2025 13F Holdings
- Locationdaytona beach, FL
- Num holdings
73
- Value ($000)
$211,009
- Date Filed02/10/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $27.71M | 13 % | 727,037 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $26.33M | 13 % | 549,152 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $25.38M | 12 % | 344,730 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $19M | 9 % | 244,006 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $17.29M | 8 % | 290,400 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $12.67M | 6 % | 389,112 | ||
DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | $11.99M | 6 % | 162,126 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $10.9M | 5 % | 286,798 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $10.56M | 5 % | 139,317 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $7.1M | 3 % | 21,166 |
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