Institutional filer · SEC 13F · Q3 2025
Keyes, Stange & Wooten Wealth Management, LLC
The reported 13F portfolio of Keyes, Stange & Wooten Wealth Management, LLC (CIK 2011352) - top holdings, how concentrated the book is, and what changed last quarter.
- $206.6M
- Reported book
- 71
- Positions
- #198
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Keyes, Stange & Wooten Wealth Management, LLC ranks #198 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2025 the reported book is $206.6M across 71 positions, a concentrated portfolio led by a few core positions.
- $206.6M
- reported 13F value
- 71
- disclosed positions
- 13.0%
- in DIMENSIONAL ETF TRUST
- #198
- of 360 filers
Top-5 share 54.0% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Keyes, Stange & Wooten Wealth Management, LLC ranks #198 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Keyes, Stange & Wooten Wealth Management, LLC sits by disclosed position count
Keyes, Stange & Wooten Wealth Management, LLC reports 71 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Keyes, Stange & Wooten Wealth Management, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
71 225th of 360 higher than 135 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Keyes, Stange & Wooten Wealth Management, LLC reports a book ($0.21B) concentrated across only 71 disclosed positions -- fewer than the 101-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2011352 · Q3 2025 $207M book
BOOK-LIGHT · POS-FOCUS · CONC-DOM · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #198/360
- POS-FOCUS 71 names
- CONC-DOM 54% top-5
- LEAD-HEAVY 13.0% top
- PHOTO-FINISH CANERECTOR
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2025
Photo-finish peer on reported book: CANERECTOR INC
Read with: Ownership concentration guide - Keyes, Stange & Wooten Wealth Management, LLC's top-five positions weigh 54% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Keyes, Stange & Wooten Wealth Management,
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$206.6M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $26.9M | 13.0% |
| 2 | DIMENSIONAL ETF TRUST | $25.2M | 12.2% |
| 3 | DIMENSIONAL ETF TRUST | $24.4M | 11.8% |
| 4 | VANGUARD BD INDEX FDS | $18.2M | 8.8% |
| 5 | DIMENSIONAL ETF TRUST | $16.9M | 8.2% |
| 6 | DIMENSIONAL ETF TRUST | $12.5M | 6.1% |
| 7 | DIMENSIONAL ETF TRUST | $11.6M | 5.6% |
| 8 | DIMENSIONAL ETF TRUST | $10.4M | 5.0% |
| 9 | AMERICAN CENTY ETF TR | $10.2M | 4.9% |
| 10 | VANGUARD INDEX FDS | $7.4M | 3.6% |
| 11 | APPLE INC | $3.1M | 1.5% |
| 12 | DIMENSIONAL ETF TRUST | $2.5M | 1.2% |
| 13 | MICROSOFT CORP | $2.2M | 1.1% |
| 14 | JPMORGAN CHASE & CO. | $2.0M | 1.0% |
| 15 | BROADCOM INC | $1.6M | 0.8% |
| 16 | AMERICAN CENTY ETF TR | $1.5M | 0.7% |
| 17 | DIMENSIONAL ETF TRUST | $1.3M | 0.7% |
| 18 | EATON CORP PLC | $1.2M | 0.6% |
| 19 | MARATHON PETE CORP | $1.2M | 0.6% |
| 20 | WALMART INC | $1.1M | 0.6% |
| 21 | ISHARES INC | $1.1M | 0.5% |
| 22 | HOME DEPOT INC | $1.1M | 0.5% |
| 23 | MOTOROLA SOLUTIONS INC | $1.1M | 0.5% |
| 24 | JOHNSON CTLS INTL PLC | $921K | 0.5% |
| 25 | JOHNSON & JOHNSON | $867K | 0.4% |
Latest Quarter Trades · Q3 2025
New positions (71)
Frequently Asked Questions
- How big is Keyes, Stange & Wooten Wealth Management, LLC's 13F portfolio?
- Keyes, Stange & Wooten Wealth Management, LLC reports $206.6M of long US-equity positions across 71 securities as of Q3 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Keyes, Stange & Wooten Wealth Management, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Keyes, Stange & Wooten Wealth Management, LLC ranks #198 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Keyes, Stange & Wooten Wealth Management, LLC's largest position?
- Keyes, Stange & Wooten Wealth Management, LLC's largest reported position is DIMENSIONAL ETF TRUST at $26.9M, about 13.0% of its reported book as of Q3 2025.
- What did Keyes, Stange & Wooten Wealth Management, LLC trade last quarter?
- In its Q3 2025 filing, Keyes, Stange & Wooten Wealth Management, LLC opened 71 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Keyes, Stange & Wooten Wealth Management, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($206.6M here).
Similar holding count
Nearest filers by number of disclosed positions (71 here).
Using this filing
- The rankings sort every tracked filer the same way Keyes, Stange & Wooten Wealth Management, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- CANERECTOR INC reported the nearest book value ($206.1M) this quarter, a useful scale comparison for Keyes, Stange & Wooten Wealth Management, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.