Keyes, Stange & Wooten Wealth Management, LLC: 13F holdings
CIK 20113522026Q2
| Positions | 74 |
|---|
| Reported value | $250.6m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 74 (+3 vs prior quarter) |
|---|
| Reported value | $250.6m (+11.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 405,324 | $33.2m | 13.3% |
| DFAI DIMENSIONAL ETF TRUST | 779,443 | $32.2m | 12.8% |
| BIV VANGUARD BD INDEX FDS | 394,939 | $30.3m | 12.1% |
| DFSD DIMENSIONAL ETF TRUST | 541,966 | $25.9m | 10.3% |
| DIMENSIONAL ETF TRUST | 301,743 | $21.1m | 8.4% |
| DFAE DIMENSIONAL ETF TRUST | 390,741 | $15.7m | 6.3% |
| DFAW DIMENSIONAL ETF TRUST | 157,672 | $13.1m | 5.2% |
| AVLV AMERICAN CENTY ETF TR | 139,604 | $12.7m | 5.1% |
| DISV DIMENSIONAL ETF TRUST | 290,048 | $11.6m | 4.6% |
| VTI VANGUARD INDEX FDS | 20,412 | $7.6m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011352")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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