Keyes, Stange & Wooten Wealth Management, LLC
•CIK: 2011352•Filing: Q4 2025
**Keyes, Stange & Wooten Wealth Management, LLC** manages $211M across a portfolio of 73 positions. The firm exhibits concentrated exposure, with top holdings including DFAI at $27.7M and DFSD at $26.3M. Significant allocations are also evident in DCOR ($25.4M) and BIV ($19.0M). This structure suggests a focused, multi-sector approach utilizing established, high-conviction names.
Total AUM
$211.0M
QoQ Performance
+2.1%
Positions
63
Top 10 Concentration
80.1%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAI
DFSD
DCOR
BIV
DFAT
DFAE
DFAW
DISV
DFAI13.1%
DFSD12.5%
DCOR12.0%
BIV9.0%
DFAT8.2%
DFAE6.0%
DFAW5.7%
DISV5.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.4%
Technology4.4%
Financial2.3%
Consumer1.5%
Healthcare1.4%
Industrial1.0%
Energy0.5%
Utilities0.3%
🚪 Exited Positionssold since Q3 2025
—
TIDAL TRUST II
SOLD
$202.3K
+1 more exited positions
Changes from Q3 2025
NEW8 new positions
↑8 increased
↓45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023