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The Analysis of Keyes, Stange & Wooten Wealth Management, LLC's Holdings & P&L

Currently, Keyes, Stange & Wooten Wealth Management, LLC holds 71 types of securities in its portfolio with a total value $224.1M. In the most recent quarter, they have increased their positions in BIV (+87.8K shares, valued at $6.8M), DCOR (+37.7K shares, valued at $2.7M), DFAI (+32.5K shares, valued at $1.3M); decreased their positions in DFSD (-56.4K shares, valued at $2.7M), N/A (-551 shares, valued at $158.4K), DFEM (-3.7K shares, valued at $129.5K); initiated new positions in ZTS (+4.0K shares, valued at $470.6K), GLW (+3.0K shares, valued at $404.1K), GLD (+650 shares, valued at $279.7K).

1M P&L

+4.9M+2.12%

3M P&L

+4.4M+1.92%

HY P&L

+24.0M+11.36%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A189.8M

86.4%

2Consumer Electronics3.2M

1.4%

3Drug Manufacturers - General2.4M

1.1%

Top Industries by Stock Count

1N/A22 stocks

33.8%

2Drug Manufacturers - General3 stocks

4.6%

3Semiconductors3 stocks

4.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAI DIMENSIONAL ETF TRUST759.6K shares4.48%2026-03-312026-04-27

DCOR DIMENSIONAL ETF TRUST382.4K shares10.94%2026-03-312026-04-27

BIV VANGUARD BD INDEX FDS331.8K shares35.97%2026-03-312026-04-27

DFSD DIMENSIONAL ETF TRUST492.7K shares-10.27%2026-03-312026-04-27

DFAT DIMENSIONAL ETF TRUST299.4K shares3.11%2026-03-312026-04-27

DFAE DIMENSIONAL ETF TRUST401.2K shares3.09%2026-03-312026-04-27

DFAW DIMENSIONAL ETF TRUST172.3K shares6.25%2026-03-312026-04-27

DISV DIMENSIONAL ETF TRUST291.4K shares1.60%2026-03-312026-04-27

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AVLV AMERICAN CENTY ETF TR142.3K shares2.15%2026-03-312026-04-27

VTI VANGUARD INDEX FDS21.3K shares0.61%2026-03-312026-04-27

AAPL APPLE INC12.5K shares5.64%2026-03-312026-04-27

DFEM DIMENSIONAL ETF TRUST71.2K shares-5.00%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO6.7K shares8.29%2026-03-312026-04-27

MSFT MICROSOFT CORP4.1K shares-2.32%2026-03-312026-04-27

AVUS AMERICAN CENTY ETF TR13.4K shares0.01%2026-03-312026-04-27

BROADCOM INC BROADCOM INC4.8K shares3.02%2026-03-312026-04-27

Sponsored

DFSV DIMENSIONAL ETF TRUST40.2K shares11.19%2026-03-312026-04-27

MPC MARATHON PETE CORP5.7K shares-4.27%2026-03-312026-04-27

WMT WALMART INC10.3K shares-2.96%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON4.9K shares9.46%2026-03-312026-04-27

IEMG ISHARES INC16.4K shares-2.92%2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC3.0K shares-0.26%2026-03-312026-04-27

JCI JOHNSON CONTROLS INTERNATION7.5K shares-4.96%2026-03-312026-04-27

MSI MOTOROLA SOLUTIONS INC2.2K shares-0.71%2026-03-312026-04-27

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CB CHUBB LTD SWITZ2.7K shares-1.51%2026-03-312026-04-27

CME CME GROUP INC3.0K shares-1.26%2026-03-312026-04-27

HD HOME DEPOT INC2.7K shares0.99%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC15.8K shares2.33%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares0.51%2026-03-312026-04-27

NEE NEXTERA ENERGY INC8.0K shares0.16%2026-03-312026-04-27

NVDA NVIDIA CORPORATION4.0K shares31.76%2026-03-312026-04-27

DRI DARDEN RESTAURANTS INC3.5K shares0.23%2026-03-312026-04-27

Sponsored

ABBV ABBVIE INC3.1K shares3.51%2026-03-312026-04-27

META META PLATFORMS INC1.2K shares38.23%2026-03-312026-04-27

O REALTY INCOME CORP10.1K shares2.22%2026-03-312026-04-27

UNP UNION PAC CORP2.5K shares-0.70%2026-03-312026-04-27

AMZN AMAZON COM INC3.0K shares13.23%2026-03-312026-04-27

APD AIR PRODUCTS AND CHEMICALS I2.1K shares-0.24%2026-03-312026-04-27

ADI ANALOG DEVICES INC1.9K shares0.37%2026-03-312026-04-27

CMI CUMMINS INC1.1K shares0.09%2026-03-312026-04-27

Sponsored

VXUS VANGUARD STAR FDS7.1K shares-0.97%2026-03-312026-04-27

BRO BROWN & BROWN INC8.3K shares3.92%2026-03-312026-04-27

DIS DISNEY WALT CO5.3K shares-1.37%2026-03-312026-04-27

LLY ELI LILLY & CO532 shares149.77%2026-03-312026-04-27

ZTS ZOETIS INC4.0K sharesnew addition2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS6.8K shares-4.92%2026-03-312026-04-27

V VISA INC1.4K shares46.50%2026-03-312026-04-27

TSLA TESLA INC1.1K shares5.75%2026-03-312026-04-27

Sponsored

ALPHABET INC ALPHABET INC1.4K shares51.53%2026-03-312026-04-27

GLW CORNING INC3.0K sharesnew addition2026-03-312026-04-27

GEV GE VERNOVA INC453 shares-0.66%2026-03-312026-04-27

ALPHABET INC ALPHABET INC1.2K shares-31.22%2026-03-312026-04-27

KO COCA COLA CO4.4K shares4.62%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP502 shares0.00%2026-03-312026-04-27

BBY BEST BUY INC4.7K shares1.57%2026-03-312026-04-27

PEP PEPSICO INC1.9K shares0.37%2026-03-312026-04-27

Sponsored

GLD SPDR GOLD TR650 sharesnew addition2026-03-312026-04-27

PWR QUANTA SVCS INC496 shares-31.68%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC1.3K shares8.61%2026-03-312026-04-27

RVT ROYCE SMALL CAP TRUST INC15.7K shares0.00%2026-03-312026-04-27

SLV ISHARES SILVER TR3.8K sharesnew addition2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC956 shares-30.07%2026-03-312026-04-27

TJX TJX COS INC NEW1.6K shares0.44%2026-03-312026-04-27

TT TRANE TECHNOLOGIES PLC599 shares-16.92%2026-03-312026-04-27

Sponsored

ALL ALLSTATE CORP1.1K shares0.00%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T366 shares0.00%2026-03-312026-04-27

FANG DIAMONDBACK ENERGY INC1.2K sharesnew addition2026-03-312026-04-27

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA6.6K shares0.00%2026-03-312026-04-27

XOM EXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-04-27

JFR NUVEEN FLOATING RATE INCOME17.3K shares0.00%2026-03-312026-04-27

TSYY GRANITESHARES ETF TR12.0K shares-30.72%2026-03-312026-04-27

DFAI

DIMENSIONAL ETF TRUST

4.48%

Shares759.6K

Event2026-03-31

Filed2026-04-27

DCOR

DIMENSIONAL ETF TRUST

10.94%

Shares382.4K

Event2026-03-31

Filed2026-04-27

BIV

VANGUARD BD INDEX FDS

35.97%

Shares331.8K

Event2026-03-31

Filed2026-04-27

DFSD

DIMENSIONAL ETF TRUST

-10.27%

Shares492.7K

Event2026-03-31

Filed2026-04-27

DFAT

DIMENSIONAL ETF TRUST

3.11%

Shares299.4K

Event2026-03-31

Filed2026-04-27

DFAE

DIMENSIONAL ETF TRUST

3.09%

Shares401.2K

Event2026-03-31

Filed2026-04-27

DFAW

DIMENSIONAL ETF TRUST

6.25%

Shares172.3K

Event2026-03-31

Filed2026-04-27

DISV

DIMENSIONAL ETF TRUST

1.60%

Shares291.4K

Event2026-03-31

Filed2026-04-27

AVLV

AMERICAN CENTY ETF TR

2.15%

Shares142.3K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

0.61%

Shares21.3K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

5.64%

Shares12.5K

Event2026-03-31

Filed2026-04-27

DFEM

DIMENSIONAL ETF TRUST

-5.00%

Shares71.2K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

8.29%

Shares6.7K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

-2.32%

Shares4.1K

Event2026-03-31

Filed2026-04-27

AVUS

AMERICAN CENTY ETF TR

0.01%

Shares13.4K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

3.02%

Shares4.8K

Event2026-03-31

Filed2026-04-27

DFSV

DIMENSIONAL ETF TRUST

11.19%

Shares40.2K

Event2026-03-31

Filed2026-04-27

MPC

MARATHON PETE CORP

-4.27%

Shares5.7K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

-2.96%

Shares10.3K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

9.46%

Shares4.9K

Event2026-03-31

Filed2026-04-27

IEMG

ISHARES INC

-2.92%

Shares16.4K

Event2026-03-31

Filed2026-04-27

EATON CORP PLC

-0.26%

Shares3.0K

Event2026-03-31

Filed2026-04-27

JCI

JOHNSON CONTROLS INTERNATION

-4.96%

Shares7.5K

Event2026-03-31

Filed2026-04-27

MSI

MOTOROLA SOLUTIONS INC

-0.71%

Shares2.2K

Event2026-03-31

Filed2026-04-27

CHUBB LTD SWITZ

-1.51%

Shares2.7K

Event2026-03-31

Filed2026-04-27

CME

CME GROUP INC

-1.26%

Shares3.0K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

0.99%

Shares2.7K

Event2026-03-31

Filed2026-04-27

VERIZON COMMUNICATIONS INC

2.33%

Shares15.8K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

0.51%

Shares1.6K

Event2026-03-31

Filed2026-04-27

NEE

NEXTERA ENERGY INC

0.16%

Shares8.0K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

31.76%

Shares4.0K

Event2026-03-31

Filed2026-04-27

DRI

DARDEN RESTAURANTS INC

0.23%

Shares3.5K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

3.51%

Shares3.1K

Event2026-03-31

Filed2026-04-27