Keyes, Stange & Wooten Wealth Management, LLC
All 13F Filings
- Location
- Daytona Beach, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 250,635
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 74 | 250,635 | 13F-HR | Keyes, Stange & Wooten Wealth Management, LLC |
| Q1 2026 | 4/27/2026 | 71 | 224,057 | 13F-HR | Keyes, Stange & Wooten Wealth Management, LLC |
| Q4 2025 | 2/10/2026 | 73 | 211,009 | 13F-HR | Keyes, Stange & Wooten Wealth Management, LLC |
| Q3 2025 | 11/25/2025 | 71 | 206,573 | 13F-HR | Keyes, Stange & Wooten Wealth Management, LLC |
| Q2 2025 | 8/11/2025 | 72 | 192,606 | 13F-HR | Keyes, Stange & Wooten Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.14 K | 15.2% | 3.537 K | 0 | 3.537 K |
| ETFs | 212.5 K | 84.8% | 23.04 K | 0 | 23.04 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
250,635
Holdings
74
QoQ value change ($000)
26,578
(11.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.