Keyes, Stange & Wooten Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 25, 2025
Value $
$207M
Signature - Title
T. Gregory Reymann II - Chief Compliance Officer
Location
Daytona Beach, FL
Summary
This page shows a list of all the recent 13F filings made by Keyes, Stange & Wooten Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Keyes, Stange & Wooten Wealth Management, LLC reported 71 stock holdings with total value $207M as of Q3 2025. Top holdings included DFAI, DFSD, DCOR, BIV, and DFAT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 71 $207M +$6.18M -$3.31M +$2.87M DFAI, DFSD, DCOR, BIV, DFAT 13F-HR 11/25/2025, 12:56 PM
Q2 2025 72 $193M +$8.03M -$3.86M +$4.17M DFAI, DFSD, DCOR, BIV, DFAT 13F-HR 8/11/2025, 12:37 PM
Q1 2025 66 $176M +$11.3M -$4.36M +$6.99M DFSD, DFAI, DCOR, DFAT, BIV 13F-HR 5/5/2025, 12:23 PM
Q4 2024 70 $170M +$8.6M -$3.68M +$4.92M DFSD, DFAI, DCOR, DFAT, BIV 13F-HR 2/13/2025, 11:22 AM
Q3 2024 68 $169M +$21.8M -$4.61M +$17.2M DFAI, DFSD, DCOR, DFAT, BIV 13F-HR 11/12/2024, 12:02 PM
Q2 2024 67 $144M +$32.7M -$1.89M +$30.8M DFAI, DCOR, DFAT, DFSD, DFAW 13F-HR 7/23/2024, 06:45 PM
Q1 2024 63 $114M +$16.4M -$2.95M +$13.4M DFAI, DFAT, DFSD, AVLV, DFAE 13F-HR 5/8/2024, 11:52 AM
Q4 2023 57 $94.1M $0 $0 DFAI, DFAT, AVLV, DFAE, DISV 13F-HR 2/14/2024, 12:00 PM