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Portfolio (Quarterly) Guide ↗

Keyes, Stange & Wooten Wealth Management, LLC

· CIK 0002011352
13F Portfolio $251M AUM 74 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 74 New
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,143.0 $628K 0.25% NEW $293.18 +2.8%
42 VXUS VANGUARD STAR FDS 6,998.0 $598K 0.24% NEW $85.49 +3.4%
43 NVDA NVIDIA CORPORATION Technology 2,884.0 $577K 0.23% NEW $200.10 +15.1%
44 GLW CORNING INC Technology 2,083.0 $532K 0.21% NEW $255.49 -39.6%
45 BRO BROWN & BROWN INC Financial Services 8,273.0 $531K 0.21% NEW $64.15 +11.3%
46 MU MICRON TECHNOLOGY INC Technology 443.0 $512K 0.20% NEW $1155.20 -12.0%
47 GEV GE VERNOVA INC Utilities 433.0 $508K 0.20% NEW $1173.71 -19.7%
48 GOOG ALPHABET INC 1,432.0 $506K 0.20% NEW $353.31
49 DIS DISNEY WALT CO Communication Services 5,251.0 $505K 0.20% NEW $96.25 +9.4%
50 SCI SERVICE CORP INTL Consumer Cyclical 6,597.0 $501K 0.20% NEW $75.96 +8.2%
51 V VISA INC Financial Services 1,383.0 $474K 0.19% NEW $343.09 +9.3%
52 VEA VANGUARD TAX-MANAGED FDS 6,334.0 $451K 0.18% NEW $71.25 +3.5%
53 EQIX EQUINIX INC Real Estate 414.0 $432K 0.17% NEW $1042.39 -0.6%
54 BKLC BNY MELLON ETF TRUST 2,957.0 $424K 0.17% NEW $47.80 +3.0%
55 UNH UNITEDHEALTH GROUP INC Healthcare 991.0 $412K 0.16% NEW $415.63 -4.4%
56 GOOGL ALPHABET INC Communication Services 1,109.0 $396K 0.16% NEW $357.33 -5.3%
57 KO COCA COLA CO Consumer Defensive 4,293.0 $349K 0.14% NEW $81.26 +8.4%
58 ZTS ZOETIS INC Healthcare 4,115.0 $296K 0.12% NEW $71.86 +5.5%
59 RVT ROYCE SMALL CAP TRUST INC Financial Services 15,695.0 $290K 0.12% NEW $18.47 -0.0%
60 TT TRANE TECHNOLOGIES PLC Industrials 589.0 $289K 0.12% NEW $491.16 -8.8%
Page 3 of 4  ·  74 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.9%
Financial Services 17.0%
Industrials 12.4%
Healthcare 9.1%
Consumer Cyclical 9.0%
Communication Services 6.0%
Consumer Defensive 4.6%
Energy 4.1%
Utilities 3.3%
Real Estate 2.9%