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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 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPY STATE STR SPDR S&P 500 ETF T Financial Services 366.0 $273K 0.11% NEW $746.77 +3.1%
62 PWR QUANTA SVCS INC Industrials 373.0 $269K 0.11% NEW $720.04 -13.3%
63 ALL ALLSTATE CORP Financial Services 1,127.0 $268K 0.11% NEW $237.94 +9.1%
64 AMAT APPLIED MATLS INC Technology 357.0 $258K 0.10% NEW $723.00 -37.1%
65 LMT LOCKHEED MARTIN CORP Industrials 504.0 $257K 0.10% NEW $509.46 +3.1%
66 TSLA TESLA INC Consumer Cyclical 610.0 $257K 0.10% NEW $420.60 -15.8%
67 PEP PEPSICO INC Consumer Defensive 1,879.0 $254K 0.10% NEW $135.40 +1.6%
68 ENTERGY CORP NEW 2,144.0 $246K 0.10% NEW $114.86
69 TJX TJX COS INC NEW Consumer Cyclical 1,562.0 $237K 0.09% NEW $151.50 -12.8%
70 GLD SPDR GOLD TR Financial Services 613.0 $226K 0.09% NEW $368.38 +10.4%
71 SBCF SEACOAST BKG CORP FLA Financial Services 6,628.0 $220K 0.09% NEW $33.25 +4.1%
72 FIS FIDELITY NATL INFORMATION SV Technology 5,256.0 $204K 0.08% NEW $38.88 +7.8%
73 FANG DIAMONDBACK ENERGY INC Energy 1,161.0 $204K 0.08% NEW $175.78 +13.3%
74 JFR NUVEEN FLOATING RATE INCOME Financial Services 17,321.0 $133K 0.05% NEW $7.67 -0.5%
Page 4 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%