Keyes, Stange & Wooten Wealth Management, LLC
SEC Form 13F institutional filer · CIK 0002011352
13F-HR · 52 reported holdings · 2026-03-31
Reported long-US-equity value
$0.04B
Top-10 concentration
49.7%
Keyes, Stange & Wooten Wealth Management, LLC — $42.5M AUM allocation strategy
Keyes, Stange & Wooten Wealth Management, LLC files SEC Form 13F and reports $42.5M of long US equity value across 52 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.5%, followed by Financials 10.6% and Industrials 4.8%.
The top 10 holdings account for 50% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Keyes, Stange & Wooten Wealth Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$42.5M
total across 52 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
50% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +955 sh · +$130K+$AAPL +669 sh · −$44.5K+$JPM +514 sh · −$22.7K
Biggest trims (shares)
−$GOOG −551 sh · −$203K−$IVV −493 sh · +$8.4K−$UNH −411 sh · −$193K
Exited to nil (held last quarter, gone now)
$MDT ($677K last qtr)$BA ($281K last qtr)$ORCL ($246K last qtr)$WFC ($220K last qtr)$PLTR ($218K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals7.5%—
- Semiconductors5.1%—
- Diversified Banks4.6%—
- Systems Software3.6%—
- Oil & Gas Refining & Marketing3.3%—
- Consumer Staples Merchandise Retail3.0%—
- Pharmaceuticals2.8%—
- Electrical Components & Equipment2.6%—
- Other holdings67.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 12.5K | $3.18M | +669 | 7.5% |
| $JPM | JP Morgan Chase & Co | 6.72K | $1.98M | +514 | 4.6% |
| $MSFT | Microsoft Corporation | 4.13K | $1.53M | -98 | 3.6% |
| $AVGO | Broadcom Inc | 4.81K | $1.49M | +141 | 3.5% |
| $MPC | Marathon Petroleum Corporation | 5.74K | $1.4M | -256 | 3.3% |
| $WMT | Walmart Inc | 10.3K | $1.28M | -315 | 3.0% |
| $JNJ | Johnson & Johnson | 4.92K | $1.2M | +425 | 2.8% |
| $ETN | Eaton Corporation PLC | 3.03K | $1.08M | -8 | 2.5% |
…and 44 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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