Keyes, Stange & Wooten Wealth Management, LLC has filed a Form 13F-HR reporting its equity holdings as of the close of business on September 30, 2026. The filing, submitted by Chief Compliance Officer T. Gregory Reymann II, details the firm's portfolio of 71 separate securities.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which account for the majority of the reported shares. Notable equity positions include Apple Inc., with 12,478 shares, and JPMorgan Chase & Co., with 6,776 shares. The firm also holds significant stakes in Broadcom Inc. (4,082 shares) and Microsoft Corporation (4,057 shares).
Among individual company holdings, Keyes, Stange & Wooten reported positions in Berkshire Hathaway Inc. Class B (1,591 shares), Coca-Cola Co. (4,320 shares), and Home Depot Inc. (2,199 shares). The filing lists the voting rights for these positions as Sole voting rights held by the firm.
