Keyes, Stange & Wooten Wealth Management, LLC logo

Keyes, Stange & Wooten Wealth Management, LLC

RIA/Wealth

Keyes, Stange & Wooten Wealth Management, LLC is a RIA/Wealth based in Hendersonville, TN led by Ii Thomas Reymann, reporting $350.1M in AUM as of Q3 2025 with 83% ETF concentration and 79% concentrated in top 10 holdings.

CCOIi Thomas Reymann
Portfolio Value
$206.6M
Positions
71
Top Holding
DFAI at 13%
Last Reported
Q3 2025
Address181 East Main St. Suite #7, Hendersonville, TN, 37075, United States

Top Holdings

Largest long holdings in Keyes, Stange & Wooten Wealth Management, LLC's portfolio (79.3% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$26.9M
13.00%
+$493.5K
Bought
739.0K shares
ETF
ETF
$25.2M
12.20%
+$982.9K
Bought
523.1K shares
ETF
ETF
$24.4M
11.82%
+$1.2M
Bought
339.3K shares
ETF
ETF
$18.2M
8.83%
+$988.8K
Bought
233.6K shares
ETF
ETF
$16.9M
8.18%
+$255.4K
Bought
290.4K shares
ETF
ETF
$12.5M
6.07%
+$205.1K
Bought
397.5K shares
ETF
ETF
$11.6M
5.61%
+$149.0K
Bought
161.3K shares
ETF
ETF
$10.4M
5.04%
+$93.6K
Bought
292.0K shares
ETF
ETF
$10.2M
4.93%
+$111.1K
Bought
140.9K shares
ETF
ETF
$7.4M
3.57%
-$101.1K
Sold
22.4K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Keyes, Stange & Wooten Wealth Management, LLC's latest filing

See all changes
Market Value
$206.6M
Prior: $192.6M
Q/Q Change
+7.25%
+$14.0M
Net Flows % of MV
+1.04%
Turnover Ratio
2.18%
New Purchases
4 stocks
$645.7K
Added To
14 stocks
+$4.6M
Sold Out Of
8 stocks
$1.9M
Reduced Holdings
39 stocks
-$1.2M

Increased Positions

PositionShares Δ
1
Shopify logo
New
New
New
New
+13.8%

Decreased Positions

PositionShares Δ
Sold
2
Comcast logo
Comcast
CMCSA
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Keyes, Stange & Wooten Wealth Management, LLC

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Sector Allocation

ETF: 83.00%ETFTechnology: 4.60%Financial Services: 3.10%Industrials: 2.00%Consumer Cyclical: 1.70%Healthcare: 1.40%Communication Services: 1.30%Consumer Defensive: 0.80%Utilities: 0.60%Energy: 0.60%Basic Materials: 0.30%Real Estate: 0.30%
ETF
83.00%
Technology
4.60%
Financial Services
3.10%
Industrials
2.00%
Consumer Cyclical
1.70%
Healthcare
1.40%
Communication Services
1.30%
Consumer Defensive
0.80%
Utilities
0.60%
Energy
0.60%
Basic Materials
0.30%
Real Estate
0.30%

Market Cap Distribution

Mega Cap (> $200B): 8.85%Mega Cap (> $200B)Large Cap ($10B - $200B): 7.81%Mid Cap ($2B - $10B): 0.10%Micro Cap ($50M - $300M): 0.01%N/A (ETF or Unknown): 83.23%N/A (ETF or Unknown)
Mega Cap (> $200B)
8.85%
Large Cap ($10B - $200B)
7.81%
Mid Cap ($2B - $10B)
0.10%
Micro Cap ($50M - $300M)
0.01%
N/A (ETF or Unknown)
83.23%

Portfolio Concentration

Top 10 Holdings %
79.25%
Top 20 Holdings %
87.81%
Top 50 Holdings %
97.56%
Top 100 Holdings %
100.0%

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