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Causey Wealth

Latest statistics and disclosures from Causey Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VCIT, VYM, JPST, DFEM, ISCF, and represent 30.09% of Causey Wealth's stock portfolio.
Added to shares of these 10 stocks: VUG (+$5.1M), MGK, VCIT, JPST, REET, JMST, WDC, VOO, VYM, MU.
Started 6 new stock positions in SNDK, IVV, MU, WDC, AAUA, ASML.
Reduced shares in these 10 stocks: EDV, JAAA, NVDA, EFV, TBIL, NFLX, VOE, , IJJ, IWS.
Sold out of its positions in IEFA, JAAA, NFLX, TBIL.
Causey Wealth was a net buyer of stock by $9.5M.
Causey Wealth has $256M in assets under management (AUM), dropping by 8.61%.
Central Index Key (CIK): 0002132639

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Portfolio Holdings for Causey Wealth

Causey Wealth holds 83 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	7.3	$19M	+10%	227k	82.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	6.5	$17M	+2%	105k	158.03	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	6.5	$17M	+9%	327k	50.57	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.2	$13M		325k	40.64	View chart
Ishares Tr International Sl (ISCF)	4.6	$12M		275k	43.29	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	4.4	$11M		192k	58.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.3	$11M	+3%	16k	686.79	View chart
Ishares Tr Core Msci Intl (IDEV)	3.9	$9.9M		111k	89.01	View chart
Ishares Tr Global Reit Etf (REET)	3.5	$8.8M	+12%	320k	27.62	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	3.3	$8.6M		58k	147.73	View chart
Ishares Core Msci Emkt (IEMG)	3.3	$8.4M		102k	82.84	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	2.9	$7.5M		10.00	748850.00	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.9	$7.4M		137k	54.02	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	2.6	$6.7M		57k	117.50	View chart
Ishares Tr Eafe Value Etf (EFV)	2.4	$6.2M	-5%	81k	76.55	View chart
Vanguard Index Fds Growth Etf (VUG)	2.4	$6.0M	+514%	70k	86.14	View chart
Vanguard World Extended Dur (EDV)	2.3	$6.0M	-31%	92k	65.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.3	$5.9M	+3%	40k	148.31	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.8	$4.6M	-4%	23k	197.60	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.8	$4.6M	-2%	30k	154.29	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.7	$4.4M		67k	64.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$3.9M		13k	303.11	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.5	$3.8M		28k	136.68	View chart
Apple (AAPL)	1.5	$3.8M		13k	289.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$3.7M		7.4k	500.39	View chart
Exxon Mobil Corporation (XOM)	1.1	$2.9M		21k	136.72	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.0	$2.6M	+43%	51k	51.00	View chart
Vanguard World Mega Grwth Ind (MGK)	0.9	$2.4M	+385%	28k	87.91	View chart
NVIDIA Corporation (NVDA)	0.9	$2.4M	-14%	12k	200.09	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.9	$2.3M		7.6k	306.32	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$2.2M		24k	93.38	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.7	$1.8M	-3%	11k	163.45	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$1.8M		8.0k	217.93	View chart
Microsoft Corporation (MSFT)	0.7	$1.7M		4.5k	373.05	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.5	$1.2M	-9%	7.4k	164.60	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$1.1M		12k	96.43	View chart
Amazon (AMZN)	0.4	$1.1M		4.6k	238.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.0M		2.9k	353.39	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.4	$1.0M		18k	56.52	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.0M		17k	59.69	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$1.0M	-2%	8.1k	124.43	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$992k		12k	85.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$990k		14k	71.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$920k		2.5k	370.08	View chart
International Business Machines (IBM)	0.3	$814k		2.9k	281.19	View chart
Caterpillar (CAT)	0.3	$753k		707.00	1064.90	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$728k	-3%	8.4k	86.43	View chart
Broadcom (AVGO)	0.2	$628k		1.7k	377.75	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	0.2	$624k		16k	40.01	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$614k		1.7k	357.33	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$614k	+3%	7.8k	79.03	View chart
Applied Materials (AMAT)	0.2	$537k		743.00	722.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$519k		2.4k	219.43	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$480k		12k	41.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$478k		15k	31.71	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$462k		967.00	477.57	View chart
Meta Platforms Cl A (META)	0.2	$457k		811.00	563.29	View chart
Western Digital (WDC)	0.2	$452k	NEW	708.00	638.72	View chart
Amgen (AMGN)	0.2	$426k		1.2k	362.22	View chart
Tesla Motors (TSLA)	0.2	$420k		998.00	420.60	View chart
Bristol Myers Squibb (BMY)	0.2	$418k		7.3k	57.62	View chart
Mastercard Incorporated Cl A (MA)	0.2	$414k		806.00	513.60	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$397k		1.6k	242.39	View chart
Eli Lilly & Co. (LLY)	0.2	$387k		323.00	1199.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$386k		1.6k	236.56	View chart
Intuitive Surgical Com New (ISRG)	0.1	$376k		946.00	397.68	View chart
Micron Technology (MU)	0.1	$375k	NEW	325.00	1154.29	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$359k		3.7k	98.20	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$353k		6.5k	54.69	View chart
Visa Com Cl A (V)	0.1	$348k		1.0k	343.09	View chart
Stryker Corporation (SYK)	0.1	$344k		1.1k	314.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$320k		435.00	736.40	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$267k		6.6k	40.68	View chart
Ishares Msci World Etf (URTH)	0.1	$260k		1.3k	202.64	View chart
Sandisk Corp (SNDK)	0.1	$257k	NEW	113.00	2273.73	View chart
Johnson & Johnson (JNJ)	0.1	$248k		977.00	253.93	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$235k	NEW	118.00	1989.44	View chart
Vanguard World Energy Etf (VDE)	0.1	$219k	-30%	1.5k	150.10	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$215k	+4%	3.2k	66.61	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$213k		6.0k	35.22	View chart
Ea Series Trust Alpha Architect (AAUA)	0.1	$207k	NEW	3.6k	56.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$206k	NEW	275.00	748.89	View chart
Costco Wholesale Corporation (COST)	0.1	$202k	-6%	215.00	937.34	View chart

Past Filings by Causey Wealth

SEC 13F filings are viewable for Causey Wealth going back to 2025

Causey Wealth 2026 Q2 filed Aug. 11, 2026
Causey Wealth 2024 Q4 filed May 19, 2026
Causey Wealth 2025 Q1 filed May 19, 2026
Causey Wealth 2025 Q2 filed May 19, 2026
Causey Wealth 2025 Q3 filed May 19, 2026
Causey Wealth 2026 Q1 filed May 13, 2026
Causey Wealth 2025 Q4 amended filed May 12, 2026
Causey Wealth 2025 Q4 filed May 8, 2026

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