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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, ISCF, DFEM, and represent 29.73% of Causey Wealth's stock portfolio.
Added to shares of these 10 stocks: JPST, VGSH, VCIT, XOM, REET, EDV, JMST, IAUM, AAPL, DFIV.
Started 11 new stock positions in IGF, TSM, SCHD, DFAI, VIG, IAUM, QUAL, TBIL, QQQ, URTH. JAAA.
Reduced shares in these 10 stocks: VB, VOE, IJJ, DGS, IJR, IEMG, IJS, VSS, DON, DES.
Sold out of its positions in IVV, WFC.
Causey Wealth was a net buyer of stock by $15M.
Causey Wealth has $236M in assets under management (AUM), dropping by 6.99%.
Central Index Key (CIK): 0002132639

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Portfolio Holdings for Causey Wealth

Causey Wealth holds 81 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	7.2	$17M	+22%	205k	82.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	6.4	$15M		103k	148.10	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	6.4	$15M	+40%	299k	50.61	View chart
Ishares Tr International Sl (ISCF)	4.9	$11M		274k	41.79	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.8	$11M		327k	34.55	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	4.7	$11M	+38%	190k	58.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.9	$9.2M	+5%	16k	597.55	View chart
Ishares Tr Core Msci Intl (IDEV)	3.9	$9.1M		109k	83.57	View chart
Vanguard World Extended Dur (EDV)	3.7	$8.8M	+14%	135k	64.95	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	3.3	$7.8M	-10%	59k	132.50	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	3.0	$7.2M		10.00	718140.00	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.0	$7.1M	+7%	135k	52.78	View chart
Ishares Tr Global Reit Etf (REET)	3.0	$7.1M	+19%	283k	25.15	View chart
Ishares Core Msci Emkt (IEMG)	3.0	$7.1M	-5%	102k	69.75	View chart
Ishares Tr Eafe Value Etf (EFV)	2.7	$6.3M	-2%	85k	74.35	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	2.4	$5.7M	+4%	57k	100.62	View chart
Vanguard Index Fds Growth Etf (VUG)	2.1	$5.0M		11k	436.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$4.7M	-9%	38k	124.31	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.9	$4.5M	-18%	24k	184.28	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.9	$4.4M	-8%	30k	145.79	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.7	$4.1M	-14%	68k	60.10	View chart
Exxon Mobil Corporation (XOM)	1.5	$3.6M	+51%	21k	169.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$3.6M	+10%	7.4k	479.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$3.4M	-24%	13k	261.92	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.4	$3.4M	-10%	28k	118.45	View chart
Apple (AAPL)	1.4	$3.3M	+23%	13k	253.79	View chart
NVIDIA Corporation (NVDA)	1.0	$2.5M		14k	174.40	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$2.1M	-7%	24k	88.46	View chart
Vanguard World Mega Grwth Ind (MGK)	0.9	$2.1M		5.7k	367.44	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.8	$2.0M	-5%	7.6k	257.36	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$1.8M	+68%	36k	50.98	View chart
Microsoft Corporation (MSFT)	0.7	$1.7M	+5%	4.5k	370.19	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.7	$1.6M	+5%	11k	144.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$1.6M	-4%	8.1k	196.20	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.5	$1.2M	-4%	8.2k	145.74	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$1.0M		12k	88.70	View chart
Amazon (AMZN)	0.4	$949k	+19%	4.6k	208.27	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.4	$944k	-23%	18k	52.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$922k	-3%	17k	54.05	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$920k	-16%	8.3k	111.36	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$897k	+12%	12k	77.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$891k	+4%	14k	64.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$826k	+35%	2.9k	286.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$792k	+48%	2.5k	320.77	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$754k	-21%	8.7k	86.69	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.3	$729k	NEW	16k	46.70	View chart
International Business Machines (IBM)	0.3	$701k		2.9k	242.38	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$597k	+66%	7.5k	79.27	View chart
Broadcom (AVGO)	0.2	$514k	+22%	1.7k	309.51	View chart
Caterpillar (CAT)	0.2	$501k		707.00	708.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$494k		1.7k	287.49	View chart
Meta Platforms Cl A (META)	0.2	$464k	+29%	811.00	572.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$459k	NEW	15k	30.68	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$453k	NEW	2.4k	191.81	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$448k	NEW	12k	38.96	View chart
Intuitive Surgical Com New (ISRG)	0.2	$442k		958.00	460.99	View chart
Bristol Myers Squibb (BMY)	0.2	$440k		7.3k	60.65	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$423k	NEW	8.4k	50.37	View chart
Amgen (AMGN)	0.2	$414k		1.2k	351.95	View chart
Mastercard Incorporated Cl A (MA)	0.2	$403k	+18%	806.00	499.66	View chart
Tesla Motors (TSLA)	0.2	$371k		998.00	371.75	View chart
Vanguard World Energy Etf (VDE)	0.2	$363k	-15%	2.1k	173.04	View chart
Stryker Corporation (SYK)	0.2	$359k		1.1k	328.60	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$350k		1.6k	213.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$349k	NEW	1.6k	215.07	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$341k	+24%	3.6k	94.23	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$327k	NEW	967.00	337.95	View chart
Visa Com Cl A (V)	0.1	$306k	-8%	1.0k	302.24	View chart
Eli Lilly & Co. (LLY)	0.1	$297k	-2%	323.00	919.77	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$292k	-13%	6.4k	45.47	View chart
RBB F/m Us Treasury (TBIL)	0.1	$289k	NEW	5.8k	49.86	View chart
Applied Materials (AMAT)	0.1	$254k	-9%	743.00	341.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$251k	NEW	435.00	577.18	View chart
Netflix (NFLX)	0.1	$243k	-4%	2.5k	96.15	View chart
Johnson & Johnson (JNJ)	0.1	$239k	-4%	977.00	244.40	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$236k	-50%	6.6k	35.94	View chart
Ishares Msci World Etf (URTH)	0.1	$231k	NEW	1.3k	180.02	View chart
Costco Wholesale Corporation (COST)	0.1	$229k	-6%	229.00	998.31	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$226k		6.0k	37.44	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$207k	NEW	3.1k	66.99	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$202k	-12%	2.2k	90.51	View chart

Past Filings by Causey Wealth

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

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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