Causey Wealth

Causey Wealth as of Sept. 30, 2025

Portfolio Holdings for Causey Wealth

Causey Wealth holds 66 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 6.8 $14M 98k 140.95
Vanguard Scottsdale Fds Int-term Corp (VCIT) 6.1 $13M 148k 84.11
Ishares Tr International Sl (ISCF) 5.5 $11M 273k 41.13
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.3 $11M 338k 32.07
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.2 $11M 211k 50.73
Ishares Tr S&p Mc 400vl Etf (IJJ) 4.1 $8.4M 65k 129.72
Ishares Tr Core Msci Intl (IDEV) 3.9 $8.0M 100k 80.17
Berkshire Hathaway Inc Del Cl A (BRK.A) 3.7 $7.5M 10.00 754200.00
Vanguard World Extended Dur (EDV) 3.7 $7.5M 110k 68.45
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.5 $7.2M 122k 58.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.5 $7.1M 12k 612.37
Ishares Core Msci Emkt (IEMG) 3.3 $6.7M 102k 65.92
Ishares Tr Eafe Value Etf (EFV) 3.0 $6.2M 91k 67.83
Dimensional Etf Trust Internatnal Val (DFIV) 2.7 $5.5M 119k 46.12
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.6 $5.4M 31k 174.58
Ishares Tr Global Reit Etf (REET) 2.6 $5.4M 211k 25.56
Vanguard Index Fds Growth Etf (VUG) 2.5 $5.1M 11k 479.63
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $5.0M 42k 118.83
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.4 $4.9M 34k 142.55
Ishares Tr S&p Mc 400gr Etf (IJK) 2.4 $4.9M 51k 95.89
Vanguard Index Fds Small Cp Etf (VB) 2.2 $4.5M 18k 254.28
Wisdomtree Tr Emg Mkts Smcap (DGS) 2.2 $4.4M 77k 57.10
Ishares Tr Sp Smcp600vl Etf (IJS) 1.7 $3.6M 32k 110.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $3.3M 6.6k 502.74
Vanguard World Mega Grwth Ind (MGK) 1.2 $2.5M 6.1k 402.43
Apple (AAPL) 1.2 $2.5M 9.6k 254.63
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.2 $2.4M 8.3k 293.78
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.1 $2.2M 25k 89.57
Microsoft Corporation (MSFT) 0.8 $1.7M 3.2k 517.98
Vanguard Index Fds Value Etf (VTV) 0.8 $1.6M 8.8k 186.50
Vanguard World Mega Cap Val Etf (MGV) 0.8 $1.6M 12k 137.74
Exxon Mobil Corporation (XOM) 0.7 $1.5M 13k 112.75
Wisdomtree Tr Us Midcap Divid (DON) 0.6 $1.3M 24k 52.30
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $1.2M 8.6k 139.67
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $1.2M 10k 113.88
NVIDIA Corporation (NVDA) 0.5 $1.1M 6.0k 186.58
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.1M 12k 91.42
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $1.0M 11k 89.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $991k 18k 54.18
Ishares Silver Tr Ishares (SLV) 0.4 $922k 22k 42.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $846k 14k 59.92
International Business Machines (IBM) 0.4 $822k 2.9k 282.14
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $814k 11k 73.46
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $721k 14k 51.04
Rivian Automotive Com Cl A (RIVN) 0.3 $701k 48k 14.68
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $596k 1.8k 328.23
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $510k 15k 33.68
Stryker Corporation (SYK) 0.2 $402k 1.1k 369.67
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $339k 4.2k 79.92
Caterpillar (CAT) 0.2 $339k 711.00 477.15
Amgen (AMGN) 0.2 $333k 1.2k 282.28
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $332k 1.6k 203.59
Ishares Esg Awr Msci Em (ESGE) 0.2 $332k 7.6k 43.42
Vanguard World Energy Etf (VDE) 0.2 $328k 2.6k 125.85
Bristol Myers Squibb (BMY) 0.2 $309k 6.9k 45.10
Intuitive Surgical Com New (ISRG) 0.1 $292k 653.00 447.23
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $283k 3.3k 84.68
Tesla Motors (TSLA) 0.1 $278k 625.00 444.72
Alphabet Cap Stk Cl A (GOOGL) 0.1 $268k 1.1k 243.13
Alphabet Cap Stk Cl C (GOOG) 0.1 $259k 1.1k 243.57
Amazon (AMZN) 0.1 $259k 1.2k 219.57
Ishares Gold Tr Ishares New (IAU) 0.1 $255k 3.5k 72.77
Mastercard Incorporated Cl A (MA) 0.1 $241k 423.00 568.81
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $231k 6.0k 38.22
Ishares Tr Core Msci Eafe (IEFA) 0.1 $218k 2.5k 87.31
Rafael Hldgs Com Cl B (RFL) 0.0 $17k 13k 1.36