Causey Wealth

Causey Wealth as of Dec. 31, 2025

Portfolio Holdings for Causey Wealth

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 7.1 $15M 101k 143.52
Vanguard Scottsdale Fds Int-term Corp (VCIT) 6.9 $14M 168k 83.75
Ishares Tr International Sl (ISCF) 5.6 $12M 279k 41.48
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.3 $11M 331k 33.08
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.3 $11M 214k 50.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.5 $9.2M 15k 627.11
Ishares Tr Core Msci Intl (IDEV) 4.4 $9.1M 110k 82.48
Ishares Tr S&p Mc 400vl Etf (IJJ) 4.2 $8.7M 66k 131.59
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.9 $8.1M 137k 58.73
Vanguard World Extended Dur (EDV) 3.7 $7.6M 118k 65.01
Ishares Core Msci Emkt (IEMG) 3.6 $7.3M 108k 67.22
Dimensional Etf Trust Internatnal Val (DFIV) 3.1 $6.3M 126k 49.90
Ishares Tr Eafe Value Etf (EFV) 3.1 $6.3M 88k 71.41
Ishares Tr Global Reit Etf (REET) 2.9 $5.9M 238k 24.95
Vanguard Index Fds Growth Etf (VUG) 2.7 $5.6M 12k 487.87
Ishares Tr S&p Mc 400gr Etf (IJK) 2.6 $5.3M 54k 96.88
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.6 $5.3M 30k 177.37
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $5.1M 42k 120.18
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.3 $4.7M 33k 143.33
Wisdomtree Tr Emg Mkts Smcap (DGS) 2.2 $4.6M 80k 57.24
Vanguard Index Fds Small Cp Etf (VB) 2.2 $4.4M 17k 257.95
Ishares Tr Sp Smcp600vl Etf (IJS) 1.8 $3.6M 32k 113.72
NVIDIA Corporation (NVDA) 1.3 $2.7M 14k 186.50
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.1 $2.3M 26k 91.45
Vanguard World Mega Grwth Ind (MGK) 1.1 $2.3M 5.6k 412.78
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.1 $2.2M 8.1k 279.12
Microsoft Corporation (MSFT) 1.0 $2.1M 4.3k 483.66
Exxon Mobil Corporation (XOM) 0.8 $1.7M 14k 120.34
Vanguard Index Fds Value Etf (VTV) 0.8 $1.6M 8.4k 190.98
Vanguard World Mega Cap Val Etf (MGV) 0.7 $1.5M 11k 141.16
Wisdomtree Tr Us Midcap Divid (DON) 0.6 $1.2M 24k 51.60
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $1.2M 8.6k 141.05
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $1.1M 9.9k 113.92
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $1.1M 21k 50.94
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.0M 12k 88.49
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $967k 11k 87.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $953k 18k 53.76
International Business Machines (IBM) 0.4 $863k 2.9k 296.19
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $830k 13k 62.47
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $779k 10k 75.44
Alphabet Cap Stk Cl C (GOOG) 0.3 $669k 2.1k 313.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $557k 1.7k 335.25
Alphabet Cap Stk Cl A (GOOGL) 0.3 $549k 1.8k 313.07
Intuitive Surgical Com New (ISRG) 0.3 $545k 963.00 566.36
Broadcom (AVGO) 0.2 $471k 1.4k 346.10
Tesla Motors (TSLA) 0.2 $446k 992.00 449.72
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $443k 13k 33.45
Meta Platforms Cl A (META) 0.2 $415k 628.00 660.09
Caterpillar (CAT) 0.2 $413k 720.00 572.87
Bristol Myers Squibb (BMY) 0.2 $392k 7.3k 53.94
Visa Com Cl A (V) 0.2 $388k 1.1k 350.71
Mastercard Incorporated Cl A (MA) 0.2 $388k 679.00 570.88
Stryker Corporation (SYK) 0.2 $383k 1.1k 351.62
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $360k 4.5k 79.73
Eli Lilly & Co. (LLY) 0.2 $357k 332.00 1074.68
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $344k 1.6k 210.31
Ishares Esg Awr Msci Em (ESGE) 0.2 $328k 7.4k 44.17
Vanguard World Energy Etf (VDE) 0.2 $313k 2.5k 125.91
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $262k 2.9k 89.99
Netflix (NFLX) 0.1 $249k 2.7k 93.76
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $232k 6.0k 38.48
Ishares Tr Core Msci Eafe (IEFA) 0.1 $227k 2.5k 89.47
Wells Fargo & Company (WFC) 0.1 $221k 2.4k 93.20
Ishares Tr Core S&p500 Etf (IVV) 0.1 $219k 319.00 684.94
Johnson & Johnson (JNJ) 0.1 $211k 1.0k 206.92
Costco Wholesale Corporation (COST) 0.1 $211k 244.00 863.86