Causey Wealth

Causey Wealth as of March 31, 2026

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