Causey Wealth

Causey Wealth as of June 30, 2026

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