13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002132639
Total reported value
$255.8M
$255.8M
68 檔
20.2%
According to the latest 13F quarterly dataset, Causey Wealth LLC managed an equity portfolio of $255.8M at the end of Q4 2024, spanning 68 distinct U.S. exchange-listed positions.
During Q4 2024, Causey Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.56% | +0.04% | — | |
| 2 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.81% | +0.35% | — | |
| 3 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 5.82% | +0.02% | — | |
| 4 | ISCF | Ishares International Small | ETF-Other | 5.33% | -0.21% | — | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.61% | +0.27% | — | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 4.01% | +0.08% | — | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.82% | -0.01% | — | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.78% | +0.14% | — | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.77% | -0.11% | — | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.44% | -0.27% | — | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.35% | +0.28% | — | |
| 12 | EDV | Vanguard Extended Dur Treas | ETF-Other | 3.32% | -1.38% | — | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 3.23% | +0.08% | — | |
| 14 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 3.18% | -0.03% | — | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.09% | -0.09% | — | |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.47% | +0.18% | — | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 2.39% | +0.25% | — | |
| 18 | DFIV | Dimensional International Va | ETF-Other | 2.28% | -0.13% | — | |
| 19 | REET | Ishares Global Reit ETF | ETF-Other | 2.20% | +0.43% | — | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.08% | +0.02% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.76% | -0.06% | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.59% | +0.07% | — | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | +0.39% | — | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.29% | +0.08% | — | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.25% | +0.06% | — | |
| 26 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.20% | -0.03% | — | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.94% | +0.01% | — | |
| 28 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.90% | — | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.39% | — | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.84% | -0.03% | — | |
| 31 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.83% | — | — | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.80% | — | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.05% | — | |
| 34 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.74% | — | — | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.73% | — | — | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.59% | — | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | -0.11% | — | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | +0.01% | — | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | +0.02% | — | |
| 40 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.37% | — | — | |
| 41 | VDE | Vanguard Energy ETF | ETF-Other | 0.36% | -0.06% | — | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.32% | +0.01% | — | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | -0.01% | — | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.24% | — | — | |
| 45 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.23% | -0.03% | — | |
| 46 | SYK | Stryker CORP | Stock-Healthcare | 0.23% | -0.02% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | +0.02% | — | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.22% | — | — | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.20% | +0.01% | — | |
| 50 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.20% | -0.04% | — |
According to official SEC Form 13F filings, Causey Wealth LLC reported a total U.S. public equity portfolio value of $255.8M across 68 disclosed positions in Q4 2024.
During Q4 2024, Causey Wealth LLC's top holdings by market value included VYM (7.6%)、DFEM (6.8%)、IJJ (5.8%). The largest single position, VYM, represented 7.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VYM, DFEM, IJJ) accounted for 20.2% of total reported equity market value during Q4 2024.
In Q4 2024, Causey Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.