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CIK: 0002132639
Total reported value
$255.8M
$255.8M
64 檔
20.4%
During the Q1 2025 filing period, Causey Wealth LLC (CIK: 0002132639) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $255.8M across 64 reported positions.
In Q1 2025, Causey Wealth LLC adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.11% | +0.04% | -3.02% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.75% | +0.14% | +55.73% | |
| 3 | EDV | Vanguard Extended Dur Treas | ETF-Other | 5.51% | -1.38% | +65.02% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.43% | +0.35% | -17.79% | |
| 5 | ISCF | Ishares International Small | ETF-Other | 5.35% | -0.21% | +0.08% | |
| 6 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 4.79% | +0.02% | -10.43% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.46% | -0.12% | — | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.94% | -0.01% | +0.46% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.88% | +0.27% | -15.29% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.26% | -0.27% | -12.09% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.09% | +0.39% | +148.57% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.99% | -0.11% | -16.67% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.98% | +0.08% | -16.15% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.70% | +0.02% | +34.15% | |
| 15 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.67% | -0.03% | -11.39% | |
| 16 | REET | Ishares Global Reit ETF | ETF-Other | 2.47% | +0.43% | +15.65% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.41% | +0.18% | +11.27% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.40% | -0.09% | -19.84% | |
| 19 | DFIV | Dimensional International Va | ETF-Other | 2.38% | -0.13% | -1.97% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.36% | +0.28% | -19.18% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.32% | +0.08% | -16.54% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 2.23% | +0.25% | +7.63% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.98% | -0.06% | — | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.34% | +0.07% | -0.90% | |
| 25 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.22% | -0.03% | +2.61% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.18% | +0.08% | -1.31% | |
| 27 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.08% | +0.06% | +0.05% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.91% | +0.01% | -1.41% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.39% | +0.01% | |
| 30 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.82% | — | +0.34% | |
| 31 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.74% | — | -11.83% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.73% | -0.03% | -7.31% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.05% | +0.09% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.64% | — | -19.53% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.60% | — | +4.03% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | — | -24.13% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | +0.01% | — | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.41% | +0.02% | — | |
| 39 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.39% | +0.25% | — | |
| 40 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.37% | — | -44.15% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | -0.11% | — | |
| 42 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.33% | — | — | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.32% | +0.01% | +1.15% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | -0.01% | — | |
| 45 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.24% | -0.03% | — | |
| 46 | SYK | Stryker CORP | Stock-Healthcare | 0.23% | -0.02% | — | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.21% | -0.01% | — | |
| 48 | SLB | Slb LTD | Stock-Energy | 0.20% | — | — | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | +0.02% | +0.15% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.19% | -0.01% | +4.17% |
According to official SEC Form 13F filings, Causey Wealth LLC reported a total U.S. public equity portfolio value of $255.8M across 64 disclosed positions in Q1 2025.
During Q1 2025, Causey Wealth LLC's top holdings by market value included VYM (7.1%)、VCIT (5.8%)、EDV (5.5%). The largest single position, VYM, represented 7.1% 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, VCIT, EDV) accounted for 20.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-A
市值: $8.0M
Top Position Liquidated / Trimmed
IWM
前期市值: $415.6K
In Q1 2025, Causey Wealth LLC made 46 total portfolio adjustments, initiating 4 new buys, adding to 13 positions, trimming 21 holdings, and fully liquidating 8 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.
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