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CIK: 0002132639
Total reported value
$255.8M
$255.8M
64 檔
21.9%
During the Q2 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 Q2 2025, Causey Wealth LLC adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 2 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 | 6.73% | +0.04% | -0.36% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.91% | +0.14% | +10.08% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.48% | +0.02% | +120.74% | |
| 4 | ISCF | Ishares International Small | ETF-Other | 5.43% | -0.21% | -3.95% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.30% | +0.35% | -5.36% | |
| 6 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 4.27% | +0.02% | -6.17% | |
| 7 | EDV | Vanguard Extended Dur Treas | ETF-Other | 4.00% | -1.38% | -16.60% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.99% | -0.01% | +0.03% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.75% | -0.12% | — | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.44% | -0.35% | — | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.40% | +0.27% | -14.23% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.25% | +0.39% | +3.57% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.07% | -0.27% | -5.01% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.75% | -0.11% | -2.38% | |
| 15 | DFIV | Dimensional International Va | ETF-Other | 2.53% | -0.13% | +6.36% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.46% | -0.09% | -4.24% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 2.45% | +0.08% | -16.26% | |
| 18 | REET | Ishares Global Reit ETF | ETF-Other | 2.44% | +0.43% | +5.53% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 2.39% | +0.25% | -1.44% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.36% | +0.28% | +4.37% | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.30% | +0.18% | -5.26% | |
| 22 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.23% | -0.03% | -20.62% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.71% | +0.08% | -21.58% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.66% | -0.06% | — | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.23% | +0.08% | -2.10% | |
| 26 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.18% | +0.06% | — | |
| 27 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.17% | -0.03% | -4.24% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.07% | -10.55% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.05% | +1.72% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.83% | +0.01% | -3.71% | |
| 31 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.77% | — | — | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.39% | — | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.66% | -0.03% | -6.28% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.65% | — | -1.41% | |
| 35 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.65% | — | -6.06% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.54% | — | -0.24% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | -0.11% | -0.08% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.48% | — | -12.60% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | +0.02% | -0.38% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.44% | +0.01% | +0.01% | |
| 41 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.40% | +0.25% | +11.03% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.35% | +0.01% | +4.78% | |
| 43 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.34% | — | — | |
| 44 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.29% | — | -13.95% | |
| 45 | SLV | Ishares Silver Trust | ETF-Commodities | 0.29% | — | +158.54% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | +0.02% | +24.09% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.24% | -0.04% | +107.00% | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.22% | -0.02% | — | |
| 49 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.18% | -0.04% | — | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.18% | -0.01% | +2.06% |
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 Q2 2025.
During Q2 2025, Causey Wealth LLC's top holdings by market value included VYM (6.7%)、VCIT (5.9%)、JPST (5.5%). The largest single position, VYM, represented 6.7% 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, JPST) accounted for 21.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
VGSH
市值: $6.7M
Top Position Liquidated / Trimmed
VWOB
前期市值: $223.8K
In Q2 2025, Causey Wealth LLC made 44 total portfolio adjustments, initiating 1 new buys, adding to 15 positions, trimming 26 holdings, and fully liquidating 2 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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