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CIK: 0002132639
Total reported value
$255.8M
$255.8M
66 檔
23.1%
The Q3 2025 SEC filing reveals that Causey Wealth LLC held a total portfolio value of $255.8M, covering 66 public equity positions.
Causey Wealth LLC executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 2 holdings and trimming 20 positions.
In terms of portfolio concentration, the top 5 core holdings (including VYM, VCIT, ISCF) accounted for 23.1% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.76% | +0.04% | +0.04% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.08% | +0.14% | +6.96% | |
| 3 | ISCF | Ishares International Small | ETF-Other | 5.47% | -0.21% | -0.01% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.30% | +0.35% | -2.60% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.22% | +0.02% | +0.35% | |
| 6 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 4.11% | +0.02% | -3.31% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.91% | -0.01% | -2.31% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.68% | -0.12% | — | |
| 9 | EDV | Vanguard Extended Dur Treas | ETF-Other | 3.68% | -1.38% | -4.83% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.51% | -0.35% | +7.48% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.46% | +0.39% | +3.98% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.28% | +0.27% | -7.47% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.01% | -0.27% | -3.34% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 2.69% | -0.13% | +3.69% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.64% | -0.11% | -4.98% | |
| 16 | REET | Ishares Global Reit ETF | ETF-Other | 2.63% | +0.43% | +9.89% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 2.50% | +0.25% | +0.62% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.44% | +0.28% | +0.11% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.39% | -0.09% | -3.27% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.39% | +0.18% | +4.04% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 2.22% | +0.08% | -11.10% | |
| 22 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.16% | -0.03% | -1.27% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.74% | +0.08% | -3.61% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.63% | -0.06% | — | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.20% | +0.06% | -2.18% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.20% | +0.07% | +0.02% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.19% | +0.08% | -1.50% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.09% | -0.03% | -1.39% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.05% | -2.18% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.80% | +0.01% | -2.97% | |
| 31 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.77% | — | +0.66% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.39% | — | |
| 33 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.61% | — | -4.77% | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.58% | -0.03% | -11.32% | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.58% | — | -8.22% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | -0.11% | — | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.53% | — | +0.69% | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.49% | -0.04% | +109.14% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.48% | — | -2.39% | |
| 40 | SLV | Ishares Silver Trust | ETF-Commodities | 0.45% | — | +27.01% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | +0.01% | -5.58% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | +0.02% | — | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.40% | +0.01% | +13.17% | |
| 44 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.35% | +0.25% | -7.28% | |
| 45 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.34% | — | — | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.29% | +0.02% | +10.47% | |
| 47 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.25% | — | -14.48% | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.20% | -0.02% | — | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.17% | -0.01% | -1.55% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.17% | +0.08% | — |
According to official SEC Form 13F filings, Causey Wealth LLC reported a total U.S. public equity portfolio value of $255.8M across 66 disclosed positions in Q3 2025.
During Q3 2025, Causey Wealth LLC's top holdings by market value included VYM (6.8%)、VCIT (6.1%)、ISCF (5.5%). The largest single position, VYM, represented 6.8% of total portfolio value.
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Top New Position Initiated
TSLA
市值: $278.0K
Top Position Liquidated / Trimmed
SLB
前期市值: $295.4K
In Q3 2025, Causey Wealth LLC made 43 total portfolio adjustments, initiating 4 new buys, adding to 17 positions, trimming 20 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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