Causey Wealth LLC — Q3 2025 13F Holdings

Name: Causey Wealth LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002132639

Total reported value

$235.6M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VYM	Vanguard High Dvd Yield ETF	ETF-Other	6.76%	+6.45%	NEW
2	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	6.08%	+7.20%	NEW
3	ISCF	Ishares International Small	ETF-Other	5.47%	+4.86%	NEW
4	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	5.30%	+4.80%	NEW
5	JPST	Jpmorgan Ultra-short Income	ETF-Other	5.22%	+6.43%	NEW
6	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	4.11%	+3.32%	NEW
7	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	3.91%	+3.87%	NEW
8	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	3.68%	—	—
9	EDV	Vanguard Extended Dur Treas	ETF-Other	3.68%	+3.73%	NEW
10	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	3.51%	+4.72%	NEW
11	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	3.46%	+3.92%	NEW
12	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	3.28%	+3.02%	NEW
13	EFV	Ishares Msci Eafe Value ETF	ETF-Other	3.01%	+2.69%	NEW
14	DFIV	Dimensional International Va	ETF-Other	2.69%	+3.03%	NEW
15	VOE	Vanguard Mid-cap Value ETF	ETF-Other	2.64%	+1.90%	NEW
16	REET	Ishares Global Reit ETF	ETF-Other	2.63%	+3.02%	NEW
17	VUG	Vanguard Growth ETF	ETF-Other	2.50%	+2.11%	NEW
18	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	2.44%	+2.01%	NEW
19	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	2.39%	+1.88%	NEW
20	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	2.39%	+2.43%	NEW
21	VB	Vanguard Small-cap ETF	ETF-Other	2.22%	+1.44%	NEW
22	DGS	Wisdomtree Em Small Cap	ETF-Small Cap	2.16%	+1.73%	NEW
23	IJS	Ishares S&p Small-cap 600 Va	ETF-Other	1.74%	+1.42%	NEW
24	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.63%	—	—
25	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	1.20%	+0.89%	NEW
26	AAPL	Apple INC	Stock-Tech	1.20%	—	+0.02%
27	VOT	Vanguard Mid-cap Growth ETF	ETF-Other	1.19%	+0.83%	NEW
28	VIGI	Vanguard Int Div App Indx Fd	ETF-Other	1.09%	+0.89%	NEW
29	MSFT	Microsoft CORP	Stock-Tech	0.82%	+0.71%	NEW
30	VTV	Vanguard Value ETF	ETF-Other	0.80%	+0.67%	NEW
31	MGV	Vanguard Mega Cap Value ETF	ETF-Other	0.77%	+0.70%	NEW
32	XOM	Exxon Mobil CORP	Stock-Energy	0.74%	+1.54%	NEW
33	DON	Wisdomtree US Midcap Dividen	ETF-Other	0.61%	+0.40%	NEW
34	IWS	Ishares Russell Mid-cap Valu	ETF-Other	0.58%	+0.50%	NEW
35	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	0.58%	+0.39%	NEW
36	NVDA	Nvidia CORP	Stock-Tech	0.55%	+1.05%	NEW
37	VNQ	Vanguard Real Estate ETF	ETF-Other	0.53%	+0.44%	NEW
38	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	0.49%	+0.32%	NEW
39	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.48%	+0.39%	NEW
40	SLV	Ishares Silver Trust	ETF-Commodities	0.45%	—	+27.01%
41	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.41%	+0.38%	NEW
42	IBM	Intl Business Machines CORP	Stock-Tech	0.40%	+0.30%	NEW
43	VXUS	Vanguard Total Intl Stock	ETF-Other	0.40%	+0.38%	NEW
44	JMST	JPM Ultra-short Muni Income	ETF-Other	0.35%	+0.77%	NEW
45	RIVN	Rivian Automotive Inc-a	Stock-Consumer Disc	0.34%	—	—
46	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.29%	+0.34%	NEW
47	DES	Wisdomtree US Smallcap Divid	ETF-Other	0.25%	—	-14.48%
48	SYK	Stryker CORP	Stock-Healthcare	0.20%	—	—
49	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	0.17%	+0.25%	NEW
50	CAT	Caterpillar INC	Stock-Industrials	0.17%	+0.21%	NEW

1–50 of 66

Holding changes this quarter

Position changes disclosed by Causey Wealth LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	TLT	Ishares 20+ Year Treasury Bd	+0.3%	+109.14%	Add
2	VOO	Vanguard S&p 500 ETF	+0.2%	+3.98%	Add
3	REET	Ishares Global Reit ETF	+0.2%	+9.89%	Add
4	AAPL	Apple INC	+0.2%	+0.02%	Add
5	VCIT	Vanguard Int-term Corporate	+0.2%	+6.96%	Add
6	SLV	Ishares Silver Trust	+0.2%	+27.01%	Add
7	DFIV	Dimensional International Va	+0.2%	+3.69%	Add
8	VUG	Vanguard Growth ETF	+0.1%	+0.62%	Add
9	IJK	Ishares S&p Mid-cap 400 Grow	+0.1%	+4.04%	Add
10	IJR	Ishares Core S&p Small-cap E	+0.1%	+0.11%	Add
11	VGSH	Vanguard Short-term Treasury	+0.1%	+7.48%	Add
12	NVDA	Nvidia CORP	+0.1%	—	Unchanged
13	VXUS	Vanguard Total Intl Stock	+0.1%	+13.17%	Add
14	ISCF	Ishares International Small	0%	-0.01%	Trim
15	VYM	Vanguard High Dvd Yield ETF	0%	+0.04%	Add
16	IJS	Ishares S&p Small-cap 600 Va	0%	-3.61%	Trim
17	VTI	Vanguard Total Stock Mkt ETF	0%	+10.47%	Add
18	CAT	Caterpillar INC	0%	—	Unchanged
19	MGK	Vanguard Mega Cap Growth ETF	0%	-2.18%	Trim
20	VYMI	Vanguard Int High Dvd Yld In	0%	+12.67%	Add
21	DFEM	Dimensional Emrg Mrkt Core	—	-2.60%	Trim
22	MGV	Vanguard Mega Cap Value ETF	—	+0.66%	Add
23	XOM	Exxon Mobil CORP	—	—	Unchanged
24	VWO	Vanguard Ftse Emerging Marke	—	-2.39%	Trim
25	RIVN	Rivian Automotive Inc-a	—	—	Unchanged
26	BRK-B	Berkshire Hathaway Inc-cl B	0%	—	Unchanged
27	ISRG	Intuitive Surgical INC	0%	—	Unchanged
28	DES	Wisdomtree US Smallcap Divid	0%	-14.48%	Trim
29	VOT	Vanguard Mid-cap Growth ETF	0%	-1.50%	Trim
30	JMST	JPM Ultra-short Muni Income	-0.1%	-7.28%	Trim
31	EFV	Ishares Msci Eafe Value ETF	-0.1%	-3.34%	Trim
32	BRK-A	Berkshire Hathaway Inc-cl A	-0.1%	—	Unchanged
33	VSS	Vanguard Ftse All Wo X-us Sc	-0.1%	-3.27%	Trim
34	DGS	Wisdomtree Em Small Cap	-0.1%	-1.27%	Trim
35	EFG	Ishares Msci Eafe Growth ETF	-0.1%	-8.22%	Trim
36	IDEV	Ishares Core Msci Dev Mkts	-0.1%	-2.31%	Trim
37	IWS	Ishares Russell Mid-cap Valu	-0.1%	-11.32%	Trim
38	VIGI	Vanguard Int Div App Indx Fd	-0.1%	-1.39%	Trim
39	VOE	Vanguard Mid-cap Value ETF	-0.1%	-4.98%	Trim
40	IEMG	Ishares Core Msci Emerging	-0.1%	-7.47%	Trim
41	IJJ	Ishares S&p Mid-cap 400 Valu	-0.2%	-3.31%	Trim
42	VB	Vanguard Small-cap ETF	-0.2%	-11.10%	Trim
43	JPST	Jpmorgan Ultra-short Income	-0.3%	+0.35%	Add
44	EDV	Vanguard Extended Dur Treas	-0.3%	-4.83%	Trim
45	SLB	Slb LTD	—	EXIT	Sold out
46	TSLA	Tesla INC	—	NEW	New buy
47	GOOGL	Alphabet Inc-cl A	—	NEW	New buy
48	GOOG	Alphabet Inc-cl C	—	NEW	New buy
49	IAU	Ishares Gold Trust	—	NEW	New buy
50	KHC	Kraft Heinz Co/the	—	EXIT	Sold out