Causey Wealth LLC — Q4 2025 13F Holdings

Name: Causey Wealth LLC — 13F Holdings, Q4 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	7.07%	+6.45%	NEW
2	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	6.86%	+7.20%	NEW
3	ISCF	Ishares International Small	ETF-Other	5.65%	+4.86%	NEW
4	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	5.34%	+4.80%	NEW
5	JPST	Jpmorgan Ultra-short Income	ETF-Other	5.27%	+6.43%	NEW
6	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	4.48%	+3.92%	NEW
7	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	4.43%	+3.87%	NEW
8	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	4.25%	+3.32%	NEW
9	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	3.93%	+4.72%	NEW
10	EDV	Vanguard Extended Dur Treas	ETF-Other	3.73%	+3.73%	NEW
11	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	3.55%	+3.02%	NEW
12	DFIV	Dimensional International Va	ETF-Other	3.06%	+3.03%	NEW
13	EFV	Ishares Msci Eafe Value ETF	ETF-Other	3.05%	+2.69%	NEW
14	REET	Ishares Global Reit ETF	ETF-Other	2.90%	+3.02%	NEW
15	VUG	Vanguard Growth ETF	ETF-Other	2.75%	+2.11%	NEW
16	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	2.57%	+2.43%	NEW
17	VOE	Vanguard Mid-cap Value ETF	ETF-Other	2.57%	+1.90%	NEW
18	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	2.47%	+2.01%	NEW
19	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	2.31%	+1.88%	NEW
20	DGS	Wisdomtree Em Small Cap	ETF-Small Cap	2.22%	+1.73%	NEW
21	VB	Vanguard Small-cap ETF	ETF-Other	2.17%	+1.44%	NEW
22	IJS	Ishares S&p Small-cap 600 Va	ETF-Other	1.76%	+1.42%	NEW
23	NVDA	Nvidia CORP	Stock-Tech	1.30%	+1.05%	NEW
24	VIGI	Vanguard Int Div App Indx Fd	ETF-Other	1.14%	+0.89%	NEW
25	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	1.12%	+0.89%	NEW
26	VOT	Vanguard Mid-cap Growth ETF	ETF-Other	1.10%	+0.83%	NEW
27	MSFT	Microsoft CORP	Stock-Tech	1.01%	+0.71%	NEW
28	XOM	Exxon Mobil CORP	Stock-Energy	0.83%	+1.54%	NEW
29	VTV	Vanguard Value ETF	ETF-Other	0.79%	+0.67%	NEW
30	MGV	Vanguard Mega Cap Value ETF	ETF-Other	0.74%	+0.70%	NEW
31	DON	Wisdomtree US Midcap Dividen	ETF-Other	0.59%	+0.40%	NEW
32	IWS	Ishares Russell Mid-cap Valu	ETF-Other	0.59%	+0.50%	NEW
33	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	0.55%	+0.39%	NEW
34	JMST	JPM Ultra-short Muni Income	ETF-Other	0.52%	+0.77%	NEW
35	VNQ	Vanguard Real Estate ETF	ETF-Other	0.50%	+0.44%	NEW
36	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	0.47%	+0.32%	NEW
37	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.47%	+0.39%	NEW
38	IBM	Intl Business Machines CORP	Stock-Tech	0.42%	+0.30%	NEW
39	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.41%	+0.38%	NEW
40	VXUS	Vanguard Total Intl Stock	ETF-Other	0.38%	+0.38%	NEW
41	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.33%	+0.35%	NEW
42	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.27%	+0.34%	NEW
43	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.27%	+0.21%	NEW
44	ISRG	Intuitive Surgical INC	Stock-Healthcare	0.27%	—	+47.47%
45	AVGO	Broadcom INC	Stock-Tech	0.23%	+0.22%	NEW
46	TSLA	Tesla INC	Stock-Consumer Disc	0.22%	—	+58.72%
47	DES	Wisdomtree US Smallcap Divid	ETF-Other	0.22%	—	-12.70%
48	META	Meta Platforms Inc-class A	Stock-Comm Services	0.20%	+0.20%	NEW
49	CAT	Caterpillar INC	Stock-Industrials	0.20%	+0.21%	NEW
50	BMY	Bristol-myers Squibb Co	Stock-Healthcare	0.19%	—	+5.94%

1–50 of 66

Holding changes this quarter

Position changes disclosed by Causey Wealth LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VOO	Vanguard S&p 500 ETF	+1%	+26.42%	Add
2	VCIT	Vanguard Int-term Corporate	+0.8%	+13.28%	Add
3	NVDA	Nvidia CORP	+0.8%	+138.01%	Add
4	IDEV	Ishares Core Msci Dev Mkts	+0.5%	+10.11%	Add
5	VGSH	Vanguard Short-term Treasury	+0.4%	+12.17%	Add
6	DFIV	Dimensional International Va	+0.4%	+5.08%	Add
7	VYM	Vanguard High Dvd Yield ETF	+0.3%	+2.70%	Add
8	IEMG	Ishares Core Msci Emerging	+0.3%	+6.28%	Add
9	REET	Ishares Global Reit ETF	+0.3%	+12.73%	Add
10	VUG	Vanguard Growth ETF	+0.3%	+8.06%	Add
11	AVGO	Broadcom INC	+0.2%	NEW	New buy
12	META	Meta Platforms Inc-class A	+0.2%	NEW	New buy
13	GOOG	Alphabet Inc-cl C	+0.2%	+100.28%	Add
14	MSFT	Microsoft CORP	+0.2%	+32.86%	Add
15	V	Visa Inc-class A Shares	+0.2%	NEW	New buy
16	IJK	Ishares S&p Mid-cap 400 Grow	+0.2%	+6.58%	Add
17	ISCF	Ishares International Small	+0.2%	+2.31%	Add
18	LLY	Eli Lilly & Co	+0.2%	NEW	New buy
19	JMST	JPM Ultra-short Muni Income	+0.2%	+49.49%	Add
20	GOOGL	Alphabet Inc-cl A	+0.1%	+58.88%	Add
21	IJJ	Ishares S&p Mid-cap 400 Valu	+0.1%	+1.82%	Add
22	ISRG	Intuitive Surgical INC	+0.1%	+47.47%	Add
23	NFLX	Netflix INC	+0.1%	NEW	New buy
24	WFC	Wells Fargo & Co	+0.1%	NEW	New buy
25	IVV	Ishares Core S&p 500 ETF	+0.1%	NEW	New buy
26	JNJ	Johnson & Johnson	+0.1%	NEW	New buy
27	COST	Costco Wholesale CORP	+0.1%	NEW	New buy
28	XOM	Exxon Mobil CORP	+0.1%	+5.29%	Add
29	TSLA	Tesla INC	+0.1%	+58.72%	Add
30	MA	Mastercard INC - A	+0.1%	+60.52%	Add
31	DGS	Wisdomtree Em Small Cap	+0.1%	+2.74%	Add
32	EDV	Vanguard Extended Dur Treas	+0.1%	+6.89%	Add
33	JPST	Jpmorgan Ultra-short Income	+0.1%	+1.26%	Add
34	VIGI	Vanguard Int Div App Indx Fd	+0.1%	+2.51%	Add
35	DFEM	Dimensional Emrg Mrkt Core	0%	-2.23%	Trim
36	EFV	Ishares Msci Eafe Value ETF	0%	-3.61%	Trim
37	BMY	Bristol-myers Squibb Co	0%	+5.94%	Add
38	VB	Vanguard Small-cap ETF	-0.1%	-3.57%	Trim
39	VOE	Vanguard Mid-cap Value ETF	-0.1%	-4.20%	Trim
40	VSS	Vanguard Ftse All Wo X-us Sc	-0.1%	-3.92%	Trim
41	MGK	Vanguard Mega Cap Growth ETF	-0.1%	-8.98%	Trim
42	VOT	Vanguard Mid-cap Growth ETF	-0.1%	-3.04%	Trim
43	IAU	Ishares Gold Trust	-0.1%	EXIT	Sold out
44	AMZN	Amazon.com INC	-0.1%	EXIT	Sold out
45	AMGN	Amgen INC	-0.2%	EXIT	Sold out
46	RIVN	Rivian Automotive Inc-a	-0.3%	EXIT	Sold out
47	SLV	Ishares Silver Trust	-0.5%	EXIT	Sold out
48	AAPL	Apple INC	-1.2%	EXIT	Sold out
49	BRK-B	Berkshire Hathaway Inc-cl B	-1.6%	EXIT	Sold out
50	BRK-A	Berkshire Hathaway Inc-cl A	-3.7%	EXIT	Sold out