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CIK: 0002132639
Total reported value
$255.8M
$255.8M
66 檔
24.2%
As reported in its official Q4 2025 Form 13F filing, Causey Wealth LLC's tracked investment portfolio stood at $255.8M with 66 total positions.
In Q4 2025, Causey Wealth LLC displayed an active expansion posture, initiating 9 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VYM, VCIT, ISCF) accounted for 24.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVGO
市值: $471.0K
Top Position Liquidated / Trimmed
BRK-A
前期市值: $7.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.07% | +0.04% | +2.70% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.86% | +0.14% | +13.28% | |
| 3 | ISCF | Ishares International Small | ETF-Other | 5.65% | -0.21% | +2.31% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.34% | +0.35% | -2.23% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.27% | +0.02% | +1.26% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.48% | +0.39% | +26.42% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.43% | -0.01% | +10.11% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 4.25% | +0.02% | +1.82% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.93% | -0.35% | +12.17% | |
| 10 | EDV | Vanguard Extended Dur Treas | ETF-Other | 3.73% | -1.38% | +6.89% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.55% | +0.27% | +6.28% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 3.06% | -0.13% | +5.08% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.05% | -0.27% | -3.61% | |
| 14 | REET | Ishares Global Reit ETF | ETF-Other | 2.90% | +0.43% | +12.73% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 2.75% | +0.25% | +8.06% | |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.57% | +0.18% | +6.58% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.57% | -0.11% | -4.20% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.47% | +0.28% | -0.06% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.31% | -0.09% | -3.92% | |
| 20 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.22% | -0.03% | +2.74% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 2.17% | +0.08% | -3.57% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.76% | +0.08% | -1.37% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.30% | -0.11% | +138.01% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.14% | -0.03% | +2.51% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.12% | +0.06% | -8.98% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.10% | +0.08% | -3.04% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | -0.05% | +32.86% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -0.39% | +5.29% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.79% | +0.01% | -4.12% | |
| 30 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.74% | — | -6.60% | |
| 31 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.59% | — | -1.61% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.59% | -0.03% | +0.05% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.55% | — | -4.66% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.52% | +0.25% | +49.49% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | — | -1.86% | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.47% | -0.04% | -0.92% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | — | -3.05% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | +0.02% | +0.07% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | +0.01% | -5.89% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.38% | +0.01% | -6.78% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.05% | +100.28% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | +0.02% | -8.48% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.03% | +58.88% | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.27% | -0.04% | +47.47% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | +0.03% | — | |
| 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% | -0.02% | — | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.20% | +0.08% | +1.27% | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.19% | -0.03% | +5.94% |
| # | 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 |
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 Q4 2025.
During Q4 2025, Causey Wealth LLC's top holdings by market value included VYM (7.1%)、VCIT (6.9%)、ISCF (5.7%). The largest single position, VYM, represented 7.1% of total portfolio value.
In Q4 2025, Causey Wealth LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 26 positions, trimming 7 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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