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CIK: 0002132639
Total reported value
$255.8M
$255.8M
81 檔
27.4%
According to the latest 13F quarterly dataset, Causey Wealth LLC managed an equity portfolio of $255.8M at the end of Q1 2026, spanning 81 distinct U.S. exchange-listed positions.
In Q1 2026, Causey Wealth LLC displayed an active expansion posture, initiating 75 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.20% | +0.14% | +22.09% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.45% | +0.04% | +1.61% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 6.43% | +0.02% | +40.07% | |
| 4 | ISCF | Ishares International Small | ETF-Other | 4.86% | -0.21% | -1.80% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.80% | +0.35% | -1.07% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.72% | -0.35% | +38.46% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.92% | +0.39% | +5.76% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.87% | -0.01% | -0.75% | |
| 9 | EDV | Vanguard Extended Dur Treas | ETF-Other | 3.73% | -1.38% | +14.91% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 3.32% | +0.02% | -10.81% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.05% | -0.12% | — | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 3.03% | -0.13% | +7.93% | |
| 13 | REET | Ishares Global Reit ETF | ETF-Other | 3.02% | +0.43% | +19.04% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.02% | +0.27% | -5.89% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.69% | -0.27% | -2.66% | |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.43% | +0.18% | +4.31% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 2.11% | +0.25% | -1.32% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.01% | +0.28% | -9.47% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.90% | -0.11% | -18.04% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.88% | -0.09% | -8.33% | |
| 21 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.73% | -0.03% | -14.59% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.54% | -0.39% | +51.24% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.51% | -0.06% | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 1.44% | +0.08% | -24.65% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.42% | +0.08% | -10.90% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.42% | +0.07% | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | -0.11% | -0.95% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.89% | -0.03% | -7.49% | |
| 29 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.89% | +0.06% | +1.98% | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.83% | +0.08% | -5.30% | |
| 31 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.77% | +0.25% | +68.60% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.05% | +5.31% | |
| 33 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.70% | — | +5.72% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | +0.01% | -4.41% | |
| 35 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.50% | -0.03% | -4.80% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.44% | — | +0.94% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.02% | — | |
| 38 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.40% | — | -23.84% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | — | -3.81% | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.39% | — | -16.49% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.38% | +0.01% | +12.67% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | +0.01% | +4.62% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.05% | +35.02% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | +0.02% | +48.71% | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.32% | -0.04% | -21.58% | |
| 46 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.31% | -0.07% | — | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | +0.02% | -0.72% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.25% | -0.01% | +66.78% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | +0.03% | +22.12% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | +0.08% | -1.81% |
According to official SEC Form 13F filings, Causey Wealth LLC reported a total U.S. public equity portfolio value of $255.8M across 81 disclosed positions in Q1 2026.
During Q1 2026, Causey Wealth LLC's top holdings by market value included VCIT (7.2%)、VYM (6.5%)、JPST (6.4%). The largest single position, VCIT, represented 7.2% 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 VCIT, VYM, JPST) accounted for 27.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
VCIT
市值: $17.0M
Top Position Liquidated / Trimmed
AMGN
前期市值: $386.7K
In Q1 2026, Causey Wealth LLC made 80 total portfolio adjustments, initiating 75 new buys, adding to 3 positions, trimming 2 holdings, and fully liquidating 0 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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