Total reported value
$235.6M
Reporting period: 2026-03-31 · Number of holdings: 81
Causey Wealth LLC disclosed 81 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $235.6M and a quarterly turnover rate of 176.2%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "C"
New buy VCIT
New buy VYM
New buy JPST
New buy ISCF
New buy DFEM
New buy VGSH
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.20% | +7.20% | NEW | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.45% | +6.45% | NEW | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 6.43% | +6.43% | NEW | |
| 4 | ISCF | Ishares International Small | ETF-Other | 4.86% | +4.86% | NEW | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.80% | +4.80% | NEW | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.72% | +4.72% | NEW | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.92% | +3.92% | NEW | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.87% | +3.87% | NEW | |
| 9 | EDV | Vanguard Extended Dur Treas | ETF-Other | 3.73% | +3.73% | NEW | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 3.32% | +3.32% | NEW | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.05% | — | — | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 3.03% | +3.03% | NEW | |
| 13 | REET | Ishares Global Reit ETF | ETF-Other | 3.02% | +3.02% | NEW | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.02% | +3.02% | NEW | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.69% | +2.69% | NEW | |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.43% | +2.43% | NEW | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 2.11% | +2.11% | NEW | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.01% | +2.01% | NEW | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.90% | +1.90% | NEW | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.88% | +1.88% | NEW | |
| 21 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.73% | +1.73% | NEW | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.54% | +1.54% | NEW | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.51% | — | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 1.44% | +1.44% | NEW | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.42% | +1.42% | NEW | |
| 26 | AAPL | Apple INC | Stock-Tech | 1.42% | — | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +1.05% | NEW | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.89% | +0.89% | NEW | |
| 29 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.89% | +0.89% | NEW | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.83% | +0.83% | NEW | |
| 31 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.77% | +0.77% | NEW | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | +0.71% | NEW | |
| 33 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.70% | +0.70% | NEW | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | +0.67% | NEW | |
| 35 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.50% | +0.50% | NEW | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.44% | +0.44% | NEW | |
| 37 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.40% | — | — | |
| 38 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.40% | +0.40% | NEW | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | +0.39% | NEW | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.39% | +0.39% | NEW | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.38% | +0.38% | NEW | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | +0.38% | NEW | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.35% | NEW | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | +0.34% | NEW | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.32% | +0.32% | NEW | |
| 46 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.31% | +0.31% | NEW | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | +0.30% | NEW | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.25% | +0.25% | NEW | |
| 49 | AVGO | Broadcom INC | Stock-Tech | 0.22% | +0.22% | NEW | |
| 50 | CAT | Caterpillar INC | Stock-Industrials | 0.21% | +0.21% | NEW |
Performance for Q3 2026
+1.9%
Performance Last 4 Quarters
+20.2%
Based on 58% of reported portfolio value with available pricing
Causey Wealth LLC's most significant position changes for 2026-03-31: New buy: Vanguard Int-term Corporate (VCIT); New buy: Vanguard High Dvd Yield ETF (VYM); New buy: Jpmorgan Ultra-short Income (JPST); New buy: Ishares International Small (ISCF); New buy: Dimensional Emrg Mrkt Core (DFEM).
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