CW
Causey Wealth LLC
Diversified strategyHigh-turnover traderMomentum follower
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%.
Personality snowflake
- Concentration
- 13.85
- Portfolio Stability
- 100
- Momentum/Contrarian
- 100
- Sector conviction
- 71.49
- Diversification
- 100
- Sizing Uniformity
- 86.48
Recent moves
New buy VCIT
New buy VYM
New buy JPST
New buy ISCF
New buy DFEM
New buy VGSH
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | 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 |
1–50 of 81
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
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).
FAQ
What is Causey Wealth LLC and what type of investor is it?
Causey Wealth LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $235.6M, spread across 81 disclosed positions.
What are Causey Wealth LLC's largest equity positions?
Based on the latest 13F filing, Causey Wealth LLC's top holdings by market value are:
1. Vanguard Int-term Corporate (VCIT) — $17.0M (7.2%)
2. Vanguard High Dvd Yield ETF (VYM) — $15.2M (6.5%)
3. Jpmorgan Ultra-short Income (JPST) — $15.1M (6.4%)
4. Ishares International Small (ISCF) — $11.4M (4.9%)
5. Dimensional Emrg Mrkt Core (DFEM) — $11.3M (4.8%)
What changes did Causey Wealth LLC make in its most recent portfolio filing?
In the latest quarter, Causey Wealth LLC was primarily adding exposure — initiating 50 new positions and adding to 0 existing holdings. The largest of these moves: 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)
What sectors does Causey Wealth LLC focus on?
Causey Wealth LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 40.2%
• Financials: 18.5%
• Energy: 15.7%
• Communication Services: 8.8%
• Health Care: 7.9%
• Consumer Discretionary: 5.7%