Causey Wealth Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$235.6M
Q ending 2026-03-31
Prior quarter
$15.3M
Q ending 2025-12-31
Change
+1440.1% QoQ · +31.7% YoY
Positions
81
reported holdings
Largest positions
All 81 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Scottsdale Fds | VCIT | Shares | $17.0M | 205K |
| Vanguard Whitehall Fds | VYM | Shares | $15.2M | 103K |
| J P Morgan Exchange Traded F | JPST | Shares | $15.1M | 299K |
| Ishares Tr | ISCF | Shares | $11.4M | 274K |
| Dimensional Etf Trust | DFEM | Shares | $11.3M | 327K |
| Vanguard Scottsdale Fds | VGSH | Shares | $11.1M | 190K |
| Vanguard Index Fds | VOO | Shares | $9.2M | 15K |
| Ishares Tr | IDEV | Shares | $9.1M | 109K |
| Vanguard World Fd | EDV | Shares | $8.8M | 135K |
| Ishares Tr | IJJ | Shares | $7.8M | 59K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $7.2M | 10 |
| Dimensional Etf Trust | DFIV | Shares | $7.1M | 135K |
| Ishares Tr | REET | Shares | $7.1M | 283K |
| Ishares Inc | IEMG | Shares | $7.1M | 102K |
| Ishares Tr | EFV | Shares | $6.3M | 85K |
| Ishares Tr | IJK | Shares | $5.7M | 57K |
| Vanguard Index Fds | VUG | Shares | $5.0M | 11K |
| Ishares Tr | IJR | Shares | $4.7M | 38K |
| Vanguard Index Fds | VOE | Shares | $4.5M | 24K |
| Vanguard Intl Equity Index F | VSS | Shares | $4.4M | 30K |
| Wisdomtree Tr | DGS | Shares | $4.1M | 68K |
| Exxon Mobil Corp | XOM | Shares | $3.6M | 21K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.6M | 7K |
| Vanguard Index Fds | VB | Shares | $3.4M | 13K |
| Ishares Tr | IJS | Shares | $3.4M | 28K |
| Apple Inc | AAPL | Shares | $3.3M | 13K |
| Nvidia Corporation | NVDA | Shares | $2.5M | 14K |
| Vanguard Whitehall Fds | VIGI | Shares | $2.1M | 24K |
| Vanguard World Fd | MGK | Shares | $2.1M | 6K |
| Vanguard Index Fds | VOT | Shares | $2.0M | 8K |
| J P Morgan Exchange Traded F | JMST | Shares | $1.8M | 36K |
| Microsoft Corp | MSFT | Shares | $1.7M | 5K |
| Vanguard World Fd | MGV | Shares | $1.6M | 11K |
| Vanguard Index Fds | VTV | Shares | $1.6M | 8K |
| Ishares Tr | IWS | Shares | $1.2M | 8K |
| Vanguard Index Fds | VNQ | Shares | $1.0M | 12K |
| Amazon Com Inc | AMZN | Shares | $949K | 5K |
| Wisdomtree Tr | DON | Shares | $944K | 18K |
| Vanguard Intl Equity Index F | VWO | Shares | $922K | 17K |
| Ishares Tr | EFG | Shares | $920K | 8K |
| Vanguard Star Fds | VXUS | Shares | $897K | 12K |
| Vanguard Tax-Managed Fds | VEA | Shares | $891K | 14K |
| Alphabet Inc | GOOG | Shares | $826K | 3K |
| Vanguard Index Fds | VTI | Shares | $792K | 2K |
| Ishares Tr | TLT | Shares | $754K | 9K |
| Ishares Gold Tr | IAUM | Shares | $728K | 16K |
| International Business Machs | IBM | Shares | $701K | 3K |
| Vanguard Scottsdale Fds | VCSH | Shares | $597K | 8K |
| Broadcom Inc | AVGO | Shares | $514K | 2K |
| Caterpillar Inc | CAT | Shares | $501K | 707 |
| Alphabet Inc | GOOGL | Shares | $494K | 2K |
| Meta Platforms Inc | META | Shares | $464K | 811 |
| Schwab Strategic Tr | SCHD | Shares | $459K | 15K |
| Ishares Tr | QUAL | Shares | $453K | 2K |
| Dimensional Etf Trust | DFAI | Shares | $448K | 12K |
| Intuitive Surgical Inc | ISRG | Shares | $442K | 958 |
| Bristol-Myers Squibb Co | BMY | Shares | $440K | 7K |
| Janus Detroit Str Tr | JAAA | Shares | $423K | 8K |
| Amgen Inc | AMGN | Shares | $414K | 1K |
| Mastercard Incorporated | MA | Shares | $403K | 806 |
| Tesla Inc | TSLA | Shares | $371K | 998 |
| Vanguard World Fd | VDE | Shares | $363K | 2K |
| Stryker Corporation | SYK | Shares | $358K | 1K |
| Ishares Tr | IWD | Shares | $350K | 2K |
| Vanguard Specialized Funds | VIG | Shares | $349K | 2K |
| Vanguard Whitehall Fds | VYMI | Shares | $341K | 4K |
| Taiwan Semiconductor Manufac | TSM | Shares | $327K | 967 |
| Visa Inc | V | Shares | $306K | 1K |
| Eli Lilly & Co | LLY | Shares | $297K | 323 |
| Ishares Inc | ESGE | Shares | $292K | 6K |
| Rbb Fd Inc | TBIL | Shares | $289K | 6K |
| Applied Matls Inc | AMAT | Shares | $254K | 743 |
| Invesco Qqq Tr | QQQ | Shares | $251K | 435 |
| Netflix Inc. | NFLX | Shares | $243K | 3K |
| Johnson & Johnson | JNJ | Shares | $239K | 977 |
| Wisdomtree Tr | DES | Shares | $236K | 7K |
| Ishares Inc | URTH | Shares | $231K | 1K |
| Costco Wholesale Corporation | COST | Shares | $229K | 229 |
| Alliancebernstein Hldg L P | AB | Shares | $226K | 6K |
| Ishares Tr | IGF | Shares | $207K | 3K |
| Ishares Tr | IEFA | Shares | $202K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.