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Causey Wealth LLC 13F holdings

Filed 2026-08-11 · Causey Wealth LLC · 83 positions · $255.8M

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TickerCompanySharesValue% of portfolio
VCITVANGUARD SCOTTSDALE FDS227.3K$18.8M7.3%
VYMVANGUARD WHITEHALL FDS105.1K$16.6M6.5%
JPSTJ P MORGAN EXCHANGE TRADED F326.5K$16.5M6.5%
DFEMDIMENSIONAL ETF TRUST324.5K$13.2M5.2%
ISCFISHARES TR274.6K$11.9M4.6%
VGSHVANGUARD SCOTTSDALE FDS192.1K$11.2M4.4%
VOOVANGUARD INDEX FDS16.1K$11.0M4.3%
IDEVISHARES TR111.0K$9.9M3.9%
REETISHARES TR319.9K$8.8M3.5%
IJJISHARES TR57.9K$8.6M3.3%
ACWIISHARES INC101.7K$8.4M3.3%
BRK-BBERKSHIRE HATHAWAY INC DEL10$7.5M2.9%
DFIVDIMENSIONAL ETF TRUST137.3K$7.4M2.9%
IJKISHARES TR56.8K$6.7M2.6%
EFVISHARES TR81.0K$6.2M2.4%
VUGVANGUARD INDEX FDS70.1K$6.0M2.4%
EDVVANGUARD WORLD FD92.3K$6.0M2.3%
IJRISHARES TR39.6K$5.9M2.3%
VOEVANGUARD INDEX FDS23.2K$4.6M1.8%
VSSVANGUARD INTL EQUITY INDEX F29.6K$4.6M1.8%
DGSWISDOMTREE TR67.3K$4.4M1.7%
VBVANGUARD INDEX FDS12.9K$3.9M1.5%
IJSISHARES TR28.1K$3.8M1.5%
AAPLAPPLE INC13.1K$3.8M1.5%
BRK-BBERKSHIRE HATHAWAY INC DEL7.4K$3.7M1.5%
EXMOCEXXON MOBIL CORP21.4K$2.9M1.1%
JMSTJ P MORGAN EXCHANGE TRADED F51.0K$2.6M1.0%
MGKVANGUARD WORLD FD27.6K$2.4M0.9%
NVDANVIDIA CORPORATION12.1K$2.4M0.9%
VOTVANGUARD INDEX FDS7.6K$2.3M0.9%
VIGIVANGUARD WHITEHALL FDS23.6K$2.2M0.9%
MGVVANGUARD WORLD FD10.9K$1.8M0.7%
VTVVANGUARD INDEX FDS8.0K$1.8M0.7%
MSFTMICROSOFT CORP4.5K$1.7M0.7%
IWSISHARES TR7.4K$1.2M0.5%
VNQVANGUARD INDEX FDS11.7K$1.1M0.4%
AMZNAMAZON COM INC4.6K$1.1M0.4%
GOOGALPHABET INC2.9K$1.0M0.4%
DONWISDOMTREE TR17.9K$1.0M0.4%
VWOVANGUARD INTL EQUITY INDEX F16.9K$1.0M0.4%
EFGISHARES TR8.1K$1.0M0.4%
VXUSVANGUARD STAR FDS11.6K$992,1980.4%
VEAVANGUARD TAX-MANAGED FDS13.9K$990,3640.4%
VTIVANGUARD INDEX FDS2.5K$920,0300.4%
IBMINTERNATIONAL BUSINESS MACHS2.9K$813,4950.3%
CATCATERPILLAR INC707$752,8840.3%
TLTISHARES TR8.4K$727,6130.3%
AVGOBROADCOM INC1.7K$627,8210.2%
IAUMISHARES GOLD TRUST MICRO15.6K$624,1160.2%
GOOGLALPHABET INC1.7K$614,2450.2%
VCSHVANGUARD SCOTTSDALE FDS7.8K$614,1520.2%
AMATAPPLIED MATLS INC743$536,8370.2%
QUALISHARES TR2.4K$518,7330.2%
DFAIDIMENSIONAL ETF TRUST11.6K$479,8290.2%
SCHDSCHWAB STRATEGIC TR15.1K$478,3570.2%
TSMTAIWAN SEMICONDUCTOR MANUFAC967$461,8100.2%
METAMETA PLATFORMS INC811$456,8280.2%
WDCWESTERN DIGITAL CORP708$452,2140.2%
AMGNAMGEN INC1.2K$425,9730.2%
TSLATESLA INC998$419,7590.2%
Top Fund Holdings
13F
Top Fund Holdings

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