Holders — by stockHoldings — by fund
Causey Wealth LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002132639
$255.8M
disclosed book value
83
positions
7.3%
largest position share
Positions, as of 2026-06-30
top 83 of 83 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VCITVANGUARD SCOTTSDALE FDS | 227,336 | $18.8M | 7.3% |
| 2 | VYMVANGUARD WHITEHALL FDS | 105,102 | $16.6M | 6.5% |
| 3 | JPSTJ P MORGAN EXCHANGE TRADED F | 326,485 | $16.5M | 6.5% |
| 4 | DFEMDIMENSIONAL ETF TRUST | 324,527 | $13.2M | 5.2% |
| 5 | ISCFISHARES TR | 274,582 | $11.9M | 4.6% |
| 6 | VGSHVANGUARD SCOTTSDALE FDS | 192,109 | $11.2M | 4.4% |
| 7 | VOOVANGUARD INDEX FDS | 16,051 | $11.0M | 4.3% |
| 8 | IDEVISHARES TR | 110,998 | $9.9M | 3.9% |
| 9 | REETISHARES TR | 319,875 | $8.8M | 3.5% |
| 10 | IJJISHARES TR | 57,928 | $8.6M | 3.3% |
| 11 | IEMGISHARES INC | 101,683 | $8.4M | 3.3% |
| 12 | BRK/ABERKSHIRE HATHAWAY INC DEL | 10 | $7.5M | 2.9% |
| 13 | DFIVDIMENSIONAL ETF TRUST | 137,253 | $7.4M | 2.9% |
| 14 | IJKISHARES TR | 56,781 | $6.7M | 2.6% |
| 15 | EFVISHARES TR | 80,959 | $6.2M | 2.4% |
| 16 | VUGVANGUARD INDEX FDS | 70,060 | $6.0M | 2.4% |
| 17 | EDVVANGUARD WORLD FD | 92,337 | $6.0M | 2.3% |
| 18 | IJRISHARES TR | 39,582 | $5.9M | 2.3% |
| 19 | VOEVANGUARD INDEX FDS | 23,206 | $4.6M | 1.8% |
| 20 | VSSVANGUARD INTL EQUITY INDEX F | 29,643 | $4.6M | 1.8% |
| 21 | DGSWISDOMTREE TR | 67,257 | $4.4M | 1.7% |
| 22 | VBVANGUARD INDEX FDS | 12,851 | $3.9M | 1.5% |
| 23 | IJSISHARES TR | 28,136 | $3.8M | 1.5% |
| 24 | AAPLAPPLE INC | 13,149 | $3.8M | 1.5% |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,420 | $3.7M | 1.5% |
| 26 | XOMEXXON MOBIL CORP | 21,445 | $2.9M | 1.1% |
| 27 | JMSTJ P MORGAN EXCHANGE TRADED F | 50,980 | $2.6M | 1% |
| 28 | MGKVANGUARD WORLD FD | 27,553 | $2.4M | 0.9% |
| 29 | NVDANVIDIA CORPORATION | 12,064 | $2.4M | 0.9% |
| 30 | VOTVANGUARD INDEX FDS | 7,638 | $2.3M | 0.9% |
| 31 | VIGIVANGUARD WHITEHALL FDS | 23,596 | $2.2M | 0.9% |
| 32 | MGVVANGUARD WORLD FD | 10,895 | $1.8M | 0.7% |
| 33 | VTVVANGUARD INDEX FDS | 8,035 | $1.8M | 0.7% |
| 34 | MSFTMICROSOFT CORP | 4,527 | $1.7M | 0.7% |
| 35 | IWSISHARES TR | 7,366 | $1.2M | 0.5% |
| 36 | VNQVANGUARD INDEX FDS | 11,682 | $1.1M | 0.4% |
| 37 | AMZNAMAZON COM INC | 4,555 | $1.1M | 0.4% |
| 38 | GOOGALPHABET INC | 2,880 | $1.0M | 0.4% |
| 39 | DONWISDOMTREE TR | 17,885 | $1.0M | 0.4% |
| 40 | VWOVANGUARD INTL EQUITY INDEX F | 16,858 | $1.0M | 0.4% |
| 41 | EFGISHARES TR | 8,055 | $1.0M | 0.4% |
| 42 | VXUSVANGUARD STAR FDS | 11,606 | $992,198 | 0.4% |
| 43 | VEAVANGUARD TAX-MANAGED FDS | 13,900 | $990,364 | 0.4% |
| 44 | VTIVANGUARD INDEX FDS | 2,486 | $920,030 | 0.4% |
| 45 | IBMINTERNATIONAL BUSINESS MACHS | 2,893 | $813,495 | 0.3% |
| 46 | CATCATERPILLAR INC | 707 | $752,884 | 0.3% |
| 47 | TLTISHARES TR | 8,419 | $727,613 | 0.3% |
| 48 | AVGOBROADCOM INC | 1,662 | $627,821 | 0.2% |
| 49 | IAUMISHARES GOLD TRUST MICRO | 15,599 | $624,116 | 0.2% |
| 50 | GOOGLALPHABET INC | 1,719 | $614,245 | 0.2% |
| 51 | VCSHVANGUARD SCOTTSDALE FDS | 7,771 | $614,152 | 0.2% |
| 52 | AMATAPPLIED MATLS INC | 743 | $536,837 | 0.2% |
| 53 | QUALISHARES TR | 2,364 | $518,733 | 0.2% |
| 54 | DFAIDIMENSIONAL ETF TRUST | 11,632 | $479,829 | 0.2% |
| 55 | SCHDSCHWAB STRATEGIC TR | 15,085 | $478,357 | 0.2% |
| 56 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 967 | $461,810 | 0.2% |
| 57 | METAMETA PLATFORMS INC | 811 | $456,828 | 0.2% |
| 58 | WDCWESTERN DIGITAL CORP | 708 | $452,214 | 0.2% |
| 59 | AMGNAMGEN INC | 1,176 | $425,973 | 0.2% |
| 60 | TSLATESLA INC | 998 | $419,759 | 0.2% |
| 61 | BMYBRISTOL-MYERS SQUIBB CO | 7,262 | $418,429 | 0.2% |
| 62 | MAMASTERCARD INCORPORATED | 806 | $413,962 | 0.2% |
| 63 | IWDISHARES TR | 1,638 | $397,032 | 0.2% |
| 64 | LLYELI LILLY & CO | 323 | $387,416 | 0.2% |
| 65 | VIGVANGUARD SPECIALIZED FUNDS | 1,631 | $385,834 | 0.2% |
| 66 | ISRGINTUITIVE SURGICAL INC | 946 | $376,205 | 0.1% |
| 67 | MUMICRON TECHNOLOGY INC | 325 | $375,144 | 0.1% |
| 68 | VYMIVANGUARD WHITEHALL FDS | 3,655 | $358,927 | 0.1% |
| 69 | ESGEISHARES INC | 6,462 | $353,420 | 0.1% |
| 70 | VVISA INC | 1,013 | $347,550 | 0.1% |
| 71 | SYKSTRYKER CORPORATION | 1,094 | $344,433 | 0.1% |
| 72 | QQQINVESCO QQQ TR | 435 | $320,334 | 0.1% |
| 73 | DESWISDOMTREE TR | 6,563 | $266,993 | 0.1% |
| 74 | URTHISHARES INC | 1,285 | $260,392 | 0.1% |
| 75 | SNDKSANDISK CORP | 113 | $256,931 | 0.1% |
| 76 | JNJJOHNSON & JOHNSON | 977 | $248,087 | 0.1% |
| 77 | ASMLASML HLDG NV | 118 | $234,754 | 0.1% |
| 78 | VDEVANGUARD WORLD FD | 1,457 | $218,700 | 0.1% |
| 79 | IGFISHARES TR | 3,222 | $214,608 | 0.1% |
| 80 | ABALLIANCEBERNSTEIN HLDG L P | 6,035 | $212,553 | 0.1% |
| 81 | AAUAEA SERIES TRUST | 3,641 | $207,282 | 0.1% |
| 82 | IVVISHARES TR | 275 | $205,945 | 0.1% |
| 83 | COSTCOSTCO WHOLESALE CORPORATION | 215 | $201,529 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.