Q2 2026 13F · SEC CIK 2132639

Causey Wealth LLC

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $255.8M
Reported positions: 83
Holdings vs S&P 500, 3 yrs: —
Assets under management: $393.2M

Causey Wealth LLC is a wealth manager that reported 83 positions worth $255.8M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Vanguard Scottsdale Fds (VCIT, 7.3%), Vanguard Whitehall Fds (VYM, 6.5%), J P Morgan Exchange Traded F (JPST, 6.5%).

Causey Wealth LLC holdings largest 50 of 83 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Causey Wealth LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VCITVanguard Scottsdale Fds	7.3%	7.2%	227,336	+10.9%	$18.8M
VYMVanguard Whitehall Fds	6.5%	6.4%	105,102	+2.5%	$16.6M
JPSTJ P Morgan Exchange Traded F	6.5%	6.4%	326,485	+9.1%	$16.5M
DFEMDimensional ETF Trust	5.2%	4.8%	324,527	-0.8%	$13.2M
ISCFIshares Tr	4.6%	4.9%	274,582	+0.3%	$11.9M
VGSHVanguard Scottsdale Fds	4.4%	4.7%	192,109	+1.2%	$11.2M
VOOVanguard Index Fds	4.3%	3.9%	16,051	+3.8%	$11.0M
IDEVIshares Tr	3.9%	3.9%	110,998	+1.7%	$9.9M
REETIshares Tr	3.5%	3.0%	319,875	+12.9%	$8.8M
IJJIshares Tr	3.3%	3.3%	57,928	-1.8%	$8.6M
IEMGIshares Inc	3.3%	3.0%	101,683	-0.3%	$8.4M
BRK-ABerkshire Hathaway Inc Del	2.9%	3.0%	10	+0.0%	$7.5M
DFIVDimensional ETF Trust	2.9%	3.0%	137,253	+1.4%	$7.4M
IJKIshares S&p Mid Cap 400 Growth	2.6%	2.4%	56,781	+0.0%	$6.7M
EFVIshares Tr	2.4%	2.7%	80,959	-5.0%	$6.2M
VUGVanguard Index Fds	2.4%	2.1%	70,060	+514.8%	$6.0M
EDVVanguard World Fd	2.3%	3.7%	92,337	-31.7%	$6.0M
IJRIshares Tr	2.3%	2.0%	39,582	+3.8%	$5.9M
VOEVanguard Index Fds	1.8%	1.9%	23,206	-4.5%	$4.6M
VSSVanguard Intl Equity Index F	1.8%	1.9%	29,643	-2.2%	$4.6M
DGSWisdomtree Tr	1.7%	1.7%	67,257	-1.0%	$4.4M
VBVanguard Index Fds	1.5%	1.4%	12,851	-1.0%	$3.9M
IJSIshares Tr	1.5%	1.4%	28,136	-0.6%	$3.8M
AAPLApple Inc	1.5%	1.4%	13,149	+0.0%	$3.8M
BRK-BBerkshire Hathaway Inc Del	1.5%	1.5%	7,420	+0.1%	$3.7M
XOMExxon Mobil Corp	1.1%	1.5%	21,445	+0.5%	$2.9M
JMSTJ P Morgan Exchange Traded F	1.0%	0.8%	50,980	+43.3%	$2.6M
MGKVanguard World Fd	0.9%	0.9%	27,553	+385.5%	$2.4M
NVDANvidia Corporation	0.9%	1.0%	12,064	-14.6%	$2.4M
VOTVanguard Index Fds	0.9%	0.8%	7,638	+0.1%	$2.3M
VIGIVanguard Whitehall Fds	0.9%	0.9%	23,596	-0.1%	$2.2M
MGVVanguard World Fd	0.7%	0.7%	10,895	-3.6%	$1.8M
VTVVanguard Index Fds	0.7%	0.7%	8,035	-0.5%	$1.8M
MSFTMicrosoft Corp	0.7%	0.7%	4,527	+0.1%	$1.7M
IWSIshares Tr	0.5%	0.5%	7,366	-9.7%	$1.2M
VNQVanguard Index Fds	0.4%	0.4%	11,682	-0.6%	$1.1M
AMZNAmazon Com Inc	0.4%	0.4%	4,555	+0.0%	$1.1M
GOOGAlphabet Inc	0.4%	0.4%	2,880	+0.0%	$1.0M
DONWisdomtree Tr	0.4%	0.4%	17,885	-0.4%	$1.0M
VWOVanguard Intl Equity Index F	0.4%	0.4%	16,858	-1.1%	$1.0M
EFGIshares Tr	0.4%	0.4%	8,055	-2.5%	$1.0M
VXUSVanguard Star Fds	0.4%	0.4%	11,606	-0.2%	$992K
VEAVanguard Ftse Developed Markets Index Fu	0.4%	0.4%	13,900	+0.0%	$990K
VTIVanguard Index Fds	0.4%	0.3%	2,486	+0.6%	$920K
IBMInternational Business Machs	0.3%	0.3%	2,893	+0.0%	$813K
CATCaterpillar Inc	0.3%	0.2%	707	+0.0%	$753K
TLTIshares Tr	0.3%	0.3%	8,419	-3.2%	$728K
AVGOBroadcom Inc	0.2%	0.2%	1,662	+0.0%	$628K
IAUMIshares Gold Trust Micro	0.2%	0.3%	15,599	+0.0%	$624K
GOOGLAlphabet Inc	0.2%	—	1,719	—	$614K

What Causey Wealth LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$255.8M	83
Q1 2026	$235.6M	81
Q4 2025	$204.9M	66

Questions about Causey Wealth LLC's portfolio

What stocks does Causey Wealth LLC own?

Causey Wealth LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 83 positions worth $255.8M. The largest are Vanguard Scottsdale Fds (VCIT) at 7.3%, Vanguard Whitehall Fds (VYM) at 6.5%, J P Morgan Exchange Traded F (JPST) at 6.5%, Dimensional ETF Trust (DFEM) at 5.2% and Ishares Tr (ISCF) at 4.6%.

What did Causey Wealth LLC buy last quarter?

In Q2 2026, Causey Wealth LLC added Vanguard Index Fds (VUG) (+514.8% shares), Vanguard World Fd (MGK) (+385.5% shares) and J P Morgan Exchange Traded F (JMST) (+43.3% shares), compared with its Q1 2026 filing.

What did Causey Wealth LLC sell last quarter?

In Q2 2026, Causey Wealth LLC cut from its top 50 Vanguard Scottsdale Fds (VCSH), Vanguard World Fd (EDV) (-31.7% shares), Nvidia Corporation (NVDA) (-14.6% shares) and Ishares Tr (IWS) (-9.7% shares), compared with its Q1 2026 filing.

When is Causey Wealth LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Causey Wealth LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Causey Wealth LLC manage?

Causey Wealth LLC reported $393.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $255.8M.