Causey Wealth Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Causey Wealth Llc disclosed 82 stock positions valued at approximately $255.85M as of quarter-end June 30, 2026. The largest holdings include VANGUARD SCOTTSDALE FDS, VANGUARD WHITEHALL FDS, and J P MORGAN EXCHANGE TRADED F.
- Report Period
- June 30, 2026
- No. of Stocks
- 82
- Portfolio Value
- $255.85M
Holdings by Sector
Causey Wealth Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 7.34% | 227,336 | +22,393 | +10.93% | $18,789,325 |
| VANGUARD WHITEHALL FDS | VYM | Other | 6.49% | 105,102 | +2,526 | +2.46% | $16,609,307 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 6.45% | 326,485 | +27,369 | +9.15% | $16,510,363 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 5.15% | 324,527 | -2,750 | -0.84% | $13,188,786 |
| ISHARES TR | ISCF | Other | 4.65% | 274,582 | +722 | +0.26% | $11,886,641 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 4.37% | 192,109 | +2,208 | +1.16% | $11,180,722 |
| VANGUARD INDEX FDS | VOO | Other | 4.31% | 16,051 | +582 | +3.76% | $11,023,658 |
| ISHARES TR | IDEV | Other | 3.86% | 110,998 | +1,891 | +1.73% | $9,879,922 |
| ISHARES TR | REET | Other | 3.45% | 319,875 | +36,653 | +12.94% | $8,834,948 |
| ISHARES TR | IJJ | Other | 3.34% | 57,928 | -1,065 | -1.81% | $8,557,697 |
| ISHARES INC | IEMG | Other | 3.29% | 101,683 | -280 | -0.27% | $8,423,414 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 2.93% | 10 | - | - | $7,488,500 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.90% | 137,253 | +1,857 | +1.37% | $7,414,428 |
| ISHARES TR | IJK | Other | 2.61% | 56,781 | +4 | +0.01% | $6,671,752 |
| ISHARES TR | EFV | Other | 2.42% | 80,959 | -4,280 | -5.02% | $6,197,394 |
| VANGUARD INDEX FDS | VUG | Other | 2.36% | 70,060 | +58,664 | +514.78% | $6,034,934 |
| VANGUARD WORLD FD | EDV | Other | 2.35% | 92,337 | -42,838 | -31.69% | $6,009,281 |
| ISHARES TR | IJR | Other | 2.29% | 39,582 | +1,457 | +3.82% | $5,870,449 |
| VANGUARD INDEX FDS | VOE | Other | 1.79% | 23,206 | -1,089 | -4.48% | $4,585,414 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.79% | 29,643 | -659 | -2.17% | $4,573,631 |
| WISDOMTREE TR | DGS | Other | 1.70% | 67,257 | -660 | -0.97% | $4,352,175 |
| VANGUARD INDEX FDS | VB | Other | 1.52% | 12,851 | -131 | -1.01% | $3,895,277 |
| ISHARES TR | IJS | Other | 1.50% | 28,136 | -163 | -0.58% | $3,845,608 |
| APPLE INC | AAPL | Technology | 1.49% | 13,149 | +2 | +0.02% | $3,804,844 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.45% | 7,420 | +8 | +0.11% | $3,712,894 |
| EXXON MOBIL CORP | XOM | Energy | 1.15% | 21,445 | +111 | +0.52% | $2,931,972 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 1.02% | 50,980 | +15,393 | +43.25% | $2,600,004 |
| VANGUARD WORLD FD | MGK | Other | 0.95% | 27,553 | +21,878 | +385.52% | $2,422,203 |
| NVIDIA CORPORATION | NVDA | Technology | 0.94% | 12,064 | -2,070 | -14.65% | $2,413,886 |
| VANGUARD INDEX FDS | VOT | Other | 0.91% | 7,638 | +5 | +0.07% | $2,339,670 |
Showing 30 of 82 holdings in the latest reporting period.