Causey Wealth Llc Portfolio Stock Holdings
Causey Wealth Llc disclosed 81 stock positions valued at approximately $235.6 million in its latest SEC 13F filing. The largest holdings include VANGUARD SCOTTSDALE FDS, VANGUARD WHITEHALL FDS, and J P MORGAN EXCHANGE TRADED F. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 81
- Portfolio Value
- $235.6M
Holdings by Sector
Causey Wealth Llc Portfolio Holdings in Q1 2026
81 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 7.20% | 204,943 | +37,082 | +22.09% | $16,959,064 |
| VANGUARD WHITEHALL FDS | VYM | Other | 6.45% | 102,576 | +1,623 | +1.61% | $15,191,457 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 6.43% | 299,116 | +85,561 | +40.07% | $15,138,252 |
| ISHARES TR | ISCF | Other | 4.86% | 273,860 | -5,027 | -1.80% | $11,444,620 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 4.80% | 327,277 | -3,537 | -1.07% | $11,307,421 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 4.72% | 189,901 | +52,745 | +38.46% | $11,116,832 |
| VANGUARD INDEX FDS | VOO | Other | 3.92% | 15,469 | +842 | +5.76% | $9,243,452 |
| ISHARES TR | IDEV | Other | 3.87% | 109,107 | -823 | -0.75% | $9,118,081 |
| VANGUARD WORLD FD | EDV | Other | 3.73% | 135,175 | +17,541 | +14.91% | $8,779,608 |
| ISHARES TR | IJJ | Other | 3.32% | 58,993 | -7,147 | -10.81% | $7,816,572 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 3.05% | 10 | - | - | $7,181,400 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 3.03% | 135,396 | +9,944 | +7.93% | $7,146,206 |
| ISHARES TR | REET | Other | 3.02% | 283,222 | +45,310 | +19.04% | $7,123,021 |
| ISHARES INC | IEMG | Other | 3.02% | 101,963 | -6,377 | -5.89% | $7,111,944 |
| ISHARES TR | EFV | Other | 2.69% | 85,239 | -2,327 | -2.66% | $6,337,517 |
| ISHARES TR | IJK | Other | 2.43% | 56,777 | +2,344 | +4.31% | $5,712,866 |
| VANGUARD INDEX FDS | VUG | Other | 2.11% | 11,396 | -153 | -1.32% | $4,977,494 |
| ISHARES TR | IJR | Other | 2.01% | 38,125 | -3,987 | -9.47% | $4,739,340 |
| VANGUARD INDEX FDS | VOE | Other | 1.90% | 24,295 | -5,346 | -18.04% | $4,477,103 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.88% | 30,302 | -2,753 | -8.33% | $4,417,701 |
| WISDOMTREE TR | DGS | Other | 1.73% | 67,917 | -11,604 | -14.59% | $4,081,839 |
| EXXON MOBIL CORP | XOM | Energy | 1.54% | 21,334 | +7,228 | +51.24% | $3,619,512 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.51% | 7,412 | +766 | +11.53% | $3,551,830 |
| VANGUARD INDEX FDS | VB | Other | 1.44% | 12,982 | -4,247 | -24.65% | $3,400,229 |
| ISHARES TR | IJS | Other | 1.42% | 28,299 | -3,463 | -10.90% | $3,352,045 |
| APPLE INC | AAPL | Technology | 1.42% | 13,147 | +3,505 | +36.35% | $3,336,639 |
| NVIDIA CORPORATION | NVDA | Technology | 1.05% | 14,134 | -135 | -0.95% | $2,464,970 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.89% | 23,615 | -1,911 | -7.49% | $2,088,947 |
| VANGUARD WORLD FD | MGK | Other | 0.89% | 5,675 | +110 | +1.98% | $2,085,215 |
| VANGUARD INDEX FDS | VOT | Other | 0.83% | 7,633 | -427 | -5.30% | $1,964,433 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.77% | 35,587 | +14,480 | +68.60% | $1,814,244 |
| MICROSOFT CORP | MSFT | Technology | 0.71% | 4,522 | +228 | +5.31% | $1,674,018 |
| VANGUARD WORLD FD | MGV | Other | 0.70% | 11,306 | +612 | +5.72% | $1,638,777 |
| VANGUARD INDEX FDS | VTV | Other | 0.67% | 8,076 | -373 | -4.41% | $1,584,506 |
| ISHARES TR | IWS | Other | 0.50% | 8,156 | -411 | -4.80% | $1,188,676 |
| VANGUARD INDEX FDS | VNQ | Other | 0.44% | 11,748 | +109 | +0.94% | $1,042,020 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.40% | 4,555 | +3,375 | +286.02% | $948,670 |
| WISDOMTREE TR | DON | Other | 0.40% | 17,958 | -5,620 | -23.84% | $943,538 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.39% | 17,053 | -676 | -3.81% | $921,729 |
| ISHARES TR | EFG | Other | 0.39% | 8,262 | -1,631 | -16.49% | $920,091 |
| VANGUARD STAR FDS | VXUS | Other | 0.38% | 11,635 | +1,308 | +12.67% | $897,184 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.38% | 13,899 | +614 | +4.62% | $890,678 |
| ALPHABET INC | GOOG | Communication Services | 0.35% | 2,880 | +747 | +35.02% | $826,265 |
| VANGUARD INDEX FDS | VTI | Other | 0.34% | 2,470 | +809 | +48.71% | $792,294 |
| ISHARES TR | TLT | Other | 0.32% | 8,698 | -2,394 | -21.58% | $754,049 |
| ISHARES GOLD TR | IAUM | Other | 0.31% | 15,599 | +15,599 | +100.00% | $728,473 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.30% | 2,893 | -21 | -0.72% | $701,195 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.25% | 7,532 | +3,016 | +66.78% | $597,041 |
| BROADCOM INC | AVGO | Technology | 0.22% | 1,662 | +301 | +22.12% | $514,406 |
| CATERPILLAR INC | CAT | Industrials | 0.21% | 707 | -13 | -1.81% | $500,881 |
| ALPHABET INC | GOOGL | Communication Services | 0.21% | 1,719 | -35 | -2.00% | $494,201 |
| META PLATFORMS INC | META | Communication Services | 0.20% | 811 | +183 | +29.14% | $463,997 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.19% | 14,967 | +14,967 | +100.00% | $459,188 |
| ISHARES TR | QUAL | Other | 0.19% | 2,364 | +2,364 | +100.00% | $453,439 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.19% | 11,500 | +11,500 | +100.00% | $448,040 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.19% | 958 | -5 | -0.52% | $441,628 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.19% | 7,262 | - | - | $440,433 |
| JANUS DETROIT STR TR | JAAA | Other | 0.18% | 8,400 | +8,400 | +100.00% | $423,108 |
| AMGEN INC | AMGN | Healthcare | 0.18% | 1,176 | -5 | -0.42% | $413,892 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.17% | 806 | +127 | +18.70% | $402,726 |
| TESLA INC | TSLA | Consumer Cyclical | 0.16% | 998 | +6 | +0.60% | $371,007 |
| VANGUARD WORLD FD | VDE | Other | 0.15% | 2,098 | -389 | -15.64% | $363,045 |
| STRYKER CORPORATION | SYK | Healthcare | 0.15% | 1,091 | +3 | +0.28% | $358,498 |
| ISHARES TR | IWD | Other | 0.15% | 1,636 | +2 | +0.12% | $349,549 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.15% | 1,624 | +1,624 | +100.00% | $349,279 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.14% | 3,618 | +708 | +24.33% | $340,938 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.14% | 967 | +967 | +100.00% | $326,798 |
| VISA INC | V | Financial Services | 0.13% | 1,013 | -93 | -8.41% | $306,169 |
| ELI LILLY & CO | LLY | Healthcare | 0.13% | 323 | -9 | -2.71% | $297,086 |
| ISHARES INC | ESGE | Other | 0.12% | 6,431 | -991 | -13.35% | $292,431 |
| RBB FD INC | TBIL | Other | 0.12% | 5,800 | +5,800 | +100.00% | $289,188 |
| APPLIED MATLS INC | AMAT | Technology | 0.11% | 743 | +743 | +100.00% | $253,784 |
| INVESCO QQQ TR | QQQ | Other | 0.11% | 435 | +435 | +100.00% | $251,073 |
| NETFLIX INC. | NFLX | Communication Services | 0.10% | 2,530 | -120 | -4.53% | $243,260 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.10% | 977 | -43 | -4.22% | $238,777 |
| WISDOMTREE TR | DES | Other | 0.10% | 6,562 | -6,669 | -50.40% | $235,846 |
| ISHARES INC | URTH | Other | 0.10% | 1,285 | +1,285 | +100.00% | $231,326 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.10% | 229 | -15 | -6.15% | $228,612 |
| ALLIANCEBERNSTEIN HLDG L P | AB | Financial Services | 0.10% | 6,035 | - | - | $225,950 |
| ISHARES TR | IGF | Other | 0.09% | 3,092 | -1,995 | -39.22% | $207,144 |
| ISHARES TR | IEFA | Other | 0.09% | 2,228 | -305 | -12.04% | $201,661 |