# Causey Wealth LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2132639. Source: https://holderbook.com/funds/2132639-causey-wealth-llc/

- Reported value: $255.8M
- Positions: 83
- Weight of the ten largest: 49.4%
- Filed: 2026-08-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $18.8M | 227,336 | 7.3% | 7 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $16.6M | 105,102 | 6.5% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $16.5M | 326,485 | 6.5% | 7 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $13.2M | 324,527 | 5.2% | 7 |
| ISHARES TR | [ISCF](https://holderbook.com/stocks/ISCF/) | $11.9M | 274,582 | 4.6% | 7 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $11.2M | 192,109 | 4.4% | 5 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $11.0M | 16,051 | 4.3% | 7 |
| ISHARES TR | [IDEV](https://holderbook.com/stocks/IDEV/) | $9.9M | 110,998 | 3.9% | 7 |
| ISHARES TR | [REET](https://holderbook.com/stocks/REET/) | $8.8M | 319,875 | 3.5% | 7 |
| ISHARES TR | [IJJ](https://holderbook.com/stocks/IJJ/) | $8.6M | 57,928 | 3.3% | 7 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $8.4M | 101,683 | 3.3% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $7.5M | 10 | 2.9% | 6 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $7.4M | 137,253 | 2.9% | 7 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $6.7M | 56,781 | 2.6% | 7 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $6.2M | 80,959 | 2.4% | 7 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $6.0M | 70,060 | 2.4% | 7 |
| VANGUARD WORLD FD | [EDV](https://holderbook.com/stocks/EDV/) | $6.0M | 92,337 | 2.3% | 7 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $5.9M | 39,582 | 2.3% | 7 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $4.6M | 23,206 | 1.8% | 7 |
| VANGUARD INTL EQUITY INDEX F | [VSS](https://holderbook.com/stocks/VSS/) | $4.6M | 29,643 | 1.8% | 7 |
| WISDOMTREE TR | [DGS](https://holderbook.com/stocks/DGS/) | $4.4M | 67,257 | 1.7% | 7 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $3.9M | 12,851 | 1.5% | 7 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $3.8M | 28,136 | 1.5% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.8M | 13,149 | 1.5% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $3.7M | 7,420 | 1.5% | 7 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $2.9M | 21,445 | 1.1% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JMST](https://holderbook.com/stocks/JMST/) | $2.6M | 50,980 | 1.0% | 6 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $2.4M | 27,553 | 0.9% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $2.4M | 12,064 | 0.9% | 7 |
| VANGUARD INDEX FDS | [VOT](https://holderbook.com/stocks/VOT/) | $2.3M | 7,638 | 0.9% | 7 |
| VANGUARD WHITEHALL FDS | [VIGI](https://holderbook.com/stocks/VIGI/) | $2.2M | 23,596 | 0.9% | 7 |
| VANGUARD WORLD FD | [MGV](https://holderbook.com/stocks/MGV/) | $1.8M | 10,895 | 0.7% | 7 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $1.8M | 8,035 | 0.7% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.7M | 4,527 | 0.7% | 7 |
| ISHARES TR | [IWS](https://holderbook.com/stocks/IWS/) | $1.2M | 7,366 | 0.5% | 7 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $1.1M | 11,682 | 0.4% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.1M | 4,555 | 0.4% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.0M | 2,880 | 0.4% | 4 |
| WISDOMTREE TR | [DON](https://holderbook.com/stocks/DON/) | $1.0M | 17,885 | 0.4% | 7 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $1.0M | 16,858 | 0.4% | 7 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $1.0M | 8,055 | 0.4% | 7 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $992.2K | 11,606 | 0.4% | 7 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $990.4K | 13,900 | 0.4% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $920.0K | 2,486 | 0.4% | 7 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $813.5K | 2,893 | 0.3% | 7 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $752.9K | 707 | 0.3% | 7 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $727.6K | 8,419 | 0.3% | 7 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $627.8K | 1,662 | 0.2% | 3 |
| ISHARES GOLD TRUST MICRO | [IAUM](https://holderbook.com/stocks/IAUM/) | $624.1K | 15,599 | 0.2% | 2 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $614.2K | 1,719 | 0.2% | 4 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $614.2K | 7,771 | 0.2% | 7 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $536.8K | 743 | 0.2% | 3 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $518.7K | 2,364 | 0.2% | 2 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $479.8K | 11,632 | 0.2% | 2 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $478.4K | 15,085 | 0.2% | 2 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $461.8K | 967 | 0.2% | 2 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $456.8K | 811 | 0.2% | 3 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $452.2K | 708 | 0.2% | 1 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $426.0K | 1,176 | 0.2% | 7 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $419.8K | 998 | 0.2% | 4 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $418.4K | 7,262 | 0.2% | 7 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $414.0K | 806 | 0.2% | 7 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $397.0K | 1,638 | 0.2% | 7 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $387.4K | 323 | 0.2% | 3 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $385.8K | 1,631 | 0.2% | 2 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $376.2K | 946 | 0.1% | 7 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $375.1K | 325 | 0.1% | 1 |
| VANGUARD WHITEHALL FDS | [VYMI](https://holderbook.com/stocks/VYMI/) | $358.9K | 3,655 | 0.1% | 6 |
| ISHARES INC | [ESGE](https://holderbook.com/stocks/ESGE/) | $353.4K | 6,462 | 0.1% | 7 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $347.6K | 1,013 | 0.1% | 3 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $344.4K | 1,094 | 0.1% | 7 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $320.3K | 435 | 0.1% | 2 |
| WISDOMTREE TR | [DES](https://holderbook.com/stocks/DES/) | $267.0K | 6,563 | 0.1% | 7 |
| ISHARES INC | [URTH](https://holderbook.com/stocks/URTH/) | $260.4K | 1,285 | 0.1% | 2 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $256.9K | 113 | 0.1% | 1 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $248.1K | 977 | 0.1% | 3 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $234.8K | 118 | 0.1% | 1 |
| VANGUARD WORLD FD | [VDE](https://holderbook.com/stocks/VDE/) | $218.7K | 1,457 | 0.1% | 7 |
| ISHARES TR | [IGF](https://holderbook.com/stocks/IGF/) | $214.6K | 3,222 | 0.1% | 2 |
| ALLIANCEBERNSTEIN HLDG L P | [AB](https://holderbook.com/stocks/AB/) | $212.6K | 6,035 | 0.1% | 7 |
| EA SERIES TRUST | [AAUA](https://holderbook.com/stocks/AAUA/) | $207.3K | 3,641 | 0.1% | 1 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $205.9K | 275 | 0.1% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $201.5K | 215 | 0.1% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.5% | +14.8% | -7.3% | 100% |
| Q1 2026 | +0.3% | -4.6% | +4.9% | 100% |
| Q4 2025 | +1.7% | +2.4% | -0.7% | 100% |
| Q3 2025 | +5.3% | +7.8% | -2.5% | 100% |
| Q2 2025 | +5.7% | +10.5% | -4.8% | 100% |
| Q1 2025 | +0.0% | -4.6% | +4.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $255.8M | 83 |
| Q1 2026 | $235.6M | 81 |
| Q4 2025 | $220.2M | 72 |
| Q3 2025 | $204.9M | 66 |
| Q2 2025 | $194.5M | 64 |
| Q1 2025 | $178.8M | 64 |
| Q4 2024 | $171.6M | 68 |