Investor
Causey Wealth LLC
CIK 0002132639 · filed 2026-05-13 · SEC filing
13F book
$235.6M
Positions
81
11 new · 2 sold
Largest name
7.2%
Vanguard Scottsdale Fds
Est. mark
$504.1K
Price effect on 70 names still held. Flow $14.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds | — | 204.9K | $17M | 7.2% | −$167.8K | Added$2.9M |
| Vanguard Whitehall Fds | — | 102.6K | $15.2M | 6.4% | $462.3K | Added$702.6K |
| J P Morgan Exchange Traded F | — | 299.1K | $15.1M | 6.4% | $4.29K | Added$4.33M |
| Ishares Tr | — | 273.9K | $11.4M | 4.9% | $84.9K | Cut−$123.6K |
| Dimensional Etf Trust | — | 327.3K | $11.3M | 4.8% | $481.1K | Cut$364.1K |
| Vanguard Scottsdale Fds | — | 189.9K | $11.1M | 4.7% | −$26K | Added$3.06M |
| Vanguard Index Fds | — | 15.5K | $9.24M | 3.9% | −$432.5K | Added$70.7K |
| Ishares Tr | — | 109.1K | $9.12M | 3.9% | $118.9K | Cut$51K |
| Vanguard World Fd | — | 135.2K | $8.78M | 3.7% | −$7.07K | Added$1.13M |
| Ishares Tr | — | 59K | $7.82M | 3.3% | $53.7K | Cut−$886.7K |
| Berkshire Hathaway Inc Del | — | 10 | $7.18M | 3.0% | −$366.6K | Held |
| Dimensional Etf Trust | — | 135.4K | $7.15M | 3.0% | $361.3K | Added$886.1K |
| Ishares Tr | — | 283.2K | $7.12M | 3.0% | $47.6K | Added$1.19M |
| Ishares Inc | — | 102K | $7.11M | 3.0% | $258K | Cut−$170.7K |
| Ishares Tr | — | 85.2K | $6.34M | 2.7% | $250.6K | Cut$84.5K |
| Ishares Tr | — | 56.8K | $5.71M | 2.4% | $203.6K | Added$439.4K |
| Vanguard Growth Etf | — | 11.4K | $4.98M | 2.1% | −$582.2K | Cut−$656.9K |
| Ishares Tr | — | 38.1K | $4.74M | 2.0% | $157.4K | Cut−$321.7K |
| Vanguard Index Fds | — | 24.3K | $4.48M | 1.9% | $167.9K | Cut−$780.3K |
| Vanguard Intl Equity Index F | — | 30.3K | $4.42M | 1.9% | $74.5K | Cut−$320.1K |
| Wisdomtree Tr | — | 67.9K | $4.08M | 1.7% | $194.3K | Cut−$469.9K |
| Exxon Mobil Corp | — | 21.3K | $3.62M | 1.5% | $695.7K | Added$1.92M |
| Berkshire Hathaway Inc Del | — | 7.41K | $3.55M | 1.5% | −$157.9K | Added$168K |
| Vanguard Index Fds | — | 13K | $3.4M | 1.4% | $51.6K | Cut−$1.04M |
| Ishares Tr | — | 28.3K | $3.35M | 1.4% | $133.9K | Cut−$259.9K |
| Apple Inc. | AAPL | 13.1K | $3.34M | 1.4% | −$192.1K | Added$446.7K |
| Nvidia Corp | NVDA | 14.1K | $2.46M | 1.0% | −$171K | Cut−$196.2K |
| Vanguard Whitehall Fds | — | 23.6K | $2.09M | 0.9% | −$70.7K | Cut−$245.4K |
| Vanguard World Fd | — | 5.67K | $2.09M | 0.9% | −$252.3K | Added−$211.9K |
| Vanguard Index Fds | — | 7.63K | $1.96M | 0.8% | −$166.1K | Cut−$285.3K |
| J P Morgan Exchange Traded F | — | 35.6K | $1.81M | 0.8% | $875 | Added$739.1K |
| Microsoft Corp | MSFT | 4.52K | $1.67M | 0.7% | −$487.2K | Added−$402.8K |
| Vanguard World Fd | — | 11.3K | $1.64M | 0.7% | $40.5K | Added$129.2K |
| Vanguard Index Fds | — | 8.08K | $1.58M | 0.7% | $42.1K | Cut−$29.1K |
| Ishares Tr | — | 8.16K | $1.19M | 0.5% | $38.2K | Cut−$19.7K |
| Vanguard Index Fds | — | 11.7K | $1.04M | 0.4% | $2.4K | Added$12.1K |
| Amazon Com Inc | AMZN | 4.55K | $948.7K | 0.4% | −$85.6K | Added$72.5K |
| Wisdomtree Tr | — | 18K | $943.5K | 0.4% | $16.9K | Cut−$273.1K |
| Vanguard Intl Equity Index F | — | 17.1K | $921.7K | 0.4% | $4.95K | Cut−$31.4K |
| Ishares Tr | — | 8.26K | $920.1K | 0.4% | −$21.1K | Cut−$206.9K |
| Vanguard Star Fds | — | 11.6K | $897.2K | 0.4% | $17.2K | Added$118.1K |
| Vanguard Tax-Managed Fds | — | 13.9K | $890.7K | 0.4% | $21.4K | Added$60.7K |
| Alphabet Inc | — | 2.88K | $826.3K | 0.4% | −$57.5K | Added$156.9K |
| Vanguard Index Fds | — | 2.47K | $792.3K | 0.3% | −$24.1K | Added$235.4K |
| Ishares Tr | — | 8.7K | $754K | 0.3% | −$4.09K | Cut−$212.8K |
| Ishares Gold Tr | IAUM | 15.6K | $728.5K | 0.3% | — | New |
| International Business Machs | — | 2.89K | $701.2K | 0.3% | −$155.7K | Cut−$161.9K |
| Vanguard Scottsdale Fds | — | 7.53K | $597K | 0.3% | −$2.07K | Added$237K |
| Broadcom Inc. | AVGO | 1.66K | $514.4K | 0.2% | −$49.8K | Added$43.4K |
| Caterpillar Inc | CAT | 707 | $500.9K | 0.2% | $95.9K | Cut$88.4K |
| Alphabet Inc | — | 1.72K | $494.2K | 0.2% | −$44K | Cut−$54.9K |
| Meta Platforms, Inc. | META | 811 | $464K | 0.2% | −$55.2K | Added$49.5K |
| Schwab Strategic Tr | — | 15K | $459.2K | 0.2% | — | New |
| Ishares Tr | — | 2.36K | $453.4K | 0.2% | — | New |
| Dimensional Etf Trust | — | 11.5K | $448K | 0.2% | — | New |
| Intuitive Surgical Inc | ISRG | 958 | $441.6K | 0.2% | −$100.9K | Cut−$103.8K |
| Bristol-Myers Squibb Co | — | 7.26K | $440.4K | 0.2% | $48.7K | Held |
| Janus Detroit Str Tr | — | 8.4K | $423.1K | 0.2% | — | New |
| Amgen Inc | AMGN | 1.18K | $413.9K | 0.2% | $28.9K | Cut$27.2K |
| Mastercard Inc | MA | 806 | $402.7K | 0.2% | −$48.4K | Added$15.1K |
| Tesla, Inc. | TSLA | 998 | $371K | 0.2% | −$77.3K | Added−$75.1K |
| Vanguard World Fd | — | 2.1K | $363K | 0.2% | $98.9K | Cut$49.9K |
| Stryker Corp | SYK | 1.09K | $358.5K | 0.2% | −$25K | Added−$24.1K |
| Ishares Tr | — | 1.64K | $349.5K | 0.1% | $5.48K | Added$5.91K |
| Vanguard Specialized Funds | — | 1.62K | $349.3K | 0.1% | — | New |
| Vanguard Whitehall Fds | — | 3.62K | $340.9K | 0.1% | $12.3K | Added$79.1K |
| Taiwan Semiconductor Mfg Ltd | — | 967 | $326.8K | 0.1% | — | New |
| Visa Inc. | V | 1.01K | $306.2K | 0.1% | −$49.1K | Cut−$81.7K |
| Eli Lilly & Co | LLY | 323 | $297.1K | 0.1% | −$50K | Cut−$59.7K |
| Ishares Inc | — | 6.43K | $292.4K | 0.1% | $8.36K | Cut−$35.4K |
| Rbb Fd Inc | — | 5.8K | $289.2K | 0.1% | — | New |
| Applied Matls Inc | — | 743 | $253.8K | 0.1% | $63K | Cut$42.7K |
| Invesco Qqq Tr | — | 435 | $251.1K | 0.1% | — | New |
| Netflix Inc | NFLX | 2.53K | $243.3K | 0.1% | $6.05K | Cut−$5.2K |
| Johnson & Johnson | JNJ | 977 | $238.8K | 0.1% | $36.6K | Cut$27.7K |
| Wisdomtree Tr | — | 6.56K | $235.8K | 0.1% | $16.4K | Cut−$206.7K |
| Ishares Inc | — | 1.28K | $231.3K | 0.1% | — | New |
| Costco Whsl Corp New | — | 229 | $228.6K | 0.1% | $30.8K | Cut$17.8K |
| Alliancebernstein Hldg L P | — | 6.04K | $225.9K | 0.1% | −$6.28K | Held |
| Ishares Tr | — | 3.09K | $207.1K | 0.1% | — | New |
| Ishares Tr | — | 2.23K | $201.7K | 0.1% | $2.32K | Cut−$25K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.