Investor
Causey Wealth LLC
CIK 0002132639 · filed 2026-05-19 · SEC filing
13F book
$194.5M
Positions
64
2 new · 2 sold
Largest name
6.7%
Vanguard Whitehall Fds
Est. mark
$9.71M
Price effect on 62 names still held. Flow $5.98M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds | — | 98.3K | $13.1M | 6.7% | $427.5K | Cut$381.6K |
| Vanguard Scottsdale Fds | — | 138.5K | $11.5M | 5.9% | $146K | Added$1.2M |
| J P Morgan Exchange Traded F | — | 210.2K | $10.7M | 5.5% | $4.78K | Added$5.83M |
| Ishares Tr | — | 272.6K | $10.6M | 5.4% | $1.39M | Cut$1.01M |
| Dimensional Etf Trust | — | 347.4K | $10.3M | 5.3% | $1.12M | Cut$598.4K |
| Ishares Tr | — | 67.2K | $8.3M | 4.3% | $258.7K | Cut−$270.2K |
| Vanguard World Fd | — | 115.6K | $7.78M | 4.0% | −$440.6K | Cut−$2.08M |
| Ishares Tr | — | 102.2K | $7.77M | 4.0% | $730.5K | Added$732.8K |
| Berkshire Hathaway Inc Del | — | 10 | $7.29M | 3.7% | −$696.4K | Held |
| Vanguard Scottsdale Fds | — | 113.8K | $6.69M | 3.4% | — | New |
| Ishares Inc | — | 110.2K | $6.61M | 3.4% | $667.6K | Cut−$318.5K |
| Vanguard Index Fds | — | 11.1K | $6.32M | 3.2% | $581.6K | Added$799.7K |
| Ishares Tr | — | 94K | $5.97M | 3.1% | $426.7K | Cut$134.6K |
| Vanguard Index Fds | — | 32.6K | $5.36M | 2.8% | $127.6K | Cut$104 |
| Dimensional Etf Trust | — | 115.1K | $4.93M | 2.5% | $375.6K | Added$670.4K |
| Vanguard Intl Equity Index F | — | 35.6K | $4.78M | 2.5% | $668.3K | Cut$486.2K |
| Vanguard Index Fds | — | 20.1K | $4.76M | 2.4% | $306.2K | Cut−$559K |
| Ishares Tr | — | 192.1K | $4.74M | 2.4% | $80.1K | Added$328.7K |
| Vanguard Growth Etf | — | 10.6K | $4.66M | 2.4% | $718K | Cut$660.6K |
| Ishares Tr | — | 42.1K | $4.6M | 2.4% | $190.3K | Added$383.1K |
| Ishares Tr | — | 49.1K | $4.47M | 2.3% | $378.1K | Cut$151.2K |
| Wisdomtree Tr | — | 78.4K | $4.33M | 2.2% | $543.3K | Cut−$440.4K |
| Ishares Tr | — | 33.4K | $3.32M | 1.7% | $67.2K | Cut−$829.2K |
| Berkshire Hathaway Inc Del | — | 6.65K | $3.23M | 1.7% | −$311.1K | Held |
| Vanguard Index Fds | — | 8.44K | $2.4M | 1.2% | $335.6K | Cut$291.3K |
| Vanguard World Fd | — | 6.25K | $2.29M | 1.2% | $358.1K | Held |
| Vanguard Whitehall Fds | — | 25.3K | $2.28M | 1.2% | $181.3K | Cut$88.5K |
| Apple Inc. | AAPL | 9.64K | $1.98M | 1.0% | −$163.5K | Cut−$416.1K |
| Microsoft Corp | MSFT | 3.3K | $1.64M | 0.8% | $396.2K | Added$424.1K |
| Vanguard Index Fds | — | 9.08K | $1.61M | 0.8% | $36.3K | Cut−$24.2K |
| Vanguard World Fd | — | 11.4K | $1.49M | 0.8% | $26.8K | Held |
| Exxon Mobil Corp | — | 13.4K | $1.44M | 0.7% | −$149.1K | Held |
| Ishares Tr | — | 9.66K | $1.28M | 0.7% | $59.6K | Cut−$21.9K |
| Ishares Tr | — | 11.3K | $1.27M | 0.7% | $135.7K | Cut$119.5K |
| Wisdomtree Tr | — | 25.2K | $1.26M | 0.6% | $15.1K | Cut−$65.3K |
| Vanguard Index Fds | — | 11.8K | $1.05M | 0.5% | −$17.5K | Cut−$20K |
| Nvidia Corp | NVDA | 6K | $947.1K | 0.5% | $297.4K | Cut$296.9K |
| Vanguard Intl Equity Index F | — | 18.7K | $926.6K | 0.5% | $78.7K | Cut−$43.6K |
| International Business Machs | — | 2.91K | $858.4K | 0.4% | $134.3K | Cut$131.6K |
| Vanguard Tax-Managed Fds | — | 15K | $852.3K | 0.4% | $92.4K | Added$92.4K |
| J P Morgan Exchange Traded F | — | 15.2K | $775.4K | 0.4% | $960 | Added$78K |
| Vanguard Star Fds | — | 9.79K | $676.3K | 0.3% | $65.3K | Added$96.2K |
| Rivian Automotive Inc | — | 47.8K | $656.5K | 0.3% | $61.6K | Held |
| Wisdomtree Tr | — | 17.7K | $562.8K | 0.3% | −$3.53K | Cut−$95.3K |
| Ishares Silver Tr | — | 17.1K | $561.8K | 0.3% | $12.1K | Added$356.6K |
| Vanguard Index Fds | — | 1.64K | $499.4K | 0.3% | $38.5K | Added$135.5K |
| Ishares Tr | — | 5.35K | $472.4K | 0.2% | −$7.19K | Added$237K |
| Stryker Corp | SYK | 1.09K | $429.7K | 0.2% | $25.4K | Held |
| Intuitive Surgical Inc | ISRG | 653 | $354.8K | 0.2% | $31.4K | Held |
| Vanguard Scottsdale Fds | — | 4.31K | $342.8K | 0.2% | $2.36K | Added$9.28K |
| Amgen Inc | AMGN | 1.18K | $329.8K | 0.2% | −$38.2K | Cut−$41.3K |
| Ishares Inc | — | 8.18K | $320.3K | 0.2% | $34.5K | Cut−$742 |
| Bristol-Myers Squibb Co | — | 6.86K | $317.3K | 0.2% | −$100.8K | Cut−$105.6K |
| Ishares Tr | — | 1.63K | $316.8K | 0.2% | $9.9K | Held |
| Slb Limited/Nv | SLB | 8.74K | $295.4K | 0.2% | −$69.9K | Held |
| Vanguard World Fd | — | 2.47K | $293.8K | 0.2% | −$26.1K | Added−$26K |
| Caterpillar Inc | CAT | 711 | $276K | 0.1% | $41.4K | Added$42.2K |
| Amazon Com Inc | AMZN | 1.18K | $258.9K | 0.1% | $34K | Added$36.7K |
| Alliancebernstein Hldg L P | — | 6.04K | $246.4K | 0.1% | $15.2K | Held |
| Mastercard Inc | MA | 423 | $237.7K | 0.1% | $5.84K | Cut−$251.8K |
| Vanguard Whitehall Fds | — | 2.97K | $237.7K | 0.1% | $18.9K | Added$21K |
| Kraft Heinz Co | KHC | 8.94K | $230.8K | 0.1% | −$41.1K | Added−$40.7K |
| Ishares Tr | — | 2.72K | $226.8K | 0.1% | $21.3K | Cut−$69.9K |
| Rafael Hldgs Inc | — | 12.6K | $21.7K | 0.0% | — | New |
Positions as of Q2 2025. 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.