Investor
Causey Wealth LLC
CIK 0002132639 · filed 2026-05-19 · SEC filing
13F book
$204.9M
Positions
66
4 new · 2 sold
Largest name
6.8%
Vanguard Whitehall Fds
Est. mark
$10.1M
Price effect on 62 names still held. Flow $325.7K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds | — | 98.3K | $13.9M | 6.8% | $750.7K | Added$756.2K |
| Vanguard Scottsdale Fds | — | 148.2K | $12.5M | 6.1% | $164.8K | Added$976.3K |
| Ishares Tr | — | 272.6K | $11.2M | 5.5% | $642K | Cut$641.2K |
| Dimensional Etf Trust | — | 338.3K | $10.9M | 5.3% | $808.6K | Cut$540.4K |
| J P Morgan Exchange Traded F | — | 210.9K | $10.7M | 5.2% | $10.5K | Added$48.2K |
| Ishares Tr | — | 65K | $8.43M | 4.1% | $398.8K | Cut$124K |
| Ishares Tr | — | 99.8K | $8M | 3.9% | $412.4K | Cut$232.8K |
| Berkshire Hathaway Inc Del | — | 10 | $7.54M | 3.7% | $254K | Held |
| Vanguard World Fd | — | 110.1K | $7.53M | 3.7% | $126.6K | Cut−$249.4K |
| Vanguard Scottsdale Fds | — | 122.3K | $7.2M | 3.5% | $7.99K | Added$508.8K |
| Vanguard Index Fds | — | 11.6K | $7.09M | 3.5% | $493.4K | Added$764.7K |
| Ishares Inc | — | 101.9K | $6.72M | 3.3% | $600.4K | Cut$106.6K |
| Ishares Tr | — | 90.8K | $6.16M | 3.0% | $395.1K | Cut$196.1K |
| Dimensional Etf Trust | — | 119.4K | $5.51M | 2.7% | $378.8K | Added$575K |
| Vanguard Index Fds | — | 30.9K | $5.4M | 2.6% | $313.3K | Cut$46.9K |
| Ishares Tr | — | 211.1K | $5.39M | 2.6% | $165.2K | Added$650.5K |
| Vanguard Growth Etf | — | 10.7K | $5.13M | 2.5% | $437.9K | Added$469.5K |
| Ishares Tr | — | 42.1K | $5.01M | 2.4% | $401.5K | Added$407K |
| Vanguard Intl Equity Index F | — | 34.4K | $4.9M | 2.4% | $280.8K | Cut$124.5K |
| Ishares Tr | — | 51.1K | $4.9M | 2.4% | $241K | Added$430.9K |
| Vanguard Index Fds | — | 17.9K | $4.54M | 2.2% | $309K | Cut−$219.5K |
| Wisdomtree Tr | — | 77.4K | $4.42M | 2.2% | $143.9K | Cut$89.1K |
| Ishares Tr | — | 32.2K | $3.56M | 1.7% | $357.4K | Cut$237.4K |
| Berkshire Hathaway Inc Del | — | 6.65K | $3.34M | 1.6% | $112.8K | Held |
| Vanguard World Fd | — | 6.11K | $2.46M | 1.2% | $221.7K | Cut$171.9K |
| Apple Inc. | AAPL | 9.64K | $2.46M | 1.2% | $476.9K | Added$477.4K |
| Vanguard Index Fds | — | 8.31K | $2.44M | 1.2% | $78K | Cut$41.9K |
| Vanguard Whitehall Fds | — | 24.9K | $2.23M | 1.1% | −$13.7K | Cut−$45.3K |
| Microsoft Corp | MSFT | 3.23K | $1.67M | 0.8% | $66.7K | Cut$30.9K |
| Vanguard Index Fds | — | 8.81K | $1.64M | 0.8% | $86K | Cut$38.3K |
| Vanguard World Fd | — | 11.4K | $1.58M | 0.8% | $74.4K | Added$84.7K |
| Exxon Mobil Corp | — | 13.4K | $1.51M | 0.7% | $66.3K | Held |
| Wisdomtree Tr | — | 24K | $1.25M | 0.6% | $52.3K | Cut−$7.92K |
| Ishares Tr | — | 8.56K | $1.2M | 0.6% | $64.5K | Cut−$80K |
| Ishares Tr | — | 10.4K | $1.18M | 0.6% | $19.5K | Cut−$84.7K |
| Nvidia Corp | NVDA | 6K | $1.12M | 0.5% | $171.4K | Held |
| Vanguard Index Fds | — | 11.9K | $1.08M | 0.5% | $27.8K | Added$35.2K |
| Ishares Tr | — | 11.2K | $1M | 0.5% | $6K | Added$528.1K |
| Vanguard Intl Equity Index F | — | 18.3K | $990.7K | 0.5% | $86.3K | Cut$64.2K |
| Ishares Silver Tr | — | 21.7K | $921.5K | 0.4% | $163.7K | Added$359.7K |
| Vanguard Tax-Managed Fds | — | 14.1K | $845.9K | 0.4% | $41.1K | Cut−$6.45K |
| International Business Machs | — | 2.91K | $821.6K | 0.4% | −$36.7K | Held |
| Vanguard Star Fds | — | 11.1K | $813.8K | 0.4% | $42.8K | Added$137.5K |
| J P Morgan Exchange Traded F | — | 14.1K | $720.6K | 0.4% | $1.68K | Cut−$54.7K |
| Rivian Automotive Inc | — | 47.8K | $701.4K | 0.3% | $44.9K | Held |
| Vanguard Index Fds | — | 1.81K | $595.7K | 0.3% | $39.9K | Added$96.3K |
| Wisdomtree Tr | — | 15.2K | $510.4K | 0.2% | $29.1K | Cut−$52.4K |
| Stryker Corp | SYK | 1.09K | $401.5K | 0.2% | −$28.2K | Held |
| Vanguard Scottsdale Fds | — | 4.25K | $339.3K | 0.2% | $1.82K | Cut−$3.5K |
| Caterpillar Inc | CAT | 711 | $339.3K | 0.2% | $63.2K | Held |
| Amgen Inc | AMGN | 1.18K | $333.4K | 0.2% | $3.53K | Held |
| Ishares Tr | — | 1.63K | $332.1K | 0.2% | $15.3K | Held |
| Ishares Inc | — | 7.64K | $331.8K | 0.2% | $32.5K | Cut$11.5K |
| Vanguard World Fd | — | 2.6K | $327.7K | 0.2% | $16.7K | Added$33.9K |
| Bristol-Myers Squibb Co | — | 6.86K | $309.2K | 0.2% | −$8.16K | Held |
| Intuitive Surgical Inc | ISRG | 653 | $292K | 0.1% | −$62.8K | Held |
| Vanguard Whitehall Fds | — | 3.34K | $283.1K | 0.1% | $13.6K | Added$45.4K |
| Tesla, Inc. | TSLA | 625 | $277.9K | 0.1% | — | New |
| Alphabet Inc | — | 1.1K | $268.4K | 0.1% | — | New |
| Alphabet Inc | — | 1.06K | $259.4K | 0.1% | — | New |
| Amazon Com Inc | AMZN | 1.18K | $259.1K | 0.1% | $213 | Held |
| Ishares Gold Tr | — | 3.5K | $254.5K | 0.1% | — | New |
| Mastercard Inc | MA | 423 | $240.6K | 0.1% | $2.91K | Held |
| Alliancebernstein Hldg L P | — | 6.04K | $230.7K | 0.1% | −$15.8K | Held |
| Ishares Tr | — | 2.5K | $218.3K | 0.1% | $9.58K | Cut−$8.54K |
| Rafael Hldgs Inc | — | 12.6K | $17.1K | 0.0% | −$4.65K | Held |
Positions as of Q3 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.