Q4 2025 · 13F-HR/A
Causey Wealth LLCholdings as filed
Filed 2026-05-12 · accession 0002132639-26-000003
$15.3M
Reported value
6
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $7.5M | 49.3% | 10 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.4M | 22.1% | 6,732 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $2.9M | 18.9% | 10,630 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $876,193 | 5.73% | 3,796 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $386,661 | 2.53% | 1,181 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $211,121 | 1.38% | 822 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.