Causey Wealth LLC

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Institutional

CIK 0002132639

$235.6M

Reported AUM

Positions

Q1 2026

Period

2026-05-13

Filed

The Brief · Causey Wealth LLC · Q1 2026

AI · grounded in 13F

Causey Wealth LLC initiated a new position in BRK/A valued at $7.18M. The fund also established new holdings in BRK/B for $3.55M and AAPL for $3.34M. On the sell side, the manager trimmed positions in VB by 24.65% and VOE by 18.04%.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	VCIT	VANGUARD SCOTTSDALE FDS	$81.26	-0.31%	2.51%	3.92%	$17.0M	7.20%	—	HELD
2	VYM	VANGUARD WHITEHALL FDS	$161.67	-1.32%	25.58%	75.14%	$15.2M	6.45%	—	HELD
3	JPST	J P MORGAN EXCHANGE TRADED F	$50.54	0.04%	3.86%	19.88%	$15.1M	6.43%	—	HELD
4	ISCF	ISHARES TR	$43.33	-0.97%	16.35%	38.32%	$11.4M	4.86%	—	HELD
5	DFEM	DIMENSIONAL ETF TRUST	$36.28	-2.21%	27.28%	61.74%	$11.3M	4.80%	—	HELD
6	VGSH	VANGUARD SCOTTSDALE FDS	$58.12	0.07%	2.55%	9.68%	$11.1M	4.72%	—	HELD
7	VOO	VANGUARD INDEX FDS	$670.55	-1.53%	18.74%	73.44%	$9.2M	3.92%	—	HELD
8	IDEV	ISHARES TR	$88.89	-0.59%	23.08%	50.64%	$9.1M	3.87%	—	HELD
9	EDV	VANGUARD WORLD FD	$60.21	-2.79%	-2.08%	-46.92%	$8.8M	3.73%	—	HELD
10	IJJ	ISHARES TR	$147.97	-1.10%	24.20%	52.39%	$7.8M	3.32%	—	HELD
11	BRK/A	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$7.2M	3.05%	—	HELD
12	DFIV	DIMENSIONAL ETF TRUST	$56.23	0.07%	34.84%	99.65%	$7.1M	3.03%	—	HELD
13	REET	ISHARES TR	$28.68	-0.69%	22.44%	15.50%	$7.1M	3.02%	—	HELD
14	IEMG	ISHARES INC	$74.16	-2.16%	29.78%	36.78%	$7.1M	3.02%	—	HELD
15	EFV	ISHARES TR	$79.38	-0.40%	32.27%	91.99%	$6.3M	2.69%	—	HELD
16	IJK	ISHARES TR	$110.26	-2.21%	22.28%	40.68%	$5.7M	2.43%	—	HELD
17	VUG	VANGUARD INDEX FDS	$82.07	-1.51%	12.83%	67.47%	$5.0M	2.11%	—	HELD
18	IJR	ISHARES TR	$144.35	-1.34%	36.66%	40.98%	$4.7M	2.01%	—	HELD
19	VOE	VANGUARD INDEX FDS	$205.92	-0.74%	27.74%	59.03%	$4.5M	1.90%	—	HELD
20	VSS	VANGUARD INTL EQUITY INDEX F	$147.75	-1.35%	16.03%	24.55%	$4.4M	1.88%	—	HELD
21	DGS	WISDOMTREE TR	$59.89	-1.83%	14.69%	34.29%	$4.1M	1.73%	—	HELD
22	XOM	EXXON MOBIL CORP	$156.88	2.51%	47.33%	239.93%	$3.6M	1.54%	—	HELD
23	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$3.6M	1.51%	—	HELD
24	VB	VANGUARD INDEX FDS	$293.00	-1.66%	27.11%	41.84%	$3.4M	1.44%	—	HELD
25	IJS	ISHARES TR	$135.85	-1.02%	40.75%	45.05%	$3.4M	1.42%	—	HELD
26	AAPL	APPLE INC	$338.10	-0.58%	67.77%	128.17%	$3.3M	1.42%	—	HELD
27	NVDA	NVIDIA CORPORATION	$190.16	-3.48%	13.56%	782.99%	$2.5M	1.05%	—	HELD
28	VIGI	VANGUARD WHITEHALL FDS	$96.53	-0.34%	15.04%	24.44%	$2.1M	0.89%	—	HELD
29	MGK	VANGUARD WORLD FD	$83.11	-1.60%	13.99%	74.10%	$2.1M	0.89%	—	HELD
30	VOT	VANGUARD INDEX FDS	$290.39	-1.16%	3.47%	22.54%	$2.0M	0.83%	—	HELD
31	JMST	J P MORGAN EXCHANGE TRADED F	$50.93	0.08%	—	—	$1.8M	0.77%	—	HELD
32	MSFT	MICROSOFT CORP	$390.50	-0.72%	—	—	$1.7M	0.71%	—	HELD
33	MGV	VANGUARD WORLD FD	$162.62	-1.69%	—	—	$1.6M	0.70%	—	HELD
34	VTV	VANGUARD INDEX FDS	$219.80	-1.43%	—	—	$1.6M	0.67%	—	HELD
35	IWS	ISHARES TR	$167.97	-0.85%	—	—	$1.2M	0.50%	—	HELD
36	VNQ	VANGUARD INDEX FDS	$100.66	-0.29%	—	—	$1.0M	0.44%	—	HELD
37	AMZN	AMAZON COM INC	$226.46	-1.91%	—	—	$949K	0.40%	—	HELD
38	DON	WISDOMTREE TR	$57.71	-0.94%	—	—	$944K	0.40%	—	HELD
39	VWO	VANGUARD INTL EQUITY INDEX F	$56.93	-1.40%	—	—	$922K	0.39%	—	HELD
40	EFG	ISHARES TR	$118.55	-0.65%	—	—	$920K	0.39%	—	HELD
41	VXUS	VANGUARD STAR FDS	$82.39	-1.03%	—	—	$897K	0.38%	—	HELD
42	VEA	VANGUARD TAX-MANAGED FDS	$68.98	-0.89%	—	—	$891K	0.38%	—	HELD
43	GOOG	ALPHABET INC	$335.92	1.00%	—	—	$826K	0.35%	—	HELD
44	VTI	VANGUARD INDEX FDS	$360.52	-1.49%	—	—	$792K	0.34%	—	HELD
45	TLT	ISHARES TR	$82.85	-1.65%	—	—	$754K	0.32%	—	HELD
46	IAUM	ISHARES GOLD TR	$40.32	0.47%	—	—	$728K	0.31%	—	HELD
47	IBM	INTERNATIONAL BUSINESS MACHS	$226.60	-0.42%	—	—	$701K	0.30%	—	HELD
48	VCSH	VANGUARD SCOTTSDALE FDS	$78.61	-0.01%	—	—	$597K	0.25%	—	HELD
49	AVGO	BROADCOM INC	$370.73	-2.67%	—	—	$514K	0.22%	—	HELD
50	CAT	CATERPILLAR INC	$783.18	-6.86%	—	—	$501K	0.21%	—	HELD
51	GOOGL	ALPHABET INC	$336.30	0.78%	—	—	$494K	0.21%	—	HELD
52	META	META PLATFORMS INC	$585.07	-1.41%	—	—	$464K	0.20%	—	HELD
53	SCHD	SCHWAB STRATEGIC TR	$33.83	-0.18%	—	—	$459K	0.19%	—	HELD
54	QUAL	ISHARES TR	$215.98	-1.14%	—	—	$453K	0.19%	—	HELD
55	DFAI	DIMENSIONAL ETF TRUST	$41.36	-0.51%	—	—	$448K	0.19%	—	HELD
56	ISRG	INTUITIVE SURGICAL INC	$353.10	-2.40%	—	—	$442K	0.19%	—	HELD
57	BMY	BRISTOL-MYERS SQUIBB CO	$63.10	-0.79%	—	—	$440K	0.19%	—	HELD
58	JAAA	JANUS DETROIT STR TR	$50.66	0.02%	—	—	$423K	0.18%	—	HELD
59	AMGN	AMGEN INC	$387.64	-1.39%	—	—	$414K	0.18%	—	HELD
60	MA	MASTERCARD INCORPORATED	$563.56	0.14%	—	—	$403K	0.17%	—	HELD
61	TSLA	TESLA INC	$298.44	-2.93%	—	—	$371K	0.16%	—	HELD
62	VDE	VANGUARD WORLD FD	$165.14	1.93%	—	—	$363K	0.15%	—	HELD
63	SYK	STRYKER CORPORATION	$352.23	1.62%	—	—	$358K	0.15%	—	HELD
64	IWD	ISHARES TR	$249.52	-1.00%	—	—	$350K	0.15%	—	HELD
65	VIG	VANGUARD SPECIALIZED FUNDS	$238.56	-1.32%	—	—	$349K	0.15%	—	HELD
66	VYMI	VANGUARD WHITEHALL FDS	$101.97	-0.46%	—	—	$341K	0.14%	—	HELD
67	TSM	TAIWAN SEMICONDUCTOR MANUFAC	$374.56	-4.52%	—	—	$327K	0.14%	—	HELD
68	V	VISA INC	$369.54	0.80%	—	—	$306K	0.13%	—	HELD
69	LLY	ELI LILLY & CO	$1211.59	-0.74%	—	—	$297K	0.13%	—	HELD
70	ESGE	ISHARES INC	$49.05	-2.19%	—	—	$292K	0.12%	—	HELD
71	TBIL	RBB FD INC	$49.86	0.02%	—	—	$289K	0.12%	—	HELD
72	AMAT	APPLIED MATLS INC	$436.45	-8.40%	—	—	$254K	0.11%	—	HELD
73	QQQ	INVESCO QQQ TR	$661.60	-2.06%	—	—	$251K	0.11%	—	HELD
74	NFLX	NETFLIX INC.	$73.62	1.71%	—	—	$243K	0.10%	—	HELD
75	JNJ	JOHNSON & JOHNSON	$265.69	-0.39%	—	—	$239K	0.10%	—	HELD
76	DES	WISDOMTREE TR	$40.74	-0.92%	—	—	$236K	0.10%	—	HELD
77	URTH	ISHARES INC	$199.18	-1.30%	—	—	$231K	0.10%	—	HELD
78	COST	COSTCO WHOLESALE CORPORATION	$973.73	0.74%	—	—	$229K	0.10%	—	HELD
79	AB	ALLIANCEBERNSTEIN HLDG L P	$37.11	-0.64%	—	—	$226K	0.10%	—	HELD
80	IGF	ISHARES TR	$66.31	-0.72%	—	—	$207K	0.09%	—	HELD
81	IEFA	ISHARES TR	$96.23	-0.54%	—	—	$202K	0.09%	—	HELD

Source: SEC EDGAR · accession 0002132639-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.